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 3,065 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 $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
91,039
shares
|
$6.63 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
90,910
shares
|
$6.62 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
90,855
shares
|
$6.62 Million
2.51% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
90,406
shares
|
$6.58 Million
1.46% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
89,978
shares
|
$6.55 Million
0.18% of portfolio
|
Q4 2024
Added 12.78%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
89,953
shares
|
$6.55 Million
1.62% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
89,710
shares
|
$6.53 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
89,471
shares
|
$6.52 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
89,247
shares
|
$6.5 Million
0.7% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
88,720
shares
|
$6.46 Million
0.94% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
88,644
shares
|
$6.46 Million
0.41% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
88,000
shares
|
$6.41 Million
4.66% of portfolio
|
Q4 2023
Added 25.71%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
87,448
shares
|
$6.37 Million
0.1% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
87,196
shares
|
$6.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
87,097
shares
|
$6.34 Million
0.11% of portfolio
|
Q2 2023
Added 5.65%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
86,577
shares
|
$6.31 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.44%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
85,490
shares
|
$6.23 Million
0.56% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Decade Renewable Partners LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
85,300
shares
|
$6.21 Million
2.99% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
85,264
shares
|
$6.21 Million
2.39% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
85,251
shares
|
$6.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
85,124
shares
|
$6.2 Million
1.55% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
85,064
shares
|
$6.2 Million
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
84,818
shares
|
$6.18 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
84,439
shares
|
$6.15 Million
1.0% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
84,226
shares
|
$6.13 Million
2.81% of portfolio
|
Q3 2024
Reduced 14.2%
|