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, Q3 2023
Institutional positions in Nextera Energy Inc as of Sep 30, 2023. 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
- 2,314
- −73 vs. Q2 2023
- Shares held
- 1.61B
- +52.3M (+3.3%) vs. Q2 2023
- Total value
- $92.5B
- −$23.5B (−20.3%) vs. Q2 2023
- New holders
- 147
- 1,024 more added
- Sold out
- 220
- 904 more reduced
29 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 60,699 | $3.48M | 0.55% | +1,690+2.9% | Added |
| IFP Advisors, Inc | 60,795 | $3.48M | 0.16% | −103−0.2% | Reduced |
| Lynch & Associates | 60,839 | $3.49M | 0.92% | +127+0.2% | Added |
| Corbyn Investment Management Inc | 61,181 | $3.51M | 1.79% | −525−0.9% | Reduced |
| American National Bank | 62,035 | $3.55M | 0.60% | −33,218−34.9% | Reduced |
| Highland Capital Management, LLC | 62,059 | $3.56M | 0.24% | +62,059 | New |
| Wright Investors Service Inc | 62,120 | $3.56M | 1.03% | +44+0.1% | Added |
| South State Corp. | 62,462 | $3.58M | 0.34% | +21,151+51.2% | Added |
| Fishman Jay A Ltd | 62,465 | $3.58M | 0.45% | −2,600−4.0% | Reduced |
| Tower Bridge Advisors | 62,658 | $3.59M | 0.33% | −54−0.1% | Reduced |
| Ancora Advisors, LLC | 62,977 | $3.61M | 0.10% | +6,327+11.2% | Added |
| Cantor Fitzgerald, L. P. | 63,009 | $3.61M | 0.10% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 63,055 | $3.61M | 1.37% | +5,228+9.0% | Added |
| Fragasso Group Inc. | 63,166 | $3.62M | 0.38% | −2,607−4.0% | Reduced |
| Credit Agricole S A | 63,485 | $3.64M | 0.11% | −47,956−43.0% | Reduced |
| Prudential PLC | 63,806 | $3.66M | 0.04% | −80,477−55.8% | Reduced |
| Tradewinds, LLC. | 63,865 | $3.66M | 2.15% | +4,723+8.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 63,876 | $3.66M | 0.10% | +51+0.1% | Added |
| Financial Advocates Investment Management | 64,188 | $3.68M | 0.27% | −2,338−3.5% | Reduced |
| Benjamin Edwards Inc | 64,589 | $3.70M | 0.88% | −12,731−16.5% | Reduced |
| First Horizon Advisors, Inc. | 64,696 | $3.71M | 0.13% | −7,527−10.4% | Reduced |
| Bright Rock Capital Management, LLC | 65,000 | $3.72M | 0.91% | +25,000+62.5% | Added |
| Avantax Advisory Services, Inc. | 65,176 | $3.73M | 0.04% | −8,151−11.1% | Reduced |
| Boston Research & Management Inc | 65,220 | $3.74M | 1.10% | +2,405+3.8% | Added |
| Financial Advisory Partners, LLC | 65,254 | $3.74M | 1.51% | −324−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 65,316 | $3.74M | 1.95% | 00.0% | Unchanged |
| Toroso Investments, LLC | 65,979 | $3.78M | 0.11% | +13,909+26.7% | Added |
| Spring Capital Management, LLC | 66,541 | $3.81M | 3.21% | −397−0.6% | Reduced |
| Ingalls & Snyder LLC | 66,842 | $3.83M | 0.19% | −4,086−5.8% | Reduced |
| Everence Capital Management Inc | 67,394 | $3.86M | 0.30% | +4,930+7.9% | Added |
| Birch Hill Investment Advisors LLC | 68,321 | $3.91M | 0.23% | −500−0.7% | Reduced |
| Salem Investment Counselors Inc | 68,677 | $3.93M | 0.15% | −369−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 68,817 | $3.94M | 0.40% | −6,819−9.0% | Reduced |
| Trust Co of Toledo NA | 68,831 | $3.94M | 0.78% | −6,111−8.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 69,274 | $3.97M | 0.31% | −3,362−4.6% | Reduced |
| Weatherly Asset Management L. P. | 69,277 | $3.97M | 0.47% | +2,035+3.0% | Added |
| Empirical Finance, LLC | 69,316 | $3.97M | 0.29% | +7,278+11.7% | Added |
| Brick & Kyle, Associates | 69,415 | $3.98M | 2.11% | +69,415 | New |
| Swedbank AB | 69,644 | $3.99M | 0.01% | −100−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 69,762 | $4.00M | 2.02% | −281−0.4% | Reduced |
| Citizens National Bank Trust Department | 69,874 | $4.00M | 1.10% | +1,780+2.6% | Added |
| Opus Investment Management Inc | 70,000 | $4.01M | 2.47% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 70,100 | $4.02M | 0.17% | +28,000+66.5% | Added |
| Williams Jones Wealth Management, LLC. | 70,283 | $4.03M | 0.06% | −6,292−8.2% | Reduced |
| Rice Partnership, LLC | 70,452 | $4.04M | 1.14% | +814+1.2% | Added |
| Glen Eagle Advisors, LLC | 71,116 | $4.07M | 0.94% | −1,912−2.6% | Reduced |
| Constitution Capital LLC | 71,165 | $4.08M | 2.78% | −2,608−3.5% | Reduced |
| Pioneer Trust Bank N A | 71,170 | $4.08M | 1.35% | −6,780−8.7% | Reduced |
