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 |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
14,638
shares
|
$1.15 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
14,584
shares
|
$1.15 Million
0.48% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
14,577
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
14,573
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
14,554
shares
|
$1.14 Million
0.87% of portfolio
|
Q2 2023
Added 3.12%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
14,554
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
14,545
shares
|
$1.14 Million
0.45% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
14,537
shares
|
$1.14 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
14,505
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
14,497
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
14,489
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
14,432
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
14,418
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,418
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
14,403
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,392
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
14,334
shares
|
$1.13 Million
0.17% of portfolio
|
Q3 2024
Added 100.93%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
14,320
shares
|
$1.12 Million
0.53% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
14,301
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
14,258
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
14,251
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
14,220
shares
|
$1.12 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
14,200
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 82.53%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
14,191
shares
|
$1.11 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
14,182
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
New holding
|