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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
34,629
shares
|
$2.52 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
34,586
shares
|
$2.52 Million
0.06% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
34,537
shares
|
$2.52 Million
1.49% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
34,458
shares
|
$2.51 Million
0.69% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
34,310
shares
|
$2.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
34,288
shares
|
$2.5 Million
0.11% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
34,283
shares
|
$2.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
34,140
shares
|
$2.49 Million
1.14% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
34,125
shares
|
$2.49 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
34,021
shares
|
$2.48 Million
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
34,004
shares
|
$2.48 Million
1.38% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
33,995
shares
|
$2.48 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.45%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
33,922
shares
|
$2.47 Million
1.55% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
33,877
shares
|
$2.47 Million
0.12% of portfolio
|
Q4 2024
Reduced 45.75%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
33,751
shares
|
$2.46 Million
0.82% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
33,700
shares
|
$2.45 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
33,565
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 75.23%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
33,434
shares
|
$2.43 Million
0.35% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
33,199
shares
|
$2.42 Million
0.15% of portfolio
|
Q4 2024
Added 1036.56%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
33,191
shares
|
$2.42 Million
0.4% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
33,126
shares
|
$2.41 Million
0.76% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
33,042
shares
|
$2.41 Million
0.73% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
32,965
shares
|
$2.4 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
32,959
shares
|
$2.4 Million
1.0% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
32,930
shares
|
$2.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.23%
|