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
- 2,423
- +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
- 927 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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 2,241 | $136.1K | 0.08% | −8,104−78.3% | Reduced |
| Trust Co | 2,260 | $137.3K | 0.02% | −5,600−71.2% | Reduced |
| Live Oak Investment Partners | – | $138.5K | 0.13% | – | – |
| Optimum Investment Advisors | 2,400 | $145.8K | 0.07% | −2,002−45.5% | Reduced |
| Westside Investment Management, Inc. | 2,407 | $146.2K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,430 | $148.0K | 0.00% | −7,594−75.8% | Reduced |
| Core Wealth Advisors, Inc. | 2,483 | $150.8K | 0.06% | +2,223+855.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,493 | $151.4K | 0.06% | +2,493 | New |
| Godsey & Gibb Associates | 2,499 | $151.8K | 0.02% | −91−3.5% | Reduced |
| Caas Capital Management LP | 2,500 | $151.8K | 0.14% | +2,500 | New |
| Acima Private Wealth, LLC | 2,521 | $153.1K | 0.06% | −540−17.6% | Reduced |
| Livelsberger Financial Advisory | 2,585 | $157.0K | 0.14% | +2,585 | New |
| AJOVista, LLC | 2,671 | $162.2K | 0.20% | +2,671 | New |
| Annapolis Financial Services, LLC | 2,721 | $165.3K | 0.04% | −90−3.2% | Reduced |
| Mendota Financial Group, LLC | 2,738 | $166.3K | 0.13% | +2,708+9,026.7% | Added |
| Nalls Sherbakoff Group, LLC | 2,770 | $168.3K | 0.15% | −2,218−44.5% | Reduced |
| Arlington Trust Co LLC | 2,822 | $171.4K | 0.05% | +1,844+188.5% | Added |
| Frazier Financial Advisors, LLC | 2,880 | $174.9K | 0.15% | +2,880 | New |
| Sawyer & Company, Inc | 2,882 | $175.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,884 | $175.0K | 0.02% | +117+4.2% | Added |
| Sugarloaf Wealth Management, LLC | 2,912 | $176.9K | 0.04% | +206+7.6% | Added |
| Bray Capital Advisors | 2,915 | $177.1K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,935 | $178.3K | 0.01% | +51+1.8% | Added |
| Valley National Advisers Inc | 2,988 | $181.0K | 0.03% | −54−1.8% | Reduced |
| Hall Laurie J Trustee | 2,970 | $181.0K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,011 | $182.9K | 0.11% | +333+12.4% | Added |
| Lee Financial Co | 3,016 | $183.2K | 0.03% | +202+7.2% | Added |
| Kelly Lawrence W & Associates Inc | 3,060 | $185.9K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,063 | $186.0K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,083 | $187.3K | 0.13% | +5+0.2% | Added |
| Orion Capital Management LLC | 3,123 | $189.7K | 0.11% | 00.0% | Unchanged |
| Elgethun Capital Management | 3,137 | $190.5K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 3,147 | $191.2K | 0.04% | −193−5.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,188 | $193.6K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,200 | $194.4K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,206 | $194.7K | 0.15% | +3,206 | New |
| Ogorek Anthony Joseph | 3,270 | $198.0K | 0.07% | −9,293−74.0% | Reduced |
| SRS Capital Advisors, Inc. | 3,291 | $199.9K | 0.02% | −591−15.2% | Reduced |
| Hoey Investments, Inc | 3,296 | $200.2K | 0.06% | −685−17.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,301 | $200.5K | 0.14% | +2+0.1% | Added |
| Meridian Financial, LLC | 3,302 | $200.6K | 0.16% | +3,302 | New |
| Carr Financial Group Corp | 3,307 | $200.9K | 0.07% | −786−19.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,307 | $201.0K | 0.16% | −1,551−31.9% | Reduced |
| Virtue Capital Management, LLC | 3,254 | $201.3K | 0.04% | +372+12.9% | Added |
| Private Management Group Inc | 3,314 | $201.3K | 0.01% | −253−7.1% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,320 | $201.7K | 0.12% | +3,320 | New |
| Shufro Rose & Co LLC | 3,528 | $202.1K | 0.02% | 00.0% | Unchanged |
| Sage Advisors, LLC | 3,336 | $202.6K | 0.20% | +3,336 | New |
| RDA Financial Network | 3,340 | $202.9K | 0.08% | +3,340 | New |
