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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 5,057 | $289.7K | 0.03% | +104+2.1% | Added |
| Investment Partners, Ltd. | 5,060 | $289.9K | 0.15% | −416−7.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,063 | $290.1K | 0.05% | −4,350−46.2% | Reduced |
| Navalign, LLC | 5,065 | $290.2K | 0.11% | +618+13.9% | Added |
| Tradition Wealth Management, LLC | 5,071 | $291.0K | 0.03% | −111−2.1% | Reduced |
| BCS Wealth Management | 5,073 | $291.0K | 0.12% | +5,073 | New |
| Rational Advisors LLC | 5,004 | $291.7K | 0.03% | −1,024−17.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,097 | $292.0K | 0.16% | −10.0% | Reduced |
| Alta Advisers Ltd | 5,100 | $292.2K | 0.17% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,128 | $293.8K | 0.72% | 00.0% | Unchanged |
| Saturna Capital CORP | 5,145 | $294.8K | 0.01% | +675+15.1% | Added |
| JT Stratford LLC | 5,149 | $295.0K | 0.08% | −62−1.2% | Reduced |
| MV Capital Management, Inc. | 5,173 | $296.4K | 0.04% | −711−12.1% | Reduced |
| Argent Advisors, Inc. | 5,174 | $296.4K | 0.14% | +607+13.3% | Added |
| Flaharty Asset Management, LLC | 5,178 | $296.6K | 0.05% | −201−3.7% | Reduced |
| WNY Asset Management, LLC | 5,180 | $296.8K | 0.06% | +441+9.3% | Added |
| Accel Wealth Management | 5,183 | $296.9K | 0.17% | +1,106+27.1% | Added |
| Bouchey Financial Group Ltd | 5,184 | $297.0K | 0.04% | +36+0.7% | Added |
| Rockbridge Investment Management, LCC | 5,187 | $297.2K | 0.05% | +112+2.2% | Added |
| London Co of Virginia | 5,200 | $297.9K | 0.00% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,200 | $297.9K | 0.30% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,206 | $298.0K | 0.19% | −201−3.7% | Reduced |
| Sanders Morris Harris LLC | 5,218 | $298.9K | 0.06% | +600+13.0% | Added |
| Michael B. Yongue | 5,225 | $299.3K | 0.29% | −160−3.0% | Reduced |
| Avestar Capital, LLC | 5,251 | $300.8K | 0.05% | −365−6.5% | Reduced |
| Pathway Financial Advisors LLC | 5,292 | $303.2K | 0.10% | +164+3.2% | Added |
| Sather Financial Group Inc | 5,300 | $303.6K | 0.03% | −13,996−72.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,301 | $304.0K | 0.10% | +13+0.2% | Added |
| Syntegra Private Wealth Group, LLC | 5,309 | $304.2K | 0.05% | −15−0.3% | Reduced |
| Athena Investment Management | 5,313 | $304.4K | 0.22% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,314 | $304.4K | 0.15% | 00.0% | Unchanged |
| Landaas & Co | 5,320 | $305.0K | 0.13% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 5,354 | $306.7K | 0.07% | −212−3.8% | Reduced |
| WMS Partners, LLC | 5,366 | $307.4K | 0.02% | −1,465−21.4% | Reduced |
| Crescent Grove Advisors, LLC | 5,375 | $307.9K | 0.04% | +375+7.5% | Added |
| Key Financial Inc | 5,381 | $308.3K | 0.10% | −152−2.7% | Reduced |
| Aspen Grove Capital, LLC | 5,386 | $308.6K | 0.11% | −1,142−17.5% | Reduced |
| Heritage Investment Group, Inc. | 5,392 | $309.0K | 0.08% | +36+0.7% | Added |
| Nichols & Pratt Advisers LLP | 5,397 | $309.2K | 0.02% | +800+17.4% | Added |
| Plotkin Financial Advisors, LLC | 5,400 | $309.4K | 0.27% | −45−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,404 | $309.6K | 0.07% | +127+2.4% | Added |
| Founders Financial Securities LLC | 5,441 | $311.7K | 0.04% | −611−10.1% | Reduced |
| Pointe Capital Management LLC | 5,447 | $312.1K | 0.25% | +1,400+34.6% | Added |
| Evexia Wealth LLC | 5,536 | $312.6K | 0.16% | +2,555+85.7% | Added |
| PCA Investment Advisory Services Inc. | 5,490 | $314.6K | 0.22% | +15+0.3% | Added |
| Amplius Wealth Advisors, LLC | 5,499 | $315.0K | 0.04% | −17−0.3% | Reduced |
| Chicago Capital, LLC | 5,504 | $315.3K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 6,060 | $316.0K | 0.24% | −303−4.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,547 | $317.8K | 0.23% | −15−0.3% | Reduced |
