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 |
|---|---|---|---|---|---|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,699
shares
|
$278,090
0.13% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
3,699
shares
|
$278,090
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,694
shares
|
$277,714
0.08% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,687
shares
|
$277,188
0.37% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
3,679
shares
|
$276,587
0.11% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
3,676
shares
|
$276,361
0.13% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
3,675
shares
|
$276,286
0.05% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
3,665
shares
|
$275,534
0.15% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,660
shares
|
$275,158
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
3,660
shares
|
$275,158
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,658
shares
|
$275,008
0.11% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,657
shares
|
$274,933
0.21% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,642
shares
|
$273,805
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
3,634
shares
|
$273,204
0.11% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
3,631
shares
|
$272,978
0.04% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
3,630
shares
|
$272,903
0.06% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,630
shares
|
$272,903
0.05% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,614
shares
|
$271,700
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,604
shares
|
$270,948
0.07% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,596
shares
|
$270,347
0.06% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
3,577
shares
|
$268,918
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,574
shares
|
$268,693
0.1% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
3,573
shares
|
$268,618
0.02% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
3,572
shares
|
$268,542
0.04% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,567
shares
|
$268,167
0.05% of portfolio
|
Q2 2024
Reduced 3.52%
|