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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 7,577 | $460.2K | 0.05% | +509+7.2% | Added |
| Stanley-Laman Group, Ltd. | 6,376 | $462.4K | 0.07% | +6,376 | New |
| Natixis | 7,625 | $463.1K | 0.00% | −364,603−98.0% | Reduced |
| American Investment Services, Inc. | 7,638 | $463.9K | 0.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 8,183 | $465.2K | 0.13% | +908+12.5% | Added |
| Signature Wealth Management Partners, LLC | 7,670 | $465.9K | 0.41% | +7,670 | New |
| Douglas Lane & Associates, LLC | 7,688 | $467.0K | 0.01% | −3,178−29.2% | Reduced |
| Central Bank & Trust Co | 7,703 | $467.9K | 0.07% | +1,959+34.1% | Added |
| Brendel Financial Advisors LLC | 7,711 | $468.0K | 0.31% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 7,713 | $468.5K | 0.24% | +239+3.2% | Added |
| Partnership Wealth Management, LLC | 8,000 | $469.0K | 0.35% | +8,000 | New |
| Papp L Roy & Associates | 7,781 | $472.6K | 0.06% | −300−3.7% | Reduced |
| Power Corp of Canada | 7,790 | $473.2K | 0.05% | +3,536+83.1% | Added |
| Scissortail Wealth Management, LLC | 7,949 | $473.5K | 0.15% | +7,949 | New |
| Tanglewood Legacy Advisors, LLC | 7,800 | $473.8K | 0.26% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 7,809 | $474.3K | 0.04% | +309+4.1% | Added |
| Jeppson Wealth Management, LLC | 7,819 | $474.9K | 0.20% | −2,034−20.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,850 | $476.8K | 0.36% | +7,850 | New |
| Diversified, LLC | 7,851 | $476.9K | 0.10% | +177+2.3% | Added |
| Stonebridge Capital Advisors LLC | 7,886 | $479.0K | 0.05% | −40−0.5% | Reduced |
| First National Bank | 7,907 | $480.3K | 0.38% | −2,000−20.2% | Reduced |
| Aspiriant, LLC | 7,916 | $480.8K | 0.02% | −979−11.0% | Reduced |
| Boltwood Capital Management | 7,930 | $481.7K | 0.16% | +310+4.1% | Added |
| Corton Capital Inc. | 7,954 | $483.1K | 0.15% | −16,819−67.9% | Reduced |
| KG&L Capital Management,LLC | 7,958 | $483.4K | 0.20% | +1,515+23.5% | Added |
| Insight Folios Inc | 7,965 | $483.8K | 0.21% | +191+2.5% | Added |
| Ausdal Financial Partners, Inc. | 7,973 | $484.3K | 0.06% | −1,025−11.4% | Reduced |
| Brandywine Trust Co | 8,000 | $485.9K | 0.10% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 8,014 | $486.8K | 0.08% | +8,014 | New |
| Embree Financial Group | 8,029 | $487.7K | 0.10% | +8,029 | New |
| Aveo Capital Partners, LLC | 8,033 | $487.9K | 0.06% | +1,206+17.7% | Added |
| Northern Capital Management, Inc. | 8,037 | $488.2K | 0.44% | 00.0% | Unchanged |
| Chelsea Counsel Co | 8,053 | $489.2K | 0.26% | −1,117−12.2% | Reduced |
| Wellington Shields Capital Management, LLC | 8,063 | $489.7K | 0.06% | −1,000−11.0% | Reduced |
| Israel Discount Bank of New York | 8,069 | $490.1K | 0.38% | −228−2.7% | Reduced |
| Emerald Advisors, LLC | 8,079 | $490.7K | 0.09% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 8,085 | $491.1K | 0.18% | +5,622+228.3% | Added |
| Chemung Canal Trust Co | 8,101 | $492.1K | 0.10% | −339−4.0% | Reduced |
| Hoge Financial Services, LLC | 8,105 | $492.3K | 0.49% | +8,105 | New |
| Integral Investment Advisors, Inc. | 8,194 | $497.7K | 0.32% | −500−5.8% | Reduced |
| Curi Capital | 8,229 | $499.8K | 0.07% | −65−0.8% | Reduced |
| Principal Street Partners, LLC | 8,236 | $500.3K | 0.12% | +432+5.5% | Added |
| InterOcean Capital Group, LLC | 8,256 | $501.5K | 0.01% | +294+3.7% | Added |
| MEMBERS Trust Co | 8,227 | $502.0K | 0.01% | +250+3.1% | Added |
| Fiduciary Group LLC | 8,295 | $503.8K | 0.06% | −2,324−21.9% | Reduced |
| Steele Capital Management, Inc. | 8,325 | $505.7K | 0.03% | +8,325 | New |
| Campbell Wealth Management | 8,338 | $506.0K | 0.06% | −796−8.7% | Reduced |
| Legacy Financial Advisors, Inc. | 8,331 | $506.0K | 0.10% | +1,088+15.0% | Added |
| Sterling Group Wealth Management, LLC | 8,351 | $507.2K | 0.39% | −70−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,356 | $507.5K | 0.05% | −464−5.3% | Reduced |
