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 | 3,054 | $160.3B |
| Q4 2025 | 2,969 | $137.9B |
| Q3 2025 | 2,752 | $125.5B |
| Q2 2025 | 2,705 | $116.6B |
| Q1 2025 | 2,738 | $119.4B |
| Q4 2024 | 2,773 | $120.2B |
| Q3 2024 | 2,668 | $139.0B |
| Q2 2024 | 2,546 | $117.5B |
| Q1 2024 | 2,466 | $103.8B |
| Q4 2023 | 2,422 | $98.3B |
| Q3 2023 | 2,314 | $92.5B |
| Q2 2023 | 2,416 | $117.0B |
| Q1 2023 | 2,413 | $122.0B |
| Q4 2022 | 2,474 | $129.5B |
| Q3 2022 | 2,345 | $121.8B |
| Q2 2022 | 2,314 | $119.0B |
| Q1 2022 | 2,369 | $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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 10,868 | $622.6K | 0.13% | +4,530+71.5% | Added |
| Douglas Lane & Associates, LLC | 10,866 | $622.5K | 0.01% | +1,551+16.7% | Added |
| High Net Worth Advisory Group LLC | 10,840 | $621.0K | 0.25% | −1,226−10.2% | Reduced |
| DeDora Capital, Inc. | 10,831 | $620.5K | 0.24% | −127−1.2% | Reduced |
| Wayfinding Financial, LLC | 11,852 | $618.0K | 0.47% | −224−1.9% | Reduced |
| Financial Planning & Information Services, Inc. | 10,787 | $618.0K | 0.12% | −102−0.9% | Reduced |
| Carl P. Sherr & Co., LLC | 10,780 | $617.6K | 0.42% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 11,738 | $615.0K | 0.25% | +524+4.7% | Added |
| Laraway Financial Inc | 10,724 | $614.4K | 0.64% | −88−0.8% | Reduced |
| PAX Financial Group, LLC | 10,698 | $612.9K | 0.14% | +728+7.3% | Added |
| Beck Capital Management, LLC | 10,697 | $612.8K | 0.24% | −1,655−13.4% | Reduced |
| Fortress Wealth Group, LLC | 11,606 | $612.5K | 0.41% | +1,153+11.0% | Added |
| ERn Financial, LLC | 10,677 | $611.7K | 0.13% | −970−8.3% | Reduced |
| Ethos Financial Group, LLC | 10,674 | $611.5K | 0.16% | −100−0.9% | Reduced |
| Atwood & Palmer Inc | 10,672 | $611.4K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,662 | $610.8K | 0.02% | −613−5.4% | Reduced |
| Chesapeake Asset Management LLC | 10,660 | $610.7K | 0.59% | +1,278+13.6% | Added |
| Fiduciary Group LLC | 10,619 | $608.4K | 0.08% | −147−1.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,614 | $608.1K | 0.05% | +323+3.1% | Added |
| Wilkinson Global Asset Management LLC | 10,600 | $607.3K | 0.05% | −570−5.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 10,589 | $606.6K | 0.43% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,502 | $601.7K | 0.14% | −1,072−9.3% | Reduced |
| Capital Wealth Planning, LLC | 10,485 | $600.7K | 0.01% | +30.0% | Added |
| CVA Family Office, LLC | 10,469 | $599.8K | 0.14% | +1,039+11.0% | Added |
| ARS Wealth Advisors Group, LLC | 10,468 | $599.7K | 0.10% | +608+6.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,454 | $598.9K | 0.04% | +43+0.4% | Added |
| Southeast Asset Advisors Inc. | 10,440 | $598.1K | 0.08% | +20+0.2% | Added |
| MONECO Advisors, LLC | 10,431 | $597.6K | 0.16% | +927+9.8% | Added |
| Baystate Wealth Management LLC | 10,419 | $597.0K | 0.05% | +63+0.6% | Added |
| Integris Wealth Management, LLC | 10,399 | $595.8K | 0.20% | +172+1.7% | Added |
| MB, Levis & Associates, LLC | 10,345 | $592.7K | 0.38% | −108−1.0% | Reduced |
| Delta Financial Advisors LLC | 10,298 | $590.0K | 0.27% | +10,298 | New |
| Benin Management CORP | 10,294 | $589.7K | 0.22% | 00.0% | Unchanged |
| First Community Trust NA | 10,279 | $588.9K | 0.67% | −471−4.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,269 | $588.3K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,161 | $582.1K | 0.03% | +866+9.3% | Added |
| Rodgers Brothers Inc. | 10,146 | $581.3K | 0.10% | +1,000+10.9% | Added |
| PYA Waltman Capital, LLC | 10,143 | $581.1K | 0.25% | +3,175+45.6% | Added |
| Manchester Capital Management LLC | 10,119 | $579.7K | 0.09% | −200−1.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 10,118 | $579.6K | 0.56% | −138−1.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10,107 | $579.0K | 0.12% | −18−0.2% | Reduced |
| Tufton Capital Management | 10,100 | $578.6K | 0.13% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 10,100 | $578.6K | 0.08% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 10,097 | $578.5K | 0.37% | +52+0.5% | Added |
| Delta Financial Group, Inc. | 10,083 | $578.0K | 0.20% | −11−0.1% | Reduced |
| Bremer Bank National Association | 10,089 | $578.0K | 0.11% | +342+3.5% | Added |
