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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
4,912
shares
|
$380,630
0.04% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
4,904
shares
|
$380,010
0.25% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
4,902
shares
|
$379,855
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
4,900
shares
|
$379,701
0.32% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
4,875
shares
|
$377,763
0.63% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
4,870
shares
|
$377,376
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,860
shares
|
$376,601
0.18% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
4,851
shares
|
$375,903
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,841
shares
|
$375,129
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,824
shares
|
$373,811
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,824
shares
|
$373,811
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
4,824
shares
|
$373,811
0.26% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
4,822
shares
|
$373,656
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,811
shares
|
$372,804
0.02% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
4,807
shares
|
$372,494
0.35% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,802
shares
|
$372,106
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,800
shares
|
$371,952
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
4,789
shares
|
$371,099
0.26% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
4,785
shares
|
$370,789
0.12% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
4,757
shares
|
$368,619
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
4,755
shares
|
$368,464
0.23% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,752
shares
|
$368,232
0.0% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
4,748
shares
|
$367,922
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,740
shares
|
$367,302
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
4,721
shares
|
$365,830
0.09% of portfolio
|
Q3 2024
Added 0.77%
|