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 |
|---|---|---|---|---|---|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
57,990
shares
|
$4.22 Million
1.85% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
57,847
shares
|
$4.21 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
57,756
shares
|
$4.21 Million
0.33% of portfolio
|
Q4 2024
Added 46.85%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
57,713
shares
|
$4.2 Million
1.08% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
57,671
shares
|
$4.2 Million
0.15% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
57,338
shares
|
$4.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
57,322
shares
|
$4.17 Million
2.13% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
57,269
shares
|
$4.17 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
57,231
shares
|
$4.17 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
57,022
shares
|
$4.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
56,702
shares
|
$4.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
56,413
shares
|
$4.11 Million
0.24% of portfolio
|
Q4 2024
Reduced 66.81%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
56,396
shares
|
$4.11 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
56,223
shares
|
$4.09 Million
0.45% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
56,120
shares
|
$4.09 Million
0.26% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
56,002
shares
|
$4.08 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
56,000
shares
|
$4.08 Million
0.04% of portfolio
|
Q4 2024
Added 294.37%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
54,948
shares
|
$4 Million
0.61% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
54,583
shares
|
$3.98 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,582
shares
|
$3.98 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
54,362
shares
|
$3.96 Million
0.36% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
54,348
shares
|
$3.96 Million
0.22% of portfolio
|
Q4 2024
Added 70.7%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
54,219
shares
|
$3.95 Million
0.36% of portfolio
|
Q4 2023
Added 232.63%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
54,097
shares
|
$3.94 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
53,846
shares
|
$3.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.2%
|