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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 6,678 | $382.6K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,305 | $383.0K | 0.02% | −3,856−37.9% | Reduced |
| Glassman Wealth Services | 6,324 | $384.1K | 0.05% | +238+3.9% | Added |
| Fidelity D & D Bancorp Inc | 6,329 | $384.4K | 0.30% | −164−2.5% | Reduced |
| MKT Advisors LLC | 6,233 | $387.0K | 0.26% | +173+2.9% | Added |
| MGB Wealth Management, LLC | 6,372 | $387.0K | 0.19% | +6,372 | New |
| Parcion Private Wealth LLC | 6,374 | $387.2K | 0.04% | −34,556−84.4% | Reduced |
| Sara-Bay Financial | 6,397 | $388.5K | 0.19% | +4+0.1% | Added |
| Aviso Wealth Management | 6,404 | $389.0K | 0.28% | +6,404 | New |
| Migdal Insurance & Financial Holdings Ltd. | 6,400 | $389.0K | 0.01% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 6,411 | $389.4K | 0.31% | −798−11.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,432 | $390.7K | 0.32% | −5,652−46.8% | Reduced |
| BluePath Capital Management, LLC | 6,274 | $390.8K | 0.34% | +5,304+546.8% | Added |
| Clare Market Investments LLC | 6,454 | $392.0K | 0.14% | +1,508+30.5% | Added |
| Argyle Capital Management Inc. | 6,468 | $392.9K | 0.16% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,469 | $392.9K | 0.03% | −2,020−23.8% | Reduced |
| West Family Investments, Inc. | 6,475 | $393.3K | 0.13% | +6,475 | New |
| Cedar Brook Financial Partners, LLC | 6,478 | $393.4K | 0.09% | +133+2.1% | Added |
| GSG Advisors LLC | 6,347 | $393.5K | 0.15% | −475−7.0% | Reduced |
| Advisory Research Inc | 6,485 | $393.9K | 0.06% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 6,489 | $394.1K | 0.00% | −3,996−38.1% | Reduced |
| Pointe Capital Management LLC | 6,509 | $395.4K | 0.27% | +1,062+19.5% | Added |
| GW&K Investment Management, LLC | 6,525 | $396.0K | 0.00% | −8,813−57.5% | Reduced |
| Phillips Wealth Planners LLC | 6,886 | $397.0K | 0.48% | −2,212−24.3% | Reduced |
| Koshinski Asset Management, Inc. | 6,542 | $397.4K | 0.06% | −13,984−68.1% | Reduced |
| Arvest Trust Co N A | 6,552 | $398.0K | 0.02% | −27−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 6,566 | $398.8K | 0.09% | −2,218−25.3% | Reduced |
| Northwest Bancshares, Inc. | 6,573 | $399.2K | 0.07% | −1,218−15.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,575 | $399.4K | 0.07% | −2,451−27.2% | Reduced |
| Heritage Wealth Advisors | 6,577 | $399.5K | 0.02% | +2,006+43.9% | Added |
| L2 Asset Management, LLC | 6,582 | $399.8K | 0.16% | +6,348+2,712.8% | Added |
| Eagle Strategies LLC | 6,605 | $401.2K | 0.09% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 6,624 | $402.0K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 6,621 | $402.1K | 0.20% | +1,561+30.8% | Added |
| American State Bank (Iowa) | 6,623 | $402.3K | 0.26% | +188+2.9% | Added |
| V-Square Quantitative Management LLC | 6,625 | $402.4K | 0.10% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,628 | $402.6K | 0.07% | −138−2.0% | Reduced |
| Allstate Corp | 6,649 | $403.9K | 0.03% | −1,006−13.1% | Reduced |
| Fruth Investment Management | 6,670 | $405.0K | 0.11% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 6,672 | $405.3K | 0.08% | +165+2.5% | Added |
| Cardiff Park Advisors, LLC | 6,680 | $405.7K | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 6,683 | $405.9K | 0.02% | +690+11.5% | Added |
| Coastwise Capital Group, LLC | 6,705 | $407.3K | 0.42% | +2,844+73.7% | Added |
| Kepos Capital LP | 6,720 | $408.0K | 0.13% | +635+10.4% | Added |
| Regent Peak Wealth Advisors LLC | 6,719 | $408.1K | 0.11% | +105+1.6% | Added |
| Senator Investment Group LP | 6,743 | $409.6K | 0.02% | −313,257−97.9% | Reduced |
| St. Johns Investment Management Company, LLC | 6,748 | $409.9K | 0.21% | −631−8.6% | Reduced |
| Trillium Asset Management, LLC | 6,772 | $411.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 6,768 | $411.1K | 0.08% | +229+3.5% | Added |
