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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
10,454
shares
|
$820,848
0.07% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,454
shares
|
$820,848
0.07% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
10,440
shares
|
$819,748
0.1% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
10,432
shares
|
$819,120
0.55% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
10,423
shares
|
$818,413
0.38% of portfolio
|
Q3 2024
Added 252.96%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
10,423
shares
|
$818,413
0.35% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
10,423
shares
|
$818,413
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,416
shares
|
$817,864
0.44% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,405
shares
|
$817,000
0.7% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
10,346
shares
|
$812,367
0.32% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
10,319
shares
|
$810,247
0.26% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
10,300
shares
|
$808,756
0.46% of portfolio
|
Q4 2023
Reduced 4.45%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,283
shares
|
$807,421
0.78% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
10,257
shares
|
$805,379
0.01% of portfolio
|
Q3 2024
Reduced 22.91%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
10,245
shares
|
$804,437
0.07% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
10,235
shares
|
$803,652
0.03% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
10,228
shares
|
$803,102
0.11% of portfolio
|
Q3 2024
Added 32.09%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,130
shares
|
$795,407
0.15% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
10,125
shares
|
$795,015
0.06% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,117
shares
|
$794,386
0.11% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,108
shares
|
$793,680
0.07% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
10,073
shares
|
$790,931
0.1% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,070
shares
|
$790,696
0.04% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
10,064
shares
|
$790,225
0.06% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
10,047
shares
|
$788,890
0.08% of portfolio
|
Q3 2024
Reduced 2.73%
|