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 3,101 institutions that hold shares in the stock, with a total of 1.68 Billion shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
39,933
shares
|
$2.87 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
39,928
shares
|
$2.87 Million
0.87% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
39,773
shares
|
$2.86 Million
1.44% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
39,722
shares
|
$2.85 Million
0.13% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
39,657
shares
|
$2.85 Million
0.35% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,391
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
39,380
shares
|
$2.83 Million
0.17% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
39,338
shares
|
$2.83 Million
0.27% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
39,291
shares
|
$2.82 Million
1.25% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
39,166
shares
|
$2.81 Million
0.78% of portfolio
|
Q2 2022
Reduced 26.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
39,102
shares
|
$2.81 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
39,054
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
39,020
shares
|
$2.8 Million
0.05% of portfolio
|
Q2 2025
Added 67.07%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
38,964
shares
|
$2.8 Million
0.39% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
38,845
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
38,747
shares
|
$2.78 Million
0.09% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Aug 11, 2025 Q2 2025 |
38,500
shares
|
$2.77 Million
0.26% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
38,442
shares
|
$2.76 Million
0.75% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
38,372
shares
|
$2.76 Million
1.26% of portfolio
|
Q2 2025
Reduced 27.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
38,366
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Added 150.06%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
38,187
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 67.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
38,031
shares
|
$2.73 Million
0.16% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
37,879
shares
|
$2.72 Million
0.11% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
37,870
shares
|
$2.72 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
37,823
shares
|
$2.72 Million
0.71% of portfolio
|
Q2 2025
Added 7.43%
|