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 |
|---|---|---|---|---|---|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,705
shares
|
$420,173
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
5,670
shares
|
$417,595
0.07% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
5,670
shares
|
$417,595
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
5,664
shares
|
$417,153
0.06% of portfolio
|
Q1 2025
Added 18.39%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,664
shares
|
$417,153
0.23% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
5,643
shares
|
$415,606
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
5,634
shares
|
$414,944
0.08% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
5,633
shares
|
$414,870
0.31% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
5,626
shares
|
$414,354
0.08% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
5,620
shares
|
$413,913
0.03% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
5,615
shares
|
$413,544
0.07% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
5,583
shares
|
$411,187
0.11% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
5,575
shares
|
$410,598
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
5,571
shares
|
$410,304
0.16% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
5,566
shares
|
$409,935
0.34% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
5,563
shares
|
$409,714
0.12% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,562
shares
|
$409,641
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
5,555
shares
|
$409,125
0.04% of portfolio
|
Q2 2025
Reduced 41.86%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
5,555
shares
|
$409,125
0.19% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
5,551
shares
|
$408,831
0.03% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
5,551
shares
|
$408,831
0.1% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,544
shares
|
$408,315
0.07% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
5,533
shares
|
$407,505
0.11% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
5,525
shares
|
$406,916
0.24% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
5,522
shares
|
$406,695
1.01% of portfolio
|
Q2 2022
Added 0.51%
|