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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
13,304
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
13,300
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
13,271
shares
|
$1.04 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
13,237
shares
|
$1.04 Million
0.41% of portfolio
|
Q2 2024
Reduced 8.84%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
13,143
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
13,139
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
13,120
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
13,073
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
13,065
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
13,040
shares
|
$1.02 Million
0.57% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
13,040
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
12,975
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
12,967
shares
|
$1.02 Million
0.39% of portfolio
|
Q1 2024
Reduced 30.35%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
12,950
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,934
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
12,912
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
12,883
shares
|
$1.01 Million
0.39% of portfolio
|
Q3 2024
Added 178.85%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
12,833
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,735
shares
|
$999,952
0.16% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
12,719
shares
|
$998,695
0.38% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
12,684
shares
|
$995,947
0.05% of portfolio
|
Q3 2024
Added 66.15%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
12,681
shares
|
$995,712
0.42% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
12,659
shares
|
$993,984
0.06% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
12,638
shares
|
$992,335
0.17% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
12,629
shares
|
$991,629
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|