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 3,111 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
8,655
shares
|
$649,471
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,650
shares
|
$649,096
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
8,610
shares
|
$646,094
0.44% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
8,592
shares
|
$644,743
0.08% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
8,520
shares
|
$639,340
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
May 09, 2025 Q1 2025 |
8,500
shares
|
$637,840
0.01% of portfolio
|
Q1 2025
Reduced 38.85%
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
8,492
shares
|
$637,239
0.05% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
8,482
shares
|
$636,489
0.1% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
8,477
shares
|
$636,114
0.35% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,475
shares
|
$635,964
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
8,456
shares
|
$634,538
0.22% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
8,453
shares
|
$634,313
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
8,439
shares
|
$633,262
0.25% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
8,413
shares
|
$631,311
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
8,411
shares
|
$631,161
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
8,403
shares
|
$630,561
0.05% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
8,403
shares
|
$630,561
0.55% of portfolio
|
Q4 2023
Reduced 20.64%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
8,397
shares
|
$630,110
0.03% of portfolio
|
Q1 2025
Reduced 46.45%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
8,392
shares
|
$629,735
0.07% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
8,385
shares
|
$629,210
0.2% of portfolio
|
Q1 2025
Reduced 57.06%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
8,380
shares
|
$628,835
0.36% of portfolio
|
Q3 2023
Added 0.36%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
8,372
shares
|
$628,234
0.08% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,372
shares
|
$628,234
0.04% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
8,366
shares
|
$627,784
0.07% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
8,359
shares
|
$627,259
0.17% of portfolio
|
Q1 2025
Added 7.82%
|