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 3,063 institutions that hold shares in the stock, with a total of 1.67 Billion shares, which have been reported (via 13F filing form) to have a value of $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,745
shares
|
$268,216
0.03% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
3,743
shares
|
$268,073
0.04% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,741
shares
|
$267,930
0.08% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,740
shares
|
$267,858
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
3,735
shares
|
$267,500
0.05% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
3,720
shares
|
$266,426
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,713
shares
|
$265,925
0.03% of portfolio
|
Q4 2022
Reduced 4.5%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
3,702
shares
|
$265,137
0.11% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
3,701
shares
|
$265,065
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,699
shares
|
$264,922
0.14% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,697
shares
|
$264,779
0.05% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
3,688
shares
|
$264,134
0.02% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,687
shares
|
$264,062
0.37% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,681
shares
|
$263,633
0.2% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,674
shares
|
$263,131
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
3,660
shares
|
$262,129
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,660
shares
|
$262,129
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
3,659
shares
|
$262,057
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,646
shares
|
$261,126
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
3,638
shares
|
$260,553
0.14% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,636
shares
|
$260,410
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
3,618
shares
|
$259,121
0.22% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,617
shares
|
$259,049
0.08% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,609
shares
|
$258,476
0.03% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
3,608
shares
|
$258,404
0.11% of portfolio
|
Q4 2024
Added 8.81%
|