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 2,948 institutions that hold shares in the stock, with a total of 1.58 Billion shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
200
shares
|
$15,497
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
193
shares
|
$14,955
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
181
shares
|
$14,025
0.0% of portfolio
|
Q3 2024
Added 483.87%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
180
shares
|
$13,948
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
174
shares
|
$13,483
0.01% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
165
shares
|
$12,785
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
165
shares
|
$12,785
0.0% of portfolio
|
Q1 2024
Reduced 98.26%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
158
shares
|
$12,243
0.01% of portfolio
|
Q1 2024
Reduced 25.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
157
shares
|
$12,165
0.0% of portfolio
|
Q2 2023
Reduced 9.25%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
151
shares
|
$11,700
0.01% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
144
shares
|
$11,158
0.01% of portfolio
|
Q3 2024
Added 453.85%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
136
shares
|
$10,538
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
135
shares
|
$10,461
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
134
shares
|
$10,383
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
125
shares
|
$9,686
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
119
shares
|
$9,221
0.01% of portfolio
|
Q1 2024
Reduced 27.44%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
116
shares
|
$8,988
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
116
shares
|
$8,988
0.0% of portfolio
|
Q3 2024
Reduced 65.78%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
114
shares
|
$8,833
0.0% of portfolio
|
Q4 2023
Reduced 82.38%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
113
shares
|
$8,756
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
112
shares
|
$8,678
0.0% of portfolio
|
Q2 2024
Added 2140.0%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
109
shares
|
$8,446
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
105
shares
|
$8,136
0.0% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
102
shares
|
$7,903
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
101
shares
|
$7,826
0.03% of portfolio
|
Q3 2024
New holding
|