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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,713
shares
|
$194,305
0.09% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,698
shares
|
$193,230
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,691
shares
|
$192,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,689
shares
|
$192,586
0.09% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
2,669
shares
|
$191,153
0.02% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,667
shares
|
$191,010
0.06% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,633
shares
|
$188,575
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
2,610
shares
|
$186,928
0.17% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,610
shares
|
$186,928
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
2,598
shares
|
$186,068
0.02% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
2,571
shares
|
$184,135
0.06% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
2,563
shares
|
$183,562
0.05% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
2,494
shares
|
$178,620
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,491
shares
|
$178,405
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
2,456
shares
|
$175,898
0.05% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
2,400
shares
|
$171,888
0.08% of portfolio
|
Q4 2023
Reduced 45.48%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,400
shares
|
$171,888
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
2,389
shares
|
$171,100
0.11% of portfolio
|
Q3 2024
Reduced 67.13%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
2,373
shares
|
$169,954
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
2,315
shares
|
$165,800
0.32% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,266
shares
|
$162,290
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
2,253
shares
|
$161,359
0.08% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,239
shares
|
$160,357
0.14% of portfolio
|
Q4 2024
Added 1781.51%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,167
shares
|
$155,200
0.02% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,160
shares
|
$154,699
0.02% of portfolio
|
Q3 2024
Reduced 4.42%
|