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 $128 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
5,258
shares
|
$407,705
0.04% of portfolio
|
Q4 2024
Added 35.73%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
5,216
shares
|
$404,448
0.04% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
5,216
shares
|
$404,448
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,213
shares
|
$404,216
0.03% of portfolio
|
Q1 2025
Reduced 35.93%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
5,205
shares
|
$403,595
0.11% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$403,208
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
5,200
shares
|
$403,208
0.15% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
5,192
shares
|
$402,587
0.07% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
5,186
shares
|
$402,122
0.08% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
5,149
shares
|
$399,253
0.05% of portfolio
|
Q2 2025
Added 12.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,144
shares
|
$398,865
0.03% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
5,136
shares
|
$398,245
0.24% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,134
shares
|
$398,090
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
5,119
shares
|
$396,927
0.16% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
5,104
shares
|
$395,764
0.23% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
5,097
shares
|
$395,221
0.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
5,096
shares
|
$395,143
0.07% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,092
shares
|
$394,833
0.15% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
5,082
shares
|
$394,058
0.09% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,077
shares
|
$393,670
0.02% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
5,076
shares
|
$393,593
0.01% of portfolio
|
Q2 2024
Added 53.96%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
5,075
shares
|
$393,515
0.44% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,070
shares
|
$393,127
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
5,058
shares
|
$392,197
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,045
shares
|
$391,189
0.09% of portfolio
|
Q1 2025
Added 30.13%
|