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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 6,422 | $367.0K | 0.00% | +3,680+134.2% | Added |
| Sara-Bay Financial | 6,393 | $366.3K | 0.19% | +20.0% | Added |
| Kades & Cheifetz LLC | 6,386 | $365.9K | 0.29% | −913−12.5% | Reduced |
| Castleview Partners, LLC | 6,385 | $365.8K | 0.34% | +6,168+2,842.4% | Added |
| Cedar Brook Financial Partners, LLC | 6,345 | $363.5K | 0.09% | −614−8.8% | Reduced |
| Aspire Private Capital, LLC | 6,326 | $362.5K | 0.12% | +116+1.9% | Added |
| Ridgecrest Wealth Partners, LLC | 6,301 | $361.0K | 0.25% | −2,325−27.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,284 | $360.0K | 0.14% | −140−2.2% | Reduced |
| Capula Management Ltd | 6,281 | $359.8K | 0.02% | +6,281 | New |
| Forum Financial Management, LP | 6,256 | $358.4K | 0.01% | −289−4.4% | Reduced |
| Exchange Traded Concepts, LLC | 6,232 | $357.0K | 0.01% | −1,409−18.4% | Reduced |
| Citizens Business Bank | 6,225 | $356.6K | 0.08% | +725+13.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,205 | $355.5K | 0.17% | −80−1.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 6,200 | $355.2K | 0.10% | +3,100+100.0% | Added |
| Pavion Blue Capital, LLC | 6,196 | $355.0K | 0.22% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,165 | $353.2K | 0.25% | +6,165 | New |
| Old North State Trust, LLC | 6,143 | $352.0K | 0.27% | −161−2.6% | Reduced |
| Gsa Capital Partners LLP | 6,128 | $351.0K | 0.03% | +6,128 | New |
| Armstrong Advisory Group, Inc | 6,120 | $350.6K | 0.04% | −29−0.5% | Reduced |
| Second Half Financial Partners, LLC | 6,099 | $349.4K | 0.17% | −1,747−22.3% | Reduced |
| Coastal Investment Advisors, Inc. | 4,706 | $349.2K | 0.08% | −700−12.9% | Reduced |
| Kepos Capital LP | 6,085 | $349.0K | 0.06% | +1,301+27.2% | Added |
| Fiducient Advisors LLC | 6,088 | $348.8K | 0.02% | +6,088 | New |
| Glassman Wealth Services | 6,086 | $348.7K | 0.06% | −1,187−16.3% | Reduced |
| Palogic Value Management, L.P. | 6,077 | $348.2K | 0.17% | +309+5.4% | Added |
| Quent Capital, LLC | 6,068 | $347.6K | 0.05% | −714−10.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,068 | $347.6K | 0.18% | −48,077−88.8% | Reduced |
| Trustmark National Bank Trust Department | 6,066 | $347.5K | 0.03% | −1,570−20.6% | Reduced |
| Guyasuta Investment Advisors Inc | 6,064 | $347.4K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 6,030 | $345.5K | 0.10% | −3,526−36.9% | Reduced |
| Goelzer Investment Management, Inc. | 6,016 | $344.7K | 0.02% | +268+4.7% | Added |
| REDW Wealth LLC | 6,001 | $343.8K | 0.11% | −143−2.3% | Reduced |
| Ameliora Wealth Management Ltd. | 6,000 | $343.7K | 0.20% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,993 | $343.3K | 0.02% | −100−1.6% | Reduced |
| Appleton Partners Inc | 5,989 | $343.0K | 0.03% | −1,966−24.7% | Reduced |
| Engrave Wealth Partners LLC | 5,977 | $342.4K | 0.11% | +192+3.3% | Added |
| Peak Asset Management, LLC | 5,975 | $342.3K | 0.08% | −5,000−45.6% | Reduced |
| GeoWealth Management, LLC | 5,967 | $342.0K | 0.04% | +5,702+2,151.7% | Added |
| Simon Quick Advisors, LLC | 5,929 | $339.7K | 0.03% | +756+14.6% | Added |
| Ironwood Investment Counsel, LLC | 5,922 | $339.3K | 0.08% | +5,922 | New |
| NFP Retirement, Inc. | 5,905 | $338.3K | 0.06% | −160−2.6% | Reduced |
| Oak Asset Management, LLC | 5,904 | $338.2K | 0.15% | +5,904 | New |
| Magnolia Capital Management Ltd | 5,904 | $338.0K | 0.33% | −215−3.5% | Reduced |
| Strategy Asset Managers LLC | 5,893 | $337.6K | 0.09% | +20+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,879 | $336.8K | 0.07% | −419−6.7% | Reduced |
| Gould Asset Management LLC | 5,874 | $336.5K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 5,867 | $336.0K | 0.02% | +81+1.4% | Added |
| Invesco, LLC | 5,862 | $335.8K | 0.17% | +662+12.7% | Added |
| Cassia Capital Partners, LLC | 5,829 | $333.9K | 0.27% | +139+2.4% | Added |
