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 $123 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
7,050
shares
|
$553,566
0.05% of portfolio
|
Q3 2024
Reduced 92.57%
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
7,023
shares
|
$551,445
0.24% of portfolio
|
Q3 2024
Added 0.01%
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
7,023
shares
|
$551,445
0.07% of portfolio
|
Q4 2023
Reduced 12.03%
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
7,022
shares
|
$551,367
0.06% of portfolio
|
Q3 2024
Reduced 44.45%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,020
shares
|
$551,210
0.33% of portfolio
|
Q3 2024
New holding
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
7,010
shares
|
$550,425
0.41% of portfolio
|
Q3 2023
Reduced 5.08%
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
7,003
shares
|
$549,875
0.09% of portfolio
|
Q3 2024
Added 14.71%
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
6,981
shares
|
$548,148
0.13% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
6,976
shares
|
$547,755
0.15% of portfolio
|
Q3 2024
Added 6.78%
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
6,972
shares
|
$547,441
0.24% of portfolio
|
Q2 2024
New holding
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
6,967
shares
|
$547,048
0.11% of portfolio
|
Q3 2024
Added 1.16%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
6,967
shares
|
$547,048
0.3% of portfolio
|
Q3 2024
Added 0.07%
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,957
shares
|
$546,263
0.21% of portfolio
|
Q3 2024
Added 0.49%
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
6,924
shares
|
$543,672
0.11% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
6,922
shares
|
$543,515
0.08% of portfolio
|
Q3 2024
New holding
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
6,921
shares
|
$543,436
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,914
shares
|
$542,887
0.05% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,904
shares
|
$542,102
0.3% of portfolio
|
Q2 2024
New holding
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
6,845
shares
|
$537,469
0.07% of portfolio
|
Q2 2024
New holding
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
6,838
shares
|
$536,919
0.1% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
6,830
shares
|
$536,291
0.22% of portfolio
|
Q3 2024
Added 1.05%
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,820
shares
|
$535,506
0.1% of portfolio
|
Q3 2024
Added 20.6%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
6,817
shares
|
$535,270
0.23% of portfolio
|
Q3 2024
Added 7.68%
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
6,810
shares
|
$534,721
0.27% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
6,808
shares
|
$534,564
0.02% of portfolio
|
Q3 2024
Reduced 7.55%
|