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 3,108 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 $125 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7,844
shares
|
$597,477
0.12% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,828
shares
|
$596,258
0.08% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
7,825
shares
|
$596,030
0.1% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,815
shares
|
$595,268
0.43% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
7,807
shares
|
$594,659
0.64% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
7,805
shares
|
$594,506
0.07% of portfolio
|
Q1 2022
Added 16.39%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
7,804
shares
|
$594,430
0.03% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
7,800
shares
|
$594,126
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
7,751
shares
|
$590,393
0.16% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
7,741
shares
|
$589,631
0.43% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,735
shares
|
$589,174
0.02% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
7,730
shares
|
$588,794
0.21% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
7,729
shares
|
$588,717
0.36% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
7,718
shares
|
$587,880
0.53% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
7,680
shares
|
$584,985
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
7,671
shares
|
$584,300
0.29% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
7,670
shares
|
$584,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,669
shares
|
$584,147
0.15% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
7,668
shares
|
$584,071
0.49% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
7,642
shares
|
$582,091
0.05% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
7,638
shares
|
$581,786
0.1% of portfolio
|
Q2 2023
Reduced 0.91%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,607
shares
|
$579,425
0.06% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
7,607
shares
|
$579,425
0.23% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
7,602
shares
|
$579,044
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
7,598
shares
|
$578,739
0.08% of portfolio
|
Q1 2025
Reduced 54.77%
|