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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,126
shares
|
$2.18 Million
1.05% of portfolio
|
Q4 2022
Reduced 98.8%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
31,056
shares
|
$2.17 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
30,966
shares
|
$2.17 Million
0.07% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
30,875
shares
|
$2.16 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
30,857
shares
|
$2.16 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Feb 14, 2025 Q4 2024 |
30,793
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.74%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
30,785
shares
|
$2.16 Million
0.53% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
30,775
shares
|
$2.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,749
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30,729
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Added 81.32%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
30,699
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
30,482
shares
|
$2.13 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
30,428
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30,356
shares
|
$2.13 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
30,304
shares
|
$2.12 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
30,272
shares
|
$2.12 Million
0.1% of portfolio
|
Q3 2022
Added 5.36%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30,122
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
30,109
shares
|
$2.11 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
30,091
shares
|
$2.11 Million
0.46% of portfolio
|
Q1 2024
Added 50.49%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
30,000
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
29,979
shares
|
$2.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,885
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
29,705
shares
|
$2.08 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
29,632
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2024
Added 30.06%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
29,376
shares
|
$2.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.17%
|