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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
60,441
shares
|
$4.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
60,141
shares
|
$4.08 Million
0.62% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
60,127
shares
|
$4.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
60,000
shares
|
$4.07 Million
5.54% of portfolio
|
Q1 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
59,907
shares
|
$4.06 Million
0.21% of portfolio
|
Q1 2025
Added 516.07%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
59,817
shares
|
$4.05 Million
0.31% of portfolio
|
Q1 2025
Added 292.19%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
59,796
shares
|
$4.05 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,751
shares
|
$4.05 Million
0.26% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
59,567
shares
|
$4.04 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
59,400
shares
|
$4.02 Million
0.16% of portfolio
|
Q3 2021
Added 28.02%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
59,298
shares
|
$4.02 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
58,974
shares
|
$4 Million
0.24% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
58,422
shares
|
$3.96 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
58,173
shares
|
$3.94 Million
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
58,137
shares
|
$3.94 Million
0.45% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
57,900
shares
|
$3.92 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
57,853
shares
|
$3.92 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
57,797
shares
|
$3.92 Million
1.46% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
57,744
shares
|
$3.91 Million
0.15% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
57,679
shares
|
$3.91 Million
0.05% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
57,667
shares
|
$3.91 Million
2.0% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
57,439
shares
|
$3.89 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
57,189
shares
|
$3.88 Million
0.63% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
57,078
shares
|
$3.87 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
57,047
shares
|
$3.87 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.48%
|