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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 5,208 | $316.3K | 0.09% | +545+11.7% | Added |
| TCI Wealth Advisors, Inc. | 5,211 | $316.5K | 0.03% | +5,211 | New |
| Meritage Portfolio Management | 5,213 | $317.0K | 0.02% | +512+10.9% | Added |
| Aaron Wealth Advisors | 5,229 | $317.6K | 0.05% | +811+18.4% | Added |
| Ironwood Investment Counsel, LLC | 5,240 | $318.3K | 0.06% | −682−11.5% | Reduced |
| Johnson Financial Group, Inc. | 5,269 | $320.0K | 0.02% | −8,424−61.5% | Reduced |
| Accel Wealth Management | 5,290 | $321.3K | 0.16% | +107+2.1% | Added |
| LBMC Investment Advisors, LLC | 5,296 | $321.7K | 0.03% | +10.0% | Added |
| Thrive Wealth Management, LLC | 5,297 | $321.7K | 0.07% | −326−5.8% | Reduced |
| Sather Financial Group Inc | 5,300 | $321.9K | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,304 | $322.0K | 0.05% | +504+10.5% | Added |
| Carmichael Hill & Associates, Inc. | 5,314 | $322.8K | 0.14% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,315 | $322.8K | 0.06% | −448−7.8% | Reduced |
| Richard P Slaughter Associates Inc | 5,316 | $322.9K | 0.08% | −1,200−18.4% | Reduced |
| Landaas & Co | 5,320 | $323.0K | 0.12% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 5,315 | $323.0K | 0.08% | +14+0.3% | Added |
| Nemes Rush Group LLC | 5,325 | $323.4K | 0.05% | −1,091−17.0% | Reduced |
| Leelyn Smith, LLC | 5,327 | $323.6K | 0.07% | +5,327 | New |
| Key Financial Inc | 5,329 | $323.7K | 0.09% | −52−1.0% | Reduced |
| Strait & Sound Wealth Management LLC | 5,559 | $323.9K | 0.20% | −887−13.8% | Reduced |
| Redwood Investment Management, LLC | 5,331 | $324.0K | 0.03% | +5,331 | New |
| Bill Few Associates, Inc. | 5,345 | $324.7K | 0.15% | +1,568+41.5% | Added |
| Peak Asset Management, LLC | 5,347 | $324.8K | 0.07% | −628−10.5% | Reduced |
| Childress Capital Advisors, LLC | 5,356 | $325.3K | 0.10% | +5,356 | New |
| Amplius Wealth Advisors, LLC | 5,370 | $326.2K | 0.04% | −129−2.3% | Reduced |
| Two Sigma Securities, LLC | 5,383 | $327.0K | 0.01% | −92,303−94.5% | Reduced |
| Appleton Partners Inc | 5,384 | $327.0K | 0.03% | −605−10.1% | Reduced |
| Nichols & Pratt Advisers LLP | 5,397 | $327.8K | 0.02% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 5,400 | $328.0K | 0.25% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,400 | $328.0K | 0.30% | +200+3.8% | Added |
| Power Wealth Management LLC | 5,404 | $328.2K | 0.24% | +5,404 | New |
| Nebula Research & Development LLC | 5,411 | $328.7K | 0.10% | +5,411 | New |
| Onefund, LLC | 5,425 | $329.5K | 0.43% | +5,425 | New |
| Pension & Wealth Management Advisors, Inc. | 5,431 | $329.9K | 0.21% | −116−2.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,436 | $330.2K | 0.22% | −865−13.7% | Reduced |
| Midland Wealth Advisors LLC | 5,447 | $330.9K | 0.02% | +5,447 | New |
| Syntegra Private Wealth Group, LLC | 5,465 | $331.9K | 0.05% | +156+2.9% | Added |
| First Commonwealth Financial Corp | 5,468 | $332.1K | 0.10% | −1,088−16.6% | Reduced |
| Ballast, Inc. | 5,480 | $332.9K | 0.11% | +1,150+26.6% | Added |
| Saxony Capital Management, LLC | 5,492 | $333.6K | 0.44% | +5,492 | New |
| Fayez Sarofim & Co | 5,936 | $335.9K | 0.00% | −51,479−89.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,535 | $336.2K | 0.31% | +500+9.9% | Added |
| Baron Wealth Management LLC | 5,538 | $336.4K | 0.18% | −2,733−33.0% | Reduced |
| Creekmur Asset Management LLC | 5,544 | $336.7K | 0.10% | +5,544 | New |
| TMD Wealth Management, LLC | 5,557 | $337.5K | 0.09% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 5,558 | $337.6K | 0.06% | +378+7.3% | Added |
| Evexia Wealth LLC | 5,812 | $338.0K | 0.14% | +276+5.0% | Added |
| Partners Capital Investment Group, LLP | 5,574 | $338.6K | 0.01% | +5,574 | New |
| Old Mission Investment Co LLC | 5,581 | $339.0K | 0.12% | −1,293−18.8% | Reduced |
| PCA Investment Advisory Services Inc. | 5,599 | $340.0K | 0.22% | +109+2.0% | Added |
