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 |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
19,206
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2022
Added 71.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
19,195
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,115
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
19,110
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
19,085
shares
|
$1.48 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
19,080
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
19,070
shares
|
$1.48 Million
0.07% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
19,058
shares
|
$1.48 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
19,037
shares
|
$1.48 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
18,974
shares
|
$1.47 Million
0.19% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
18,935
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Trium Capital LLP
London, X0 |
Apr 30, 2025 Q1 2025 |
18,920
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
18,908
shares
|
$1.47 Million
1.13% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
18,873
shares
|
$1.46 Million
0.13% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
18,838
shares
|
$1.46 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
18,800
shares
|
$1.46 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
18,785
shares
|
$1.46 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
|
$1.46 Million
1.39% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
18,730
shares
|
$1.45 Million
0.17% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
18,706
shares
|
$1.45 Million
0.34% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
18,686
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
18,682
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
18,677
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
18,637
shares
|
$1.45 Million
1.2% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
18,605
shares
|
$1.44 Million
0.78% of portfolio
|
Q2 2025
Added 2.42%
|