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
- 2,315
- −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
- 905 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 |
|---|---|---|---|---|---|
| FAI Wealth Management | 4,128 | $236.5K | 0.36% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 4,161 | $238.4K | 0.30% | −205−4.7% | Reduced |
| Lakeshore Financial Planning, Inc. | 4,168 | $238.8K | 0.14% | +4,168 | New |
| Atlas Wealth Partners, LLC | 4,255 | $239.0K | 1.37% | +225+5.6% | Added |
| Old Second National Bank of Aurora | 4,196 | $240.4K | 0.07% | −755−15.2% | Reduced |
| Tandem Wealth Advisors LLC | 4,204 | $240.8K | 0.15% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 4,207 | $241.0K | 0.12% | 00.0% | Unchanged |
| Exeter Financial, LLC | 4,224 | $242.0K | 0.13% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 4,226 | $242.1K | 0.16% | +4,226 | New |
| Antonetti Capital Management LLC | 4,236 | $242.7K | 0.38% | −2,100−33.1% | Reduced |
| Carr Financial Group Corp | 4,093 | $243.1K | 0.10% | +719+21.3% | Added |
| Power Corp of Canada | 4,254 | $243.7K | 0.02% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,255 | $243.8K | 0.02% | +944+28.5% | Added |
| Hollow Brook Wealth Management LLC | 4,260 | $244.1K | 0.10% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,260 | $244.1K | 0.28% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4,284 | $245.4K | 0.16% | −962−18.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,300 | $246.3K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,323 | $247.7K | 0.08% | −279−6.1% | Reduced |
| Ballast, Inc. | 4,330 | $248.1K | 0.10% | 00.0% | Unchanged |
| Gries Financial LLC | 4,337 | $248.5K | 0.07% | +740+20.6% | Added |
| Alpha Family Trust | 4,340 | $248.6K | 0.19% | −780−15.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,345 | $248.9K | 0.09% | +1,800+70.7% | Added |
| Zhang Financial LLC | 4,348 | $249.1K | 0.03% | +17+0.4% | Added |
| Tiemann Investment Advisors, LLC | 4,352 | $249.3K | 0.13% | −40−0.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,361 | $249.8K | 0.14% | +103+2.4% | Added |
| German American Bancorp, Inc. | 4,390 | $251.5K | 0.04% | +150+3.5% | Added |
| TriaGen Wealth Management LLC | 4,396 | $251.8K | 0.13% | −35−0.8% | Reduced |
| Cornerstone Retirement Group, Inc. | 4,397 | $251.9K | 0.07% | +40+0.9% | Added |
| Future Financial Wealth Managment LLC | 4,400 | $252.1K | 0.28% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,402 | $252.2K | 0.13% | −1,598−26.6% | Reduced |
| Roundview Capital LLC | 4,413 | $252.8K | 0.03% | −5,021−53.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,415 | $252.9K | 0.16% | −990−18.3% | Reduced |
| Tolleson Wealth Management, Inc. | 4,410 | $253.0K | 0.06% | −3,974−47.4% | Reduced |
| Aaron Wealth Advisors | 4,418 | $253.1K | 0.03% | +284+6.9% | Added |
| Goepper Burkhardt LLC | 4,420 | $253.2K | 0.15% | −100−2.2% | Reduced |
| Prostatis Group LLC | 4,428 | $253.7K | 0.12% | −321,787−98.6% | Reduced |
| STAR Financial Bank | 4,435 | $254.1K | 0.26% | +4,435 | New |
| MPS Loria Financial Planners, LLC | 4,449 | $254.9K | 0.10% | 00.0% | Unchanged |
| ORG Partners LLC | 4,463 | $255.8K | 0.08% | −1,462−24.7% | Reduced |
| Thomas Story & Son LLC | 4,464 | $256.0K | 0.12% | −45−1.0% | Reduced |
| Everhart Financial Group, Inc. | 4,477 | $256.5K | 0.11% | −4,999−52.8% | Reduced |
| Griffin Asset Management, Inc. | 4,500 | $257.8K | 0.04% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,505 | $258.1K | 0.03% | +4,505 | New |
| Holistic Financial Partners | 4,509 | $258.3K | 0.17% | +341+8.2% | Added |
| Mairs & Power Inc | 4,514 | $258.6K | 0.00% | −498−9.9% | Reduced |
| Cape Investment Advisory, Inc. | 4,515 | $258.6K | 0.15% | +19+0.4% | Added |
| Hayek Kallen Investment Management | 4,535 | $260.0K | 0.12% | −70−1.5% | Reduced |
| Kozak & Associates, Inc. | 5,180 | $260.2K | 0.10% | +81+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 4,545 | $260.4K | 0.14% | +265+6.2% | Added |
