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 |
|---|---|---|---|---|---|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
20,777
shares
|
$1.63 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
20,750
shares
|
$1.63 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
20,647
shares
|
$1.62 Million
0.56% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
20,616
shares
|
$1.62 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
20,606
shares
|
$1.62 Million
0.36% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
20,567
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,506
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
20,500
shares
|
$1.61 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
20,486
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
20,450
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 44.14%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
20,443
shares
|
$1.61 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
20,417
shares
|
$1.61 Million
0.82% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
20,400
shares
|
$1.6 Million
0.52% of portfolio
|
Q1 2022
Reduced 15.0%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
20,333
shares
|
$1.6 Million
0.7% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
20,330
shares
|
$1.6 Million
0.74% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
20,238
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
20,224
shares
|
$1.59 Million
0.22% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
20,158
shares
|
$1.59 Million
0.48% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,136
shares
|
$1.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 28.88%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,121
shares
|
$1.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
20,117
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
20,077
shares
|
$1.58 Million
0.44% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,043
shares
|
$1.58 Million
1.05% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
20,004
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2022
Reduced 1.97%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
20,000
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
New holding
|