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 |
|---|---|---|---|---|---|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
23,600
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
23,580
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
23,561
shares
|
$1.85 Million
0.12% of portfolio
|
Q3 2022
Added 7.22%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
23,547
shares
|
$1.85 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
23,494
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Added 28.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,452
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
23,435
shares
|
$1.84 Million
1.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
23,397
shares
|
$1.84 Million
0.87% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
23,371
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.98%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
23,359
shares
|
$1.83 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
23,124
shares
|
$1.82 Million
1.53% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
23,119
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
23,065
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
23,037
shares
|
$1.81 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,986
shares
|
$1.8 Million
0.24% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
22,957
shares
|
$1.8 Million
0.13% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
22,952
shares
|
$1.8 Million
0.54% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
22,932
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
22,923
shares
|
$1.8 Million
0.59% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
22,841
shares
|
$1.79 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
22,834
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
22,805
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,783
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
22,779
shares
|
$1.79 Million
1.33% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
22,776
shares
|
$1.79 Million
1.13% of portfolio
|
Q3 2024
Added 0.3%
|