| John G Ullman & Associates Inc | 4,547 | $260.5K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,550 | $260.7K | 0.20% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,550 | $260.7K | 0.04% | −409−8.2% | Reduced |
| Fairhaven Wealth Management, LLC | 4,568 | $261.7K | 0.10% | −24−0.5% | Reduced |
| Heritage Wealth Advisors | 4,571 | $261.9K | 0.01% | −816−15.1% | Reduced |
| Invenio Wealth Partners LLC | 4,571 | $261.9K | 0.24% | +264+6.1% | Added |
| Dean Investment Associates, LLC | 4,600 | $263.5K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 4,637 | $263.8K | 0.07% | +20+0.4% | Added |
| iA Global Asset Management Inc. | 4,615 | $264.0K | 0.01% | −229,746−98.0% | Reduced |
| Advus Financial Partners, LLC | 4,612 | $264.2K | 0.10% | −206−4.3% | Reduced |
| Prairie Sky Financial Group LLC | 4,621 | $264.8K | 0.19% | +30+0.7% | Added |
| BIP Wealth, LLC | 4,624 | $264.9K | 0.02% | −792−14.6% | Reduced |
| Certified Advisory Corp | 4,626 | $265.1K | 0.05% | +119+2.6% | Added |
| Eagle Bay Advisors LLC | 4,629 | $265.2K | 0.12% | +3,487+305.3% | Added |
| GoalFusion Wealth Management, LLC | 4,660 | $267.0K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,663 | $267.1K | 0.07% | +4,663 | New |
| King Wealth | 4,679 | $268.0K | 0.06% | +55+1.2% | Added |
| Summitry LLC | 4,684 | $268.3K | 0.02% | −111−2.3% | Reduced |
| Delta Asset Management LLC | 4,691 | $268.7K | 0.03% | +15+0.3% | Added |
| Hanson & Doremus Investment Management | 4,700 | $269.0K | 0.06% | 00.0% | Unchanged |
| Meritage Portfolio Management | 4,701 | $269.0K | 0.02% | +177+3.9% | Added |
| Sheets Smith Wealth Management | 4,698 | $269.2K | 0.04% | +306+7.0% | Added |
| First Business Financial Services, Inc. | 4,738 | $271.4K | 0.03% | +275+6.2% | Added |
| Holderness Investments Co | 4,759 | $272.6K | 0.11% | +220+4.8% | Added |
| Opes Wealth Management LLC | 4,788 | $274.3K | 0.08% | +51+1.1% | Added |
| Northstar Advisory Group, LLC | 4,799 | $275.0K | 0.20% | +10.0% | Added |
| De Burlo Group Inc | 4,800 | $275.0K | 0.05% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,800 | $275.0K | 0.05% | +4,800 | New |
| Colonial River Wealth Management, LLC | 4,810 | $275.6K | 0.18% | −1,059−18.0% | Reduced |
| WealthBridge Capital Management, LLC | 4,818 | $276.0K | 0.11% | +7+0.1% | Added |
| LGL Partners, LLC | 4,824 | $276.4K | 0.05% | −197−3.9% | Reduced |
| Berkeley Capital Partners, LLC | 4,844 | $277.5K | 0.10% | −747−13.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,850 | $277.9K | 0.09% | +883+22.3% | Added |
| W.H. Cornerstone Investments Inc. | 4,858 | $278.0K | 0.24% | −286−5.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,856 | $278.2K | 0.02% | +451+10.2% | Added |
| Consolidated Planning Corp | 4,870 | $279.0K | 0.06% | −208−4.1% | Reduced |
| LBMC Investment Advisors, LLC | 5,295 | $279.5K | 0.03% | 00.0% | Unchanged |
| First American Bank | 4,907 | $281.1K | 0.03% | +261+5.6% | Added |
| Fortitude Advisory Group L.L.C. | 4,932 | $282.6K | 0.19% | +1,591+47.6% | Added |
| Centerpoint Advisors, LLC | 4,938 | $283.0K | 0.12% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,946 | $283.4K | 0.11% | +22+0.4% | Added |
| Saranac Partners Ltd | 4,955 | $283.9K | 0.16% | +25+0.5% | Added |
| Mayport, LLC | 4,962 | $284.3K | 0.16% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 4,978 | $285.2K | 0.28% | +4+0.1% | Added |
| EverSource Wealth Advisors, LLC | 4,979 | $285.2K | 0.03% | −877−15.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 4,988 | $285.8K | 0.28% | −164−3.2% | Reduced |
| Revisor Wealth Management LLC | 5,019 | $287.5K | 0.24% | +1,681+50.4% | Added |
| First National Bank Sioux Falls | 5,025 | $287.9K | 0.17% | −21−0.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,035 | $288.5K | 0.30% | −160−3.1% | Reduced |
| Financial Strategies Group, Inc. | 5,338 | $289.2K | 0.09% | 00.0% | Unchanged |
| Clarity Financial LLC | 5,054 | $289.6K | 0.05% | −169,304−97.1% | Reduced |