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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
9,046
shares
|
$710,291
0.11% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
9,017
shares
|
$708,014
0.06% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
9,013
shares
|
$707,700
0.2% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
9,007
shares
|
$707,229
0.66% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,981
shares
|
$705,188
0.07% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
8,975
shares
|
$704,717
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
8,969
shares
|
$704,245
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
8,943
shares
|
$702,204
0.07% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
8,939
shares
|
$701,890
0.5% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
8,934
shares
|
$701,497
0.27% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,913
shares
|
$699,848
0.05% of portfolio
|
Q2 2023
Added 20.23%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
8,912
shares
|
$699,770
0.02% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
8,874
shares
|
$696,786
0.31% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,870
shares
|
$696,472
0.16% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
8,860
shares
|
$695,687
0.47% of portfolio
|
Q4 2023
Reduced 1.56%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
8,846
shares
|
$694,587
0.09% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
8,794
shares
|
$690,504
0.05% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
8,779
shares
|
$689,327
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
8,747
shares
|
$686,814
0.19% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
8,733
shares
|
$685,715
0.41% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
8,714
shares
|
$684,223
0.41% of portfolio
|
Q1 2024
Added 26.6%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
8,693
shares
|
$682,574
0.09% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,691
shares
|
$682,417
0.03% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
8,681
shares
|
$681,632
0.03% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
8,670
shares
|
$680,768
0.53% of portfolio
|
Q3 2024
Reduced 2.89%
|