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 3,069 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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,600
shares
|
$107,008
0.01% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,599
shares
|
$106,941
0.55% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,599
shares
|
$106,941
0.09% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,592
shares
|
$106,472
0.04% of portfolio
|
Q2 2024
Reduced 36.85%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,568
shares
|
$104,867
0.07% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
1,567
shares
|
$104,800
0.02% of portfolio
|
Q1 2025
Reduced 51.09%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,560
shares
|
$104,332
0.0% of portfolio
|
Q2 2023
Reduced 50.16%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,556
shares
|
$104,065
0.02% of portfolio
|
Q4 2024
Added 295.93%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
1,550
shares
|
$103,664
0.03% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,507
shares
|
$100,788
0.06% of portfolio
|
Q2 2024
Reduced 56.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,506
shares
|
$100,721
0.01% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
1,498
shares
|
$100,186
0.04% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,472
shares
|
$98,447
0.01% of portfolio
|
Q4 2024
Added 23.49%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,466
shares
|
$98,046
0.03% of portfolio
|
Q2 2023
Reduced 0.27%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,454
shares
|
$97,243
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,432
shares
|
$95,772
0.07% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,418
shares
|
$94,835
0.07% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,416
shares
|
$94,702
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
1,391
shares
|
$93,030
0.05% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,380
shares
|
$92,294
0.1% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,376
shares
|
$92,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
1,344
shares
|
$89,886
0.02% of portfolio
|
Q1 2025
Reduced 33.47%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,313
shares
|
$87,813
0.01% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,297
shares
|
$86,743
0.02% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,292
shares
|
$86,408
0.01% of portfolio
|
Q4 2024
Added 431.69%
|