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 3,108 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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
3,821
shares
|
$287,262
0.25% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
3,819
shares
|
$287,112
0.08% of portfolio
|
Q3 2023
Added 14.38%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
3,807
shares
|
$286,210
0.14% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,792
shares
|
$285,082
0.04% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
3,790
shares
|
$284,932
0.15% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,789
shares
|
$284,857
0.08% of portfolio
|
Q3 2022
Reduced 0.84%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,789
shares
|
$284,857
0.06% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,783
shares
|
$284,405
0.06% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
3,774
shares
|
$283,729
0.11% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
3,771
shares
|
$283,503
0.1% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
3,758
shares
|
$282,526
0.08% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
3,750
shares
|
$281,925
0.14% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
3,750
shares
|
$281,925
0.04% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
3,749
shares
|
$281,849
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
3,746
shares
|
$281,624
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
3,742
shares
|
$281,323
0.15% of portfolio
|
Q1 2025
Reduced 51.98%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,740
shares
|
$281,173
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
3,736
shares
|
$280,872
0.04% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
3,734
shares
|
$280,722
0.16% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
3,728
shares
|
$280,271
0.22% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,722
shares
|
$279,819
0.2% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
3,721
shares
|
$279,744
0.11% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
3,720
shares
|
$279,669
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,713
shares
|
$279,143
0.03% of portfolio
|
Q4 2022
Reduced 4.5%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
3,705
shares
|
$278,541
0.02% of portfolio
|
Q1 2025
Reduced 1.52%
|