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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
27,609
shares
|
$2.17 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
27,455
shares
|
$2.16 Million
0.21% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
27,427
shares
|
$2.16 Million
3.81% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
27,288
shares
|
$2.15 Million
0.19% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
27,173
shares
|
$2.14 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
26,852
shares
|
$2.11 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
26,822
shares
|
$2.11 Million
1.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,816
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
26,804
shares
|
$2.11 Million
0.22% of portfolio
|
Q3 2024
Added 34.53%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
26,762
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
26,697
shares
|
$2.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
26,692
shares
|
$2.1 Million
0.32% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
26,647
shares
|
$2.1 Million
0.35% of portfolio
|
Q1 2024
Added 83.81%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
26,622
shares
|
$2.09 Million
0.45% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,608
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2024
Added 33.64%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
26,554
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
26,545
shares
|
$2.09 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
26,490
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
26,471
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
26,442
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
26,400
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2023
Added 23.36%
|
|
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
26,331
shares
|
$2.07 Million
0.8% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
26,255
shares
|
$2.07 Million
0.7% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
26,201
shares
|
$2.06 Million
0.76% of portfolio
|
Q4 2023
Reduced 65.32%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
26,076
shares
|
$2.05 Million
0.67% of portfolio
|
Q3 2024
Added 11.84%
|