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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
61,862
shares
|
$4.51 Million
0.34% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
61,735
shares
|
$4.5 Million
1.71% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
61,671
shares
|
$4.49 Million
0.17% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
61,666
shares
|
$4.49 Million
0.24% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
61,572
shares
|
$4.48 Million
0.87% of portfolio
|
Q4 2024
Added 39.56%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
61,259
shares
|
$4.46 Million
0.26% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
60,956
shares
|
$4.44 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
60,726
shares
|
$4.42 Million
0.3% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
60,586
shares
|
$4.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 95.33%
|
|
|
Dillon & Associates Inc
|
Feb 11, 2025 Q4 2024 |
60,468
shares
|
$4.4 Million
0.6% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
60,392
shares
|
$4.4 Million
0.95% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
59,751
shares
|
$4.35 Million
0.26% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
59,463
shares
|
$4.33 Million
0.29% of portfolio
|
Q4 2024
Added 41.72%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
59,453
shares
|
$4.33 Million
2.18% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
59,418
shares
|
$4.33 Million
1.51% of portfolio
|
Q4 2024
Added 7707.88%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
59,400
shares
|
$4.33 Million
0.15% of portfolio
|
Q3 2021
Added 28.02%
|
|
|
Ausbil Investment Management LTD
Sydney, C3 |
Jan 23, 2025 Q4 2024 |
59,156
shares
|
$4.31 Million
2.56% of portfolio
|
Q4 2024
Reduced 65.85%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
59,151
shares
|
$4.31 Million
0.28% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
59,111
shares
|
$4.31 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
58,916
shares
|
$4.29 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
58,498
shares
|
$4.26 Million
1.12% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
58,461
shares
|
$4.26 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
58,365
shares
|
$4.25 Million
1.18% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
58,342
shares
|
$4.25 Million
1.16% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
58,152
shares
|
$4.24 Million
0.09% of portfolio
|
Q4 2024
Added 12.0%
|