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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
18,576
shares
|
$1.44 Million
0.9% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
18,563
shares
|
$1.44 Million
0.27% of portfolio
|
Q1 2025
Added 624.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
18,543
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
18,514
shares
|
$1.44 Million
0.39% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
18,493
shares
|
$1.43 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
18,405
shares
|
$1.43 Million
0.28% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
18,351
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
18,335
shares
|
$1.42 Million
0.32% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
18,331
shares
|
$1.42 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
18,300
shares
|
$1.42 Million
0.13% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
18,134
shares
|
$1.41 Million
0.62% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,104
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 38.98%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
18,021
shares
|
$1.4 Million
0.68% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
18,000
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
17,897
shares
|
$1.39 Million
0.65% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
17,856
shares
|
$1.38 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
17,824
shares
|
$1.38 Million
0.36% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
17,636
shares
|
$1.37 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
17,582
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
17,544
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
17,500
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
17,500
shares
|
$1.36 Million
0.16% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
17,466
shares
|
$1.35 Million
0.2% of portfolio
|
Q1 2024
Reduced 10.27%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
17,432
shares
|
$1.35 Million
0.52% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
17,392
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 23.61%
|