| Secure Asset Management, LLC | 5,611 | $340.8K | 0.09% | −159−2.8% | Reduced |
| Topel & Distasi Wealth Management, LLC | 5,643 | $342.8K | 0.16% | −1,582−21.9% | Reduced |
| Garden State Investment Advisory Services LLC | 5,648 | $343.0K | 0.14% | +5,648 | New |
| Horizon Wealth Management, LLC | 5,662 | $343.9K | 0.10% | +40+0.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,670 | $344.4K | 0.09% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,670 | $344.4K | 0.23% | +5,670 | New |
| Synergy Financial Group, LTD | 5,680 | $345.0K | 0.42% | +76+1.4% | Added |
| Wealth Management Associates, Inc. | 5,691 | $345.7K | 0.18% | −2,003−26.0% | Reduced |
| Tritonpoint Wealth, LLC | 5,694 | $345.8K | 0.03% | +5,694 | New |
| Union Savings Bank | 5,702 | $346.3K | 0.20% | −763−11.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 5,740 | $348.6K | 0.08% | −41−0.7% | Reduced |
| OneAscent Financial Services LLC | 5,755 | $350.0K | 0.04% | +2,151+59.7% | Added |
| Charter Research & Investment Group, Inc. | 5,773 | $350.7K | 0.29% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 5,786 | $351.0K | 0.02% | −81−1.4% | Reduced |
| Cassia Capital Partners, LLC | 5,781 | $351.1K | 0.29% | −48−0.8% | Reduced |
| ICA Group Wealth Management, LLC | 5,806 | $352.7K | 0.08% | +1,169+25.2% | Added |
| Athena Investment Management | 5,808 | $352.8K | 0.23% | +495+9.3% | Added |
| Forum Financial Management, LP | 5,823 | $353.7K | 0.01% | −433−6.9% | Reduced |
| Taylor Hoffman Wealth Management | 5,826 | $353.9K | 0.16% | −8,000−57.9% | Reduced |
| Commerzbank Aktiengesellschaft | 5,817 | $354.0K | 0.01% | +5,817 | New |
| Opinicus Capital, Inc. | 5,842 | $354.9K | 0.36% | +5,842 | New |
| SYSTM Wealth Solutions LLC | 5,847 | $355.1K | 0.05% | −1,054−15.3% | Reduced |
| Everpar Advisors LLC | 5,854 | $355.6K | 0.17% | +5,854 | New |
| Tradition Wealth Management, LLC | 5,870 | $357.0K | 0.04% | +799+15.8% | Added |
| Gould Asset Management LLC | 5,884 | $357.4K | 0.09% | +10+0.2% | Added |
| Villere St Denis J & Co LLC | 5,950 | $361.4K | 0.03% | +5,950 | New |
| Jackson, Grant Investment Advisers, Inc. | 5,973 | $362.8K | 0.16% | −232−3.7% | Reduced |
| Guyasuta Investment Advisors Inc | 5,995 | $364.1K | 0.03% | −69−1.1% | Reduced |
| Ameliora Wealth Management Ltd. | 6,000 | $364.4K | 0.18% | 00.0% | Unchanged |
| REDW Wealth LLC | 6,001 | $364.5K | 0.10% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,011 | $365.1K | 0.06% | +106+1.8% | Added |
| Global X Japan Co., Ltd. | 6,084 | $369.5K | 0.21% | +6,084 | New |
| Measured Wealth Private Client Group, LLC | 6,091 | $370.0K | 0.14% | −193−3.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,091 | $370.0K | 0.36% | +6,091 | New |
| MQS Management LLC | 6,092 | $370.0K | 0.21% | +348+6.1% | Added |
| American Trust Investment Advisors, LLC | 6,132 | $372.5K | 0.19% | +6,132 | New |
| Argent Advisors, Inc. | 6,154 | $373.8K | 0.16% | +980+18.9% | Added |
| Peregrine Asset Advisers, Inc. | 6,161 | $374.2K | 0.18% | +93+1.5% | Added |
| Engrave Wealth Partners LLC | 6,163 | $374.3K | 0.11% | +186+3.1% | Added |
| Dudley Capital Management, LLC | 6,174 | $375.0K | 0.24% | −300−4.6% | Reduced |
| Fox Run Management, L.L.C. | 6,183 | $375.6K | 0.10% | −16,811−73.1% | Reduced |
| Schrum Private Wealth Management LLC | 6,188 | $375.9K | 0.53% | −1,610−20.6% | Reduced |
| SPC Financial, Inc. | 6,207 | $377.0K | 0.04% | +6,207 | New |
| Caldwell Sutter Capital, Inc. | 6,232 | $378.5K | 0.19% | +1,687+37.1% | Added |
| Strategic Blueprint, LLC | 6,234 | $378.7K | 0.03% | −6,270−50.1% | Reduced |
| Provence Wealth Management Group | 6,258 | $380.1K | 0.20% | +5,876+1,538.2% | Added |
| Avestar Capital, LLC | 6,261 | $380.3K | 0.05% | +1,010+19.2% | Added |
| Wedgewood Investors Inc | 6,262 | $380.4K | 0.47% | −400−6.0% | Reduced |
| Palumbo Wealth Management LLC | 6,276 | $381.2K | 0.19% | −157−2.4% | Reduced |
| Heritage Investment Group, Inc. | 6,292 | $382.0K | 0.09% | +900+16.7% | Added |