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 3,111 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 $128 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
23,501
shares
|
$1.82 Million
0.19% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,452
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
23,414
shares
|
$1.82 Million
0.77% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,411
shares
|
$1.82 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
23,400
shares
|
$1.81 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
23,388
shares
|
$1.81 Million
0.81% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
23,362
shares
|
$1.81 Million
0.5% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
23,356
shares
|
$1.81 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
23,342
shares
|
$1.81 Million
0.72% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
23,338
shares
|
$1.81 Million
0.32% of portfolio
|
Q2 2025
Reduced 32.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
23,284
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
23,278
shares
|
$1.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
23,270
shares
|
$1.8 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
23,241
shares
|
$1.8 Million
0.47% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
23,231
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
23,197
shares
|
$1.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
23,188
shares
|
$1.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
23,188
shares
|
$1.8 Million
0.58% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
23,155
shares
|
$1.8 Million
0.6% of portfolio
|
Q1 2025
Added 78.87%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
23,124
shares
|
$1.79 Million
1.53% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
23,096
shares
|
$1.79 Million
0.98% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
22,964
shares
|
$1.78 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
22,937
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Added 51.65%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
22,872
shares
|
$1.77 Million
0.72% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
22,838
shares
|
$1.77 Million
0.13% of portfolio
|
Q1 2025
Added 12.62%
|