| TMD Wealth Management, LLC | 5,557 | $318.4K | 0.09% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 5,604 | $321.1K | 0.45% | +20.0% | Added |
| Horizon Wealth Management, LLC | 5,622 | $322.1K | 0.13% | −301−5.1% | Reduced |
| Thrive Wealth Management, LLC | 5,623 | $322.1K | 0.09% | −92−1.6% | Reduced |
| Wedmont Private Capital | 6,540 | $322.6K | 0.03% | −2,605−28.5% | Reduced |
| Wealth Effects LLC | 5,645 | $323.4K | 0.16% | −299−5.0% | Reduced |
| Per Stirling Capital Management, LLC. | 5,653 | $323.8K | 0.07% | −42−0.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 5,670 | $324.8K | 0.10% | −4−0.1% | Reduced |
| Synergy Financial Management, LLC | 5,675 | $325.1K | 0.06% | +218+4.0% | Added |
| Central Bank & Trust Co | 5,744 | $329.1K | 0.06% | +68+1.2% | Added |
| MQS Management LLC | 5,744 | $329.1K | 0.20% | +2,643+85.2% | Added |
| BSW Wealth Partners | 5,763 | $330.2K | 0.07% | +89+1.6% | Added |
| Secure Asset Management, LLC | 5,770 | $330.6K | 0.10% | −177−3.0% | Reduced |
| Charter Research & Investment Group, Inc. | 5,773 | $330.7K | 0.30% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 5,781 | $331.2K | 0.08% | +1,072+22.8% | Added |
| L2 Asset Management, LLC | 234 | $332.0K | 0.16% | −4,973−95.5% | Reduced |
| Cassia Capital Partners, LLC | 5,829 | $333.9K | 0.27% | +139+2.4% | Added |
| Invesco, LLC | 5,862 | $335.8K | 0.17% | +662+12.7% | Added |
| Waters Parkerson & Co., LLC | 5,867 | $336.0K | 0.02% | +81+1.4% | Added |
| Gould Asset Management LLC | 5,874 | $336.5K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,879 | $336.8K | 0.07% | −419−6.7% | Reduced |
| Strategy Asset Managers LLC | 5,893 | $337.6K | 0.09% | +20+0.3% | Added |
| Magnolia Capital Management Ltd | 5,904 | $338.0K | 0.33% | −215−3.5% | Reduced |
| Oak Asset Management, LLC | 5,904 | $338.2K | 0.15% | +5,904 | New |
| NFP Retirement, Inc. | 5,905 | $338.3K | 0.06% | −160−2.6% | Reduced |
| Ironwood Investment Counsel, LLC | 5,922 | $339.3K | 0.08% | +5,922 | New |
| Simon Quick Advisors, LLC | 5,929 | $339.7K | 0.03% | +756+14.6% | Added |
| GeoWealth Management, LLC | 5,967 | $342.0K | 0.04% | +5,702+2,151.7% | Added |
| Peak Asset Management, LLC | 5,975 | $342.3K | 0.08% | −5,000−45.6% | Reduced |
| Engrave Wealth Partners LLC | 5,977 | $342.4K | 0.11% | +192+3.3% | Added |
| Appleton Partners Inc | 5,989 | $343.0K | 0.03% | −1,966−24.7% | Reduced |
| Howland Capital Management LLC | 5,993 | $343.3K | 0.02% | −100−1.6% | Reduced |
| Ameliora Wealth Management Ltd. | 6,000 | $343.7K | 0.20% | 00.0% | Unchanged |
| REDW Wealth LLC | 6,001 | $343.8K | 0.11% | −143−2.3% | Reduced |
| Goelzer Investment Management, Inc. | 6,016 | $344.7K | 0.02% | +268+4.7% | Added |
| Marietta Investment Partners LLC | 6,030 | $345.5K | 0.10% | −3,526−36.9% | Reduced |
| Guyasuta Investment Advisors Inc | 6,064 | $347.4K | 0.03% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 6,066 | $347.5K | 0.03% | −1,570−20.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,068 | $347.6K | 0.18% | −48,077−88.8% | Reduced |
| Quent Capital, LLC | 6,068 | $347.6K | 0.05% | −714−10.5% | Reduced |
| Palogic Value Management, L.P. | 6,077 | $348.2K | 0.17% | +309+5.4% | Added |
| Glassman Wealth Services | 6,086 | $348.7K | 0.06% | −1,187−16.3% | Reduced |
| Fiducient Advisors LLC | 6,088 | $348.8K | 0.02% | +6,088 | New |
| Kepos Capital LP | 6,085 | $349.0K | 0.06% | +1,301+27.2% | Added |
| Coastal Investment Advisors, Inc. | 4,706 | $349.2K | 0.08% | −700−12.9% | Reduced |
| Second Half Financial Partners, LLC | 6,099 | $349.4K | 0.17% | −1,747−22.3% | Reduced |
| Armstrong Advisory Group, Inc | 6,120 | $350.6K | 0.04% | −29−0.5% | Reduced |
| Gsa Capital Partners LLP | 6,128 | $351.0K | 0.03% | +6,128 | New |
| Old North State Trust, LLC | 6,143 | $352.0K | 0.27% | −161−2.6% | Reduced |
| Bridgefront Capital, LLC | 6,165 | $353.2K | 0.25% | +6,165 | New |
| Pavion Blue Capital, LLC | 6,196 | $355.0K | 0.22% | 00.0% | Unchanged |