Institutional Ownership Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE). We have compiled data on the 3,107 institutions that hold shares in the stock, with a total of 1.65 Billion shares, which have been reported (via 13F filing form) to have a value of $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,935
shares
|
$745,522
0.05% of portfolio
|
Q1 2025
Added 40.6%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
9,898
shares
|
$742,745
0.29% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
9,897
shares
|
$742,670
0.34% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
9,878
shares
|
$741,245
0.08% of portfolio
|
Q2 2024
Added 208.69%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
9,845
shares
|
$738,768
0.27% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,826
shares
|
$737,343
0.06% of portfolio
|
Q4 2022
Reduced 14.07%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
9,820
shares
|
$736,892
0.43% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,778
shares
|
$733,741
0.28% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
9,764
shares
|
$732,690
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
9,751
shares
|
$731,715
0.39% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
9,744
shares
|
$731,189
0.07% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
9,740
shares
|
$730,889
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
9,739
shares
|
$730,814
0.03% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,736
shares
|
$730,589
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
9,720
shares
|
$729,388
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
9,710
shares
|
$728,638
0.13% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,695
shares
|
$727,512
0.05% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
9,663
shares
|
$725,111
0.21% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
9,663
shares
|
$725,111
0.04% of portfolio
|
Q3 2023
Reduced 2.03%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
9,624
shares
|
$722,184
0.29% of portfolio
|
Q2 2022
Added 5.32%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
9,616
shares
|
$721,584
0.05% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,610
shares
|
$721,134
0.04% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
9,601
shares
|
$720,459
0.2% of portfolio
|
Q1 2025
Reduced 47.45%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
9,600
shares
|
$720,384
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
9,599
shares
|
$720,308
0.5% of portfolio
|
Q1 2025
Added 8.76%
|