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 |
|---|---|---|---|---|---|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
57,189
shares
|
$4.3 Million
0.63% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
57,047
shares
|
$4.29 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
56,932
shares
|
$4.28 Million
0.55% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
56,745
shares
|
$4.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
56,553
shares
|
$4.25 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
56,503
shares
|
$4.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 44.33%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
56,323
shares
|
$4.23 Million
0.15% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
56,308
shares
|
$4.23 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,095
shares
|
$4.22 Million
0.02% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
55,871
shares
|
$4.2 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
55,857
shares
|
$4.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
55,828
shares
|
$4.2 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
55,691
shares
|
$4.19 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
55,588
shares
|
$4.18 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
55,363
shares
|
$4.16 Million
0.23% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
55,245
shares
|
$4.15 Million
0.59% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
55,186
shares
|
$4.15 Million
0.07% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
54,910
shares
|
$4.13 Million
2.14% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
54,846
shares
|
$4.12 Million
0.23% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
54,831
shares
|
$4.12 Million
0.81% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
54,818
shares
|
$4.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
54,637
shares
|
$4.11 Million
0.13% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
54,324
shares
|
$4.08 Million
0.64% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
54,275
shares
|
$4.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
54,271
shares
|
$4.08 Million
0.42% of portfolio
|
Q1 2025
Added 555.53%
|