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 2,945 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 $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
4,712
shares
|
$358,112
0.42% of portfolio
|
Q3 2024
Added 33.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,711
shares
|
$358,036
0.11% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,707
shares
|
$357,732
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
4,700
shares
|
$357,200
0.23% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
4,699
shares
|
$357,124
0.02% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,697
shares
|
$356,972
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,694
shares
|
$356,744
0.07% of portfolio
|
Q3 2022
Reduced 4.83%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,691
shares
|
$356,516
0.05% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,686
shares
|
$356,136
0.15% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
4,675
shares
|
$355,300
0.01% of portfolio
|
Q3 2024
Added 514.32%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,675
shares
|
$355,300
25.64% of portfolio
|
Q4 2023
Reduced 89.5%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
4,662
shares
|
$354,312
0.04% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Goal Fusion Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,660
shares
|
$354,160
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
4,654
shares
|
$353,704
0.03% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
4,635
shares
|
$352,260
0.05% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
4,633
shares
|
$352,108
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
4,632
shares
|
$352,032
0.07% of portfolio
|
Q3 2024
Reduced 45.35%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,628
shares
|
$351,728
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
4,617
shares
|
$350,892
0.13% of portfolio
|
Q4 2023
Reduced 6.95%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
4,597
shares
|
$349,372
0.15% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,596
shares
|
$349,296
0.16% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,593
shares
|
$349,068
0.07% of portfolio
|
Q3 2024
Reduced 54.6%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,578
shares
|
$347,928
0.2% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
4,577
shares
|
$347,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,572
shares
|
$347,472
0.16% of portfolio
|
Q3 2024
New holding
|