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 |
|---|---|---|---|---|---|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
45,662
shares
|
$3.43 Million
3.0% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,653
shares
|
$3.43 Million
0.08% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
45,396
shares
|
$3.41 Million
0.05% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
45,298
shares
|
$3.41 Million
0.25% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
45,239
shares
|
$3.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 57.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
45,148
shares
|
$3.39 Million
0.33% of portfolio
|
Q1 2023
Reduced 2.54%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
45,086
shares
|
$3.39 Million
0.23% of portfolio
|
Q4 2023
Reduced 0.83%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
44,898
shares
|
$3.38 Million
0.07% of portfolio
|
Q1 2025
Reduced 49.82%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
44,855
shares
|
$3.37 Million
0.34% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Quaero Capital S.A.
|
Apr 24, 2025 Q1 2025 |
44,780
shares
|
$3.37 Million
11.19% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
44,760
shares
|
$3.37 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
44,450
shares
|
$3.34 Million
1.03% of portfolio
|
Q1 2025
Added 150.42%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
44,222
shares
|
$3.32 Million
0.28% of portfolio
|
Q1 2025
Added 160.8%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
43,971
shares
|
$3.31 Million
0.64% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
43,886
shares
|
$3.3 Million
0.84% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
43,874
shares
|
$3.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
43,635
shares
|
$3.28 Million
1.67% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
43,596
shares
|
$3.28 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
43,459
shares
|
$3.27 Million
2.63% of portfolio
|
Q1 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
43,417
shares
|
$3.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
43,288
shares
|
$3.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
43,117
shares
|
$3.24 Million
0.12% of portfolio
|
Q1 2025
Added 109.56%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
43,113
shares
|
$3.24 Million
1.17% of portfolio
|
Q2 2025
Reduced 27.29%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
43,104
shares
|
$3.24 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
43,094
shares
|
$3.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.13%
|