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 |
---|---|---|---|---|---|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,080
shares
|
$539,283
0.19% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
7,066
shares
|
$538,217
0.19% of portfolio
|
Q1 2025
Added 0.78%
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
7,060
shares
|
$537,760
0.19% of portfolio
|
Q1 2025
Added 56.96%
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
7,059
shares
|
$537,684
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
7,052
shares
|
$537,150
0.04% of portfolio
|
Q1 2025
Added 14.04%
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,050
shares
|
$536,998
0.09% of portfolio
|
Q2 2025
New holding
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
7,041
shares
|
$536,312
0.12% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
7,023
shares
|
$534,941
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,018
shares
|
$534,561
0.08% of portfolio
|
Q1 2025
Added 52.86%
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
7,010
shares
|
$533,951
0.37% of portfolio
|
Q3 2023
Reduced 5.08%
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
7,000
shares
|
$533,190
0.26% of portfolio
|
Q2 2025
Reduced 63.16%
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
6,996
shares
|
$532,885
0.16% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
6,963
shares
|
$530,371
0.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,951
shares
|
$529,457
0.03% of portfolio
|
Q1 2025
Added 19.0%
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
6,919
shares
|
$527,020
0.03% of portfolio
|
Q1 2025
Added 131.56%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,914
shares
|
$526,639
0.05% of portfolio
|
Q4 2023
Reduced 11.11%
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,912
shares
|
$526,487
0.16% of portfolio
|
Q1 2025
Added 3.26%
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
6,912
shares
|
$526,487
0.35% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,911
shares
|
$526,410
0.04% of portfolio
|
Q2 2025
Added 2.93%
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
6,909
shares
|
$526,258
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,904
shares
|
$525,877
0.26% of portfolio
|
Q2 2024
New holding
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
6,901
shares
|
$525,649
0.09% of portfolio
|
Q2 2025
Added 0.73%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
6,887
shares
|
$524,582
0.04% of portfolio
|
Q2 2025
Added 7.66%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
6,884
shares
|
$524,354
0.05% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
6,830
shares
|
$520,241
0.24% of portfolio
|
Q1 2025
Reduced 3.01%
|