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 $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
8,135
shares
|
$576,364
0.03% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,122
shares
|
$575,443
0.18% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
8,116
shares
|
$575,018
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
8,107
shares
|
$574,380
0.46% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
8,098
shares
|
$573,743
0.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
8,097
shares
|
$573,672
0.15% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,092
shares
|
$573,318
0.07% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
8,047
shares
|
$570,129
0.01% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,019
shares
|
$568,146
0.08% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$566,800
0.09% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
8,000
shares
|
$566,800
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
7,996
shares
|
$566,516
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
7,974
shares
|
$564,957
0.03% of portfolio
|
Q4 2024
Added 59.19%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
7,960
shares
|
$563,966
0.19% of portfolio
|
Q2 2024
Reduced 12.62%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
7,959
shares
|
$563,895
0.11% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
7,957
shares
|
$563,753
0.16% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
7,950
shares
|
$563,257
0.17% of portfolio
|
Q1 2024
Reduced 84.2%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,946
shares
|
$562,974
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
7,933
shares
|
$562,053
0.35% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,928
shares
|
$561,698
0.07% of portfolio
|
Q4 2022
Added 2.84%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
7,925
shares
|
$561,486
0.41% of portfolio
|
Q2 2022
Added 16.87%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
7,924
shares
|
$561,415
0.21% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,920
shares
|
$561,132
0.01% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
7,918
shares
|
$560,990
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,904
shares
|
$559,998
0.08% of portfolio
|
Q2 2021
Added 23.42%
|