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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
113,331
shares
|
$8.61 Million
0.68% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
112,987
shares
|
$8.59 Million
1.09% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
112,834
shares
|
$8.58 Million
0.16% of portfolio
|
Q3 2024
Reduced 41.32%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
112,287
shares
|
$8.53 Million
0.81% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
112,273
shares
|
$8.53 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
112,235
shares
|
$8.53 Million
0.62% of portfolio
|
Q3 2024
Added 499.64%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
112,206
shares
|
$8.53 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
111,931
shares
|
$8.51 Million
1.85% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
111,847
shares
|
$8.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
111,678
shares
|
$8.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
111,452
shares
|
$8.47 Million
0.95% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
111,200
shares
|
$8.45 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
111,101
shares
|
$8.44 Million
1.75% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
110,971
shares
|
$8.43 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
110,682
shares
|
$8.41 Million
0.67% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
110,534
shares
|
$8.4 Million
1.59% of portfolio
|
Q3 2024
Added 79.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
110,529
shares
|
$8.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
110,000
shares
|
$8.36 Million
1.9% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
109,927
shares
|
$8.35 Million
0.29% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
109,486
shares
|
$8.32 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
109,167
shares
|
$8.3 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 12, 2024 Q3 2024 |
109,154
shares
|
$8.3 Million
0.04% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
108,738
shares
|
$8.26 Million
0.29% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
108,193
shares
|
$8.22 Million
0.63% of portfolio
|
Q2 2022
Reduced 3.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
107,989
shares
|
$8.21 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.78%
|