| Savant Capital, LLC | 71,931 | $4.12M | 0.06% | +898+1.3% | Added |
| Montag A & Associates Inc | 72,714 | $4.17M | 0.26% | −6,443−8.1% | Reduced |
| LS Investment Advisors, LLC | 72,741 | $4.17M | 0.78% | −20,013−21.6% | Reduced |
| Global Retirement Partners, LLC | 82,627 | $4.18M | 0.21% | +4,019+5.1% | Added |
| Old Point Trust & Financial Services N A | 73,032 | $4.18M | 1.89% | +255+0.4% | Added |
| Apollon Wealth Management, LLC | 73,367 | $4.20M | 0.21% | +3,821+5.5% | Added |
| Private Asset Management Inc | 73,601 | $4.22M | 0.99% | −15,073−17.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 73,622 | $4.22M | 0.41% | +29,156+65.6% | Added |
| Busey Wealth Management | 73,964 | $4.24M | 0.18% | −7,357−9.0% | Reduced |
| Covington Investment Advisors Inc. | 74,137 | $4.25M | 0.87% | +165+0.2% | Added |
| Cornerstone Wealth Group, LLC | 74,432 | $4.26M | 0.76% | −1,319−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 74,636 | $4.28M | 0.03% | +92+0.1% | Added |
| Essex Investment Management Co LLC | 74,755 | $4.28M | 0.70% | +74,220+13,872.9% | Added |
| Bogart Wealth, LLC | 74,814 | $4.29M | 0.26% | +13,397+21.8% | Added |
| Perigon Wealth Management, LLC | 75,188 | $4.31M | 0.17% | +2,970+4.1% | Added |
| Whittier Trust Co | 75,230 | $4.31M | 0.08% | +5,041+7.2% | Added |
| First Western Trust Bank | 75,375 | $4.32M | 0.23% | −2,600−3.3% | Reduced |
| Marietta Wealth Management, LLC | 75,530 | $4.33M | 0.86% | +5,634+8.1% | Added |
| Moreno Evelyn V | 75,558 | $4.33M | 0.94% | +14,711+24.2% | Added |
| Financial & Tax Architects, LLC | 75,610 | $4.33M | 1.35% | +9,611+14.6% | Added |
| Jaffetilchin Investment Partners, LLC | 75,616 | $4.33M | 0.48% | +700+0.9% | Added |
| Ameritas Investment Partners, Inc. | 76,053 | $4.36M | 0.17% | −13,310−14.9% | Reduced |
| Capital Investment Advisors, LLC | 76,066 | $4.36M | 0.12% | +27,592+56.9% | Added |
| Group One Trading, L.P. | 77,045 | $4.41M | 0.18% | −71,625−48.2% | Reduced |
| Slocum, Gordon & Co LLP | 77,597 | $4.45M | 3.87% | −1,100−1.4% | Reduced |
| Shaolin Capital Management LLC | 78,000 | $4.47M | 0.16% | +78,000 | New |
| MBB Public Markets I LLC | 78,483 | $4.50M | 0.30% | +78,483 | New |
| Journey Advisory Group, LLC | 78,806 | $4.51M | 0.67% | −6,072−7.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 78,908 | $4.52M | 1.34% | +3,889+5.2% | Added |
| Evercore Wealth Management, LLC | 79,200 | $4.54M | 0.08% | −509−0.6% | Reduced |
| NBT Bank N A | 79,247 | $4.54M | 0.44% | +30,697+63.2% | Added |
| Channing Capital Management, LLC | 79,282 | $4.54M | 0.15% | +2,684+3.5% | Added |
| Mogy Joel R Investment Counsel Inc | 79,710 | $4.57M | 0.38% | −5,120−6.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 80,068 | $4.59M | 0.48% | −4,460−5.3% | Reduced |
| Renaissance Investment Group LLC | 80,345 | $4.60M | 1.28% | +1,472+1.9% | Added |
| SlateStone Wealth, LLC | 80,449 | $4.61M | 0.67% | +60,137+296.1% | Added |
| Linscomb & Williams, Inc. | 81,089 | $4.65M | 0.27% | +58,357+256.7% | Added |
| Hixon Zuercher, LLC | 81,092 | $4.65M | 2.43% | +13,842+20.6% | Added |
| Gladstone Institutional Advisory LLC | 81,538 | $4.67M | 0.30% | −43,668−34.9% | Reduced |
| Norinchukin Bank, The | 81,611 | $4.68M | 0.11% | −112,716−58.0% | Reduced |
| SFE Investment Counsel | 81,734 | $4.68M | 1.36% | +22,555+38.1% | Added |
| Brandywine Global Investment Management, LLC | 81,862 | $4.69M | 0.04% | −2,257−2.7% | Reduced |
| Picton Mahoney Asset Management | 81,890 | $4.69M | 0.22% | −1,345−1.6% | Reduced |
| Bridge Creek Capital Management LLC | 81,889 | $4.69M | 1.78% | +2,845+3.6% | Added |
| III Capital Management | 82,000 | $4.70M | 0.28% | +82,000 | New |
| Security National Bank | 82,529 | $4.71M | 1.32% | +2,010+2.5% | Added |
| Shelter Mutual Insurance Co | 82,520 | $4.73M | 1.32% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 82,526 | $4.73M | 0.11% | +724+0.9% | Added |
| Bailard, Inc. | 83,190 | $4.77M | 0.16% | −5,751−6.5% | Reduced |
| Metropolitan Life Insurance Co | 83,729 | $4.80M | 0.25% | −4,450−5.0% | Reduced |
| Somerset Trust Co | 83,792 | $4.80M | 2.19% | −74−0.1% | Reduced |
| Univest Financial Corp | 83,826 | $4.80M | 1.60% | +8,229+10.9% | Added |