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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,369
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
17,368
shares
|
$1.35 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,362
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 106.37%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
17,306
shares
|
$1.34 Million
0.38% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,224
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
17,158
shares
|
$1.33 Million
0.69% of portfolio
|
Q2 2025
Added 97.9%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
17,158
shares
|
$1.33 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
17,141
shares
|
$1.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
17,067
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
17,048
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16,946
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
16,939
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
16,911
shares
|
$1.31 Million
1.1% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
16,879
shares
|
$1.31 Million
0.74% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,836
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
16,797
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
16,780
shares
|
$1.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
16,767
shares
|
$1.3 Million
0.24% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
16,761
shares
|
$1.3 Million
0.33% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
16,713
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
16,697
shares
|
$1.29 Million
0.41% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
16,649
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.34%
|