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 |
|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay, LLC | 6,200 | $355.2K | 0.10% | +3,100+100.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,205 | $355.5K | 0.17% | −80−1.3% | Reduced |
| Citizens Business Bank | 6,225 | $356.6K | 0.08% | +725+13.2% | Added |
| Exchange Traded Concepts, LLC | 6,232 | $357.0K | 0.01% | −1,409−18.4% | Reduced |
| Forum Financial Management, LP | 6,256 | $358.4K | 0.01% | −289−4.4% | Reduced |
| Capula Management Ltd | 6,281 | $359.8K | 0.02% | +6,281 | New |
| Measured Wealth Private Client Group, LLC | 6,284 | $360.0K | 0.14% | −140−2.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,301 | $361.0K | 0.25% | −2,325−27.0% | Reduced |
| Aspire Private Capital, LLC | 6,326 | $362.5K | 0.12% | +116+1.9% | Added |
| Cedar Brook Financial Partners, LLC | 6,345 | $363.5K | 0.09% | −614−8.8% | Reduced |
| Castleview Partners, LLC | 6,385 | $365.8K | 0.34% | +6,168+2,842.4% | Added |
| Kades & Cheifetz LLC | 6,386 | $365.9K | 0.29% | −913−12.5% | Reduced |
| Sara-Bay Financial | 6,393 | $366.3K | 0.19% | +20.0% | Added |
| Westwood Management Corp | 6,400 | $367.0K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 6,400 | $367.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 6,422 | $367.0K | 0.00% | +3,680+134.2% | Added |
| Nemes Rush Group LLC | 6,416 | $367.6K | 0.07% | −193−2.9% | Reduced |
| Palumbo Wealth Management LLC | 6,433 | $368.5K | 0.20% | −17−0.3% | Reduced |
| American State Bank (Iowa) | 6,435 | $368.7K | 0.26% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,443 | $369.1K | 0.18% | +1,000+18.4% | Added |
| Relyea Zuckerberg Hanson LLC | 6,446 | $369.3K | 0.08% | −1,251−16.3% | Reduced |
| Strait & Sound Wealth Management LLC | 6,446 | $369.3K | 0.32% | −262−3.9% | Reduced |
| Union Savings Bank | 6,465 | $370.4K | 0.23% | −447−6.5% | Reduced |
| Argyle Capital Management Inc. | 6,468 | $370.6K | 0.14% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 6,474 | $370.9K | 0.26% | 00.0% | Unchanged |
| Advisory Research Inc | 6,485 | $371.5K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,486 | $371.6K | 0.07% | +517+8.7% | Added |
| Fidelity D & D Bancorp Inc | 6,493 | $372.0K | 0.38% | +6,493 | New |
| McGlone Suttner Wealth Management, Inc. | 6,507 | $372.8K | 0.09% | +67+1.0% | Added |
| Richard P Slaughter Associates Inc | 6,516 | $373.3K | 0.10% | −16−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 6,530 | $374.1K | 0.01% | +6,530 | New |
| Atlas Private Wealth Advisors | 6,539 | $374.6K | 0.07% | +27+0.4% | Added |
| First Commonwealth Financial Corp | 6,556 | $375.6K | 0.13% | 00.0% | Unchanged |
| Arvest Trust Co N A | 6,579 | $376.9K | 0.02% | −139−2.1% | Reduced |
| Eagle Strategies LLC | 6,605 | $378.4K | 0.09% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 6,614 | $378.9K | 0.12% | −563−7.8% | Reduced |
| Professional Advisory Services Inc | 6,624 | $379.0K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 6,623 | $379.4K | 0.01% | −903−12.0% | Reduced |
| V-Square Quantitative Management LLC | 6,625 | $379.5K | 0.17% | +2,740+70.5% | Added |
| Cavalry Management Group, LLC | 6,628 | $379.7K | 49.34% | +2,028+44.1% | Added |
| Warren Averett Asset Management, LLC | 6,641 | $380.5K | 0.02% | +1,684+34.0% | Added |
| Gateway Wealth Partners, LLC | 6,648 | $380.9K | 0.07% | +41+0.6% | Added |
| Wedgewood Investors Inc | 6,662 | $381.7K | 0.52% | +42+0.6% | Added |
| Camden Capital, LLC | 6,665 | $381.8K | 0.05% | +2,042+44.2% | Added |
| Fruth Investment Management | 6,670 | $382.0K | 0.11% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,676 | $382.5K | 0.02% | −984−12.8% | Reduced |
| Salomon & Ludwin, LLC | 6,678 | $382.6K | 0.04% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6,680 | $382.7K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,701 | $383.9K | 0.13% | +1,455+27.7% | Added |
