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 3,109 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
24,415
shares
|
$1.76 Million
0.73% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
24,381
shares
|
$1.75 Million
0.64% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
24,377
shares
|
$1.75 Million
0.39% of portfolio
|
Q1 2025
Added 42.66%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
24,214
shares
|
$1.74 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
24,156
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
24,108
shares
|
$1.74 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
24,086
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
24,065
shares
|
$1.73 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
24,030
shares
|
$1.73 Million
0.07% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
24,000
shares
|
$1.73 Million
0.14% of portfolio
|
Q2 2023
Reduced 14.67%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
23,955
shares
|
$1.72 Million
0.58% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,947
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2022
Reduced 3.61%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
23,889
shares
|
$1.72 Million
0.86% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
23,859
shares
|
$1.72 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
23,837
shares
|
$1.72 Million
0.29% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
23,808
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
23,793
shares
|
$1.71 Million
0.42% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
23,781
shares
|
$1.71 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
23,732
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 64.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
23,712
shares
|
$1.71 Million
0.32% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
23,700
shares
|
$1.71 Million
0.68% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
23,698
shares
|
$1.71 Million
0.48% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
23,636
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
23,600
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
23,579
shares
|
$1.7 Million
0.31% of portfolio
|
Q1 2025
Added 52.69%
|