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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
3,342
shares
|
$258,971
0.05% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,341
shares
|
$258,894
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
3,339
shares
|
$258,739
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
3,336
shares
|
$258,506
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,330
shares
|
$258,041
0.02% of portfolio
|
Q3 2022
Reduced 11.81%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
3,329
shares
|
$257,964
0.15% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
3,327
shares
|
$257,809
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,316
shares
|
$256,956
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
3,308
shares
|
$256,336
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
3,306
shares
|
$256,181
0.16% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
3,303
shares
|
$255,949
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,302
shares
|
$255,871
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,298
shares
|
$255,562
0.19% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,277
shares
|
$253,934
0.04% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
3,276
shares
|
$253,857
0.17% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
3,276
shares
|
$253,857
0.03% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
3,275
shares
|
$253,779
0.22% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,273
shares
|
$253,624
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
3,257
shares
|
$252,384
0.05% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,255
shares
|
$252,229
0.04% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,247
shares
|
$251,610
0.02% of portfolio
|
Q3 2024
Reduced 50.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
3,247
shares
|
$251,610
0.04% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
3,242
shares
|
$251,222
0.07% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
3,236
shares
|
$250,757
0.05% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
3,232
shares
|
$250,447
0.17% of portfolio
|
Q3 2024
New holding
|