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 |
|---|---|---|---|---|---|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
86,577
shares
|
$6.58 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.44%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
86,270
shares
|
$6.56 Million
0.4% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
85,901
shares
|
$6.53 Million
0.21% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
85,490
shares
|
$6.5 Million
0.56% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
85,315
shares
|
$6.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
85,207
shares
|
$6.48 Million
0.09% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
85,116
shares
|
$6.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
85,064
shares
|
$6.46 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
84,497
shares
|
$6.42 Million
0.38% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
84,226
shares
|
$6.4 Million
2.94% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
84,167
shares
|
$6.4 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
83,623
shares
|
$6.36 Million
0.3% of portfolio
|
Q3 2024
Added 171.88%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
83,508
shares
|
$6.35 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
83,453
shares
|
$6.34 Million
0.56% of portfolio
|
N/A
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
83,139
shares
|
$6.32 Million
0.19% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
82,857
shares
|
$6.3 Million
1.84% of portfolio
|
Q3 2024
Added 24.48%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
82,668
shares
|
$6.28 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
82,520
shares
|
$6.27 Million
1.75% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
82,471
shares
|
$6.27 Million
0.39% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
81,922
shares
|
$6.23 Million
1.12% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
81,730
shares
|
$6.21 Million
1.77% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
81,503
shares
|
$6.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
81,152
shares
|
$6.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
80,338
shares
|
$6.11 Million
1.75% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
80,259
shares
|
$6.1 Million
1.21% of portfolio
|
Q4 2022
Added 0.63%
|