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, Q4 2023
Institutional positions in Nextera Energy Inc as of Dec 31, 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
- 2,422
- +147 vs. Q3 2023
- Shares held
- 1.62B
- +5.43M (+0.3%) vs. Q3 2023
- Total value
- $98.3B
- +$6.01B (+6.5%) vs. Q3 2023
- New holders
- 301
- 926 more added
- Sold out
- 154
- 1,000 more reduced
39 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 10,527 | $639.5K | 0.09% | +59+0.6% | Added |
| Fosun International Ltd | 10,562 | $641.5K | 0.13% | +3,412+47.7% | Added |
| Sentry Investment Management LLC | 10,612 | $645.0K | 0.28% | −1,140−9.7% | Reduced |
| First Command Advisory Services, Inc. | 10,630 | $645.7K | 0.01% | −486−4.4% | Reduced |
| Richard W. Paul & Associates, LLC | 10,656 | $647.2K | 0.27% | +736+7.4% | Added |
| Proficio Capital Partners LLC | 10,665 | $647.8K | 0.08% | −1,448−12.0% | Reduced |
| S.A. Mason LLC | 10,666 | $647.9K | 0.43% | −260−2.4% | Reduced |
| AFS Financial Group, LLC | 10,668 | $647.9K | 0.61% | −11,811−52.5% | Reduced |
| Financial Partners Group, Inc | 10,695 | $649.6K | 0.12% | +177+1.7% | Added |
| Consilium Wealth Advisory, LLC | 10,732 | $651.9K | 0.39% | +10,732 | New |
| Laraway Financial Inc | 10,737 | $652.2K | 0.62% | +13+0.1% | Added |
| Summit Financial Group Inc | 10,780 | $654.8K | 0.25% | −284−2.6% | Reduced |
| Burney Co | 10,785 | $655.1K | 0.03% | −399−3.6% | Reduced |
| Financial Planning & Information Services, Inc. | 10,787 | $655.2K | 0.10% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 10,788 | $655.3K | 0.05% | −29,715−73.4% | Reduced |
| Gilman Hill Asset Management, LLC | 10,820 | $657.2K | 0.12% | −672−5.8% | Reduced |
| Perpetual Ltd | 10,904 | $662.3K | 0.01% | −4,593−29.6% | Reduced |
| Missouri Trust & Investment Co | 10,979 | $666.9K | 0.27% | −575−5.0% | Reduced |
| WR Wealth Planners, LLC | 10,981 | $667.0K | 0.25% | +3,244+41.9% | Added |
| PYA Waltman Capital, LLC | 11,033 | $670.2K | 0.28% | +890+8.8% | Added |
| Ethos Financial Group, LLC | 11,052 | $671.0K | 0.14% | +378+3.5% | Added |
| Bedel Financial Consulting, Inc. | 11,070 | $672.4K | 0.12% | −346−3.0% | Reduced |
| CX Institutional | 11,096 | $674.0K | 0.04% | +9+0.1% | Added |
| Front Row Advisors LLC | 11,105 | $674.5K | 0.31% | −4,492−28.8% | Reduced |
| Borer Denton & Associates, Inc. | 11,146 | $677.0K | 0.26% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,149 | $677.2K | 0.29% | −445−3.8% | Reduced |
| Baker Ellis Asset Management LLC | 11,155 | $677.6K | 0.11% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 11,196 | $680.1K | 0.13% | +11,196 | New |
| Advisory Alpha, LLC | 11,203 | $680.5K | 0.03% | +2,661+31.2% | Added |
| Pennsylvania Capital Management Inc | 11,213 | $681.1K | 0.27% | −668−5.6% | Reduced |
| First United Bank Trust | 11,240 | $682.7K | 0.27% | −1,468−11.6% | Reduced |
| DeDora Capital, Inc. | 11,241 | $682.7K | 0.24% | +410+3.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 11,250 | $683.3K | 0.13% | +382+3.5% | Added |
| Roundview Capital LLC | 11,297 | $686.2K | 0.06% | +6,884+156.0% | Added |
| StoneX Group Inc. | 11,345 | $689.1K | 0.07% | −740−6.1% | Reduced |
| Castleview Partners, LLC | 11,353 | $689.6K | 0.48% | +4,968+77.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,358 | $689.9K | 0.07% | +159+1.4% | Added |
| Holderness Investments Co | 11,376 | $691.0K | 0.19% | +6,617+139.0% | Added |
| W Advisors, LLC | 11,380 | $691.2K | 0.51% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 10,990 | $691.5K | 0.09% | −1,015−8.5% | Reduced |
| RTD Financial Advisors, Inc. | 11,391 | $691.9K | 0.10% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 11,401 | $692.5K | 0.35% | −314−2.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,450 | $695.5K | 0.55% | −511−4.3% | Reduced |
| Grimes & Company, Inc. | 11,451 | $695.6K | 0.02% | −1,949−14.5% | Reduced |
| Essex Savings Bank | 11,459 | $696.0K | 0.20% | +2,609+29.5% | Added |
| Outlook Wealth Advisors, LLC | 11,475 | $697.0K | 0.24% | −1,405−10.9% | Reduced |
| Maple Capital Management, Inc. | 11,476 | $697.1K | 0.07% | +60+0.5% | Added |
| Money Concepts Capital Corp | 11,473 | $697.1K | 0.06% | +295+2.6% | Added |
