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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
3,810
shares
|
$295,236
0.19% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
3,810
shares
|
$295,236
0.25% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
3,804
shares
|
$294,771
0.06% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
3,800
shares
|
$294,462
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$294,462
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,797
shares
|
$294,229
0.19% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,792
shares
|
$293,842
0.03% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,789
shares
|
$293,609
0.08% of portfolio
|
Q3 2022
Reduced 0.84%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,786
shares
|
$293,377
0.12% of portfolio
|
Q1 2024
Reduced 13.19%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
3,780
shares
|
$292,912
0.06% of portfolio
|
Q2 2024
Reduced 21.97%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$292,834
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,770
shares
|
$292,137
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,767
shares
|
$291,904
0.03% of portfolio
|
Q4 2023
Reduced 7.47%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,764
shares
|
$291,672
0.02% of portfolio
|
Q3 2024
Reduced 94.76%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
3,753
shares
|
$290,819
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,750
shares
|
$290,587
0.16% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,740
shares
|
$289,812
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
3,731
shares
|
$289,115
0.16% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
3,721
shares
|
$288,340
0.03% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
3,720
shares
|
$288,262
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
3,717
shares
|
$288,030
0.15% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,716
shares
|
$287,952
0.08% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,713
shares
|
$287,720
0.03% of portfolio
|
Q4 2022
Reduced 4.5%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
3,709
shares
|
$287,410
0.04% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
3,705
shares
|
$287,100
0.09% of portfolio
|
Q3 2024
Reduced 24.31%
|