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 3,111 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,006
shares
|
$221,391
0.05% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,003
shares
|
$221,170
0.06% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
3,002
shares
|
$221,097
0.09% of portfolio
|
Q2 2022
Reduced 93.28%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
3,002
shares
|
$221,097
0.15% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$220,950
0.04% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
3,000
shares
|
$220,950
0.16% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
2,968
shares
|
$218,593
0.09% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
2,959
shares
|
$217,930
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
2,959
shares
|
$217,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
2,945
shares
|
$216,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,943
shares
|
$216,751
0.07% of portfolio
|
Q1 2025
Reduced 64.3%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
2,939
shares
|
$216,457
0.06% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
2,933
shares
|
$216,015
0.06% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
2,926
shares
|
$215,499
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,924
shares
|
$215,352
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
2,918
shares
|
$214,910
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,909
shares
|
$214,247
0.02% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
2,908
shares
|
$214,174
0.03% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
2,898
shares
|
$213,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
2,897
shares
|
$213,364
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
2,895
shares
|
$213,216
0.02% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,889
shares
|
$212,774
0.04% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
2,885
shares
|
$212,480
0.14% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
2,880
shares
|
$212,112
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
2,877
shares
|
$211,891
0.26% of portfolio
|
Q1 2025
New holding
|