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 3,063 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 $118 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
23,977
shares
|
$1.69 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,947
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2022
Reduced 3.61%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
23,872
shares
|
$1.68 Million
0.7% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
23,855
shares
|
$1.68 Million
0.55% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
23,837
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
23,832
shares
|
$1.68 Million
0.33% of portfolio
|
Q4 2024
Added 472.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
23,803
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2024
Added 34.06%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
23,762
shares
|
$1.67 Million
0.41% of portfolio
|
Q4 2024
Added 37.3%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
23,700
shares
|
$1.67 Million
0.69% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
23,620
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Dodge & Cox
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
23,600
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
23,590
shares
|
$1.66 Million
0.89% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
23,561
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2022
Added 7.22%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
23,511
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,452
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
23,400
shares
|
$1.65 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
23,350
shares
|
$1.65 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
23,289
shares
|
$1.64 Million
0.25% of portfolio
|
Q4 2024
Added 19.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
23,283
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
23,188
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
23,124
shares
|
$1.63 Million
1.53% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
23,080
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
23,065
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
23,041
shares
|
$1.62 Million
0.91% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
23,030
shares
|
$1.62 Million
0.37% of portfolio
|
Q4 2024
Added 0.83%
|