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 3,109 institutions that hold shares in the stock, with a total of 1.65 Billion shares, which have been reported (via 13F filing form) to have a value of $119 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
9,311
shares
|
$670,112
0.11% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
9,310
shares
|
$670,040
0.11% of portfolio
|
Q1 2025
Added 55.84%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
9,305
shares
|
$669,680
0.17% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
9,297
shares
|
$669,105
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
9,278
shares
|
$667,737
0.43% of portfolio
|
Q3 2023
Reduced 63.75%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
9,271
shares
|
$667,233
0.19% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
9,271
shares
|
$667,233
0.01% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
9,265
shares
|
$666,802
0.19% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
9,265
shares
|
$666,802
0.51% of portfolio
|
Q3 2022
Reduced 9.39%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
9,249
shares
|
$665,650
0.59% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
9,229
shares
|
$664,211
0.04% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
9,208
shares
|
$662,699
0.11% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
9,197
shares
|
$661,908
0.26% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
9,147
shares
|
$658,309
0.21% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
9,146
shares
|
$658,237
0.04% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
9,140
shares
|
$657,805
0.22% of portfolio
|
Q1 2025
Reduced 22.98%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
9,100
shares
|
$654,927
0.16% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
9,100
shares
|
$654,927
0.6% of portfolio
|
Q2 2022
Reduced 9.9%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
9,096
shares
|
$654,639
0.45% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
9,091
shares
|
$654,279
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
9,073
shares
|
$652,983
0.12% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
9,067
shares
|
$652,551
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
9,013
shares
|
$648,665
0.2% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,981
shares
|
$646,362
0.07% of portfolio
|
Q3 2023
Reduced 4.04%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
8,980
shares
|
$646,290
0.09% of portfolio
|
Q1 2025
Reduced 2.34%
|