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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
47,300
shares
|
$3.71 Million
0.1% of portfolio
|
Q3 2024
Added 52.72%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
47,191
shares
|
$3.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
46,743
shares
|
$3.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
46,646
shares
|
$3.66 Million
0.05% of portfolio
|
Q3 2024
Added 37.37%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
46,625
shares
|
$3.66 Million
0.89% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
46,486
shares
|
$3.65 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
46,475
shares
|
$3.65 Million
0.93% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
46,468
shares
|
$3.65 Million
1.26% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
46,417
shares
|
$3.64 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
46,288
shares
|
$3.63 Million
0.32% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
46,195
shares
|
$3.63 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
46,027
shares
|
$3.61 Million
0.69% of portfolio
|
Q3 2024
Added 184.71%
|
|
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
Feb 14, 2024 Q4 2023 |
46,001
shares
|
$3.61 Million
5.47% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
45,932
shares
|
$3.61 Million
1.03% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
45,662
shares
|
$3.59 Million
3.0% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,653
shares
|
$3.58 Million
0.08% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
45,608
shares
|
$3.58 Million
0.54% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
45,443
shares
|
$3.57 Million
0.44% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
45,432
shares
|
$3.57 Million
1.49% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
45,421
shares
|
$3.57 Million
0.6% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
45,380
shares
|
$3.56 Million
0.14% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
45,194
shares
|
$3.55 Million
0.12% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
45,151
shares
|
$3.55 Million
0.21% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
45,148
shares
|
$3.55 Million
0.33% of portfolio
|
Q1 2023
Reduced 2.54%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
45,086
shares
|
$3.54 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.83%
|