| PFG Investments, LLC | 11,485 | $697.6K | 0.13% | −1,076−8.6% | Reduced |
| Franklin Street Advisors Inc | 11,526 | $700.0K | 0.06% | −120−1.0% | Reduced |
| Boothbay Fund Management, LLC | 11,526 | $700.1K | 0.03% | +2,540+28.3% | Added |
| Trust Co of Virginia | 11,530 | $700.3K | 0.07% | −1,082−8.6% | Reduced |
| Alta Wealth Advisors LLC | 11,572 | $702.9K | 0.39% | −393−3.3% | Reduced |
| PDS Planning, Inc | 11,575 | $703.1K | 0.08% | −924−7.4% | Reduced |
| Modern Wealth Management, LLC | 11,609 | $705.1K | 0.09% | +11,609 | New |
| WBH Advisory Inc | 11,616 | $705.5K | 0.08% | −2,174−15.8% | Reduced |
| Eisler Capital (UK) Ltd. | 11,629 | $706.3K | 0.06% | −2,536−17.9% | Reduced |
| Smartleaf Asset Management LLC | 11,582 | $706.7K | 0.19% | +11,582 | New |
| Telos Capital Management, Inc. | 11,650 | $707.6K | 0.09% | +62+0.5% | Added |
| Pensionmark Financial Group, LLC | 11,668 | $708.7K | 0.09% | +7,614+187.8% | Added |
| KFG Wealth Management, LLC | 11,696 | $710.4K | 0.32% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 11,700 | $710.7K | 0.15% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 11,709 | $711.2K | 0.06% | −293−2.4% | Reduced |
| Detalus Advisors, LLC | 11,714 | $711.5K | 0.28% | −299−2.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,733 | $712.7K | 0.19% | +2,843+32.0% | Added |
| Armor Investment Advisors, LLC | 11,812 | $717.5K | 0.38% | +1,858+18.7% | Added |
| One + One Wealth Management, LLC | 11,816 | $717.7K | 0.44% | −1,331−10.1% | Reduced |
| Exchange Capital Management, Inc. | 11,851 | $719.8K | 0.13% | −124−1.0% | Reduced |
| Balentine LLC | 11,860 | $720.4K | 0.02% | +5,237+79.1% | Added |
| Northwest Bank & Trust Co | 11,866 | $720.7K | 0.65% | +11,866 | New |
| Chesapeake Asset Management LLC | 11,891 | $722.3K | 0.64% | +1,231+11.5% | Added |
| Heritage Financial Services, LLC | 11,895 | $722.5K | 0.12% | +108+0.9% | Added |
| MidWestOne Financial Group, Inc. | 11,947 | $725.7K | 0.14% | +543+4.8% | Added |
| Consolidated Portfolio Review Corp | 11,949 | $725.8K | 0.17% | +266+2.3% | Added |
| Indiana Trust & Investment Management CO | 11,964 | $726.7K | 0.33% | −216−1.8% | Reduced |
| First City Capital Management, Inc. | 11,992 | $728.4K | 0.42% | −64−0.5% | Reduced |
| Lavaca Capital LLC | 12,000 | $728.9K | 0.45% | +3,453+40.4% | Added |
| Collaborative Holdings Management LP | 12,000 | $728.9K | 2.22% | +12,000 | New |
| MONECO Advisors, LLC | 12,018 | $730.0K | 0.14% | +1,587+15.2% | Added |
| Sepio Capital, LP | 12,028 | $730.6K | 0.06% | −17,260−58.9% | Reduced |
| Wayfinding Financial, LLC | 12,048 | $731.0K | 0.50% | +196+1.7% | Added |
| IPG Investment Advisors LLC | 12,041 | $731.4K | 0.15% | +2,242+22.9% | Added |
| Y.D. More Investments Ltd | 12,044 | $731.6K | 0.15% | −4,866−28.8% | Reduced |
| Castle Wealth Management LLC | 12,060 | $732.5K | 0.44% | −318−2.6% | Reduced |
| Navellier & Associates Inc | 12,071 | $733.2K | 0.11% | +71+0.6% | Added |
| Granite Harbor Advisors, Inc. | 12,076 | $733.5K | 0.55% | +286+2.4% | Added |
| Miracle Mile Advisors, LLC | 12,099 | $734.9K | 0.02% | −12,302−50.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,116 | $735.9K | 0.03% | +331+2.8% | Added |
| Harmony Asset Management LLC | 12,128 | $736.7K | 0.31% | +12,128 | New |
| Godshalk Welsh Capital Management, Inc. | 12,150 | $738.0K | 0.53% | +1,220+11.2% | Added |
| M Holdings Securities, Inc. | 12,152 | $738.0K | 0.08% | −1,799−12.9% | Reduced |
| Gratus Capital LLC | 12,156 | $738.4K | 0.04% | −549−4.3% | Reduced |
| Wambolt & Associates, LLC | 12,225 | $742.5K | 0.24% | −2,778−18.5% | Reduced |
| Hilton Capital Management, LLC | 12,265 | $745.0K | 0.08% | −1,345−9.9% | Reduced |
| Forte Capital LLC | 12,312 | $747.8K | 0.10% | −611−4.7% | Reduced |
| Buckingham Capital Management, Inc. | 12,341 | $749.6K | 0.10% | +30+0.2% | Added |
| Wealthquest Corp | 12,344 | $749.8K | 0.08% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 12,393 | $752.8K | 0.50% | +254+2.1% | Added |
| Abner Herrman & Brock LLC | 12,401 | $753.0K | 0.11% | −616−4.7% | Reduced |
| Gryphon Financial Partners LLC | 12,181 | $753.9K | 0.13% | +4,046+49.7% | Added |