| Financial Engines Advisors L.L.C. | 10,068 | $576.8K | 0.00% | +5,767+134.1% | Added |
| Clear Creek Financial Management, LLC | 10,054 | $576.1K | 0.10% | +3,186+46.4% | Added |
| Confluence Wealth Services, Inc. | 10,055 | $576.1K | 0.11% | +206+2.1% | Added |
| Financial Partners Group, Inc | 10,518 | $575.5K | 0.12% | +40.0% | Added |
| Bellecapital International Ltd. | 10,026 | $574.4K | 0.14% | +39+0.4% | Added |
| Loomis Sayles & Co L P | 10,024 | $574.0K | 0.00% | −254−2.5% | Reduced |
| Mechanics Bank Trust Department | 10,014 | $573.7K | 0.10% | −228−2.2% | Reduced |
| Main Street Financial Solutions, LLC | 10,014 | $573.7K | 0.08% | +635+6.8% | Added |
| Lynwood Capital Management Inc. | 10,000 | $572.9K | 1.51% | +10,000 | New |
| Savoie Capital LLC | 10,000 | $572.9K | 0.15% | +10,000 | New |
| Kovack Advisors, Inc. | 9,967 | $571.0K | 0.08% | −312−3.0% | Reduced |
| Armor Investment Advisors, LLC | 9,954 | $570.3K | 0.34% | +252+2.6% | Added |
| Kovitz Investment Group Partners, LLC | 9,942 | $569.6K | 0.01% | +108+1.1% | Added |
| CPA Asset Management LLC | 9,942 | $569.6K | 0.40% | +1,534+18.2% | Added |
| Richard W. Paul & Associates, LLC | 9,920 | $568.3K | 0.26% | +966+10.8% | Added |
| First National Bank | 9,907 | $567.6K | 0.49% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 9,897 | $567.0K | 0.29% | −80−0.8% | Reduced |
| Ahl Investment Management, Inc. | 9,880 | $566.0K | 0.50% | +3,670+59.1% | Added |
| Barden Capital Management, Inc. | 9,921 | $565.9K | 0.55% | +358+3.7% | Added |
| Bangor Savings Bank | 9,854 | $564.5K | 0.07% | −218−2.2% | Reduced |
| Jeppson Wealth Management, LLC | 9,853 | $564.5K | 0.26% | +1,895+23.8% | Added |
| IPG Investment Advisors LLC | 9,799 | $561.4K | 0.12% | +124+1.3% | Added |
| Bell Bank | 9,788 | $560.8K | 0.06% | +393+4.2% | Added |
| Sutton Wealth Advisors Inc. | 9,778 | $560.2K | 0.28% | +22+0.2% | Added |
| First National Corp | 9,765 | $559.4K | 0.15% | −84−0.9% | Reduced |
| Cubist Systematic Strategies, LLC | 9,739 | $557.9K | 0.01% | −832−7.9% | Reduced |
| Piscataqua Savings Bank | 9,722 | $557.0K | 0.49% | −75−0.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 9,720 | $556.9K | 0.06% | −388−3.8% | Reduced |
| Chilton Investment Co LLC | 9,686 | $554.9K | 0.02% | +1,290+15.4% | Added |
| Inscription Capital, LLC | 9,684 | $554.8K | 0.18% | +129+1.4% | Added |
| Pacific Center for Financial Services | 9,679 | $554.5K | 0.19% | +12+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 9,671 | $554.0K | 0.24% | +1,112+13.0% | Added |
| Lowell Blake & Associates Inc. | 9,663 | $553.6K | 0.16% | −200−2.0% | Reduced |
| Academy Capital Management Inc | 9,648 | $552.7K | 0.12% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 9,637 | $552.1K | 0.56% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,621 | $551.2K | 0.06% | −3,664−27.6% | Reduced |
| Lee Danner & Bass Inc | 9,625 | $551.0K | 0.05% | +500+5.5% | Added |
| Quantbot Technologies LP | 9,587 | $549.2K | 0.04% | −32,899−77.4% | Reduced |
| KLR Investment Advisors, LLC | 7,090 | $546.5K | 0.50% | −212−2.9% | Reduced |
| Trium Capital LLP | 9,530 | $546.0K | 0.01% | −1,494−13.6% | Reduced |
| Nwam LLC | 9,491 | $543.8K | 0.06% | −1,769−15.7% | Reduced |
| Arden Trust Co | 9,467 | $542.4K | 0.09% | −23,166−71.0% | Reduced |
| CWS Financial Advisors, LLC | 9,452 | $541.5K | 0.22% | −98−1.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,444 | $541.1K | 0.33% | +460+5.1% | Added |
| Legato Capital Management LLC | 9,430 | $540.2K | 0.08% | −4,322−31.4% | Reduced |
| Grandfield & Dodd, LLC | 9,366 | $536.6K | 0.04% | −90−1.0% | Reduced |
| Focused Wealth Management, Inc | 9,364 | $536.4K | 0.09% | +172+1.9% | Added |
| Pathway Financial Advisers, LLC | 9,328 | $534.5K | 0.22% | +9,328 | New |
| Powell Investment Advisors, LLC | 9,330 | $534.5K | 0.32% | 00.0% | Unchanged |
| Balboa Wealth Partners | 9,326 | $534.3K | 0.20% | +5,849+168.2% | Added |
| United Bank | 9,293 | $532.4K | 0.07% | −127−1.3% | Reduced |
| Texas Capital Bancshares Inc | 9,290 | $532.2K | 0.29% | +34+0.4% | Added |
| V Wealth Advisors LLC | 9,278 | $531.5K | 0.43% | −16,315−63.7% | Reduced |
| Guardian Wealth Advisors, LLC | 9,277 | $531.5K | 0.09% | +757+8.9% | Added |