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 |
|---|---|---|---|---|---|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,152
shares
|
$476,718
0.42% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
6,144
shares
|
$476,098
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,143
shares
|
$476,021
0.34% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
6,121
shares
|
$474,316
0.28% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
6,118
shares
|
$474,083
0.27% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
6,087
shares
|
$471,681
0.04% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
6,076
shares
|
$470,829
0.0% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
6,074
shares
|
$470,674
0.23% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
6,071
shares
|
$470,441
0.42% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
6,061
shares
|
$469,666
0.8% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,054
shares
|
$469,124
0.19% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
6,022
shares
|
$466,644
0.18% of portfolio
|
Q3 2024
Reduced 38.54%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,005
shares
|
$465,327
0.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
5,994
shares
|
$464,475
0.16% of portfolio
|
Q3 2024
Added 57.12%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
5,993
shares
|
$464,397
0.01% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
5,992
shares
|
$464,320
0.18% of portfolio
|
Q3 2024
Added 45.16%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
5,978
shares
|
$463,235
0.49% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,974
shares
|
$462,925
0.14% of portfolio
|
Q3 2024
Reduced 48.9%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,974
shares
|
$462,925
0.08% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,971
shares
|
$462,692
0.1% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,959
shares
|
$461,762
0.11% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
5,958
shares
|
$461,685
0.31% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
5,954
shares
|
$461,375
0.05% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,939
shares
|
$460,213
0.22% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
5,938
shares
|
$460,135
0.08% of portfolio
|
Q3 2024
Added 83.55%
|