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 |
|---|---|---|---|---|---|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
7,750
shares
|
$608,530
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,747
shares
|
$608,294
0.2% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,744
shares
|
$608,058
0.45% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
7,729
shares
|
$606,881
0.41% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,706
shares
|
$605,075
0.07% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
7,694
shares
|
$604,132
0.42% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
7,663
shares
|
$601,698
0.23% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
7,644
shares
|
$600,206
0.45% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
7,638
shares
|
$599,735
0.11% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
7,628
shares
|
$598,950
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,605
shares
|
$597,144
0.03% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,566
shares
|
$594,082
0.23% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
7,566
shares
|
$594,082
0.04% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
7,566
shares
|
$594,082
0.04% of portfolio
|
Q3 2024
Reduced 58.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
7,556
shares
|
$593,297
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
7,555
shares
|
$593,218
0.19% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
7,548
shares
|
$592,668
0.24% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
7,537
shares
|
$591,805
0.11% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
7,525
shares
|
$590,863
1.21% of portfolio
|
Q3 2022
Reduced 32.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
7,519
shares
|
$590,391
0.12% of portfolio
|
Q3 2024
Added 113.3%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
7,515
shares
|
$590,077
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
7,462
shares
|
$585,916
0.05% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
7,449
shares
|
$584,895
0.06% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
7,395
shares
|
$580,655
0.27% of portfolio
|
Q3 2022
Reduced 21.2%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
7,387
shares
|
$580,027
0.12% of portfolio
|
Q2 2024
Reduced 10.21%
|