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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
60,563
shares
|
$4.69 Million
0.38% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
60,220
shares
|
$4.67 Million
1.51% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
59,992
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
59,707
shares
|
$4.63 Million
2.37% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
59,473
shares
|
$4.61 Million
0.93% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
59,408
shares
|
$4.6 Million
0.37% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
59,400
shares
|
$4.6 Million
0.18% of portfolio
|
Q3 2021
Added 28.02%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
59,320
shares
|
$4.6 Million
0.71% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
59,293
shares
|
$4.59 Million
2.22% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
59,220
shares
|
$4.59 Million
1.21% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
58,946
shares
|
$4.57 Million
0.32% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Nov 14, 2024 Q3 2024 |
58,920
shares
|
$4.57 Million
0.09% of portfolio
|
Q3 2024
Added 97.4%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
58,830
shares
|
$4.56 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
58,759
shares
|
$4.55 Million
1.95% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
58,657
shares
|
$4.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
58,583
shares
|
$4.54 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
58,534
shares
|
$4.54 Million
0.06% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
58,490
shares
|
$4.53 Million
0.59% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
58,342
shares
|
$4.52 Million
1.35% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
58,205
shares
|
$4.51 Million
0.74% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
58,182
shares
|
$4.51 Million
0.17% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
58,044
shares
|
$4.5 Million
1.24% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
57,450
shares
|
$4.45 Million
1.98% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
57,439
shares
|
$4.45 Million
1.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
57,224
shares
|
$4.43 Million
1.24% of portfolio
|
Q3 2024
Reduced 4.61%
|