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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
16,587
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2024
Added 124.79%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
16,577
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,576
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
16,561
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
16,542
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
16,534
shares
|
$1.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
16,515
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
16,441
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
16,433
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
16,400
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
16,391
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
16,297
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Added 351.94%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
16,288
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
16,250
shares
|
$1.28 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
16,231
shares
|
$1.28 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,178
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
16,140
shares
|
$1.27 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
16,127
shares
|
$1.27 Million
0.66% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
16,122
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
16,085
shares
|
$1.27 Million
0.65% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
16,038
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
16,004
shares
|
$1.26 Million
0.56% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
15,983
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
15,960
shares
|
$1.26 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
15,951
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.82%
|