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 3,074 institutions that hold shares in the stock, with a total of 1.67 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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
3,110
shares
|
$207,996
0.02% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
3,105
shares
|
$207,662
0.01% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
3,105
shares
|
$207,662
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,100
shares
|
$207,328
0.17% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
3,100
shares
|
$207,328
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,095
shares
|
$206,993
0.07% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
3,094
shares
|
$206,926
0.0% of portfolio
|
Q1 2025
Added 137.63%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
3,094
shares
|
$206,926
0.06% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,081
shares
|
$206,057
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,074
shares
|
$205,589
0.16% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,072
shares
|
$205,455
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
3,059
shares
|
$204,585
0.03% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
3,048
shares
|
$203,850
0.03% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
3,044
shares
|
$203,582
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
3,041
shares
|
$203,382
0.03% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,033
shares
|
$202,847
0.05% of portfolio
|
Q4 2024
Reduced 25.35%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
3,024
shares
|
$202,245
0.17% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,021
shares
|
$202,044
0.01% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
3,021
shares
|
$202,044
0.17% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
3,020
shares
|
$201,977
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,006
shares
|
$201,041
0.05% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,003
shares
|
$200,840
0.06% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
3,002
shares
|
$200,773
0.09% of portfolio
|
Q2 2022
Reduced 93.28%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
3,002
shares
|
$200,773
0.15% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$200,640
0.04% of portfolio
|
Q3 2024
Reduced 30.23%
|