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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,454
shares
|
$736,797
0.07% of portfolio
|
Q2 2023
Reduced 2.57%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
10,451
shares
|
$736,586
0.07% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
10,446
shares
|
$736,234
0.63% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
10,440
shares
|
$735,811
0.09% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
10,434
shares
|
$735,388
0.31% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
10,432
shares
|
$735,247
0.47% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,358
shares
|
$730,031
0.25% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,334
shares
|
$728,340
0.04% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
10,300
shares
|
$725,944
0.39% of portfolio
|
Q4 2023
Reduced 4.45%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,282
shares
|
$724,675
0.14% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
10,278
shares
|
$724,393
0.36% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
10,268
shares
|
$723,688
0.1% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
10,240
shares
|
$721,715
0.7% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
10,236
shares
|
$721,433
0.15% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
10,235
shares
|
$721,362
0.03% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,190
shares
|
$718,191
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
10,141
shares
|
$714,737
0.27% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
10,140
shares
|
$714,667
0.05% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
10,134
shares
|
$714,244
0.05% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
10,120
shares
|
$713,257
0.2% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
10,119
shares
|
$713,187
0.05% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,117
shares
|
$713,046
0.11% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
10,112
shares
|
$712,693
0.03% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
10,099
shares
|
$711,777
0.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
10,087
shares
|
$710,931
0.1% of portfolio
|
Q4 2024
Added 2.23%
|