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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,934
shares
|
$459,825
0.09% of portfolio
|
Q1 2023
Added 1.63%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
5,930
shares
|
$459,515
0.05% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,930
shares
|
$459,515
0.02% of portfolio
|
Q3 2024
Added 34.22%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,929
shares
|
$459,438
0.04% of portfolio
|
Q2 2023
Reduced 19.87%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,910
shares
|
$457,965
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
5,909
shares
|
$457,888
0.07% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
5,905
shares
|
$457,578
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,895
shares
|
$456,803
0.05% of portfolio
|
Q2 2023
Added 10.1%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
5,888
shares
|
$456,261
0.42% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,884
shares
|
$455,951
0.11% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,883
shares
|
$455,873
0.04% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
5,859
shares
|
$454,013
0.29% of portfolio
|
Q2 2024
Reduced 16.41%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
5,859
shares
|
$454,013
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$449,441
0.29% of portfolio
|
Q3 2023
Reduced 0.83%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
5,777
shares
|
$447,659
0.04% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
5,770
shares
|
$447,117
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
5,758
shares
|
$446,187
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
5,750
shares
|
$445,567
0.13% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
5,749
shares
|
$445,490
0.08% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
5,724
shares
|
$443,552
0.28% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
5,703
shares
|
$441,925
0.36% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
5,696
shares
|
$441,383
0.12% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
5,685
shares
|
$440,530
0.35% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
5,683
shares
|
$440,375
0.05% of portfolio
|
Q3 2024
Reduced 39.42%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
5,680
shares
|
$440,143
0.11% of portfolio
|
Q2 2024
Reduced 0.44%
|