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 |
|---|---|---|---|---|---|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
4,785
shares
|
$342,701
0.1% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
4,784
shares
|
$342,630
0.05% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,781
shares
|
$342,415
0.14% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
4,757
shares
|
$340,696
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
4,743
shares
|
$339,693
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,740
shares
|
$339,478
0.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
4,733
shares
|
$338,977
0.3% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
4,728
shares
|
$338,619
0.03% of portfolio
|
Q4 2024
Added 59.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
4,712
shares
|
$337,473
0.13% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,711
shares
|
$337,401
0.11% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,707
shares
|
$337,115
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
4,704
shares
|
$336,900
0.2% of portfolio
|
Q4 2024
Added 82.4%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,694
shares
|
$336,184
0.07% of portfolio
|
Q3 2022
Reduced 4.83%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,688
shares
|
$335,754
0.04% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,686
shares
|
$335,611
0.15% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
4,675
shares
|
$334,823
25.64% of portfolio
|
Q4 2023
Reduced 89.5%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,673
shares
|
$334,680
0.04% of portfolio
|
Q4 2024
Reduced 47.9%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
4,669
shares
|
$334,393
0.06% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,667
shares
|
$334,250
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,662
shares
|
$333,892
0.04% of portfolio
|
Q2 2024
Added 3.6%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,660
shares
|
$333,749
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,660
shares
|
$333,749
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,647
shares
|
$332,818
0.05% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
4,630
shares
|
$331,600
0.03% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,624
shares
|
$331,170
0.22% of portfolio
|
Q4 2024
Added 2.78%
|