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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
4,323
shares
|
$309,613
0.06% of portfolio
|
Q4 2024
Added 55.5%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,319
shares
|
$309,326
0.02% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
4,316
shares
|
$309,111
0.06% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,312
shares
|
$308,825
0.28% of portfolio
|
Q4 2024
Added 38.65%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
4,308
shares
|
$308,538
0.06% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
4,308
shares
|
$308,538
0.1% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
4,301
shares
|
$308,037
0.05% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
4,299
shares
|
$307,894
0.09% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
4,296
shares
|
$307,679
0.06% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
4,293
shares
|
$307,464
0.12% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
4,292
shares
|
$307,393
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,287
shares
|
$307,034
0.08% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
4,273
shares
|
$306,032
0.07% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,270
shares
|
$305,817
0.08% of portfolio
|
Q3 2022
Added 2.79%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,270
shares
|
$305,817
0.49% of portfolio
|
Q1 2024
Added 22.74%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
4,267
shares
|
$305,602
0.04% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
4,244
shares
|
$303,955
0.1% of portfolio
|
Q4 2024
Reduced 62.36%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
4,236
shares
|
$303,382
0.38% of portfolio
|
Q3 2023
Reduced 33.14%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
4,226
shares
|
$302,666
0.03% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,206
shares
|
$301,233
0.08% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,204
shares
|
$301,090
0.05% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
4,196
shares
|
$300,517
0.14% of portfolio
|
Q4 2023
Reduced 32.28%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
4,184
shares
|
$299,658
0.13% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
4,182
shares
|
$299,514
0.19% of portfolio
|
Q4 2024
Reduced 53.22%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
4,180
shares
|
$299,371
0.19% of portfolio
|
Q4 2024
Reduced 49.39%
|