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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
88
shares
|
$6,481
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
85
shares
|
$6,260
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
80
shares
|
$5,892
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
80
shares
|
$5,892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
80
shares
|
$5,892
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
80
shares
|
$5,892
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
76
shares
|
$5,597
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
70
shares
|
$5,155
0.01% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$4,934
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
67
shares
|
$4,934
0.0% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
61
shares
|
$4,492
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
54
shares
|
$3,977
0.0% of portfolio
|
Q3 2024
Reduced 75.68%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
53
shares
|
$3,903
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
47
shares
|
$3,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
47
shares
|
$3,461
0.19% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
47
shares
|
$3,461
0.0% of portfolio
|
Q3 2024
Reduced 39.74%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
46
shares
|
$3,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
45
shares
|
$3,314
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
42
shares
|
$3,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
37
shares
|
$2,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$2,577
0.0% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
35
shares
|
$2,577
0.0% of portfolio
|
Q1 2025
Reduced 69.3%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
34
shares
|
$2,504
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
33
shares
|
$2,430
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
29
shares
|
$2,135
0.0% of portfolio
|
Q1 2025
Added 163.64%
|