Nextera Energy Inc
NEE- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000753308
No open-market purchases or sales by Nextera Energy Inc insiders were filed in the last 90 days; 3,052 institutions reported holding it in 13F filings for Q2 2026, worth $155.1B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Nextera Energy Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,394
- +272 vs. Q3 2021
- Shares held
- 1.52B
- +17.4M (+1.2%) vs. Q3 2021
- Total value
- $142.0B
- +$23.8B (+20.1%) vs. Q3 2021
- New holders
- 364
- 939 more added
- Sold out
- 92
- 770 more reduced
36 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,052 | $155.1B |
| Q1 2026 | 3,054 | $160.3B |
| Q4 2025 | 2,969 | $137.9B |
| Q3 2025 | 2,752 | $125.5B |
| Q2 2025 | 2,705 | $116.6B |
| Q1 2025 | 2,738 | $119.4B |
| Q4 2024 | 2,773 | $120.2B |
| Q3 2024 | 2,668 | $139.0B |
| Q2 2024 | 2,546 | $117.5B |
| Q1 2024 | 2,466 | $103.8B |
| Q4 2023 | 2,422 | $98.3B |
| Q3 2023 | 2,314 | $92.5B |
| Q2 2023 | 2,416 | $117.0B |
| Q1 2023 | 2,413 | $122.0B |
| Q4 2022 | 2,474 | $129.5B |
| Q3 2022 | 2,345 | $121.8B |
| Q2 2022 | 2,314 | $119.0B |
| Q1 2022 | 2,369 | $128.4B |
| Q4 2021 | 2,394 | $142.0B |
| Q3 2021 | 2,158 | $118.4B |
| Q2 2021 | 2,148 | $109.7B |
| Q1 2021 | 2,152 | $113.3B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 8,706 | $813.0K | 0.50% | −1,165−11.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,704 | $813.0K | 0.35% | +79+0.9% | Added |
| Magnus Financial Group LLC | 8,705 | $813.0K | 0.15% | +202+2.4% | Added |
| Hunter Associates Investment Management LLC | 8,708 | $813.0K | 0.23% | +2,508+40.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 8,674 | $810.0K | 0.19% | −5−0.1% | Reduced |
| NewEdge Wealth, LLC | 8,656 | $808.0K | 0.03% | +1,821+26.6% | Added |
| Columbia Trust Co 01012016 | 10,255 | $806.0K | 0.43% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 8,627 | $805.0K | 0.39% | +187+2.2% | Added |
| Harbor Capital Advisors, Inc. | 8,619 | $805.0K | 0.29% | +8,619 | New |
| Financial Advisory Service, Inc. | 8,581 | $801.0K | 0.07% | +3,265+61.4% | Added |
| Courier Capital LLC | 8,569 | $800.0K | 0.07% | −1,151−11.8% | Reduced |
| Central Bank & Trust Co | 8,539 | $797.0K | 0.12% | −837−8.9% | Reduced |
| Community Capital Management, Inc. | 8,500 | $794.0K | 0.85% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 8,496 | $793.0K | 0.28% | −1,200−12.4% | Reduced |
| Sunflower Bank, N.A. | 8,499 | $793.0K | 0.11% | +399+4.9% | Added |
| DCM Advisors, LLC | 8,459 | $790.0K | 0.23% | +8,459 | New |
| Aureus Asset Management, LLC | 8,439 | $788.0K | 0.05% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 10,072 | $787.0K | 0.17% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 8,416 | $786.0K | 0.20% | +279+3.4% | Added |
| Elmwood Wealth Management, Inc. | 8,408 | $785.0K | 0.37% | +8,408 | New |
| Stony Point Wealth Management Inc. | 8,384 | $783.0K | 0.41% | +1,729+26.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,431 | $781.0K | 0.01% | −4,799−36.3% | Reduced |
