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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
41,982
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
41,958
shares
|
$3.29 Million
0.22% of portfolio
|
Q3 2024
Added 21.12%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
41,845
shares
|
$3.29 Million
0.8% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
41,801
shares
|
$3.28 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
41,749
shares
|
$3.28 Million
0.14% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,660
shares
|
$3.27 Million
0.23% of portfolio
|
Q2 2022
Added 5.75%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
41,657
shares
|
$3.27 Million
0.3% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
41,645
shares
|
$3.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
41,333
shares
|
$3.25 Million
0.11% of portfolio
|
Q3 2024
Added 172.04%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
41,196
shares
|
$3.23 Million
0.63% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
41,171
shares
|
$3.23 Million
0.46% of portfolio
|
Q4 2023
Added 930.82%
|
|
|
Sagefield Capital LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,950
shares
|
$3.22 Million
0.42% of portfolio
|
Q3 2024
Reduced 64.11%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
40,928
shares
|
$3.21 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
40,743
shares
|
$3.2 Million
0.46% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
40,639
shares
|
$3.19 Million
0.23% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
40,529
shares
|
$3.18 Million
0.34% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Nov 06, 2024 Q3 2024 |
40,500
shares
|
$3.18 Million
0.32% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
40,062
shares
|
$3.15 Million
0.17% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
40,000
shares
|
$3.14 Million
0.41% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
40,000
shares
|
$3.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
39,988
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
39,933
shares
|
$3.14 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
39,915
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
39,901
shares
|
$3.13 Million
0.43% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
39,890
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2024
Added 0.78%
|