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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
26,135
shares
|
$1.83 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
26,108
shares
|
$1.83 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
26,088
shares
|
$1.83 Million
0.24% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
26,033
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
26,012
shares
|
$1.82 Million
0.94% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
25,950
shares
|
$1.82 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,907
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2020
Added 12.29%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
25,902
shares
|
$1.81 Million
0.89% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
25,873
shares
|
$1.81 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
25,824
shares
|
$1.81 Million
1.29% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
25,782
shares
|
$1.8 Million
0.72% of portfolio
|
Q4 2024
Reduced 50.39%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
25,690
shares
|
$1.8 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,657
shares
|
$1.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
25,655
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
25,462
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
25,367
shares
|
$1.78 Million
0.54% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
25,338
shares
|
$1.77 Million
0.26% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
25,331
shares
|
$1.77 Million
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
25,300
shares
|
$1.77 Million
1.29% of portfolio
|
Q1 2022
Added 4.12%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
25,276
shares
|
$1.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
25,221
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2023
Added 0.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
25,210
shares
|
$1.76 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
25,128
shares
|
$1.76 Million
0.39% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
25,100
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
25,050
shares
|
$1.75 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.83%
|