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 3,109 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
7,742
shares
|
$580,959
0.58% of portfolio
|
Q1 2025
Added 74.25%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
7,741
shares
|
$580,884
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,735
shares
|
$580,434
0.02% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
7,730
shares
|
$580,059
0.21% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
7,729
shares
|
$579,984
0.36% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
7,721
shares
|
$579,383
0.09% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
7,679
shares
|
$576,232
0.01% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
7,670
shares
|
$575,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,669
shares
|
$575,481
0.15% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
7,668
shares
|
$575,406
0.49% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
7,642
shares
|
$573,455
0.05% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
7,638
shares
|
$573,155
0.1% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,607
shares
|
$570,829
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,607
shares
|
$570,829
0.23% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
7,602
shares
|
$570,454
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
7,601
shares
|
$570,379
0.3% of portfolio
|
Q1 2025
Reduced 35.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,598
shares
|
$570,153
0.08% of portfolio
|
Q1 2025
Reduced 54.77%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,568
shares
|
$567,902
0.06% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
7,568
shares
|
$567,902
0.11% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,566
shares
|
$567,752
0.06% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
7,550
shares
|
$566,552
0.26% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
7,534
shares
|
$565,351
0.35% of portfolio
|
Q1 2025
Reduced 0.76%
|