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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
83,530
shares
|
$6.08 Million
0.21% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
83,343
shares
|
$6.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
83,243
shares
|
$6.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.46%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
83,139
shares
|
$6.06 Million
0.19% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
82,933
shares
|
$6.04 Million
0.09% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
82,520
shares
|
$6.01 Million
1.53% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
82,225
shares
|
$5.99 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
81,727
shares
|
$5.95 Million
0.48% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
81,271
shares
|
$5.92 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
80,489
shares
|
$5.86 Million
0.24% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
80,259
shares
|
$5.85 Million
1.21% of portfolio
|
Q4 2022
Added 0.63%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
79,764
shares
|
$5.81 Million
0.78% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
79,542
shares
|
$5.79 Million
0.22% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
79,035
shares
|
$5.76 Million
3.38% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
78,782
shares
|
$5.74 Million
0.16% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
78,725
shares
|
$5.73 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
78,659
shares
|
$5.73 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
78,300
shares
|
$5.7 Million
0.21% of portfolio
|
Q4 2024
Reduced 60.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
78,267
shares
|
$5.7 Million
0.5% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
78,208
shares
|
$5.7 Million
0.17% of portfolio
|
Q4 2022
Added 4.14%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
77,655
shares
|
$5.66 Million
0.53% of portfolio
|
Q4 2022
Reduced 2.68%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
77,622
shares
|
$5.65 Million
0.65% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
77,433
shares
|
$5.64 Million
0.21% of portfolio
|
Q4 2024
Added 51.85%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
77,417
shares
|
$5.64 Million
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Carmignac Gestion
Paris, I0 |
Feb 13, 2025 Q4 2024 |
77,299
shares
|
$5.63 Million
0.09% of portfolio
|
Q4 2024
Added 18.51%
|