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 |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
6,163
shares
|
$462,471
0.11% of portfolio
|
Q4 2023
Added 3.11%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
6,156
shares
|
$461,946
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
6,152
shares
|
$461,646
0.32% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,152
shares
|
$461,646
0.34% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
6,150
shares
|
$461,496
1.65% of portfolio
|
Q1 2025
Reduced 94.86%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
6,138
shares
|
$460,595
0.05% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
6,134
shares
|
$460,295
0.15% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
6,129
shares
|
$459,920
0.12% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
6,098
shares
|
$457,593
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
6,090
shares
|
$456,993
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
6,078
shares
|
$456,093
0.28% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
6,061
shares
|
$454,817
0.8% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
6,039
shares
|
$453,166
0.07% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
6,039
shares
|
$453,166
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
6,037
shares
|
$453,016
0.04% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
6,003
shares
|
$450,465
0.02% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
5,997
shares
|
$450,014
0.51% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
5,985
shares
|
$449,114
0.0% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,981
shares
|
$448,814
0.09% of portfolio
|
Q1 2025
Added 5240.18%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
5,975
shares
|
$448,364
0.19% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,974
shares
|
$448,288
0.14% of portfolio
|
Q3 2024
Reduced 48.9%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
5,969
shares
|
$447,913
0.44% of portfolio
|
Q1 2025
Added 46.41%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
5,954
shares
|
$446,788
0.21% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,939
shares
|
$445,662
0.19% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,936
shares
|
$445,437
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|