| Leisure Capital Management | 3,344 | $203.1K | 0.11% | +3,344 | New |
| Marathon Capital Management | 3,350 | $203.5K | 0.05% | +3,350 | New |
| Tyler-Stone Wealth Management | 3,354 | $203.8K | 0.10% | −300−8.2% | Reduced |
| FMFE Wealth Management, LLC | 3,357 | $203.9K | 0.20% | +3,357 | New |
| Woodley Farra Manion Portfolio Management Inc | 3,366 | $204.5K | 0.01% | +3,366 | New |
| Dougherty Wealth Advisers LLC | 3,376 | $205.1K | 0.19% | 00.0% | Unchanged |
| Gries Financial LLC | 3,379 | $205.2K | 0.05% | −958−22.1% | Reduced |
| Geller Advisors LLC | 3,394 | $206.2K | 0.02% | −352−9.4% | Reduced |
| JB Capital LLC | 3,398 | $206.4K | 0.02% | −419−11.0% | Reduced |
| Austin Wealth Management, LLC | 3,628 | $206.9K | 0.06% | +20+0.6% | Added |
| Portland Global Advisors LLC | 3,412 | $207.2K | 0.03% | +3,412 | New |
| Sivia Capital Partners, LLC | 3,419 | $207.6K | 0.16% | +3,419 | New |
| Harvey Investment Co LLC | 3,432 | $208.0K | 0.03% | +3,432 | New |
| Pacifica Partners Inc. | 3,585 | $208.8K | 0.10% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 3,440 | $209.0K | 0.05% | −118−3.3% | Reduced |
| Presilium Private Wealth, LLC | 3,448 | $209.4K | 0.06% | +3,448 | New |
| Bruce G. Allen Investments, LLC | 3,460 | $210.2K | 0.19% | +3,460 | New |
| Strategic Investment Solutions, Inc. | 3,471 | $210.8K | 0.04% | −101,850−96.7% | Reduced |
| First Nebraska Trust Co | 3,472 | $210.9K | 0.02% | +3,472 | New |
| Oracle Alpha Inc. | 3,479 | $211.3K | 0.27% | +3,479 | New |
| Cornerstone Wealth Group, LLC | 3,480 | $211.4K | 0.03% | −70,952−95.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,484 | $211.6K | 0.02% | +124+3.7% | Added |
| Alliance Wealth Management Group | 3,488 | $211.8K | 0.07% | +3,488 | New |
| Towercrest Capital Management | 3,503 | $212.7K | 0.04% | −33−0.9% | Reduced |
| Fermata Advisors, LLC | 3,508 | $213.1K | 0.05% | −179−4.9% | Reduced |
| Simon Quick Advisors, LLC | 3,510 | $213.2K | 0.02% | −2,419−40.8% | Reduced |
| Kessler Investment Group, LLC | 3,525 | $214.1K | 0.13% | +3,525 | New |
| Commonwealth Financial Services, LLC | 3,526 | $214.2K | 0.05% | −98−2.7% | Reduced |
| Stonebrook Private Inc. | 3,537 | $214.8K | 0.07% | +3,537 | New |
| Blossom Wealth Management | 3,540 | $215.0K | 0.58% | +3,540 | New |
| Ehrlich Financial Group | 3,551 | $215.7K | 0.22% | +3,551 | New |
| BCK Partners, Inc. | 3,552 | $215.7K | 0.12% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,564 | $216.5K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 3,555 | $216.9K | 0.13% | +3,555 | New |
| Theory Financial LLC | 3,588 | $217.9K | 0.12% | 00.0% | Unchanged |
| Centennial Bank | 3,603 | $218.8K | 0.13% | −393−9.8% | Reduced |
| Fielder Capital Group LLC | 3,605 | $219.0K | 0.13% | +3,605 | New |
| Insight Advisors, LLC | 3,607 | $219.1K | 0.05% | −368−9.3% | Reduced |
| Smith Anglin Financial, LLC | 3,608 | $219.2K | 0.03% | −3,181−46.9% | Reduced |
| Scholtz & Company, LLC | 3,625 | $220.0K | 0.11% | +3,625 | New |
| Mengis Capital Management, Inc. | 3,630 | $220.5K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,640 | $221.1K | 0.02% | +3,640 | New |
| Apella Capital, LLC | 3,582 | $221.3K | 0.01% | −423−10.6% | Reduced |
| McAdam, LLC | 3,648 | $221.6K | 0.02% | +112+3.2% | Added |
| Evanson Asset Management, LLC | 3,652 | $221.8K | 0.02% | +3,652 | New |
| Glassy Mountain Advisors, Inc. | 3,660 | $222.3K | 0.09% | +3,660 | New |
| Draper Asset Management, LLC | 3,664 | $222.5K | 0.21% | +84+2.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,669 | $222.9K | 0.14% | −330−8.3% | Reduced |
| Summit X, LLC | 3,692 | $224.3K | 0.06% | −37−1.0% | Reduced |
| Gratus Wealth Advisors, LLC | 3,720 | $226.0K | 0.04% | +3,720 | New |
| Thompson Siegel & Walmsley LLC | 3,731 | $227.0K | 0.00% | −5−0.1% | Reduced |