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 |
|---|---|---|---|---|---|
|
Iyo Bank, Ltd.
|
Feb 04, 2025 Q4 2024 |
17,750
shares
|
$1.25 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
17,632
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
17,616
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
17,575
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
17,558
shares
|
$1.24 Million
0.51% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
17,547
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
17,532
shares
|
$1.24 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
17,500
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
17,466
shares
|
$1.23 Million
0.19% of portfolio
|
Q1 2024
Reduced 10.27%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Feb 11, 2025 Q4 2024 |
17,398
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 16.55%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
17,368
shares
|
$1.22 Million
0.64% of portfolio
|
Q4 2024
Added 73.65%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
17,324
shares
|
$1.22 Million
0.36% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
17,311
shares
|
$1.22 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
17,308
shares
|
$1.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
17,280
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
17,278
shares
|
$1.22 Million
0.74% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
17,239
shares
|
$1.22 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
17,148
shares
|
$1.21 Million
0.61% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
17,138
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
17,087
shares
|
$1.2 Million
0.28% of portfolio
|
Q4 2024
Added 30.24%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,076
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
17,048
shares
|
$1.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,048
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
16,970
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
16,964
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 21.15%
|