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 |
|---|---|---|---|---|---|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
33,340
shares
|
$2.62 Million
0.13% of portfolio
|
Q3 2024
Reduced 64.21%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
33,260
shares
|
$2.62 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
33,214
shares
|
$2.61 Million
0.07% of portfolio
|
Q3 2024
Added 275.3%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
33,075
shares
|
$2.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
33,062
shares
|
$2.6 Million
0.86% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
33,054
shares
|
$2.6 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
33,043
shares
|
$2.6 Million
0.3% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
32,977
shares
|
$2.59 Million
0.74% of portfolio
|
Q3 2019
Added 0.37%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
32,965
shares
|
$2.59 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
32,959
shares
|
$2.59 Million
1.0% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
32,828
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
32,715
shares
|
$2.57 Million
1.24% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
32,453
shares
|
$2.55 Million
0.31% of portfolio
|
Q2 2024
Added 16.31%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
32,452
shares
|
$2.55 Million
0.83% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
32,377
shares
|
$2.55 Million
0.53% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,339
shares
|
$2.54 Million
0.49% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
32,256
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 84.56%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
32,210
shares
|
$2.53 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
32,087
shares
|
$2.52 Million
0.33% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,934
shares
|
$2.51 Million
0.15% of portfolio
|
Q3 2023
Added 0.64%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
31,857
shares
|
$2.51 Million
1.7% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
31,839
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
31,729
shares
|
$2.5 Million
0.66% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
31,531
shares
|
$2.48 Million
0.19% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
31,455
shares
|
$2.47 Million
0.22% of portfolio
|
Q3 2024
Added 2.73%
|