| Dohj, LLC | 7,411 | $386.5K | 0.17% | +785+11.8% | Added |
| Castle Rock Wealth Management, LLC | 7,839 | $386.7K | 0.13% | −30.0% | Reduced |
| Ullmann Financial Group, Inc. | 6,766 | $387.6K | 0.07% | −664−8.9% | Reduced |
| Trillium Asset Management, LLC | 6,772 | $388.0K | 0.01% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 6,789 | $388.9K | 0.05% | +19+0.3% | Added |
| GSG Advisors LLC | 6,822 | $390.9K | 0.19% | +6,822 | New |
| Aveo Capital Partners, LLC | 6,827 | $391.1K | 0.05% | +2,878+72.9% | Added |
| Kolinsky Wealth Management, LLC | 6,830 | $391.3K | 0.39% | −255−3.6% | Reduced |
| Acorn Financial Advisory Services Inc | 6,872 | $393.5K | 0.07% | +407+6.3% | Added |
| Old Mission Investment Co LLC | 6,874 | $393.8K | 0.15% | −95−1.4% | Reduced |
| Full Sail Capital, LLC | 6,878 | $394.0K | 0.03% | +21+0.3% | Added |
| SYSTM Wealth Solutions LLC | 6,901 | $395.4K | 0.06% | −4,241−38.1% | Reduced |
| Global Assets Advisory, LLC | 6,936 | $397.4K | 0.35% | +190+2.8% | Added |
| Armbruster Capital Management, Inc. | 6,937 | $397.4K | 0.10% | −4−0.1% | Reduced |
| Tributary Capital Management, LLC | 6,964 | $399.0K | 0.04% | −148−2.1% | Reduced |
| Horan Capital Advisors, LLC. | 6,987 | $400.3K | 0.16% | +1,921+37.9% | Added |
| TCWP LLC | 6,993 | $400.6K | 0.31% | −148−2.1% | Reduced |
| RWM Asset Management, LLC | 6,994 | $400.7K | 0.08% | −11−0.2% | Reduced |
| Cito Capital Group, LLC | 7,000 | $401.0K | 0.19% | +1,000+16.7% | Added |
| Deltec Asset Management LLC | 7,000 | $401.0K | 0.09% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 7,010 | $401.6K | 0.35% | −375−5.1% | Reduced |
| Carlson Capital Management | 7,048 | $403.8K | 0.02% | +63+0.9% | Added |
| Tompkins Financial Corp | 7,065 | $404.8K | 0.06% | −187−2.6% | Reduced |
| Sage Mountain Advisors LLC | 7,068 | $404.9K | 0.06% | −339−4.6% | Reduced |
| Exencial Wealth Advisors, LLC | 7,145 | $409.3K | 0.02% | −453−6.0% | Reduced |
| Veracity Capital LLC | 7,150 | $409.6K | 0.19% | +140+2.0% | Added |
| Fosun International Ltd | 7,150 | $409.6K | 0.07% | +3,950+123.4% | Added |
| Frisch Financial Group, Inc. | 7,176 | $411.0K | 0.17% | +53+0.7% | Added |
| Rbo & Co LLC | 7,200 | $412.5K | 0.07% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 7,209 | $413.0K | 0.37% | −1,509−17.3% | Reduced |
| Topel & Distasi Wealth Management, LLC | 7,225 | $413.9K | 0.22% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 7,243 | $415.0K | 0.08% | −1,913−20.9% | Reduced |
| Ambassador Advisors, LLC | 7,660 | $417.5K | 0.10% | +194+2.6% | Added |
| McRae Capital Management Inc | 7,300 | $418.2K | 0.12% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7,379 | $422.7K | 0.24% | −379−4.9% | Reduced |
| Sound Stewardship, LLC | 7,381 | $422.9K | 0.28% | 00.0% | Unchanged |
| Vicus Capital | 7,392 | $423.5K | 0.04% | +2,365+47.0% | Added |
| Level Financial Advisors, Inc. | 7,400 | $423.9K | 0.24% | −17−0.2% | Reduced |
| First Financial Corp | 7,409 | $424.4K | 0.25% | −255−3.3% | Reduced |
| Breakwater Capital Group | 7,275 | $425.1K | 0.15% | +4,074+127.3% | Added |
| Isthmus Partners, LLC | 7,420 | $425.1K | 0.06% | −32−0.4% | Reduced |
| Allegheny Financial Group LTD | 7,426 | $425.4K | 0.16% | +1,857+33.3% | Added |
| Carolinas Wealth Consulting LLC | 42,250 | $427.1K | 0.11% | −296−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 7,474 | $428.2K | 0.25% | −201−2.6% | Reduced |
| WealthPLAN Partners, LLC | 7,487 | $428.9K | 0.05% | +968+14.8% | Added |
| Westmount Partners, LLC | 7,495 | $429.4K | 0.19% | +550+7.9% | Added |
| Advance Capital Management, Inc. | 7,500 | $429.7K | 0.04% | +66+0.9% | Added |
| Derbend Asset Management | 7,506 | $430.0K | 0.29% | −1,234−14.1% | Reduced |
| Capital Management Associates | 7,500 | $430.0K | 0.63% | +7,500 | New |
| FSM Wealth Advisors, LLC | 7,512 | $430.4K | 0.22% | −251−3.2% | Reduced |
| Clifford Group, LLC | 7,514 | $430.5K | 0.47% | −136−1.8% | Reduced |