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 3,108 institutions that hold shares in the stock, with a total of 1.65 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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
34,861
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
34,859
shares
|
$2.62 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
34,834
shares
|
$2.62 Million
0.21% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
34,743
shares
|
$2.61 Million
0.32% of portfolio
|
Q1 2025
Reduced 26.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
34,726
shares
|
$2.61 Million
0.08% of portfolio
|
Q1 2025
Added 16.2%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
34,710
shares
|
$2.61 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
34,581
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
34,548
shares
|
$2.6 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
34,500
shares
|
$2.59 Million
1.6% of portfolio
|
Q2 2025
Added 221.02%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
34,465
shares
|
$2.59 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.6%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
34,461
shares
|
$2.59 Million
0.33% of portfolio
|
Q1 2025
Added 108.22%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
34,414
shares
|
$2.59 Million
0.77% of portfolio
|
Q1 2025
Added 46.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
34,383
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
34,321
shares
|
$2.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
34,299
shares
|
$2.58 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
34,288
shares
|
$2.58 Million
0.11% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
34,218
shares
|
$2.57 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
34,200
shares
|
$2.57 Million
3.19% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
34,148
shares
|
$2.57 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
34,140
shares
|
$2.57 Million
1.14% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
34,068
shares
|
$2.56 Million
0.11% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
33,995
shares
|
$2.56 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
33,827
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
33,823
shares
|
$2.54 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
33,783
shares
|
$2.54 Million
0.15% of portfolio
|
Q1 2025
Added 8.3%
|