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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
11,270
shares
|
$886,610
0.65% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
11,250
shares
|
$885,037
0.09% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
11,231
shares
|
$883,542
0.16% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,226
shares
|
$883,149
0.11% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
11,204
shares
|
$881,418
1.45% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,201
shares
|
$881,182
0.81% of portfolio
|
Q1 2023
Added 26.68%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,175
shares
|
$879,137
0.3% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
11,169
shares
|
$878,665
0.13% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
11,168
shares
|
$878,586
0.34% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
11,146
shares
|
$876,855
0.12% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
11,146
shares
|
$876,855
0.32% of portfolio
|
Q1 2023
Added 40.91%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
11,129
shares
|
$875,518
0.78% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
11,127
shares
|
$875,361
0.72% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
11,107
shares
|
$873,787
0.32% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
11,100
shares
|
$873,237
0.08% of portfolio
|
Q3 2024
Reduced 37.2%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
11,100
shares
|
$873,237
0.61% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,055
shares
|
$869,696
0.02% of portfolio
|
Q1 2023
Reduced 14.74%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
11,017
shares
|
$866,707
0.34% of portfolio
|
Q2 2024
Added 24.16%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
11,000
shares
|
$865,370
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
10,969
shares
|
$862,931
0.28% of portfolio
|
Q3 2024
Added 101.27%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
10,956
shares
|
$861,908
0.2% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
10,942
shares
|
$860,807
0.16% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
10,904
shares
|
$857,817
0.01% of portfolio
|
Q4 2023
Reduced 29.64%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
10,894
shares
|
$857,030
0.36% of portfolio
|
Q3 2024
Added 59.55%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
10,893
shares
|
$856,952
0.12% of portfolio
|
Q3 2024
Reduced 31.24%
|