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 3,099 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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
94,495
shares
|
$6.4 Million
1.14% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
93,688
shares
|
$6.35 Million
0.18% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
93,601
shares
|
$6.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
93,591
shares
|
$6.34 Million
1.74% of portfolio
|
Q1 2025
Added 44.95%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
93,524
shares
|
$6.34 Million
0.52% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
92,590
shares
|
$6.27 Million
1.27% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
92,376
shares
|
$6.26 Million
1.03% of portfolio
|
Q3 2023
Reduced 30.67%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
92,238
shares
|
$6.25 Million
2.4% of portfolio
|
Q2 2022
Added 18.8%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
91,888
shares
|
$6.23 Million
0.18% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
91,582
shares
|
$6.21 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
91,247
shares
|
$6.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
91,206
shares
|
$6.18 Million
1.41% of portfolio
|
Q2 2023
Reduced 2.6%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
90,544
shares
|
$6.14 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
90,505
shares
|
$6.13 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
90,496
shares
|
$6.13 Million
0.72% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
90,461
shares
|
$6.13 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
90,407
shares
|
$6.13 Million
1.61% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
90,295
shares
|
$6.12 Million
2.26% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
90,100
shares
|
$6.11 Million
0.27% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
89,950
shares
|
$6.1 Million
1.15% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
89,709
shares
|
$6.08 Million
2.36% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
89,157
shares
|
$6.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
88,312
shares
|
$5.98 Million
1.6% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
88,300
shares
|
$5.98 Million
0.23% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Opus Investment Management Inc
|
May 14, 2025 Q1 2025 |
88,000
shares
|
$5.96 Million
4.49% of portfolio
|
Q4 2023
Added 25.71%
|