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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
61
shares
|
$4,280
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
60
shares
|
$4,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
59
shares
|
$4,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$4,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
55
shares
|
$3,859
0.0% of portfolio
|
Q3 2024
Reduced 56.0%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,789
0.0% of portfolio
|
Q3 2024
Reduced 75.68%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
52
shares
|
$3,648
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
50
shares
|
$3,508
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
47
shares
|
$3,297
0.0% of portfolio
|
Q3 2024
Reduced 39.74%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
45
shares
|
$3,157
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
42
shares
|
$2,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
40
shares
|
$2,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
34
shares
|
$2,385
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
30
shares
|
$2,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$2,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$1,824
0.0% of portfolio
|
Q2 2024
Reduced 61.76%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,403
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,403
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
17
shares
|
$1,192
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
16
shares
|
$1,122
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
14
shares
|
$982
0.0% of portfolio
|
Q4 2024
Reduced 99.6%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
13
shares
|
$912
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
13
shares
|
$912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
12
shares
|
$842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
12
shares
|
$842
0.0% of portfolio
|
Q4 2024
New holding
|