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 3,099 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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
64,534
shares
|
$4.37 Million
0.09% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
64,508
shares
|
$4.37 Million
2.3% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
64,405
shares
|
$4.36 Million
1.26% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
64,234
shares
|
$4.35 Million
1.45% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
64,180
shares
|
$4.35 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
64,098
shares
|
$4.34 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
|
$4.34 Million
0.12% of portfolio
|
Q1 2025
Reduced 43.52%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
63,842
shares
|
$4.33 Million
0.95% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
63,606
shares
|
$4.31 Million
0.79% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
63,589
shares
|
$4.31 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
63,262
shares
|
$4.29 Million
0.48% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
63,147
shares
|
$4.28 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
62,985
shares
|
$4.27 Million
0.66% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
62,594
shares
|
$4.24 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
|
$4.24 Million
0.17% of portfolio
|
Q1 2025
Reduced 31.78%
|
|
|
Benson Investment Management Company, Inc.
|
Apr 10, 2025 Q1 2025 |
62,440
shares
|
$4.23 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
61,717
shares
|
$4.18 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
61,711
shares
|
$4.18 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
61,446
shares
|
$4.16 Million
0.29% of portfolio
|
Q1 2025
Reduced 41.84%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
61,061
shares
|
$4.14 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
61,000
shares
|
$4.13 Million
0.29% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,951
shares
|
$4.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
60,767
shares
|
$4.12 Million
1.2% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
60,561
shares
|
$4.1 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
60,550
shares
|
$4.1 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.2%
|