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 |
|---|---|---|---|---|---|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
57,060
shares
|
$4.42 Million
0.88% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
56,953
shares
|
$4.41 Million
0.51% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
56,910
shares
|
$4.41 Million
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
56,864
shares
|
$4.41 Million
0.54% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
56,857
shares
|
$4.41 Million
2.41% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
56,646
shares
|
$4.39 Million
0.66% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
56,249
shares
|
$4.36 Million
2.07% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
55,771
shares
|
$4.32 Million
5.34% of portfolio
|
Q2 2022
Reduced 0.05%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
55,543
shares
|
$4.3 Million
0.6% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
55,510
shares
|
$4.3 Million
1.32% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
55,360
shares
|
$4.29 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,314
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,308
shares
|
$4.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 69.24%
|
|
|
Sycomore Asset Management
|
Nov 06, 2024 Q3 2024 |
54,889
shares
|
$4.25 Million
0.76% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
54,731
shares
|
$4.24 Million
1.74% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
54,700
shares
|
$4.24 Million
0.6% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
54,642
shares
|
$4.23 Million
1.0% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
54,527
shares
|
$4.23 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
54,387
shares
|
$4.21 Million
0.51% of portfolio
|
Q3 2024
Added 23.5%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
54,219
shares
|
$4.2 Million
0.36% of portfolio
|
Q4 2023
Added 232.63%
|
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
53,970
shares
|
$4.18 Million
2.22% of portfolio
|
Q3 2024
New holding
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
53,515
shares
|
$4.15 Million
0.33% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
53,346
shares
|
$4.13 Million
0.28% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
53,004
shares
|
$4.11 Million
0.85% of portfolio
|
Q3 2024
Reduced 62.1%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
52,897
shares
|
$4.1 Million
1.47% of portfolio
|
Q3 2024
Added 0.24%
|