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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Baugh & Associates, LLC | 87,095 | $4.99M | 3.12% | +373+0.4% | Added |
| Terry L. Blaker | 86,437 | $4.95M | 0.44% | +1,062+1.2% | Added |
| TD Private Client Wealth LLC | 86,403 | $4.95M | 0.21% | +5,979+7.4% | Added |
| Edgestream Partners, L.P. | 86,393 | $4.95M | 0.39% | +62,231+257.6% | Added |
| Kingswood Wealth Advisors, LLC | 79,501 | $4.94M | 0.85% | +2,060+2.7% | Added |
| Phoenix Holdings Ltd. | 85,368 | $4.89M | 0.09% | +1,572+1.9% | Added |
| Logan Capital Management Inc | 84,891 | $4.86M | 0.25% | +14,614+20.8% | Added |
| Hamilton Point Investment Advisors, LLC | 84,802 | $4.86M | 1.20% | +240.0% | Added |
| TD Waterhouse Canada Inc. | 90,391 | $4.84M | 0.05% | −5,627−5.9% | Reduced |
| Snowden Capital Advisors LLC | 84,064 | $4.82M | 0.20% | −8,097−8.8% | Reduced |
| Studio Investment Management LLC | 84,015 | $4.81M | 1.34% | +6,277+8.1% | Added |
| Profund Advisors LLC | 83,966 | $4.81M | 0.27% | −259−0.3% | Reduced |
| Visionary Wealth Advisors | 83,835 | $4.80M | 0.39% | +77,910+1,314.9% | Added |
| Univest Financial Corp | 83,826 | $4.80M | 1.60% | +8,229+10.9% | Added |
| Somerset Trust Co | 83,792 | $4.80M | 2.19% | −74−0.1% | Reduced |
| Metropolitan Life Insurance Co | 83,729 | $4.80M | 0.25% | −4,450−5.0% | Reduced |
| Bailard, Inc. | 83,190 | $4.77M | 0.16% | −5,751−6.5% | Reduced |
| Connectus Wealth, LLC | 82,526 | $4.73M | 0.11% | +724+0.9% | Added |
| Shelter Mutual Insurance Co | 82,520 | $4.73M | 1.32% | 00.0% | Unchanged |
| Security National Bank | 82,529 | $4.71M | 1.32% | +2,010+2.5% | Added |
| III Capital Management | 82,000 | $4.70M | 0.28% | +82,000 | New |
| Bridge Creek Capital Management LLC | 81,889 | $4.69M | 1.78% | +2,845+3.6% | Added |
| Picton Mahoney Asset Management | 81,890 | $4.69M | 0.22% | −1,345−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 81,862 | $4.69M | 0.04% | −2,257−2.7% | Reduced |
| SFE Investment Counsel | 81,734 | $4.68M | 1.36% | +22,555+38.1% | Added |
| Norinchukin Bank, The | 81,611 | $4.68M | 0.11% | −112,716−58.0% | Reduced |
| Gladstone Institutional Advisory LLC | 81,538 | $4.67M | 0.30% | −43,668−34.9% | Reduced |
| Hixon Zuercher, LLC | 81,092 | $4.65M | 2.43% | +13,842+20.6% | Added |
| Linscomb & Williams, Inc. | 81,089 | $4.65M | 0.27% | +58,357+256.7% | Added |
| SlateStone Wealth, LLC | 80,449 | $4.61M | 0.67% | +60,137+296.1% | Added |
| Renaissance Investment Group LLC | 80,345 | $4.60M | 1.28% | +1,472+1.9% | Added |
| Cyndeo Wealth Partners, LLC | 80,068 | $4.59M | 0.48% | −4,460−5.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 79,710 | $4.57M | 0.38% | −5,120−6.0% | Reduced |
| Channing Capital Management, LLC | 79,282 | $4.54M | 0.15% | +2,684+3.5% | Added |
| NBT Bank N A | 79,247 | $4.54M | 0.44% | +30,697+63.2% | Added |
| Evercore Wealth Management, LLC | 79,200 | $4.54M | 0.08% | −509−0.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 78,908 | $4.52M | 1.34% | +3,889+5.2% | Added |
| Journey Advisory Group, LLC | 78,806 | $4.51M | 0.67% | −6,072−7.2% | Reduced |
| MBB Public Markets I LLC | 78,483 | $4.50M | 0.30% | +78,483 | New |
| Shaolin Capital Management LLC | 78,000 | $4.47M | 0.16% | +78,000 | New |
| Slocum, Gordon & Co LLP | 77,597 | $4.45M | 3.87% | −1,100−1.4% | Reduced |
| Group One Trading, L.P. | 77,045 | $4.41M | 0.18% | −71,625−48.2% | Reduced |
| Capital Investment Advisors, LLC | 76,066 | $4.36M | 0.12% | +27,592+56.9% | Added |
| Ameritas Investment Partners, Inc. | 76,053 | $4.36M | 0.17% | −13,310−14.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 75,616 | $4.33M | 0.48% | +700+0.9% | Added |
| Financial & Tax Architects, LLC | 75,610 | $4.33M | 1.35% | +9,611+14.6% | Added |
| Moreno Evelyn V | 75,558 | $4.33M | 0.94% | +14,711+24.2% | Added |
| Marietta Wealth Management, LLC | 75,530 | $4.33M | 0.86% | +5,634+8.1% | Added |
| First Western Trust Bank | 75,375 | $4.32M | 0.23% | −2,600−3.3% | Reduced |
| Whittier Trust Co | 75,230 | $4.31M | 0.08% | +5,041+7.2% | Added |
