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 2,945 institutions that hold shares in the stock, with a total of 1.58 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
147,062
shares
|
$11.2 Million
0.04% of portfolio
|
Q2 2023
Reduced 1.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
146,725
shares
|
$11.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
146,300
shares
|
$11.1 Million
0.49% of portfolio
|
Q3 2024
Added 49.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
146,051
shares
|
$11.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
145,936
shares
|
$11.1 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
144,985
shares
|
$11 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
143,646
shares
|
$10.9 Million
0.24% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
143,130
shares
|
$10.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
142,624
shares
|
$10.8 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
142,579
shares
|
$10.8 Million
0.31% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
142,442
shares
|
$10.8 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
141,903
shares
|
$10.8 Million
3.88% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
140,726
shares
|
$10.7 Million
0.53% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
140,604
shares
|
$10.7 Million
0.18% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
140,000
shares
|
$10.6 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
139,920
shares
|
$10.6 Million
4.03% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
139,861
shares
|
$10.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
139,410
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
138,566
shares
|
$10.5 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
136,709
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
136,019
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
135,856
shares
|
$10.3 Million
0.05% of portfolio
|
Q2 2023
Reduced 63.55%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
135,815
shares
|
$10.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
135,497
shares
|
$10.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
135,337
shares
|
$10.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.18%
|