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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,070
shares
|
$709,733
0.04% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
10,040
shares
|
$707,619
0.01% of portfolio
|
Q2 2024
Added 150.12%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
10,022
shares
|
$706,350
0.2% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,021
shares
|
$706,280
0.35% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
10,015
shares
|
$705,857
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
10,009
shares
|
$705,434
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
10,003
shares
|
$705,011
0.18% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$704,800
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
9,992
shares
|
$704,236
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,973
shares
|
$702,897
0.06% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
9,962
shares
|
$702,121
0.02% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,960
shares
|
$701,980
0.09% of portfolio
|
Q3 2024
Added 76.38%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
9,956
shares
|
$701,698
0.01% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
9,951
shares
|
$701,346
0.18% of portfolio
|
Q2 2022
Reduced 35.78%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
9,897
shares
|
$697,540
0.33% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
9,889
shares
|
$696,976
0.33% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
9,878
shares
|
$696,201
0.07% of portfolio
|
Q2 2024
Added 208.69%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
9,866
shares
|
$695,355
0.44% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
9,826
shares
|
$692,536
0.06% of portfolio
|
Q4 2022
Reduced 14.07%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
9,806
shares
|
$691,126
0.05% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,778
shares
|
$689,153
0.28% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
9,750
shares
|
$687,180
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
9,740
shares
|
$686,475
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
9,724
shares
|
$685,347
0.11% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
9,710
shares
|
$684,360
0.13% of portfolio
|
Q3 2024
Reduced 3.48%
|