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 2,948 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 $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
64,784
shares
|
$5.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
64,220
shares
|
$4.98 Million
0.34% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
64,123
shares
|
$4.97 Million
0.06% of portfolio
|
Q3 2024
Added 106.68%
|
|
|
Account Management LLC
|
Nov 04, 2024 Q3 2024 |
63,840
shares
|
$4.95 Million
6.41% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
63,742
shares
|
$4.94 Million
1.36% of portfolio
|
Q4 2020
Reduced 45.32%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
63,665
shares
|
$4.93 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
63,602
shares
|
$4.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
63,356
shares
|
$4.91 Million
0.07% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,262
shares
|
$4.9 Million
0.48% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
63,245
shares
|
$4.9 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
63,132
shares
|
$4.89 Million
0.41% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
63,130
shares
|
$4.89 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
62,968
shares
|
$4.88 Million
2.27% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
62,940
shares
|
$4.88 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
62,451
shares
|
$4.84 Million
0.33% of portfolio
|
Q3 2024
Added 158.23%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
62,425
shares
|
$4.84 Million
1.75% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
61,501
shares
|
$4.77 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
61,449
shares
|
$4.76 Million
0.11% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
61,365
shares
|
$4.76 Million
0.64% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
61,183
shares
|
$4.74 Million
0.09% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
61,032
shares
|
$4.73 Million
2.3% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
60,829
shares
|
$4.71 Million
0.36% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
60,780
shares
|
$4.71 Million
0.23% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
60,723
shares
|
$4.71 Million
0.25% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
60,580
shares
|
$4.69 Million
0.38% of portfolio
|
Q3 2024
Added 13.55%
|