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 |
|---|---|---|---|---|---|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
8,000
shares
|
$600,320
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
7,987
shares
|
$599,344
0.15% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
7,986
shares
|
$599,269
0.16% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
7,977
shares
|
$598,594
0.44% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
7,957
shares
|
$597,093
0.16% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,950
shares
|
$596,568
0.17% of portfolio
|
Q1 2024
Reduced 84.2%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
7,933
shares
|
$595,292
0.35% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,928
shares
|
$594,917
0.07% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,925
shares
|
$594,692
0.41% of portfolio
|
Q2 2022
Added 16.87%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,920
shares
|
$594,316
0.01% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,904
shares
|
$593,116
0.08% of portfolio
|
Q2 2021
Added 23.42%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,901
shares
|
$592,891
0.01% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
7,885
shares
|
$591,690
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,870
shares
|
$590,564
0.1% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
7,868
shares
|
$590,414
0.2% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
7,845
shares
|
$588,688
0.07% of portfolio
|
Q1 2025
Added 179.08%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7,844
shares
|
$588,613
0.12% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
7,825
shares
|
$587,188
0.1% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,815
shares
|
$586,437
0.43% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
7,807
shares
|
$585,837
0.64% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
7,805
shares
|
$585,687
0.07% of portfolio
|
Q1 2022
Added 16.39%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
7,804
shares
|
$585,612
0.03% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
7,803
shares
|
$585,537
0.09% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
7,800
shares
|
$585,312
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
7,751
shares
|
$581,635
0.16% of portfolio
|
Q2 2025
Reduced 0.01%
|