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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,776
shares
|
$767,611
0.08% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
9,772
shares
|
$767,297
0.23% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
9,759
shares
|
$766,276
0.09% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
9,722
shares
|
$763,371
0.64% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
9,710
shares
|
$762,429
0.15% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
9,708
shares
|
$762,272
0.17% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
9,663
shares
|
$758,738
0.04% of portfolio
|
Q3 2023
Reduced 2.03%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
9,654
shares
|
$758,032
0.2% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
9,648
shares
|
$757,560
0.14% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,631
shares
|
$756,226
0.24% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
9,624
shares
|
$755,676
0.29% of portfolio
|
Q2 2022
Added 5.32%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
9,616
shares
|
$755,048
0.06% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
9,612
shares
|
$754,734
0.25% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
9,605
shares
|
$754,184
0.1% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
9,575
shares
|
$751,829
0.03% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
9,543
shares
|
$749,316
0.02% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
9,542
shares
|
$749,237
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Energy Opportunities Capital Management, LLC
Austin, TX |
Feb 14, 2023 Q4 2022 |
9,540
shares
|
$749,080
2.34% of portfolio
|
Q4 2022
Reduced 7.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
9,538
shares
|
$748,923
0.19% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,509
shares
|
$746,646
0.03% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
9,502
shares
|
$746,097
0.63% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,487
shares
|
$744,919
0.11% of portfolio
|
Q2 2023
Added 157.8%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
9,442
shares
|
$741,385
0.3% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
9,405
shares
|
$738,480
0.08% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
9,400
shares
|
$738,088
0.05% of portfolio
|
Q3 2024
Reduced 41.11%
|