| L2 Asset Management, LLC | 234 | $332.0K | 0.16% | −4,973−95.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,781 | $331.2K | 0.08% | +1,072+22.8% | Added |
| Charter Research & Investment Group, Inc. | 5,773 | $330.7K | 0.30% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 5,770 | $330.6K | 0.10% | −177−3.0% | Reduced |
| BSW Wealth Partners | 5,763 | $330.2K | 0.07% | +89+1.6% | Added |
| MQS Management LLC | 5,744 | $329.1K | 0.20% | +2,643+85.2% | Added |
| Central Bank & Trust Co | 5,744 | $329.1K | 0.06% | +68+1.2% | Added |
| Synergy Financial Management, LLC | 5,675 | $325.1K | 0.06% | +218+4.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,670 | $324.8K | 0.10% | −4−0.1% | Reduced |
| Per Stirling Capital Management, LLC. | 5,653 | $323.8K | 0.07% | −42−0.7% | Reduced |
| Wealth Effects LLC | 5,645 | $323.4K | 0.16% | −299−5.0% | Reduced |
| Wedmont Private Capital | 6,540 | $322.6K | 0.03% | −2,605−28.5% | Reduced |
| Thrive Wealth Management, LLC | 5,623 | $322.1K | 0.09% | −92−1.6% | Reduced |
| Horizon Wealth Management, LLC | 5,622 | $322.1K | 0.13% | −301−5.1% | Reduced |
| Synergy Financial Group, LTD | 5,604 | $321.1K | 0.45% | +20.0% | Added |
| TMD Wealth Management, LLC | 5,557 | $318.4K | 0.09% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5,547 | $317.8K | 0.23% | −15−0.3% | Reduced |
| MKT Advisors LLC | 6,060 | $316.0K | 0.24% | −303−4.8% | Reduced |
| Chicago Capital, LLC | 5,504 | $315.3K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 5,499 | $315.0K | 0.04% | −17−0.3% | Reduced |
| PCA Investment Advisory Services Inc. | 5,490 | $314.6K | 0.22% | +15+0.3% | Added |
| Evexia Wealth LLC | 5,536 | $312.6K | 0.16% | +2,555+85.7% | Added |
| Pointe Capital Management LLC | 5,447 | $312.1K | 0.25% | +1,400+34.6% | Added |
| Founders Financial Securities LLC | 5,441 | $311.7K | 0.04% | −611−10.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,404 | $309.6K | 0.07% | +127+2.4% | Added |
| Plotkin Financial Advisors, LLC | 5,400 | $309.4K | 0.27% | −45−0.8% | Reduced |
| Nichols & Pratt Advisers LLP | 5,397 | $309.2K | 0.02% | +800+17.4% | Added |
| Heritage Investment Group, Inc. | 5,392 | $309.0K | 0.08% | +36+0.7% | Added |
| Aspen Grove Capital, LLC | 5,386 | $308.6K | 0.11% | −1,142−17.5% | Reduced |
| Key Financial Inc | 5,381 | $308.3K | 0.10% | −152−2.7% | Reduced |
| Crescent Grove Advisors, LLC | 5,375 | $307.9K | 0.04% | +375+7.5% | Added |
| WMS Partners, LLC | 5,366 | $307.4K | 0.02% | −1,465−21.4% | Reduced |
| Biltmore Family Office, LLC | 5,354 | $306.7K | 0.07% | −212−3.8% | Reduced |
| Landaas & Co | 5,320 | $305.0K | 0.13% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,314 | $304.4K | 0.15% | 00.0% | Unchanged |
| Athena Investment Management | 5,313 | $304.4K | 0.22% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,309 | $304.2K | 0.05% | −15−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 5,301 | $304.0K | 0.10% | +13+0.2% | Added |
| Sather Financial Group Inc | 5,300 | $303.6K | 0.03% | −13,996−72.5% | Reduced |
| Pathway Financial Advisors LLC | 5,292 | $303.2K | 0.10% | +164+3.2% | Added |
| Avestar Capital, LLC | 5,251 | $300.8K | 0.05% | −365−6.5% | Reduced |
| Michael B. Yongue | 5,225 | $299.3K | 0.29% | −160−3.0% | Reduced |
| Sanders Morris Harris LLC | 5,218 | $298.9K | 0.06% | +600+13.0% | Added |
| Hoxton Planning & Management, LLC | 5,206 | $298.0K | 0.19% | −201−3.7% | Reduced |
| 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 |
| Rockbridge Investment Management, LCC | 5,187 | $297.2K | 0.05% | +112+2.2% | Added |
| Bouchey Financial Group Ltd | 5,184 | $297.0K | 0.04% | +36+0.7% | Added |
| Accel Wealth Management | 5,183 | $296.9K | 0.17% | +1,106+27.1% | Added |
| WNY Asset Management, LLC | 5,180 | $296.8K | 0.06% | +441+9.3% | Added |
| Flaharty Asset Management, LLC | 5,178 | $296.6K | 0.05% | −201−3.7% | Reduced |