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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
491
shares
|
$36,162
0.01% of portfolio
|
Q2 2025
Reduced 25.49%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
473
shares
|
$34,836
0.02% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
466
shares
|
$34,320
0.02% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
466
shares
|
$34,320
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
455
shares
|
$33,510
0.01% of portfolio
|
Q1 2025
Reduced 29.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
454
shares
|
$33,437
0.01% of portfolio
|
Q1 2024
Added 13.22%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
450
shares
|
$33,142
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
440
shares
|
$32,406
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
434
shares
|
$31,964
0.02% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
426
shares
|
$31,374
0.02% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
415
shares
|
$30,564
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
409
shares
|
$30,122
0.0% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
403
shares
|
$29,680
0.0% of portfolio
|
Q1 2025
Reduced 79.26%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
400
shares
|
$29,460
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
400
shares
|
$29,460
0.02% of portfolio
|
Q1 2025
Added 138.1%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
394
shares
|
$29,018
0.02% of portfolio
|
Q3 2022
Reduced 28.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
375
shares
|
$27,618
0.01% of portfolio
|
Q1 2025
Reduced 88.08%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
373
shares
|
$27,471
0.0% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
372
shares
|
$27,397
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
368
shares
|
$27,103
0.01% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
366
shares
|
$26,955
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
365
shares
|
$26,882
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
364
shares
|
$26,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
361
shares
|
$26,587
0.0% of portfolio
|
Q1 2025
Added 64.09%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
358
shares
|
$26,366
0.02% of portfolio
|
Q1 2025
New holding
|