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 |
|---|---|---|---|---|---|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
22,985
shares
|
$1.62 Million
0.45% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
22,973
shares
|
$1.62 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
22,952
shares
|
$1.62 Million
0.54% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
22,915
shares
|
$1.62 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
22,884
shares
|
$1.61 Million
0.34% of portfolio
|
Q4 2024
Added 15.7%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
22,846
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
22,824
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
22,638
shares
|
$1.6 Million
0.83% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
22,636
shares
|
$1.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
22,633
shares
|
$1.6 Million
1.06% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
22,605
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
22,568
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
22,555
shares
|
$1.59 Million
0.17% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
22,541
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
22,521
shares
|
$1.59 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
22,521
shares
|
$1.59 Million
0.55% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
22,361
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
22,319
shares
|
$1.57 Million
0.23% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
22,285
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
22,283
shares
|
$1.57 Million
0.45% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
22,279
shares
|
$1.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
22,239
shares
|
$1.57 Million
0.64% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
22,192
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
22,159
shares
|
$1.56 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
22,152
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.18%
|