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 |
|---|---|---|---|---|---|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
200
shares
|
$14,034
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uscf Advisers LLC
Walnut Creek, CA |
Jan 14, 2025 Q4 2024 |
200
shares
|
$14,034
1.44% of portfolio
|
Q3 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
200
shares
|
$14,034
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
193
shares
|
$13,542
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
192
shares
|
$13,472
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
190
shares
|
$13,332
0.01% of portfolio
|
Q4 2024
Reduced 77.19%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
185
shares
|
$12,981
0.0% of portfolio
|
Q4 2024
Reduced 61.05%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
183
shares
|
$12,841
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
177
shares
|
$12,420
0.01% of portfolio
|
Q4 2024
Reduced 81.19%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
177
shares
|
$12,420
0.01% of portfolio
|
Q4 2024
Reduced 81.19%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
173
shares
|
$12,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
168
shares
|
$11,788
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
158
shares
|
$11,086
0.01% of portfolio
|
Q1 2024
Reduced 25.47%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
154
shares
|
$10,806
0.0% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
151
shares
|
$10,595
0.0% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
144
shares
|
$10,104
0.01% of portfolio
|
Q3 2024
Added 453.85%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
141
shares
|
$9,893
0.01% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
136
shares
|
$9,543
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
135
shares
|
$9,472
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
125
shares
|
$8,771
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
123
shares
|
$8,630
0.0% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
121
shares
|
$8,490
0.0% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
116
shares
|
$8,139
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
116
shares
|
$8,139
0.0% of portfolio
|
Q3 2024
Reduced 65.78%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
114
shares
|
$7,999
0.0% of portfolio
|
Q4 2023
Reduced 82.38%
|