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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
35,177
shares
|
$2.76 Million
1.41% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
35,128
shares
|
$2.76 Million
1.82% of portfolio
|
Q3 2024
Reduced 33.56%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
35,089
shares
|
$2.76 Million
2.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
35,087
shares
|
$2.76 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
34,859
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.02%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
34,704
shares
|
$2.72 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
34,673
shares
|
$2.72 Million
0.17% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
34,671
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
34,515
shares
|
$2.71 Million
0.9% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
34,498
shares
|
$2.71 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
34,451
shares
|
$2.71 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
34,380
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
34,375
shares
|
$2.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
34,288
shares
|
$2.69 Million
0.11% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
34,214
shares
|
$2.69 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
34,213
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
34,092
shares
|
$2.68 Million
1.76% of portfolio
|
Q3 2024
Added 22.81%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
34,031
shares
|
$2.67 Million
0.14% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
33,995
shares
|
$2.67 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
33,960
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
33,743
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
33,710
shares
|
$2.65 Million
0.73% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
33,624
shares
|
$2.64 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
33,463
shares
|
$2.63 Million
0.35% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
33,351
shares
|
$2.62 Million
0.72% of portfolio
|
Q3 2024
Added 7.01%
|