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 |
|---|---|---|---|---|---|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
5,011
shares
|
$369,060
0.27% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
5,006
shares
|
$368,691
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
4,994
shares
|
$367,808
0.3% of portfolio
|
Q4 2023
Reduced 15.41%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
4,985
shares
|
$367,145
0.08% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
4,984
shares
|
$367,071
0.05% of portfolio
|
Q4 2023
Added 8.35%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
4,981
shares
|
$366,850
0.13% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
4,974
shares
|
$366,335
0.06% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,974
shares
|
$366,335
0.05% of portfolio
|
Q1 2025
Reduced 28.43%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
4,969
shares
|
$365,966
0.21% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
4,940
shares
|
$363,831
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
4,926
shares
|
$362,799
0.05% of portfolio
|
Q1 2025
Reduced 70.72%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
4,920
shares
|
$362,358
0.19% of portfolio
|
Q1 2024
Reduced 38.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
4,920
shares
|
$362,358
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
4,918
shares
|
$362,210
0.13% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
4,903
shares
|
$361,105
0.26% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,883
shares
|
$359,632
0.25% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,882
shares
|
$359,559
0.43% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,877
shares
|
$359,191
0.09% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,875
shares
|
$359,043
0.1% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,862
shares
|
$358,086
0.32% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
4,847
shares
|
$356,981
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
4,836
shares
|
$356,171
0.36% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
4,828
shares
|
$355,582
0.16% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
4,824
shares
|
$355,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
4,823
shares
|
$355,213
0.2% of portfolio
|
Q1 2025
Added 0.75%
|