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 3,067 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 $111 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
256,584
shares
|
$17 Million
2.47% of portfolio
|
Q1 2024
Added 6.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
256,050
shares
|
$17 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
255,724
shares
|
$17 Million
0.1% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
255,634
shares
|
$17 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
253,471
shares
|
$16.8 Million
1.79% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
249,594
shares
|
$16.6 Million
0.16% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
249,432
shares
|
$16.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
248,150
shares
|
$16.5 Million
1.81% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
245,910
shares
|
$16.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
245,245
shares
|
$16.3 Million
1.96% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
242,289
shares
|
$16.1 Million
0.66% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
241,557
shares
|
$16 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
240,945
shares
|
$16 Million
0.06% of portfolio
|
Q4 2024
Added 53.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
240,629
shares
|
$16 Million
1.61% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
240,412
shares
|
$15.9 Million
0.09% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
240,235
shares
|
$15.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
239,774
shares
|
$15.9 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
238,786
shares
|
$15.8 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
236,248
shares
|
$15.7 Million
0.1% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
236,242
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
235,015
shares
|
$15.6 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
234,728
shares
|
$15.6 Million
0.3% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
234,481
shares
|
$15.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
232,452
shares
|
$15.4 Million
0.32% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
232,315
shares
|
$15.4 Million
1.85% of portfolio
|
Q4 2024
Added 1.0%
|