| Perigon Wealth Management, LLC | 75,188 | $4.31M | 0.17% | +2,970+4.1% | Added |
| Bogart Wealth, LLC | 74,814 | $4.29M | 0.26% | +13,397+21.8% | Added |
| Essex Investment Management Co LLC | 74,755 | $4.28M | 0.70% | +74,220+13,872.9% | Added |
| Silvercrest Asset Management Group LLC | 74,636 | $4.28M | 0.03% | +92+0.1% | Added |
| Cornerstone Wealth Group, LLC | 74,432 | $4.26M | 0.76% | −1,319−1.7% | Reduced |
| Covington Investment Advisors Inc. | 74,137 | $4.25M | 0.87% | +165+0.2% | Added |
| Busey Wealth Management | 73,964 | $4.24M | 0.18% | −7,357−9.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 73,622 | $4.22M | 0.41% | +29,156+65.6% | Added |
| Private Asset Management Inc | 73,601 | $4.22M | 0.99% | −15,073−17.0% | Reduced |
| Apollon Wealth Management, LLC | 73,367 | $4.20M | 0.21% | +3,821+5.5% | Added |
| Old Point Trust & Financial Services N A | 73,032 | $4.18M | 1.89% | +255+0.4% | Added |
| Global Retirement Partners, LLC | 82,627 | $4.18M | 0.21% | +4,019+5.1% | Added |
| LS Investment Advisors, LLC | 72,741 | $4.17M | 0.78% | −20,013−21.6% | Reduced |
| Montag A & Associates Inc | 72,714 | $4.17M | 0.26% | −6,443−8.1% | Reduced |
| Savant Capital, LLC | 71,931 | $4.12M | 0.06% | +898+1.3% | Added |
| Pioneer Trust Bank N A | 71,170 | $4.08M | 1.35% | −6,780−8.7% | Reduced |
| Constitution Capital LLC | 71,165 | $4.08M | 2.78% | −2,608−3.5% | Reduced |
| Glen Eagle Advisors, LLC | 71,116 | $4.07M | 0.94% | −1,912−2.6% | Reduced |
| Rice Partnership, LLC | 70,452 | $4.04M | 1.14% | +814+1.2% | Added |
| Williams Jones Wealth Management, LLC. | 70,283 | $4.03M | 0.06% | −6,292−8.2% | Reduced |
| Aquatic Capital Management LLC | 70,100 | $4.02M | 0.17% | +28,000+66.5% | Added |
| Opus Investment Management Inc | 70,000 | $4.01M | 2.47% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 69,874 | $4.00M | 1.10% | +1,780+2.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 69,762 | $4.00M | 2.02% | −281−0.4% | Reduced |
| Swedbank AB | 69,644 | $3.99M | 0.01% | −100−0.1% | Reduced |
| Brick & Kyle, Associates | 69,415 | $3.98M | 2.11% | +69,415 | New |
| Empirical Finance, LLC | 69,316 | $3.97M | 0.29% | +7,278+11.7% | Added |
| Weatherly Asset Management L. P. | 69,277 | $3.97M | 0.47% | +2,035+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 69,274 | $3.97M | 0.31% | −3,362−4.6% | Reduced |
| Trust Co of Toledo NA | 68,831 | $3.94M | 0.78% | −6,111−8.2% | Reduced |
| Atlantic Union Bankshares Corp | 68,817 | $3.94M | 0.40% | −6,819−9.0% | Reduced |
| Salem Investment Counselors Inc | 68,677 | $3.93M | 0.15% | −369−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 68,321 | $3.91M | 0.23% | −500−0.7% | Reduced |
| Everence Capital Management Inc | 67,394 | $3.86M | 0.30% | +4,930+7.9% | Added |
| Ingalls & Snyder LLC | 66,842 | $3.83M | 0.19% | −4,086−5.8% | Reduced |
| Spring Capital Management, LLC | 66,541 | $3.81M | 3.21% | −397−0.6% | Reduced |
| Toroso Investments, LLC | 65,979 | $3.78M | 0.11% | +13,909+26.7% | Added |
| Aull & Monroe Investment Management Corp | 65,316 | $3.74M | 1.95% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 65,254 | $3.74M | 1.51% | −324−0.5% | Reduced |
| Boston Research & Management Inc | 65,220 | $3.74M | 1.10% | +2,405+3.8% | Added |
| Avantax Advisory Services, Inc. | 65,176 | $3.73M | 0.04% | −8,151−11.1% | Reduced |
| Bright Rock Capital Management, LLC | 65,000 | $3.72M | 0.91% | +25,000+62.5% | Added |
| First Horizon Advisors, Inc. | 64,696 | $3.71M | 0.13% | −7,527−10.4% | Reduced |
| Benjamin Edwards Inc | 64,589 | $3.70M | 0.88% | −12,731−16.5% | Reduced |
| Financial Advocates Investment Management | 64,188 | $3.68M | 0.27% | −2,338−3.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,876 | $3.66M | 0.10% | +51+0.1% | Added |
| Tradewinds, LLC. | 63,865 | $3.66M | 2.15% | +4,723+8.0% | Added |
| Prudential PLC | 63,806 | $3.66M | 0.04% | −80,477−55.8% | Reduced |
| Credit Agricole S A | 63,485 | $3.64M | 0.11% | −47,956−43.0% | Reduced |
| Fragasso Group Inc. | 63,166 | $3.62M | 0.38% | −2,607−4.0% | Reduced |