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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
48,088
shares
|
$3.62 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
48,038
shares
|
$3.61 Million
0.6% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
48,000
shares
|
$3.61 Million
0.74% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cincinnati Financial Corp
|
May 08, 2025 Q1 2025 |
48,000
shares
|
$3.61 Million
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
47,986
shares
|
$3.61 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
47,542
shares
|
$3.57 Million
0.42% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
47,438
shares
|
$3.57 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
47,414
shares
|
$3.56 Million
0.1% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
47,330
shares
|
$3.56 Million
0.29% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
47,296
shares
|
$3.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
47,191
shares
|
$3.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
47,080
shares
|
$3.54 Million
0.64% of portfolio
|
Q1 2025
Added 74.81%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
46,882
shares
|
$3.52 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
46,771
shares
|
$3.52 Million
1.97% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
46,697
shares
|
$3.51 Million
1.13% of portfolio
|
Q1 2025
Added 74.91%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
46,625
shares
|
$3.51 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
46,464
shares
|
$3.49 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
46,368
shares
|
$3.49 Million
0.22% of portfolio
|
Q1 2025
Added 658.51%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
46,255
shares
|
$3.48 Million
0.11% of portfolio
|
Q2 2025
Added 245.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
46,173
shares
|
$3.47 Million
0.05% of portfolio
|
Q1 2025
Added 47.19%
|
|
|
Carmignac Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
46,138
shares
|
$3.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 40.31%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
46,135
shares
|
$3.47 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
Feb 14, 2024 Q4 2023 |
46,001
shares
|
$3.46 Million
5.47% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
45,855
shares
|
$3.45 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
45,753
shares
|
$3.44 Million
0.63% of portfolio
|
Q2 2025
Added 4.25%
|