| Intrepid Capital Management Inc | 8,356 | $507.5K | 0.35% | +311+3.9% | Added |
| Wrapmanager Inc | 8,364 | $508.0K | 0.15% | −169−2.0% | Reduced |
| Lake Street Financial LLC | 8,390 | $509.6K | 0.08% | −4,059−32.6% | Reduced |
| Aspire Private Capital, LLC | 8,399 | $510.2K | 0.15% | +2,073+32.8% | Added |
| Tilt Investment Management Holdings, PBC | 8,403 | $510.4K | 0.55% | −2,186−20.6% | Reduced |
| Founders Financial Securities LLC | 8,415 | $511.1K | 0.06% | +2,974+54.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 8,417 | $511.2K | 0.14% | −410−4.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,427 | $511.9K | 0.17% | −90−1.1% | Reduced |
| Kovack Advisors, Inc. | 8,460 | $513.9K | 0.06% | −1,507−15.1% | Reduced |
| Richardson Financial Services Inc. | 8,476 | $514.8K | 0.45% | +8,476 | New |
| Guerra Pan Advisors, LLC | 8,479 | $515.0K | 0.49% | −137−1.6% | Reduced |
| Derbend Asset Management | 8,492 | $515.8K | 0.30% | +986+13.1% | Added |
| Magnus Financial Group LLC | 8,492 | $515.8K | 0.07% | −316−3.6% | Reduced |
| Delta Financial Group, Inc. | 8,496 | $516.0K | 0.16% | −1,587−15.7% | Reduced |
| Opus Capital Group, LLC | 8,499 | $516.0K | 0.08% | +430+5.3% | Added |
| Marcum Wealth, LLC | 8,502 | $516.4K | 0.05% | −2,399−22.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,525 | $518.0K | 0.44% | +165+2.0% | Added |
| DFPG Investments, LLC | 8,372 | $519.0K | 0.04% | +72+0.9% | Added |
| FMA Wealth Management, LLC | 8,556 | $519.7K | 0.47% | +8,556 | New |
| ABLE Financial Group, LLC | 8,570 | $520.5K | 0.22% | −7,320−46.1% | Reduced |
| Investment Advisory Services Inc | 8,598 | $522.2K | 0.21% | +45+0.5% | Added |
| Costello Asset Management, INC | 8,599 | $522.3K | 0.43% | −15,291−64.0% | Reduced |
| SFM, LLC | 8,606 | $522.8K | 0.43% | +8,606 | New |
| Arden Trust Co | 8,684 | $527.5K | 0.08% | −783−8.3% | Reduced |
| Manchester Capital Management LLC | 8,686 | $527.6K | 0.07% | −1,433−14.2% | Reduced |
| Callan Capital, LLC | 8,698 | $528.3K | 0.05% | +109+1.3% | Added |
| Nwam LLC | 8,709 | $529.0K | 0.04% | −782−8.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,713 | $529.2K | 0.31% | −731−7.7% | Reduced |
| Triton Wealth Management, PLLC | 8,513 | $529.5K | 0.35% | 00.0% | Unchanged |
| Capital Advisors Inc | 8,750 | $531.5K | 0.01% | −400−4.4% | Reduced |
| Pacitti Group Inc. | 8,752 | $531.6K | 0.33% | +241+2.8% | Added |
| Private Capital Management, LLC | 8,777 | $533.1K | 0.06% | +496+6.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,781 | $533.4K | 0.22% | −337−3.7% | Reduced |
| KC Investment Advisors, LLC | 8,788 | $533.8K | 0.32% | +877+11.1% | Added |
| Kovitz Investment Group Partners, LLC | 8,791 | $534.0K | 0.01% | −1,151−11.6% | Reduced |
| Sovereign Financial Group, Inc. | 8,807 | $535.0K | 0.16% | +346+4.1% | Added |
| Clifford Group, LLC | 8,810 | $535.1K | 0.50% | +1,296+17.2% | Added |
| GQG Partners LLC | 8,811 | $535.2K | 0.00% | +8,811 | New |
| Pring Turner Capital Group Inc | 8,860 | $538.2K | 0.41% | −140−1.6% | Reduced |
| Lindbrook Capital, LLC | 8,861 | $538.2K | 0.05% | −2,796−24.0% | Reduced |
| 9258 Wealth Management, LLC | 8,868 | $538.6K | 0.09% | +105+1.2% | Added |
| First Pacific Financial | 8,885 | $539.7K | 0.16% | +177+2.0% | Added |
| Fortitude Advisory Group L.L.C. | 8,896 | $540.3K | 0.33% | +3,964+80.4% | Added |
| HTLF Bank | 8,903 | $540.8K | 0.06% | +8,903 | New |
| LCNB Corp | 8,912 | $541.3K | 0.21% | +178+2.0% | Added |
| Prossimo Advisors, LLC | 8,928 | $542.0K | 1.15% | +1,336+17.6% | Added |
| GYL Financial Synergies, LLC | 8,962 | $544.3K | 0.05% | −6,513−42.1% | Reduced |
| Albion Financial Group | 8,993 | $546.3K | 0.05% | +8+0.1% | Added |
| Keystone Financial Group | 8,997 | $546.5K | 0.10% | −93−1.0% | Reduced |
| HGK Asset Management Inc | 9,000 | $546.7K | 0.13% | −4,985−35.6% | Reduced |