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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
466
shares
|
$31,166
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
460
shares
|
$30,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
455
shares
|
$30,430
0.01% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
454
shares
|
$30,363
0.01% of portfolio
|
Q1 2024
Added 13.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
450
shares
|
$30,095
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
445
shares
|
$29,761
0.02% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
440
shares
|
$29,427
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
415
shares
|
$27,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
409
shares
|
$27,353
0.0% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
400
shares
|
$26,752
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
394
shares
|
$26,350
0.02% of portfolio
|
Q3 2022
Reduced 28.88%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
376
shares
|
$25,146
0.0% of portfolio
|
Q4 2024
Reduced 64.69%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
375
shares
|
$25,080
0.01% of portfolio
|
Q1 2025
Reduced 88.08%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
373
shares
|
$24,946
0.0% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
372
shares
|
$24,879
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
368
shares
|
$24,611
0.01% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
366
shares
|
$24,478
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
362
shares
|
$24,210
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
361
shares
|
$24,143
0.0% of portfolio
|
Q1 2025
Added 64.09%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
352
shares
|
$23,541
0.01% of portfolio
|
Q4 2024
Reduced 40.54%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
344
shares
|
$23,006
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
337
shares
|
$22,538
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
328
shares
|
$21,936
0.01% of portfolio
|
Q1 2024
Reduced 24.77%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
316
shares
|
$21,134
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
315
shares
|
$21,067
0.0% of portfolio
|
Q3 2024
Added 350.0%
|