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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
4,994
shares
|
$375,448
0.3% of portfolio
|
Q4 2023
Reduced 15.41%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,985
shares
|
$374,772
0.05% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
4,984
shares
|
$374,697
0.05% of portfolio
|
Q4 2023
Added 8.35%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
4,974
shares
|
$373,945
0.06% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
4,974
shares
|
$373,945
0.05% of portfolio
|
Q1 2025
Reduced 28.43%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
4,969
shares
|
$373,569
0.21% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,952
shares
|
$372,291
0.06% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
4,940
shares
|
$371,389
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
4,926
shares
|
$370,336
0.05% of portfolio
|
Q1 2025
Reduced 70.72%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
4,920
shares
|
$369,885
0.17% of portfolio
|
Q1 2024
Reduced 38.9%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
4,920
shares
|
$369,885
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,919
shares
|
$369,810
0.02% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
4,918
shares
|
$369,735
0.13% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
4,903
shares
|
$368,607
0.26% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,882
shares
|
$367,028
0.43% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,877
shares
|
$366,652
0.09% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,875
shares
|
$366,502
0.1% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
4,849
shares
|
$364,547
0.31% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
4,847
shares
|
$364,397
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
4,828
shares
|
$362,969
0.16% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,825
shares
|
$362,743
0.03% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
4,824
shares
|
$362,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
4,823
shares
|
$362,593
0.2% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
4,818
shares
|
$362,217
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
4,817
shares
|
$362,142
0.18% of portfolio
|
Q1 2025
Reduced 2.61%
|