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 3,111 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 $128 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
8,052
shares
|
$624,352
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
8,047
shares
|
$623,964
0.01% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,020
shares
|
$621,870
0.06% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,019
shares
|
$621,793
0.08% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
8,008
shares
|
$620,940
0.16% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
8,001
shares
|
$620,397
0.18% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Brandywine Trust CO
Hockessin, DE |
May 14, 2025 Q1 2025 |
8,000
shares
|
$620,320
0.09% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
8,000
shares
|
$620,320
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
7,987
shares
|
$619,311
0.15% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
7,986
shares
|
$619,234
0.16% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
7,977
shares
|
$618,536
0.44% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,950
shares
|
$616,443
0.17% of portfolio
|
Q1 2024
Reduced 84.2%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
7,933
shares
|
$615,124
0.35% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,928
shares
|
$614,737
0.07% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,925
shares
|
$614,504
0.41% of portfolio
|
Q2 2022
Added 16.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,924
shares
|
$614,426
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,920
shares
|
$614,116
0.01% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,904
shares
|
$612,876
0.08% of portfolio
|
Q2 2021
Added 23.42%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,901
shares
|
$612,643
0.01% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
7,885
shares
|
$611,402
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
7,877
shares
|
$610,782
0.09% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,870
shares
|
$610,239
0.1% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
7,868
shares
|
$610,084
0.2% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
7,857
shares
|
$609,231
0.36% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
7,845
shares
|
$608,301
0.07% of portfolio
|
Q1 2025
Added 179.08%
|