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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
3,328
shares
|
$250,199
0.03% of portfolio
|
Q2 2025
Reduced 48.83%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,315
shares
|
$249,221
0.01% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,308
shares
|
$248,695
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
3,296
shares
|
$247,793
0.03% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,295
shares
|
$247,718
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
3,275
shares
|
$246,214
0.17% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,268
shares
|
$245,688
0.04% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
3,266
shares
|
$245,537
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
3,263
shares
|
$245,312
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
3,258
shares
|
$244,936
0.07% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,257
shares
|
$244,861
0.02% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
3,256
shares
|
$244,786
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
3,256
shares
|
$244,786
0.06% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
3,255
shares
|
$244,710
0.11% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
3,247
shares
|
$244,109
0.2% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
3,238
shares
|
$243,432
0.16% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
3,236
shares
|
$243,282
0.03% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
3,228
shares
|
$242,681
0.14% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
3,226
shares
|
$242,530
0.08% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
3,225
shares
|
$242,455
0.05% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,225
shares
|
$242,455
0.18% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,223
shares
|
$242,305
0.04% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
3,219
shares
|
$242,004
0.03% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
3,219
shares
|
$242,004
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
3,217
shares
|
$241,854
0.18% of portfolio
|
Q2 2025
Reduced 1.65%
|