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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,698
shares
|
$180,442
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,691
shares
|
$179,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,689
shares
|
$179,840
0.09% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,667
shares
|
$178,368
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,653
shares
|
$177,432
0.01% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,633
shares
|
$176,095
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,610
shares
|
$174,556
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,595
shares
|
$173,553
0.18% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
2,571
shares
|
$171,948
0.06% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
2,557
shares
|
$171,012
0.07% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
2,510
shares
|
$167,868
0.02% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,491
shares
|
$166,598
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,443
shares
|
$163,387
0.05% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,427
shares
|
$162,317
0.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$160,512
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,389
shares
|
$159,776
0.11% of portfolio
|
Q3 2024
Reduced 67.13%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,373
shares
|
$158,706
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
2,315
shares
|
$154,827
0.32% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,266
shares
|
$151,550
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,257
shares
|
$150,948
0.03% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
2,253
shares
|
$150,680
0.08% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
2,087
shares
|
$139,578
0.04% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,070
shares
|
$138,441
0.03% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
2,055
shares
|
$137,438
0.06% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
2,044
shares
|
$136,702
0.2% of portfolio
|
Q4 2024
Added 0.69%
|