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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,369
shares
|
$657,133
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
8,339
shares
|
$654,778
0.09% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,311
shares
|
$652,579
0.04% of portfolio
|
Q2 2022
Reduced 37.58%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
8,260
shares
|
$648,575
0.42% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
8,246
shares
|
$647,475
0.24% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
8,238
shares
|
$646,847
0.14% of portfolio
|
Q3 2024
Added 60.68%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
8,231
shares
|
$646,298
0.8% of portfolio
|
Q3 2022
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
8,200
shares
|
$643,864
0.08% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,185
shares
|
$642,686
0.0% of portfolio
|
Q2 2024
Added 37.68%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
8,168
shares
|
$641,351
0.25% of portfolio
|
Q3 2024
Added 635.86%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,168
shares
|
$641,351
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
8,165
shares
|
$641,115
0.28% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
8,147
shares
|
$639,702
0.14% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
8,143
shares
|
$639,388
0.57% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
8,125
shares
|
$637,975
0.19% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8,122
shares
|
$637,739
0.25% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
8,094
shares
|
$635,540
0.5% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
8,075
shares
|
$634,049
0.1% of portfolio
|
Q2 2024
Added 17.87%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,019
shares
|
$629,651
0.08% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,018
shares
|
$629,573
0.03% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
8,010
shares
|
$628,945
0.48% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
8,000
shares
|
$628,160
0.1% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
8,000
shares
|
$628,160
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
7,992
shares
|
$627,531
0.24% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
7,986
shares
|
$627,060
0.35% of portfolio
|
Q3 2024
Added 0.28%
|