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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$4,480
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
61
shares
|
$4,079
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
60
shares
|
$4,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
59
shares
|
$3,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$3,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
55
shares
|
$3,678
0.0% of portfolio
|
Q3 2024
Reduced 56.0%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,611
0.0% of portfolio
|
Q3 2024
Reduced 75.68%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
52
shares
|
$3,477
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,344
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
47
shares
|
$3,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
47
shares
|
$3,143
0.19% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
47
shares
|
$3,143
0.0% of portfolio
|
Q3 2024
Reduced 39.74%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
46
shares
|
$3,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
45
shares
|
$3,009
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
42
shares
|
$2,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
37
shares
|
$2,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
34
shares
|
$2,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
30
shares
|
$2,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$2,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
29
shares
|
$1,939
0.0% of portfolio
|
Q1 2025
Added 163.64%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$1,738
0.0% of portfolio
|
Q2 2024
Reduced 61.76%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,337
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,337
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
18
shares
|
$1,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
17
shares
|
$1,136
0.0% of portfolio
|
Q2 2024
New holding
|