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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,213
shares
|
$383,937
0.03% of portfolio
|
Q1 2025
Reduced 35.93%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
5,205
shares
|
$383,348
0.11% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$382,980
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
5,200
shares
|
$382,980
0.14% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
5,200
shares
|
$382,980
0.15% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
5,192
shares
|
$382,390
0.07% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
5,178
shares
|
$381,359
0.04% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,144
shares
|
$378,855
0.03% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
5,136
shares
|
$378,266
0.24% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,119
shares
|
$377,014
0.16% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,104
shares
|
$375,909
0.23% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
5,097
shares
|
$375,394
0.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,082
shares
|
$374,289
0.09% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,077
shares
|
$373,921
0.02% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
5,076
shares
|
$373,847
0.01% of portfolio
|
Q2 2024
Added 53.96%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
5,075
shares
|
$373,773
0.44% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,069
shares
|
$373,331
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
5,058
shares
|
$372,521
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,056
shares
|
$372,374
0.14% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,045
shares
|
$371,564
0.09% of portfolio
|
Q1 2025
Added 30.13%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
5,043
shares
|
$371,416
0.04% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,040
shares
|
$371,196
0.09% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,036
shares
|
$370,901
0.05% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,033
shares
|
$370,680
0.04% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
5,030
shares
|
$370,459
0.02% of portfolio
|
Q1 2025
Reduced 18.56%
|