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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
21,691
shares
|
$1.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
21,668
shares
|
$1.7 Million
1.13% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
21,665
shares
|
$1.7 Million
0.47% of portfolio
|
Q4 2022
Added 404.19%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
21,655
shares
|
$1.7 Million
1.31% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
21,556
shares
|
$1.69 Million
0.78% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
21,524
shares
|
$1.69 Million
0.81% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
21,513
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2024
Added 36.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,506
shares
|
$1.69 Million
0.2% of portfolio
|
Q3 2024
Added 60.48%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
21,494
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
21,443
shares
|
$1.68 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
21,350
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
21,187
shares
|
$1.66 Million
0.63% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
21,156
shares
|
$1.66 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
21,136
shares
|
$1.66 Million
0.75% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
21,134
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Boxwood Ventures, Inc.
|
Nov 14, 2024 Q3 2024 |
21,124
shares
|
$1.66 Million
2.79% of portfolio
|
Q1 2023
Reduced 6.85%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
21,084
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
21,079
shares
|
$1.66 Million
0.43% of portfolio
|
Q3 2024
Added 21.79%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
21,067
shares
|
$1.65 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
20,885
shares
|
$1.64 Million
0.91% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,883
shares
|
$1.64 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
20,838
shares
|
$1.64 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
20,824
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
20,821
shares
|
$1.63 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
20,800
shares
|
$1.63 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.48%
|