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 2022
Institutional positions in Nextera Energy Inc as of Dec 31, 2022. 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
- 2,475
- +182 vs. Q3 2022
- Shares held
- 1.55B
- +9.70M (+0.6%) vs. Q3 2022
- Total value
- $129.5B
- +$8.62B (+7.1%) vs. Q3 2022
- New holders
- 279
- 1,031 more added
- Sold out
- 97
- 855 more reduced
53 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 3,055 | $160.3B |
| Q4 2025 | 2,970 | $137.9B |
| Q3 2025 | 2,753 | $125.5B |
| Q2 2025 | 2,706 | $116.6B |
| Q1 2025 | 2,739 | $119.4B |
| Q4 2024 | 2,774 | $120.2B |
| Q3 2024 | 2,669 | $139.0B |
| Q2 2024 | 2,547 | $117.5B |
| Q1 2024 | 2,467 | $103.8B |
| Q4 2023 | 2,423 | $98.3B |
| Q3 2023 | 2,315 | $92.5B |
| Q2 2023 | 2,417 | $117.0B |
| Q1 2023 | 2,414 | $122.0B |
| Q4 2022 | 2,475 | $129.5B |
| Q3 2022 | 2,346 | $121.8B |
| Q2 2022 | 2,315 | $119.0B |
| Q1 2022 | 2,370 | $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 2022
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 7,191 | $601.2K | 0.15% | +20.0% | Added |
| Kades & Cheifetz LLC | 7,192 | $601.3K | 0.50% | +7,192 | New |
| Rbo & Co LLC | 7,200 | $601.9K | 0.11% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,929 | $602.8K | 0.04% | +7,929 | New |
| Alpha Financial Partners, LLC | 7,218 | $603.5K | 0.73% | +7,218 | New |
| WMS Partners, LLC | 7,221 | $603.6K | 0.06% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 7,225 | $604.0K | 0.34% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,248 | $605.9K | 0.04% | −1,507−17.2% | Reduced |
| Advance Capital Management, Inc. | 7,260 | $606.9K | 0.08% | 00.0% | Unchanged |
| Arvest Trust Co N A | 7,282 | $608.8K | 0.04% | −7−0.1% | Reduced |
| McRae Capital Management Inc | 7,300 | $610.3K | 0.18% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 7,304 | $611.0K | 0.05% | −3,656−33.4% | Reduced |
| Catalyst Financial Partners LLC | 7,323 | $612.2K | 0.31% | +7,323 | New |
| Carolinas Wealth Consulting LLC | 42,477 | $618.0K | 0.14% | +188+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,446 | $622.5K | 0.19% | +7,446 | New |
| Heartwood Wealth Advisors LLC | 7,494 | $626.5K | 0.10% | +18+0.2% | Added |
| Baron Wealth Management LLC | 7,495 | $626.6K | 0.48% | +7,495 | New |
| Eaton Financial Holdings Company, LLC | 7,497 | $626.7K | 0.54% | +7,497 | New |
| Tributary Capital Management, LLC | 7,504 | $627.0K | 0.06% | −100−1.3% | Reduced |
| Bragg Financial Advisors, Inc | 7,503 | $627.3K | 0.04% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 7,517 | $628.4K | 0.62% | +7,517 | New |
| First National Bank of Hutchinson | 7,522 | $628.8K | 0.53% | 00.0% | Unchanged |
| New Millennium Group LLC | 7,525 | $629.1K | 0.67% | −212−2.7% | Reduced |
| KLR Investment Advisors, LLC | 7,533 | $629.8K | 0.52% | +7,533 | New |
| Wealth Alliance Advisory Group, LLC | 7,539 | $630.3K | 0.24% | +275+3.8% | Added |
| Sovereign Financial Group, Inc. | 7,543 | $630.6K | 0.25% | +382+5.3% | Added |
| Castle Rock Wealth Management, LLC | 8,276 | $632.3K | 0.28% | +454+5.8% | Added |
| Regent Peak Wealth Advisors LLC | 7,575 | $633.3K | 0.21% | +471+6.6% | Added |
| Hurlow Wealth Management Group, Inc. | 7,600 | $635.4K | 0.33% | +42+0.6% | Added |
| Intrepid Capital Management Inc | 7,605 | $636.0K | 0.55% | +96+1.3% | Added |
| Optimum Investment Advisors | 7,610 | $636.2K | 0.34% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 7,611 | $636.3K | 0.47% | +7,611 | New |
| Main Street Research LLC | 7,615 | $636.6K | 0.16% | −2,774−26.7% | Reduced |
| Verity & Verity, LLC | 7,687 | $642.6K | 0.08% | +7,687 | New |
| Trust Co of Virginia | 7,701 | $643.8K | 0.07% | +154+2.0% | Added |
| American Investment Services, Inc. | 7,708 | $644.4K | 0.13% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,724 | $646.0K | 0.10% | −559−6.7% | Reduced |
| Phillips Wealth Planners LLC | 8,544 | $646.1K | 1.13% | +8,544 | New |
| Boltwood Capital Management | 7,730 | $646.2K | 0.26% | +85+1.1% | Added |
| Northstar Advisory Group, LLC | 7,733 | $646.5K | 0.51% | +17+0.2% | Added |
| Childress Capital Advisors, LLC | 7,739 | $647.0K | 0.21% | +253+3.4% | Added |
| Rosenbaum Jay D. | 7,789 | $651.2K | 1.41% | −1,337−14.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,794 | $651.6K | 0.01% | −481,229−98.4% | Reduced |
