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 3,108 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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
74,778
shares
|
$5.62 Million
1.32% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
74,718
shares
|
$5.62 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
73,601
shares
|
$5.53 Million
1.01% of portfolio
|
Q3 2023
Reduced 17.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
73,550
shares
|
$5.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
73,438
shares
|
$5.52 Million
3.13% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
73,325
shares
|
$5.51 Million
0.08% of portfolio
|
Q1 2025
Added 43.27%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
73,236
shares
|
$5.51 Million
1.74% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
73,196
shares
|
$5.5 Million
2.3% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
73,093
shares
|
$5.5 Million
0.86% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
73,083
shares
|
$5.49 Million
1.83% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
72,863
shares
|
$5.48 Million
0.15% of portfolio
|
Q1 2025
Reduced 77.66%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
72,692
shares
|
$5.46 Million
1.51% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
72,440
shares
|
$5.45 Million
0.3% of portfolio
|
Q1 2025
Added 23.91%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
71,068
shares
|
$5.34 Million
0.06% of portfolio
|
Q1 2025
Added 57.01%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
71,055
shares
|
$5.34 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
71,055
shares
|
$5.34 Million
1.97% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
70,578
shares
|
$5.31 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
70,520
shares
|
$5.3 Million
1.27% of portfolio
|
Q1 2025
Added 129.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
70,344
shares
|
$5.29 Million
0.17% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
70,109
shares
|
$5.27 Million
0.02% of portfolio
|
Q1 2025
Added 911.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
69,959
shares
|
$5.26 Million
0.12% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
69,878
shares
|
$5.25 Million
0.3% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
69,838
shares
|
$5.25 Million
0.1% of portfolio
|
Q2 2025
Added 39.43%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
69,759
shares
|
$5.24 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
69,695
shares
|
$5.24 Million
0.26% of portfolio
|
Q1 2025
Added 13.02%
|