| Continuum Advisory, LLC | 8,357 | $780.0K | 0.18% | −200−2.3% | Reduced |
| Cardiff Park Advisors, LLC | 8,354 | $780.0K | 0.10% | +8,354 | New |
| First National Bank Sioux Falls | 8,343 | $779.0K | 0.83% | −94−1.1% | Reduced |
| First City Capital Management, Inc. | 10,240 | $778.0K | 0.44% | 00.0% | Unchanged |
| S&CO Inc | 8,300 | $774.0K | 0.05% | +8,300 | New |
| Hollencrest Capital Management | 8,278 | $772.0K | 0.06% | 00.0% | Unchanged |
| DF Dent & Co Inc | 8,270 | $772.0K | 0.01% | +204+2.5% | Added |
| MidWestOne Financial Group, Inc. | 8,244 | $770.0K | 0.16% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 8,220 | $767.0K | 0.43% | +1,124+15.8% | Added |
| Fulcrum Asset Management LLP | – | $766.0K | 0.37% | – | – |
| Isthmus Partners, LLC | 8,187 | $764.0K | 0.13% | −5,909−41.9% | Reduced |
| ELCO Management Co., LLC | 8,182 | $764.0K | 0.55% | −100−1.2% | Reduced |
| Family Management Corp | 8,156 | $761.0K | 0.20% | −100−1.2% | Reduced |
| Tributary Capital Management, LLC | 8,153 | $761.0K | 0.06% | +461+6.0% | Added |
| Advisory Alpha, LLC | 8,143 | $760.0K | 0.04% | +5,384+195.1% | Added |
| Alera Investment Advisors, LLC | 8,126 | $759.0K | 0.21% | −3,200−28.3% | Reduced |
| Lee Danner & Bass Inc | 8,121 | $758.0K | 0.06% | −55−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 8,100 | $756.0K | 0.19% | +3,800+88.4% | Added |
| ARS Wealth Advisors Group, LLC | 8,084 | $755.0K | 0.13% | −96−1.2% | Reduced |
| Integral Investment Advisors, Inc. | 8,080 | $754.0K | 0.54% | +8,080 | New |
| Patriot Financial Group Insurance Agency, LLC | 8,069 | $753.0K | 0.13% | −1,410−14.9% | Reduced |
| Essex Savings Bank | 8,067 | $753.0K | 0.26% | −349−4.1% | Reduced |
| Sara-Bay Financial | 8,060 | $752.0K | 0.23% | −333−4.0% | Reduced |
| Merrion Investment Management Co, LLC | 8,060 | $752.0K | 0.55% | 00.0% | Unchanged |
| Albion Financial Group | 8,048 | $751.0K | 0.06% | −322−3.8% | Reduced |
| FLC Capital Advisors | 8,040 | $751.0K | 0.21% | 00.0% | Unchanged |
| Private Advisory Group LLC | 8,042 | $751.0K | 0.15% | +1,264+18.6% | Added |
| Castle Rock Wealth Management, LLC | 9,077 | $750.0K | 0.31% | −129−1.4% | Reduced |
| Smith, Salley & Associates | 8,032 | $750.0K | 0.05% | +126+1.6% | Added |
| Detalus Advisors, LLC | 8,008 | $748.0K | 0.36% | −3,708−31.6% | Reduced |
| Advisor Resource Council | 8,005 | $748.0K | 0.06% | +4,553+131.9% | Added |
| Brandywine Trust Co | 8,000 | $747.0K | 0.25% | 00.0% | Unchanged |
| Clean Yield Group | 7,980 | $745.0K | 0.25% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 7,960 | $743.0K | 0.16% | −12−0.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,950 | $742.0K | 0.42% | −300−3.6% | Reduced |
| Level Financial Advisors, Inc. | 7,930 | $740.0K | 0.56% | +7,930 | New |
| Westover Capital Advisors, LLC | 7,917 | $739.0K | 0.22% | −1,395−15.0% | Reduced |
| Nwam LLC | 7,919 | $739.0K | 0.06% | +1,204+17.9% | Added |
| CenterStar Asset Management, LLC | – | $739.0K | 0.56% | – | New |
