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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
19,206
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2022
Added 71.39%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
19,186
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,145
shares
|
$1.5 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
19,133
shares
|
$1.5 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
19,089
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
19,030
shares
|
$1.49 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
18,988
shares
|
$1.49 Million
0.33% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,908
shares
|
$1.48 Million
1.36% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
18,877
shares
|
$1.48 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
18,785
shares
|
$1.47 Million
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,784
shares
|
$1.47 Million
1.39% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
18,693
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
18,682
shares
|
$1.47 Million
0.21% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
18,671
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
18,648
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 95.35%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
18,638
shares
|
$1.46 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
18,637
shares
|
$1.46 Million
1.2% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
18,576
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2024
Added 350.33%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
18,556
shares
|
$1.46 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
18,543
shares
|
$1.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
18,516
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Added 127.88%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
18,498
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
18,424
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2024
Added 32.78%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
18,420
shares
|
$1.45 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
18,412
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
Added 0.43%
|