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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
61,000
shares
|
$4.59 Million
0.29% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,951
shares
|
$4.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.27%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
60,767
shares
|
$4.57 Million
1.2% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
60,561
shares
|
$4.55 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
60,441
shares
|
$4.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
60,348
shares
|
$4.54 Million
0.13% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
60,127
shares
|
$4.52 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
60,000
shares
|
$4.51 Million
5.54% of portfolio
|
Q1 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
59,907
shares
|
$4.5 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
|
$4.5 Million
0.31% of portfolio
|
Q1 2025
Added 292.19%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,751
shares
|
$4.49 Million
0.26% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
59,656
shares
|
$4.48 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
59,596
shares
|
$4.48 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
59,567
shares
|
$4.48 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
59,400
shares
|
$4.47 Million
0.14% of portfolio
|
Q3 2021
Added 28.02%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
58,974
shares
|
$4.43 Million
0.24% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
58,173
shares
|
$4.37 Million
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
58,137
shares
|
$4.37 Million
0.45% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
57,900
shares
|
$4.35 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
57,853
shares
|
$4.35 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
57,797
shares
|
$4.35 Million
1.46% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
57,744
shares
|
$4.34 Million
0.15% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
57,679
shares
|
$4.34 Million
0.05% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
57,667
shares
|
$4.34 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
|
$4.32 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.72%
|