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 |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
25,427
shares
|
$1.94 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
25,367
shares
|
$1.93 Million
0.54% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
25,338
shares
|
$1.93 Million
0.26% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
25,314
shares
|
$1.93 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
25,244
shares
|
$1.92 Million
0.06% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
25,221
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
25,124
shares
|
$1.91 Million
0.2% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
25,092
shares
|
$1.91 Million
0.07% of portfolio
|
Q1 2025
Added 41.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
25,077
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
25,031
shares
|
$1.91 Million
0.37% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
24,972
shares
|
$1.9 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
24,864
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
24,797
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
24,777
shares
|
$1.89 Million
0.77% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Apr 28, 2025 Q1 2025 |
24,742
shares
|
$1.88 Million
2.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
24,682
shares
|
$1.88 Million
0.3% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
24,680
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
24,663
shares
|
$1.88 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
24,547
shares
|
$1.87 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
24,520
shares
|
$1.87 Million
0.56% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
24,498
shares
|
$1.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 50.18%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
24,482
shares
|
$1.86 Million
0.08% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
24,449
shares
|
$1.86 Million
0.36% of portfolio
|
Q1 2025
Added 197.76%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
24,424
shares
|
$1.86 Million
0.98% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
24,381
shares
|
$1.86 Million
0.64% of portfolio
|
Q1 2025
Added 4.42%
|