| Acorn Financial Advisory Services Inc | 6,824 | $414.5K | 0.07% | −48−0.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 6,825 | $414.6K | 0.14% | −2,333−25.5% | Reduced |
| Horizon Investment Services, LLC | 6,834 | $415.1K | 0.22% | −1,516−18.2% | Reduced |
| Foundations Investment Advisors, LLC | 6,961 | $415.9K | 0.01% | −1,541−18.1% | Reduced |
| KLR Investment Advisors, LLC | 6,883 | $418.1K | 0.30% | −207−2.9% | Reduced |
| Sound Stewardship, LLC | 6,897 | $418.9K | 0.28% | −484−6.6% | Reduced |
| Ambassador Advisors, LLC | 7,488 | $419.1K | 0.09% | −172−2.2% | Reduced |
| Armbruster Capital Management, Inc. | 6,900 | $419.1K | 0.10% | −37−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 6,914 | $419.9K | 0.05% | −864−11.1% | Reduced |
| Tributary Capital Management, LLC | 6,914 | $420.0K | 0.04% | −50−0.7% | Reduced |
| Westmount Partners, LLC | 6,931 | $421.0K | 0.17% | −564−7.5% | Reduced |
| Oak Asset Management, LLC | 6,939 | $421.5K | 0.17% | +1,035+17.5% | Added |
| Alpha Financial Partners, LLC | 6,976 | $423.7K | 0.42% | −1,656−19.2% | Reduced |
| Trust Co of the South | 6,991 | $424.6K | 0.11% | +6,991 | New |
| Cito Capital Group, LLC | 7,000 | $425.0K | 0.18% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,009 | $425.7K | 0.08% | +563+8.7% | Added |
| Merrion Investment Management Co, LLC | 7,010 | $425.8K | 0.33% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7,017 | $426.2K | 2.46% | +7,017 | New |
| Heartwood Wealth Advisors LLC | 7,023 | $426.6K | 0.06% | −960−12.0% | Reduced |
| Gsa Capital Partners LLP | 7,028 | $427.0K | 0.04% | +900+14.7% | Added |
| Pictet & Cie (Europe) SA | 7,030 | $427.0K | 0.01% | +500+7.7% | Added |
| Carolinas Wealth Consulting LLC | 41,997 | $429.5K | 0.09% | −253−0.6% | Reduced |
| Level Financial Advisors, Inc. | 7,079 | $430.0K | 0.21% | −321−4.3% | Reduced |
| RWM Asset Management, LLC | 6,977 | $431.2K | 0.08% | −17−0.2% | Reduced |
| Frisch Financial Group, Inc. | 7,129 | $433.0K | 0.16% | −47−0.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 7,145 | $434.0K | 0.18% | +7,145 | New |
| NTV Asset Management LLC | 7,158 | $434.8K | 0.07% | −4,800−40.1% | Reduced |
| Annex Advisory Services, LLC | 7,159 | $434.9K | 0.02% | −39,345−84.6% | Reduced |
| Veracity Capital LLC | 7,160 | $434.9K | 0.17% | +10+0.1% | Added |
| Dohj, LLC | 7,161 | $435.0K | 0.13% | −250−3.4% | Reduced |
| SevenBridge Financial Group, LLC | 7,192 | $436.8K | 0.10% | −42,270−85.5% | Reduced |
| Rbo & Co LLC | 7,200 | $437.3K | 0.08% | 00.0% | Unchanged |
| Saturna Capital CORP | 7,225 | $438.8K | 0.01% | +2,080+40.4% | Added |
| Fortis Capital Advisors, LLC | 7,243 | $439.9K | 0.24% | +2,959+69.1% | Added |
| Alpha Omega Wealth Management LLC | 7,267 | $441.4K | 0.07% | −300−4.0% | Reduced |
| Graham Capital Wealth Management, LLC | 7,275 | $441.9K | 1.17% | +424+6.2% | Added |
| Warren Averett Asset Management, LLC | 7,275 | $441.9K | 0.02% | +634+9.5% | Added |
| GSB Wealth Management, LLC | 7,286 | $442.6K | 0.14% | −4,744−39.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,296 | $443.2K | 0.17% | −287−3.8% | Reduced |
| Monetary Management Group Inc | 7,300 | $443.4K | 0.14% | −400−5.2% | Reduced |
| Apexium Financial, LP | 7,323 | $444.8K | 0.03% | +2,266+44.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 7,374 | $447.9K | 0.37% | −172−2.3% | Reduced |
| Charles Schwab Trust Co | 7,411 | $450.1K | 0.04% | −1,298−14.9% | Reduced |
| Isthmus Partners, LLC | 7,420 | $450.7K | 0.06% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 7,442 | $452.0K | 0.20% | +1,365+22.5% | Added |
| Hobbs Group Advisors, LLC | 7,471 | $453.8K | 0.20% | +7,471 | New |
| Bremer Bank National Association | 7,473 | $453.9K | 0.08% | −2,616−25.9% | Reduced |
| Capital Management Associates | 7,500 | $455.6K | 0.58% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 7,513 | $456.3K | 0.15% | +87+1.2% | Added |
| Alpha Family Trust | 7,520 | $456.8K | 0.31% | +3,180+73.3% | Added |
| OMNI 360 Wealth, Inc. | 7,553 | $458.8K | 0.43% | +7,553 | New |