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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
4,027
shares
|
$302,749
0.13% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,019
shares
|
$302,148
0.02% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
4,017
shares
|
$301,998
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
4,017
shares
|
$301,998
1.96% of portfolio
|
Q3 2022
Reduced 56.91%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,010
shares
|
$301,471
0.09% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
4,003
shares
|
$300,945
0.09% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
4,000
shares
|
$300,720
0.25% of portfolio
|
Q2 2022
Reduced 19.82%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,998
shares
|
$300,569
0.08% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
3,994
shares
|
$300,268
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
3,993
shares
|
$300,193
0.1% of portfolio
|
Q3 2023
Reduced 17.52%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,989
shares
|
$299,893
0.4% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
3,988
shares
|
$299,817
0.03% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
3,988
shares
|
$299,817
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
3,978
shares
|
$299,066
0.02% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
3,966
shares
|
$298,163
0.12% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
3,960
shares
|
$297,712
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,957
shares
|
$297,487
0.13% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,954
shares
|
$297,261
0.06% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
3,954
shares
|
$297,261
0.15% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
3,951
shares
|
$297,036
0.15% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
3,950
shares
|
$296,961
0.03% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,949
shares
|
$296,885
0.11% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,947
shares
|
$296,735
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
3,943
shares
|
$296,434
0.12% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,940
shares
|
$296,209
0.05% of portfolio
|
Q1 2025
Reduced 21.61%
|