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 |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
3,679
shares
|
$249,289
0.19% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
3,676
shares
|
$249,085
0.13% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
3,675
shares
|
$249,018
0.05% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,660
shares
|
$248,001
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
3,660
shares
|
$248,001
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,658
shares
|
$247,866
0.11% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
3,656
shares
|
$247,730
0.03% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,638
shares
|
$246,510
0.14% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
3,634
shares
|
$246,239
0.11% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
3,630
shares
|
$245,968
0.06% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
3,630
shares
|
$245,968
0.05% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,614
shares
|
$244,884
0.11% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
3,614
shares
|
$244,884
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,609
shares
|
$244,545
0.03% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
3,608
shares
|
$244,478
0.03% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,596
shares
|
$243,664
0.06% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,583
shares
|
$242,784
0.05% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
3,577
shares
|
$242,377
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
3,573
shares
|
$242,106
0.02% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
3,572
shares
|
$242,038
0.04% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,567
shares
|
$241,699
0.05% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,566
shares
|
$241,632
0.03% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,562
shares
|
$241,361
0.05% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
3,557
shares
|
$241,022
0.08% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
3,552
shares
|
$240,683
0.05% of portfolio
|
Q1 2025
Reduced 17.41%
|