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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,869
shares
|
$853,433
0.11% of portfolio
|
Q3 2024
Added 126.34%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
10,833
shares
|
$850,607
0.12% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
10,786
shares
|
$846,916
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
10,772
shares
|
$845,817
0.02% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,761
shares
|
$844,953
0.08% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,749
shares
|
$844,011
0.34% of portfolio
|
Q1 2024
Added 26.58%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
10,742
shares
|
$843,461
0.38% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
10,734
shares
|
$842,833
0.18% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,724
shares
|
$842,048
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
10,720
shares
|
$841,734
0.42% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
10,718
shares
|
$841,577
0.14% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
10,704
shares
|
$840,478
0.66% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
10,696
shares
|
$839,849
0.01% of portfolio
|
Q3 2024
Added 15.54%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
10,691
shares
|
$839,457
0.3% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
10,673
shares
|
$838,043
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
10,661
shares
|
$837,101
0.11% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
10,658
shares
|
$836,866
0.13% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,624
shares
|
$834,196
1.37% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
10,600
shares
|
$832,312
0.09% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
10,588
shares
|
$831,369
0.08% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,587
shares
|
$831,291
0.11% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
10,525
shares
|
$826,423
0.71% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
10,493
shares
|
$823,910
0.06% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,491
shares
|
$823,753
0.15% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,480
shares
|
$822,889
0.24% of portfolio
|
Q1 2024
Reduced 2.78%
|