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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
18,353
shares
|
$1.44 Million
0.82% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
18,345
shares
|
$1.44 Million
0.43% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
18,338
shares
|
$1.44 Million
0.85% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
18,327
shares
|
$1.44 Million
0.56% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
18,319
shares
|
$1.44 Million
1.11% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
18,290
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
18,274
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
18,234
shares
|
$1.43 Million
0.47% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,161
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
18,104
shares
|
$1.42 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
18,074
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
18,026
shares
|
$1.42 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
17,910
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
17,909
shares
|
$1.41 Million
0.58% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,755
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
17,750
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
17,735
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
17,715
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
17,622
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,591
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
17,578
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
17,577
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
17,575
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
17,572
shares
|
$1.38 Million
0.58% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
17,566
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2024
Added 1.97%
|