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 |
|---|---|---|---|---|---|
| Carlson Capital Management | 12,418 | $754.3K | 0.04% | +5,370+76.2% | Added |
| Successful Portfolios LLC | 12,427 | $754.9K | 0.56% | −66−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 12,453 | $756.4K | 0.03% | +12,453 | New |
| Ritter Daniher Financial Advisory LLC | 12,463 | $757.0K | 0.28% | −722−5.5% | Reduced |
| Centiva Capital, LP | 12,468 | $757.3K | 0.05% | +4,827+63.2% | Added |
| Jarislowsky, Fraser Ltd | 12,498 | $759.1K | 0.00% | +12,498 | New |
| Graypoint LLC | 12,528 | $760.9K | 0.06% | +4,406+54.2% | Added |
| Grant/GrossMendelsohn, LLC | 13,028 | $761.9K | 0.32% | +3,357+34.7% | Added |
| Bank Ozk | 12,553 | $762.5K | 0.37% | −524−4.0% | Reduced |
| Cooper Financial Group | 12,564 | $763.2K | 0.14% | −513−3.9% | Reduced |
| Hennessy Advisors Inc | 12,570 | $763.5K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,574 | $763.7K | 0.03% | +10+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 12,583 | $764.3K | 0.28% | +10,183+424.3% | Added |
| Legacy Bridge, LLC | 12,590 | $764.7K | 0.50% | −925−6.8% | Reduced |
| BancorpSouth Bank | 12,619 | $766.5K | 0.06% | +784+6.6% | Added |
| CAPROCK Group, Inc. | 12,622 | $766.7K | 0.05% | −5,825−31.6% | Reduced |
| Basepoint Wealth LLC | 12,702 | $771.5K | 0.62% | +245+2.0% | Added |
| FinTrust Capital Advisors, LLC | 12,732 | $773.3K | 0.15% | −554−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 12,746 | $774.2K | 0.09% | −3,760−22.8% | Reduced |
| Pacific Global Investment Management CO | 12,753 | $774.6K | 0.16% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 12,706 | $775.0K | 0.00% | +6,284+97.9% | Added |
| Keebeck Wealth Management, LLC | 12,787 | $776.7K | 0.13% | +38+0.3% | Added |
| Sachetta, LLC | 12,789 | $776.8K | 0.37% | +12,789 | New |
| Arlington Capital Management, Inc. | 12,820 | $778.7K | 0.71% | +12,820 | New |
| Carson Advisory Inc. | 12,837 | $779.7K | 0.61% | +1,239+10.7% | Added |
| Hemington Wealth Management | 12,838 | $780.0K | 0.30% | −6,229−32.7% | Reduced |
| Independent Financial Group, LLC | 12,845 | $780.2K | 0.04% | −2,934−18.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 12,900 | $783.5K | 0.56% | −43−0.3% | Reduced |
| Philip James Wealth Mangement, LLC | 12,923 | $784.9K | 0.61% | +12,923 | New |
| Cutter & CO Brokerage, Inc. | 12,961 | $787.2K | 0.22% | −602−4.4% | Reduced |
| Bank of Stockton | 13,754 | $787.6K | 0.26% | −601−4.2% | Reduced |
| David Loasby | 12,743 | $791.1K | 0.09% | −6,095−32.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 13,038 | $791.9K | 0.12% | −3,673−22.0% | Reduced |
| Vise Technologies, Inc. | 13,049 | $792.6K | 0.17% | +9,138+233.6% | Added |
| Brown Brothers Harriman & Co | 13,092 | $795.2K | 0.01% | −10,872−45.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,110 | $796.3K | 0.25% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 13,158 | $799.2K | 0.33% | −571−4.2% | Reduced |
| Klingenstein Fields & Co LP | 13,164 | $799.6K | 0.04% | −16−0.1% | Reduced |
| Atlas Brown,Inc. | 13,217 | $802.8K | 0.33% | +1,410+11.9% | Added |
| Thoroughbred Financial Services, LLC | 13,232 | $803.0K | 0.06% | −4,127−23.8% | Reduced |
| Charter Oak Capital Management, LLC | 13,237 | $804.0K | 0.10% | −97−0.7% | Reduced |
| Aries Wealth Management | 13,263 | $805.6K | 0.29% | −1,572−10.6% | Reduced |
| Hunter Associates Investment Management LLC | 13,311 | $807.0K | 0.15% | −1,105−7.7% | Reduced |
| Hudock, Inc. | 13,394 | $813.6K | 0.17% | −514−3.7% | Reduced |
| Summit Asset Management, LLC | 13,432 | $815.9K | 0.20% | +60.0% | Added |
| Cornerstone Wealth Management, LLC | 13,435 | $816.0K | 0.07% | −4,552−25.3% | Reduced |
| Lebenthal Global Advisors, LLC | 13,451 | $817.0K | 0.19% | −827−5.8% | Reduced |
| City State Bank | 13,487 | $819.0K | 0.41% | +856+6.8% | Added |
| Bank of Nova Scotia Trust Co | 13,485 | $819.1K | 0.09% | +351+2.7% | Added |
