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 3,099 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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,789
shares
|
$256,742
0.08% of portfolio
|
Q3 2022
Reduced 0.84%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,789
shares
|
$256,742
0.06% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,783
shares
|
$256,336
0.06% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
3,774
shares
|
$255,726
0.11% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
3,771
shares
|
$255,522
0.1% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
3,759
shares
|
$254,709
0.23% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
3,750
shares
|
$254,100
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,750
shares
|
$254,100
0.04% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
3,746
shares
|
$253,828
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
3,742
shares
|
$253,557
0.16% of portfolio
|
Q1 2025
Reduced 51.98%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,740
shares
|
$253,422
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
3,736
shares
|
$253,151
0.04% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
3,735
shares
|
$253,083
0.05% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
3,734
shares
|
$253,015
0.21% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
3,728
shares
|
$252,609
0.22% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
3,721
shares
|
$252,134
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
3,721
shares
|
$252,134
0.06% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
3,720
shares
|
$252,067
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,713
shares
|
$251,592
0.03% of portfolio
|
Q4 2022
Reduced 4.5%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
3,705
shares
|
$251,050
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,699
shares
|
$250,644
0.13% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
3,694
shares
|
$250,305
0.09% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,687
shares
|
$249,831
0.37% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,683
shares
|
$249,560
0.08% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
3,679
shares
|
$249,289
0.11% of portfolio
|
Q1 2025
Reduced 7.4%
|