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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,712
shares
|
$199,738
0.12% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
2,700
shares
|
$198,855
0.14% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,698
shares
|
$198,707
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,689
shares
|
$198,044
0.1% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,667
shares
|
$196,424
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,653
shares
|
$195,393
0.01% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
2,637
shares
|
$194,215
0.06% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,633
shares
|
$193,920
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,595
shares
|
$191,121
0.18% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,526
shares
|
$186,039
0.0% of portfolio
|
Q1 2025
Added 571.81%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,510
shares
|
$184,861
0.02% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,491
shares
|
$183,462
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
2,467
shares
|
$181,694
0.06% of portfolio
|
Q1 2025
Added 20.05%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,443
shares
|
$179,926
0.05% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
2,427
shares
|
$178,748
0.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
2,387
shares
|
$175,802
0.33% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,373
shares
|
$174,771
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,291
shares
|
$168,732
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,266
shares
|
$166,890
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,257
shares
|
$166,228
0.03% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
2,254
shares
|
$166,007
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,070
shares
|
$152,455
0.03% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
2,044
shares
|
$150,540
0.2% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,015
shares
|
$148,404
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
2,000
shares
|
$147,300
0.05% of portfolio
|
Q1 2023
New holding
|