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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
65,005
shares
|
$4.89 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
64,775
shares
|
$4.87 Million
2.55% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
64,508
shares
|
$4.85 Million
2.3% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
64,405
shares
|
$4.84 Million
1.26% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
64,180
shares
|
$4.83 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
64,098
shares
|
$4.82 Million
0.07% of portfolio
|
Q1 2025
Added 40.67%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
63,979
shares
|
$4.81 Million
0.12% of portfolio
|
Q1 2024
Added 481.33%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
63,842
shares
|
$4.8 Million
0.95% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
63,589
shares
|
$4.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
63,469
shares
|
$4.77 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
63,417
shares
|
$4.77 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,262
shares
|
$4.76 Million
0.48% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
63,147
shares
|
$4.75 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
62,985
shares
|
$4.74 Million
0.66% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
62,699
shares
|
$4.71 Million
0.09% of portfolio
|
Q2 2025
Added 37.14%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
62,594
shares
|
$4.71 Million
0.08% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
62,588
shares
|
$4.71 Million
0.17% of portfolio
|
Q1 2025
Reduced 31.78%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
62,442
shares
|
$4.69 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
62,440
shares
|
$4.69 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
61,717
shares
|
$4.64 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
61,711
shares
|
$4.64 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
61,569
shares
|
$4.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
61,446
shares
|
$4.62 Million
0.29% of portfolio
|
Q1 2025
Reduced 41.84%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
61,206
shares
|
$4.6 Million
0.57% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
61,061
shares
|
$4.59 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.68%
|