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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
92,376
shares
|
$7.02 Million
1.03% of portfolio
|
Q3 2023
Reduced 30.67%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
92,238
shares
|
$7.01 Million
2.4% of portfolio
|
Q2 2022
Added 18.8%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
91,950
shares
|
$6.99 Million
0.3% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
91,904
shares
|
$6.98 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
91,644
shares
|
$6.96 Million
1.7% of portfolio
|
Q3 2024
Added 11.99%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
91,547
shares
|
$6.96 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
91,306
shares
|
$6.94 Million
0.73% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
91,250
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.2%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
91,206
shares
|
$6.93 Million
1.41% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
91,137
shares
|
$6.93 Million
0.9% of portfolio
|
Q3 2024
Added 443.71%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
90,774
shares
|
$6.9 Million
3.02% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
90,448
shares
|
$6.87 Million
0.24% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
90,263
shares
|
$6.86 Million
0.34% of portfolio
|
Q3 2024
Added 391.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
90,026
shares
|
$6.84 Million
0.22% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
89,827
shares
|
$6.83 Million
1.68% of portfolio
|
Q3 2024
Added 72930.08%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Oct 22, 2024 Q3 2024 |
89,000
shares
|
$6.76 Million
2.24% of portfolio
|
Q3 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
88,667
shares
|
$6.74 Million
2.41% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Opus Investment Management Inc
|
Nov 12, 2024 Q3 2024 |
88,000
shares
|
$6.69 Million
5.22% of portfolio
|
Q4 2023
Added 25.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
87,714
shares
|
$6.67 Million
0.12% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
87,660
shares
|
$6.66 Million
1.11% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
87,097
shares
|
$6.62 Million
0.11% of portfolio
|
Q2 2023
Added 5.65%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
87,004
shares
|
$6.61 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
86,811
shares
|
$6.6 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
86,665
shares
|
$6.59 Million
0.78% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
86,652
shares
|
$6.59 Million
0.18% of portfolio
|
Q3 2024
Added 17.78%
|