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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,469
shares
|
$485,433
0.03% of portfolio
|
Q4 2023
Reduced 23.8%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
6,468
shares
|
$485,358
0.17% of portfolio
|
Q1 2022
Reduced 17.79%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
6,456
shares
|
$484,458
0.05% of portfolio
|
Q1 2025
Added 29.93%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
6,450
shares
|
$484,008
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
6,397
shares
|
$480,030
0.04% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,391
shares
|
$479,580
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
6,378
shares
|
$478,605
0.36% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
6,374
shares
|
$478,304
0.28% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
6,374
shares
|
$478,304
0.16% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
6,360
shares
|
$477,254
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
6,348
shares
|
$476,353
0.2% of portfolio
|
Q1 2025
Added 121.42%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
6,327
shares
|
$474,778
0.3% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
6,271
shares
|
$470,575
0.01% of portfolio
|
Q1 2025
Added 220.93%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
6,267
shares
|
$470,275
0.04% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,258
shares
|
$469,600
0.2% of portfolio
|
Q4 2023
Added 1538.22%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,230
shares
|
$467,499
0.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
6,230
shares
|
$467,499
0.05% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
6,225
shares
|
$467,124
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
6,214
shares
|
$466,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
6,210
shares
|
$465,998
0.38% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
6,199
shares
|
$465,172
0.09% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
6,197
shares
|
$465,022
0.09% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
6,180
shares
|
$463,747
0.08% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
6,180
shares
|
$463,747
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
6,172
shares
|
$463,146
0.16% of portfolio
|
Q1 2025
Added 0.41%
|