| Perpetual Investment Management Ltd | 7,904 | $738.0K | 0.08% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,905 | $738.0K | 0.08% | −10.0% | Reduced |
| Argyle Capital Management Inc. | 7,868 | $735.0K | 0.23% | 00.0% | Unchanged |
| American Research & Management Co. | 7,866 | $734.0K | 0.16% | +250+3.3% | Added |
| Transform Wealth, LLC | 7,835 | $732.0K | 0.08% | −730−8.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 9,031 | $730.0K | 0.57% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,809 | $728.0K | 0.20% | +7,809 | New |
| Gryphon Financial Partners LLC | 7,768 | $726.0K | 0.14% | −5−0.1% | Reduced |
| First Pacific Financial | 7,759 | $724.0K | 0.35% | +238+3.2% | Added |
| Boltwood Capital Management | 7,760 | $724.0K | 0.27% | +375+5.1% | Added |
| Peregrine Asset Advisers, Inc. | 7,759 | $724.0K | 0.29% | +493+6.8% | Added |
| Corbett Road Capital Management, LLC | 7,748 | $723.0K | 1.24% | +235+3.1% | Added |
| Renaissance Investment Group LLC | 7,748 | $723.0K | 0.17% | +284+3.8% | Added |
| Buckingham Strategic Partners | 7,751 | $723.0K | 0.15% | +7,751 | New |
| Kepos Capital LP | 7,723 | $721.0K | 0.06% | −14−0.2% | Reduced |
| American Investment Services, Inc. | 7,708 | $720.0K | 0.16% | 00.0% | Unchanged |
| Michael B. Yongue | 7,700 | $719.0K | 0.48% | −100−1.3% | Reduced |
| Texas Capital Bancshares Inc | 7,701 | $719.0K | 0.43% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 7,700 | $719.0K | 0.37% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,777 | $718.0K | 0.59% | +180+2.4% | Added |
| San Luis Wealth Advisors LLC | 7,679 | $717.0K | 0.73% | −2,989−28.0% | Reduced |
| Independence Bank of Kentucky | 7,658 | $715.0K | 0.29% | −490−6.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,660 | $715.0K | 0.14% | +512+7.2% | Added |
| Optimum Investment Advisors | 7,600 | $710.0K | 0.28% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 7,569 | $707.0K | 0.22% | +20.0% | Added |
| Laird Norton Trust Company, LLC | 7,582 | $707.0K | 0.07% | +896+13.4% | Added |
| Fosun International Ltd | 7,680 | $706.0K | 0.04% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,522 | $702.0K | 0.48% | −646−7.9% | Reduced |
| Focused Wealth Management, Inc | 7,503 | $700.0K | 0.11% | +28+0.4% | Added |
| Creative Financial Designs Inc | 7,480 | $698.0K | 0.11% | +660+9.7% | Added |
| Jeppson Wealth Management, LLC | 7,455 | $696.0K | 0.34% | −20−0.3% | Reduced |
| Highland Private Wealth Management | 7,452 | $696.0K | 0.09% | +519+7.5% | Added |
| Coastal Investment Advisors, Inc. | 7,449 | $695.0K | 0.15% | +15+0.2% | Added |
| Heartwood Wealth Advisors LLC | 7,424 | $693.0K | 0.10% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 7,376 | $689.0K | 0.54% | +7,376 | New |
| Peoples Bank | 7,300 | $682.0K | 0.34% | −190−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 7,388 | $681.0K | 0.06% | +2,712+58.0% | Added |
| Biltmore Family Office, LLC | 7,259 | $678.0K | 0.13% | +69+1.0% | Added |
| Wealth Effects LLC | 7,259 | $678.0K | 0.28% | +7,259 | New |