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 |
|---|---|---|---|---|---|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
18,908
shares
|
$1.33 Million
1.15% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
18,785
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,784
shares
|
$1.32 Million
1.39% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
18,686
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
18,682
shares
|
$1.32 Million
0.21% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
18,637
shares
|
$1.31 Million
1.2% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
18,593
shares
|
$1.31 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
18,587
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
18,566
shares
|
$1.31 Million
0.32% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
18,558
shares
|
$1.31 Million
0.94% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
18,552
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
18,534
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
18,518
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
18,386
shares
|
$1.3 Million
0.51% of portfolio
|
Q4 2024
Added 51.93%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
18,271
shares
|
$1.29 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
18,268
shares
|
$1.29 Million
0.19% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
18,239
shares
|
$1.29 Million
0.39% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
18,217
shares
|
$1.28 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
18,124
shares
|
$1.28 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
18,092
shares
|
$1.28 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
17,983
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
17,916
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Added 100.54%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
17,883
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
17,864
shares
|
$1.26 Million
0.34% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
17,759
shares
|
$1.25 Million
0.52% of portfolio
|
Q4 2024
New holding
|