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 |
|---|---|---|---|---|---|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
4,450
shares
|
$318,709
0.4% of portfolio
|
Q3 2022
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
4,443
shares
|
$318,207
0.3% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,433
shares
|
$317,491
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,427
shares
|
$317,061
0.04% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
4,420
shares
|
$316,560
0.0% of portfolio
|
Q4 2022
Added 0.96%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,416
shares
|
$316,273
0.03% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,413
shares
|
$316,059
0.02% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,404
shares
|
$315,414
0.08% of portfolio
|
Q2 2024
Reduced 20.99%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
4,404
shares
|
$315,414
0.24% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
4,400
shares
|
$315,128
0.61% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,400
shares
|
$315,128
0.0% of portfolio
|
Q3 2024
Reduced 85.07%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
4,397
shares
|
$314,913
0.07% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
4,394
shares
|
$314,698
0.13% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
4,393
shares
|
$314,626
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
4,387
shares
|
$314,196
0.09% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
4,381
shares
|
$313,767
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Feb 14, 2025 Q4 2024 |
4,378
shares
|
$313,552
0.38% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
4,365
shares
|
$312,621
0.04% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
4,363
shares
|
$312,478
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,362
shares
|
$312,406
0.25% of portfolio
|
Q2 2022
Reduced 25.77%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
4,358
shares
|
$312,119
0.23% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
4,358
shares
|
$312,119
0.07% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,335
shares
|
$310,472
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
4,334
shares
|
$310,401
0.27% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
4,324
shares
|
$309,684
0.03% of portfolio
|
Q3 2024
Reduced 5.47%
|