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 |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
710
shares
|
$47,484
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
703
shares
|
$47,016
0.02% of portfolio
|
Q1 2025
Reduced 86.73%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
700
shares
|
$46,816
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
685
shares
|
$45,812
0.02% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
684
shares
|
$45,745
0.01% of portfolio
|
Q1 2022
Reduced 5.66%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
677
shares
|
$45,277
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
659
shares
|
$44,073
0.01% of portfolio
|
Q1 2025
Added 205.09%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
654
shares
|
$43,739
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
651
shares
|
$43,538
0.02% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
648
shares
|
$43,338
0.02% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
638
shares
|
$42,669
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
624
shares
|
$41,733
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
620
shares
|
$41,465
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
618
shares
|
$41,331
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
603
shares
|
$40,328
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
602
shares
|
$40,261
0.03% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
576
shares
|
$38,522
0.02% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
565
shares
|
$37,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
552
shares
|
$36,917
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
540
shares
|
$36,115
0.02% of portfolio
|
Q4 2023
Added 315.38%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
539
shares
|
$36,048
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
527
shares
|
$35,245
0.01% of portfolio
|
Q4 2024
Reduced 54.21%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
504
shares
|
$33,707
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
500
shares
|
$33,440
0.0% of portfolio
|
Q1 2025
Reduced 92.31%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
469
shares
|
$31,366
0.03% of portfolio
|
Q4 2024
Added 0.64%
|