| Level Financial Advisors, Inc. | 7,800 | $652.0K | 0.43% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 7,800 | $652.1K | 0.46% | +7,800 | New |
| StrategIQ Financial Group, LLC | 7,837 | $655.1K | 0.08% | +60+0.8% | Added |
| Marex Group plc | 7,842 | $655.6K | 0.09% | +7,842 | New |
| Keel Point, LLC | 7,847 | $656.0K | 0.10% | +2,193+38.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 7,870 | $657.9K | 0.29% | −157−2.0% | Reduced |
| Fortress Wealth Group, LLC | 7,870 | $658.0K | 0.46% | −529−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 7,880 | $658.7K | 0.04% | +1,118+16.5% | Added |
| Merrion Investment Management Co, LLC | 7,885 | $659.2K | 0.61% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,889 | $659.5K | 0.08% | +263+3.4% | Added |
| Rodgers Brothers Inc. | 7,896 | $660.1K | 0.13% | −10,032−56.0% | Reduced |
| Callan Capital, LLC | 7,897 | $660.2K | 0.08% | +5,018+174.3% | Added |
| Perpetual Investment Management Ltd | 7,904 | $660.8K | 0.08% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 7,910 | $661.3K | 0.29% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 7,928 | $663.0K | 0.07% | +219+2.8% | Added |
| Prestige Wealth Management Group LLC | 7,944 | $664.1K | 0.17% | +522+7.0% | Added |
| Alpha Omega Wealth Management LLC | 7,995 | $668.4K | 0.12% | 00.0% | Unchanged |
| Albion Financial Group | 8,000 | $668.8K | 0.06% | 00.0% | Unchanged |
| Brandywine Trust Co | 8,000 | $668.8K | 0.20% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 8,043 | $672.0K | 1.55% | +8,043 | New |
| Olistico Wealth, LLC | 8,050 | $673.0K | 0.73% | +8,050 | New |
| Jeppson Wealth Management, LLC | 8,058 | $673.6K | 0.28% | −20−0.2% | Reduced |
| Lantz Financial LLC | 8,058 | $673.6K | 0.31% | +1,135+16.4% | Added |
| Isthmus Partners, LLC | 8,087 | $676.1K | 0.10% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 8,093 | $677.0K | 0.15% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 8,113 | $678.2K | 0.15% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 8,115 | $678.4K | 0.51% | −710−8.0% | Reduced |
| Frisch Financial Group, Inc. | 8,133 | $680.0K | 0.25% | +275+3.5% | Added |
| Private Capital Management, LLC | 8,135 | $680.1K | 0.09% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 3,770 | $681.0K | 1.00% | +3,770 | New |
| Capital Advisors Inc | 8,155 | $681.7K | 0.02% | −175−2.1% | Reduced |
| Monetary Management Group Inc | 8,175 | $683.4K | 0.21% | −360−4.2% | Reduced |
| JSF Financial, LLC | 8,179 | $683.8K | 0.26% | +8,179 | New |
| Sterling Group Wealth Management, LLC | 8,190 | $684.7K | 0.67% | +8,190 | New |
| Accurate Wealth Management, LLC | 8,114 | $685.9K | 0.25% | +5,328+191.2% | Added |
| Wealth Management Associates, Inc. | 8,211 | $686.4K | 0.46% | −270−3.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,226 | $687.7K | 0.18% | −80−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 8,274 | $692.0K | 0.27% | −79−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,285 | $692.6K | 0.23% | +5,140+163.4% | Added |
| Confluence Wealth Services, Inc. | 8,287 | $692.8K | 0.18% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,315 | $695.1K | 0.09% | −10.0% | Reduced |
| Richard W. Paul & Associates, LLC | 8,326 | $696.1K | 0.35% | +8,326 | New |
| MKT Advisors LLC | 8,259 | $702.0K | 0.53% | +75+0.9% | Added |
| Park Place Capital Corp | 8,403 | $703.0K | 0.20% | +8,403 | New |
| Key Client Fiduciary Advisors, LLC | 8,419 | $703.9K | 0.48% | +4,651+123.4% | Added |
| Legacy Financial Advisors, Inc. | 8,421 | $704.0K | 0.15% | +1,066+14.5% | Added |
| Smith, Salley & Associates | 8,433 | $705.0K | 0.06% | +410+5.1% | Added |
| Ridgecrest Wealth Partners, LLC | 8,480 | $708.9K | 0.54% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 8,476 | $709.0K | 0.32% | 00.0% | Unchanged |
| CPA Asset Management LLC | 8,497 | $710.3K | 0.54% | +8,497 | New |
| FLC Capital Advisors | 8,499 | $710.5K | 0.22% | +444+5.5% | Added |
| Clear Street Markets LLC | 8,505 | $711.0K | 0.14% | −13,445−61.3% | Reduced |
| First Pacific Financial | 8,510 | $711.5K | 0.35% | +221+2.7% | Added |
| Advisory Alpha, LLC | 8,523 | $712.5K | 0.05% | +200+2.4% | Added |
| Chemung Canal Trust Co | 8,534 | $713.0K | 0.16% | −633−6.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 8,529 | $713.5K | 0.37% | +21+0.2% | Added |
| Douglas Lane & Associates, LLC | 8,537 | $713.7K | 0.01% | +1,366+19.0% | Added |