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 3,054 institutions that hold shares in the stock, with a total of 1.67 Billion shares, which have been reported (via 13F filing form) to have a value of $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
9,683
shares
|
$690,204
0.12% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
9,663
shares
|
$688,778
0.07% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
9,663
shares
|
$688,778
0.04% of portfolio
|
Q3 2023
Reduced 2.03%
|
|
|
Academy Capital Management Inc
Waco, TX |
Feb 06, 2025 Q4 2024 |
9,648
shares
|
$687,709
0.11% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
9,624
shares
|
$685,998
0.29% of portfolio
|
Q2 2022
Added 5.32%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
9,616
shares
|
$685,428
0.05% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
9,601
shares
|
$684,359
0.02% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
9,600
shares
|
$684,288
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
9,599
shares
|
$684,216
0.14% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
9,586
shares
|
$683,290
0.08% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
9,555
shares
|
$681,080
0.06% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,553
shares
|
$680,937
0.02% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
9,548
shares
|
$680,581
0.41% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
9,543
shares
|
$680,225
0.02% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
9,542
shares
|
$680,153
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Energy Opportunities Capital Management, LLC
Austin, TX |
Feb 14, 2023 Q4 2022 |
9,540
shares
|
$680,011
2.34% of portfolio
|
Q4 2022
Reduced 7.15%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,530
shares
|
$679,298
0.21% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,509
shares
|
$677,801
0.03% of portfolio
|
Q2 2023
Added 2.37%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
9,502
shares
|
$677,302
0.52% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,500
shares
|
$677,160
0.02% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,487
shares
|
$676,233
0.11% of portfolio
|
Q2 2023
Added 157.8%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
9,485
shares
|
$676,090
0.4% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
9,483
shares
|
$675,948
0.4% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
9,481
shares
|
$675,805
0.16% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
9,459
shares
|
$674,237
0.16% of portfolio
|
Q4 2024
Added 0.18%
|