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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
39,735
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
39,721
shares
|
$3.12 Million
0.04% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
39,661
shares
|
$3.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
39,548
shares
|
$3.11 Million
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
39,411
shares
|
$3.09 Million
0.14% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
39,330
shares
|
$3.09 Million
0.29% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
39,291
shares
|
$3.09 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
39,208
shares
|
$3.08 Million
0.67% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
39,166
shares
|
$3.08 Million
0.78% of portfolio
|
Q2 2022
Reduced 26.86%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
39,152
shares
|
$3.07 Million
0.34% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
38,773
shares
|
$3.04 Million
0.47% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
38,709
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
38,530
shares
|
$3.03 Million
2.43% of portfolio
|
Q3 2024
Added 111.02%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
38,476
shares
|
$3.02 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
38,461
shares
|
$3.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
38,331
shares
|
$3.01 Million
0.08% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
38,162
shares
|
$3 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
38,159
shares
|
$3 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
38,069
shares
|
$2.99 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
37,999
shares
|
$2.98 Million
0.82% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
37,929
shares
|
$2.98 Million
0.4% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
37,774
shares
|
$2.97 Million
2.3% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
37,557
shares
|
$2.95 Million
0.26% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
37,392
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
37,315
shares
|
$2.93 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.71%
|