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 3,109 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 $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
16,761
shares
|
$1.21 Million
0.33% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
16,713
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
16,697
shares
|
$1.2 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
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,576
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
16,570
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
16,567
shares
|
$1.19 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
16,485
shares
|
$1.19 Million
0.62% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
16,469
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
16,465
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
16,447
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
16,391
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
16,362
shares
|
$1.18 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
16,342
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
16,325
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 77.93%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
16,312
shares
|
$1.17 Million
0.22% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
16,308
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Added 225.77%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
16,301
shares
|
$1.17 Million
0.47% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
16,297
shares
|
$1.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16,210
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
16,173
shares
|
$1.16 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
16,145
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2025
Added 246.38%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
16,129
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
16,112
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
16,081
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.26%
|