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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
79,764
shares
|
$6.06 Million
0.78% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,700
shares
|
$6.06 Million
0.18% of portfolio
|
Q3 2024
Added 33.95%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
79,598
shares
|
$6.05 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
79,340
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 74.82%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
78,837
shares
|
$5.99 Million
1.84% of portfolio
|
Q2 2024
Added 25.88%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
78,208
shares
|
$5.94 Million
0.17% of portfolio
|
Q4 2022
Added 4.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,655
shares
|
$5.9 Million
0.53% of portfolio
|
Q4 2022
Reduced 2.68%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
77,622
shares
|
$5.9 Million
0.65% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
77,606
shares
|
$5.9 Million
0.24% of portfolio
|
Q2 2024
Reduced 3.84%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
77,548
shares
|
$5.89 Million
0.57% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
77,415
shares
|
$5.88 Million
0.34% of portfolio
|
Q3 2024
Added 16.3%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
77,251
shares
|
$5.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
77,183
shares
|
$5.87 Million
2.4% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
77,132
shares
|
$5.86 Million
0.13% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
77,088
shares
|
$5.86 Million
0.31% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
76,939
shares
|
$5.85 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
76,813
shares
|
$5.84 Million
0.11% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
76,582
shares
|
$5.82 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
76,454
shares
|
$5.81 Million
0.25% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
76,072
shares
|
$5.78 Million
1.06% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
75,641
shares
|
$5.75 Million
0.46% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
75,490
shares
|
$5.74 Million
2.14% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
75,392
shares
|
$5.73 Million
1.14% of portfolio
|
Q1 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
75,022
shares
|
$5.7 Million
0.19% of portfolio
|
Q3 2024
Added 79.85%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
74,993
shares
|
$5.7 Million
1.65% of portfolio
|
Q1 2024
New holding
|