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 |
|---|---|---|---|---|---|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
14,179
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
14,171
shares
|
$1.11 Million
0.65% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
14,150
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2023
Added 25.1%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
14,095
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
14,082
shares
|
$1.11 Million
1.24% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
14,081
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,034
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 86.32%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
14,016
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
14,000
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
13,957
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
13,949
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
13,939
shares
|
$1.09 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,917
shares
|
$1.09 Million
0.31% of portfolio
|
Q4 2022
Added 44.19%
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
Nov 12, 2024 Q3 2024 |
13,900
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,899
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Centre Asset Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,893
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,818
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
13,807
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2022
Reduced 0.71%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
13,805
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
13,797
shares
|
$1.08 Million
0.63% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
13,765
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
13,763
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
13,751
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
13,742
shares
|
$1.08 Million
0.45% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
13,721
shares
|
$1.08 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.44%
|