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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
107,984
shares
|
$7.95 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
107,913
shares
|
$7.95 Million
2.0% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
107,807
shares
|
$7.94 Million
0.18% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
107,066
shares
|
$7.89 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
106,817
shares
|
$7.87 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
106,241
shares
|
$7.82 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
106,191
shares
|
$7.82 Million
1.7% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
105,466
shares
|
$7.77 Million
0.66% of portfolio
|
Q4 2024
Added 25.31%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
104,732
shares
|
$7.71 Million
0.24% of portfolio
|
Q3 2023
Reduced 16.79%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
104,581
shares
|
$7.7 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
104,282
shares
|
$7.68 Million
1.39% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
104,112
shares
|
$7.67 Million
0.11% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
103,910
shares
|
$7.65 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
103,844
shares
|
$7.65 Million
0.2% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
103,711
shares
|
$7.64 Million
1.35% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
103,584
shares
|
$7.63 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
103,431
shares
|
$7.62 Million
0.17% of portfolio
|
Q4 2022
Reduced 1.59%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
103,021
shares
|
$7.59 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
102,885
shares
|
$7.58 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
102,489
shares
|
$7.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
102,475
shares
|
$7.55 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
101,904
shares
|
$7.51 Million
1.78% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
101,665
shares
|
$7.49 Million
0.32% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
101,442
shares
|
$7.47 Million
0.18% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
101,149
shares
|
$7.45 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.5%
|