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 |
|---|---|---|---|---|---|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
7,194
shares
|
$539,837
0.12% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,181
shares
|
$538,862
0.16% of portfolio
|
Q2 2022
Added 20.83%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
7,180
shares
|
$538,787
0.27% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
7,176
shares
|
$538,487
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,163
shares
|
$537,511
0.45% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
7,154
shares
|
$536,836
0.09% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
7,153
shares
|
$536,761
0.07% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,142
shares
|
$535,935
0.17% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
7,140
shares
|
$535,785
0.04% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
7,133
shares
|
$535,260
0.2% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,130
shares
|
$535,035
0.34% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,112
shares
|
$533,684
0.14% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
7,109
shares
|
$533,459
0.46% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
7,099
shares
|
$532,708
0.22% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
7,094
shares
|
$532,333
0.25% of portfolio
|
Q1 2025
Reduced 80.06%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
7,080
shares
|
$531,283
0.25% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
7,066
shares
|
$530,232
0.19% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
7,060
shares
|
$529,782
0.19% of portfolio
|
Q1 2025
Added 56.96%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
7,059
shares
|
$529,707
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
7,052
shares
|
$529,182
0.04% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
7,041
shares
|
$528,356
0.12% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
7,023
shares
|
$527,005
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,018
shares
|
$526,630
0.08% of portfolio
|
Q1 2025
Added 52.86%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
7,010
shares
|
$526,030
0.37% of portfolio
|
Q3 2023
Reduced 5.08%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
6,996
shares
|
$524,979
0.17% of portfolio
|
Q1 2025
Reduced 12.11%
|