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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,258
shares
|
$92,651
0.08% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,257
shares
|
$92,578
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,225
shares
|
$90,221
0.04% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
1,209
shares
|
$89,042
0.03% of portfolio
|
Q1 2025
Added 459.72%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
1,200
shares
|
$88,380
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,187
shares
|
$87,422
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
1,175
shares
|
$86,538
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,133
shares
|
$83,445
0.02% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
1,118
shares
|
$82,340
0.06% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,108
shares
|
$81,604
0.04% of portfolio
|
Q1 2025
Added 343.2%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,085
shares
|
$79,910
0.02% of portfolio
|
Q2 2024
Added 143.82%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,078
shares
|
$79,394
0.05% of portfolio
|
Q1 2025
Added 38.38%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,040
shares
|
$76,596
0.06% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,030
shares
|
$75,859
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,021
shares
|
$75,196
0.05% of portfolio
|
Q4 2024
Reduced 46.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,018
shares
|
$74,975
0.02% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,017
shares
|
$74,902
0.07% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
1,016
shares
|
$74,828
0.02% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$73,650
0.02% of portfolio
|
Q4 2024
Reduced 35.06%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,000
shares
|
$73,650
0.04% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
976
shares
|
$71,882
0.03% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
970
shares
|
$71,440
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
950
shares
|
$69,967
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
916
shares
|
$67,463
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
906
shares
|
$66,726
0.02% of portfolio
|
Q1 2025
Added 32.26%
|