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 3,099 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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,500
shares
|
$304,920
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
4,493
shares
|
$304,445
0.31% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
4,475
shares
|
$303,226
0.15% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
4,474
shares
|
$303,158
0.11% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
4,469
shares
|
$302,819
0.03% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
4,461
shares
|
$302,277
0.01% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
4,458
shares
|
$302,074
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,457
shares
|
$302,006
0.09% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,455
shares
|
$301,870
0.22% of portfolio
|
Q2 2023
Reduced 29.96%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,454
shares
|
$301,803
0.04% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,450
shares
|
$301,532
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
4,447
shares
|
$301,328
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
4,436
shares
|
$300,583
0.34% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,433
shares
|
$300,380
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,428
shares
|
$300,041
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
4,427
shares
|
$299,973
0.1% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
4,422
shares
|
$299,634
0.06% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,420
shares
|
$299,499
0.0% of portfolio
|
Q4 2022
Added 0.96%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,419
shares
|
$299,431
0.04% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,404
shares
|
$298,415
0.08% of portfolio
|
Q2 2024
Reduced 20.99%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
4,400
shares
|
$298,144
0.0% of portfolio
|
Q3 2024
Reduced 85.07%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,397
shares
|
$297,940
0.07% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
4,394
shares
|
$297,737
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
4,394
shares
|
$297,737
0.0% of portfolio
|
Q1 2025
Reduced 56.24%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
4,390
shares
|
$297,466
0.01% of portfolio
|
Q1 2025
Added 5.48%
|