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 |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
26,050
shares
|
$2.05 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
25,949
shares
|
$2.04 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,907
shares
|
$2.03 Million
0.09% of portfolio
|
Q2 2020
Added 12.29%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
25,873
shares
|
$2.03 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
25,752
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
25,661
shares
|
$2.01 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
25,620
shares
|
$2.01 Million
1.1% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,525
shares
|
$2 Million
0.28% of portfolio
|
Q3 2024
Added 59.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
25,500
shares
|
$2 Million
0.15% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
25,441
shares
|
$2 Million
0.08% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Trium Capital LLP
London, X0 |
Oct 07, 2024 Q3 2024 |
25,402
shares
|
$1.99 Million
0.61% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
25,367
shares
|
$1.99 Million
0.54% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
25,321
shares
|
$1.99 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
25,300
shares
|
$1.99 Million
1.48% of portfolio
|
Q1 2022
Added 4.12%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
25,285
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
25,260
shares
|
$1.98 Million
0.77% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
25,221
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
25,216
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,204
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 66.56%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
25,158
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 31, 2024 Q3 2024 |
25,075
shares
|
$1.97 Million
0.72% of portfolio
|
Q2 2024
Added 66.29%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
25,059
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Added 227.65%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
25,045
shares
|
$1.97 Million
0.58% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
24,932
shares
|
$1.96 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
24,929
shares
|
$1.96 Million
0.71% of portfolio
|
Q3 2024
Added 2.11%
|