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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
22,122
shares
|
$1.56 Million
0.82% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Trium Capital LLP
London, X0 |
Jan 15, 2025 Q4 2024 |
22,117
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
22,029
shares
|
$1.55 Million
0.16% of portfolio
|
Q4 2024
Added 255.42%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
21,939
shares
|
$1.55 Million
1.02% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
21,926
shares
|
$1.55 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,917
shares
|
$1.54 Million
0.66% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
21,900
shares
|
$1.54 Million
0.63% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
21,861
shares
|
$1.54 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
21,853
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
21,796
shares
|
$1.54 Million
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
21,766
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
21,718
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
21,702
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
21,670
shares
|
$1.53 Million
0.55% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
21,665
shares
|
$1.53 Million
0.47% of portfolio
|
Q4 2022
Added 404.19%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
21,655
shares
|
$1.53 Million
1.04% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
21,567
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
21,435
shares
|
$1.51 Million
0.28% of portfolio
|
Q4 2024
Added 77.1%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
21,411
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
21,350
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Baillie Gifford & CO
|
Jan 31, 2025 Q4 2024 |
21,348
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.3%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
21,339
shares
|
$1.5 Million
0.95% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
21,300
shares
|
$1.5 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
21,279
shares
|
$1.5 Million
1.02% of portfolio
|
Q4 2024
Added 97.28%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
21,245
shares
|
$1.5 Million
0.08% of portfolio
|
Q4 2024
Added 23.99%
|