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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
24,786
shares
|
$1.95 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
24,760
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
24,729
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
24,631
shares
|
$1.93 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
24,612
shares
|
$1.93 Million
0.37% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
24,372
shares
|
$1.91 Million
0.45% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
24,339
shares
|
$1.91 Million
0.3% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
24,330
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
24,307
shares
|
$1.91 Million
0.21% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
24,260
shares
|
$1.9 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
24,228
shares
|
$1.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
24,200
shares
|
$1.9 Million
1.24% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
24,163
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
24,118
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
24,071
shares
|
$1.89 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
24,070
shares
|
$1.89 Million
0.91% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
24,000
shares
|
$1.88 Million
0.17% of portfolio
|
Q2 2023
Reduced 14.67%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,947
shares
|
$1.88 Million
0.03% of portfolio
|
Q2 2022
Reduced 3.61%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
23,896
shares
|
$1.88 Million
0.18% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
23,875
shares
|
$1.87 Million
0.29% of portfolio
|
Q3 2024
Added 132.59%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
23,837
shares
|
$1.87 Million
0.29% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
23,786
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
23,705
shares
|
$1.86 Million
0.99% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
23,685
shares
|
$1.86 Million
0.25% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
23,680
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.25%
|