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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$1,914
0.0% of portfolio
|
Q2 2024
Reduced 61.76%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
25
shares
|
$1,841
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
20
shares
|
$1,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,473
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
18
shares
|
$1,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
17
shares
|
$1,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
16
shares
|
$1,178
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
15
shares
|
$1,104
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
14
shares
|
$1,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
12
shares
|
$883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
11
shares
|
$810
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
10
shares
|
$736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
9
shares
|
$662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7
shares
|
$515
0.0% of portfolio
|
Q3 2023
Reduced 79.41%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
6
shares
|
$441
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
6
shares
|
$441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
5
shares
|
$368
0.0% of portfolio
|
Q1 2025
Reduced 98.05%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
4
shares
|
$294
0.0% of portfolio
|
Q1 2022
Reduced 97.56%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
4
shares
|
$294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
4
shares
|
$294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
2
shares
|
$147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|