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 $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
31,706
shares
|
$2.42 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
31,693
shares
|
$2.41 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
31,631
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
31,457
shares
|
$2.4 Million
1.5% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
31,348
shares
|
$2.39 Million
2.04% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
31,342
shares
|
$2.39 Million
0.31% of portfolio
|
Q3 2024
Added 45.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
31,285
shares
|
$2.38 Million
0.2% of portfolio
|
Q3 2023
Reduced 31.59%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,126
shares
|
$2.37 Million
1.05% of portfolio
|
Q4 2022
Reduced 98.8%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
30,881
shares
|
$2.35 Million
1.34% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
30,875
shares
|
$2.35 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
30,680
shares
|
$2.34 Million
0.29% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
30,580
shares
|
$2.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
30,428
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
30,272
shares
|
$2.31 Million
0.1% of portfolio
|
Q3 2022
Added 5.36%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
30,146
shares
|
$2.3 Million
1.24% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
30,146
shares
|
$2.3 Million
1.26% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
30,134
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 91.73%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,091
shares
|
$2.29 Million
0.46% of portfolio
|
Q1 2024
Added 50.49%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
30,022
shares
|
$2.29 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
30,022
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
29,997
shares
|
$2.28 Million
0.55% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
29,959
shares
|
$2.28 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
29,922
shares
|
$2.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,849
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
29,773
shares
|
$2.27 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.26%
|