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 |
|---|---|---|---|---|---|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
47,555
shares
|
$3.46 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
47,525
shares
|
$3.46 Million
0.7% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
47,415
shares
|
$3.45 Million
0.09% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
47,191
shares
|
$3.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
47,086
shares
|
$3.43 Million
0.28% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
47,085
shares
|
$3.43 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
47,052
shares
|
$3.43 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
46,647
shares
|
$3.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
46,568
shares
|
$3.39 Million
1.95% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
46,391
shares
|
$3.38 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
46,304
shares
|
$3.37 Million
0.42% of portfolio
|
Q4 2024
Added 22.08%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
46,218
shares
|
$3.37 Million
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
Feb 14, 2024 Q4 2023 |
46,001
shares
|
$3.35 Million
5.47% of portfolio
|
Q1 2023
Added 7.72%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Feb 06, 2025 Q4 2024 |
46,000
shares
|
$3.35 Million
0.36% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
45,981
shares
|
$3.35 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
45,861
shares
|
$3.34 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
45,831
shares
|
$3.34 Million
0.42% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
45,772
shares
|
$3.33 Million
0.46% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
45,700
shares
|
$3.33 Million
0.02% of portfolio
|
Q4 2024
Added 128.5%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
45,662
shares
|
$3.33 Million
3.0% of portfolio
|
Q1 2024
Added 3.25%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
45,653
shares
|
$3.32 Million
1.29% of portfolio
|
Q4 2022
Reduced 35.6%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,653
shares
|
$3.32 Million
0.08% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
45,566
shares
|
$3.32 Million
0.05% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
45,502
shares
|
$3.31 Million
0.54% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
45,263
shares
|
$3.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.41%
|