| IMS Capital Management | 13,516 | $820.9K | 0.40% | +13,516 | New |
| Good Life Advisors, LLC | 13,562 | $823.8K | 0.08% | +1,446+11.9% | Added |
| Plancorp, LLC | 13,572 | $824.4K | 0.04% | −608−4.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,587 | $825.3K | 0.07% | +51+0.4% | Added |
| Baader Bank INC | 13,725 | $828.6K | 0.07% | −1,858−11.9% | Reduced |
| Qtron Investments LLC | 13,658 | $829.6K | 0.14% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 13,672 | $830.4K | 0.72% | 00.0% | Unchanged |
| Addison Capital Co | 13,745 | $834.9K | 0.52% | +13,745 | New |
| First Financial Corp | 13,753 | $835.3K | 0.43% | +6,344+85.6% | Added |
| Talisman Wealth Advisors LLC | 13,757 | $835.6K | 1.24% | −61−0.4% | Reduced |
| Pallas Capital Advisors LLC | 13,821 | $839.5K | 0.04% | −1,433−9.4% | Reduced |
| Raelipskie Partnership | 13,837 | $840.5K | 0.51% | +13,837 | New |
| Lantern Wealth Advisors, LLC | 13,850 | $841.2K | 0.66% | +13,850 | New |
| Stableford Capital II LLC | 13,899 | $843.9K | 0.36% | −287−2.0% | Reduced |
| Ossiam | 13,928 | $846.0K | 0.01% | −37,506−72.9% | Reduced |
| Exchange Bank | 13,958 | $847.8K | 0.73% | −71−0.5% | Reduced |
| Hartline Investment Corp | 13,993 | $849.9K | 0.14% | −4,864−25.8% | Reduced |
| Trueblood Wealth Management, LLC | 13,995 | $850.1K | 0.53% | +13,995 | New |
| Vista Investment Partners LLC | 14,016 | $851.3K | 0.31% | +14,016 | New |
| Wellington Shields & Co., LLC | 14,084 | $855.5K | 0.32% | −1,475−9.5% | Reduced |
| Legacy Trust | 14,094 | $856.1K | 0.22% | −79−0.6% | Reduced |
| Clarius Group, LLC | 14,137 | $858.7K | 0.07% | −3,314−19.0% | Reduced |
| RMR Wealth Builders | 14,139 | $858.8K | 0.12% | +298+2.2% | Added |
| IFG Advisory, LLC | 14,142 | $859.0K | 0.06% | −1,123−7.4% | Reduced |
| Columbia Trust Co 01012016 | 14,150 | $859.5K | 0.39% | +2,839+25.1% | Added |
| Trium Capital LLP | 14,152 | $860.0K | 0.07% | +4,622+48.5% | Added |
| ORG Partners LLC | 14,163 | $860.3K | 0.14% | +9,700+217.3% | Added |
| Legacy Private Trust Co. | 14,174 | $860.9K | 0.07% | −10,505−42.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,266 | $866.5K | 0.07% | +1,196+9.2% | Added |
| Conning Inc. | 14,288 | $867.9K | 0.03% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 14,301 | $868.7K | 0.13% | −1,544−9.7% | Reduced |
| Bollard Group LLC | 14,391 | $874.0K | 0.03% | −7,005−32.7% | Reduced |
| Greenwich Wealth Management LLC | 14,399 | $875.0K | 0.09% | +476+3.4% | Added |
| Renasant Bank | 14,472 | $879.0K | 0.70% | +1,170+8.8% | Added |
| Klingman & Associates, LLC | 14,478 | $879.4K | 0.06% | +431+3.1% | Added |
| Entropy Technologies, LP | 14,495 | $880.4K | 0.16% | +14,495 | New |
| John G Ullman & Associates Inc | 14,497 | $880.5K | 0.14% | +9,950+218.8% | Added |
| Cape Ann Savings Bank | 15,031 | $881.3K | 0.58% | +3,437+29.6% | Added |
| EFG Asset Management (Americas) Corp. | 14,571 | $885.0K | 0.19% | −3,409−19.0% | Reduced |
| XML Financial, LLC | 14,574 | $885.2K | 0.09% | +2,088+16.7% | Added |
| Creative Financial Designs Inc | 14,614 | $887.7K | 0.09% | +404+2.8% | Added |
| Royal Fund Management, LLC | 14,618 | $887.9K | 0.11% | +3,245+28.5% | Added |
| Resurgent Financial Advisors LLC | 14,628 | $888.5K | 0.55% | −3,052−17.3% | Reduced |
| First Personal Financial Services | 14,630 | $888.6K | 0.22% | −405−2.7% | Reduced |
| Covenant Asset Management, LLC | 14,638 | $889.1K | 0.25% | −3,131−17.6% | Reduced |
| Benedict Financial Advisors Inc | 14,685 | $891.9K | 0.24% | +22+0.2% | Added |
| Marshall Wace, LLP | 14,698 | $892.8K | 0.00% | +14,698 | New |
| Sandbox Financial Partners, LLC | 14,750 | $895.9K | 0.42% | −5,790−28.2% | Reduced |
| Pittenger & Anderson Inc | 14,777 | $897.6K | 0.04% | −167,954−91.9% | Reduced |
| My Legacy Advisors, LLC | 14,782 | $897.6K | 0.32% | +3,044+25.9% | Added |
| Meridian Investment Counsel Inc. | 14,787 | $898.2K | 0.31% | −380−2.5% | Reduced |