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 |
|---|---|---|---|---|---|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
5,939
shares
|
$437,407
0.19% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
5,936
shares
|
$437,186
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,929
shares
|
$436,670
0.04% of portfolio
|
Q2 2023
Reduced 19.87%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
5,926
shares
|
$436,449
0.05% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
5,922
shares
|
$436,155
0.35% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,906
shares
|
$434,976
0.07% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
5,904
shares
|
$434,829
0.44% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
5,897
shares
|
$434,314
0.47% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
5,897
shares
|
$434,314
0.09% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
5,896
shares
|
$434,240
0.19% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,895
shares
|
$434,166
0.05% of portfolio
|
Q2 2023
Added 10.1%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
5,884
shares
|
$433,356
0.09% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
5,880
shares
|
$433,062
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
5,835
shares
|
$429,747
0.03% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
5,829
shares
|
$429,305
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
5,818
shares
|
$428,495
0.22% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,799
shares
|
$427,096
0.14% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,794
shares
|
$426,728
0.04% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
5,789
shares
|
$426,359
0.2% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
5,788
shares
|
$426,286
0.27% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
5,781
shares
|
$425,770
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
5,768
shares
|
$424,813
0.18% of portfolio
|
Q1 2025
Added 72.28%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
5,733
shares
|
$422,235
0.28% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
5,724
shares
|
$421,572
0.05% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,706
shares
|
$420,246
0.05% of portfolio
|
Q1 2025
Reduced 50.01%
|