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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 36,396 | $2.21M | 0.07% | −376−1.0% | Reduced |
| IHT Wealth Management, LLC | 36,276 | $2.20M | 0.10% | −3,980−9.9% | Reduced |
| Univest Financial Corp | 36,187 | $2.20M | 0.65% | −47,639−56.8% | Reduced |
| Financial Advisory Service, Inc. | 36,162 | $2.20M | 0.21% | +11,251+45.2% | Added |
| Fairfield Financial Advisors, LTD | 36,136 | $2.19M | 0.84% | −12,589−25.8% | Reduced |
| Brown Miller Wealth Management, LLC | 35,929 | $2.18M | 1.09% | +919+2.6% | Added |
| DT Investment Partners, LLC | 36,701 | $2.18M | 0.24% | −200−0.5% | Reduced |
| International Assets Investment Management, LLC | 35,783 | $2.17M | 0.28% | +8,949+33.3% | Added |
| Eastern Bank | 35,554 | $2.16M | 0.10% | −1,870−5.0% | Reduced |
| Compass Ion Advisors, LLC | 35,488 | $2.16M | 0.33% | +470+1.3% | Added |
| Capstone Investment Advisors, LLC | 35,429 | $2.15M | 0.04% | −93,996−72.6% | Reduced |
| Mirova | 35,423 | $2.15M | 0.44% | −363−1.0% | Reduced |
| Bristlecone Advisors, LLC | 35,402 | $2.15M | 0.22% | −468−1.3% | Reduced |
| Baldwin Investment Management, LLC | 35,355 | $2.15M | 0.34% | −10,598−23.1% | Reduced |
| Valmark Advisers, Inc. | 35,343 | $2.15M | 0.04% | −865−2.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 35,300 | $2.14M | 1.22% | −1,107−3.0% | Reduced |
| Stiles Financial Services Inc | 35,180 | $2.14M | 0.97% | +2,899+9.0% | Added |
| Colonial Trust Co | 35,169 | $2.14M | 0.45% | +9,351+36.2% | Added |
| La Financiere de L'Echiquier | 35,150 | $2.14M | 0.10% | +3,000+9.3% | Added |
| Cordatus Wealth Management LLC | 35,147 | $2.13M | 1.77% | −4,616−11.6% | Reduced |
| Banco de Sabadell, S.A | 35,146 | $2.13M | 1.62% | +4,540+14.8% | Added |
| Hall Capital Management Co Inc | 34,976 | $2.12M | 1.25% | −528−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 34,926 | $2.12M | 0.04% | −2,236−6.0% | Reduced |
| First Citizens Bank & Trust Co | 34,876 | $2.12M | 0.04% | −3,058−8.1% | Reduced |
| 1st Source Bank | 34,566 | $2.10M | 0.13% | +1,733+5.3% | Added |
| Occidental Asset Management, LLC | 34,430 | $2.09M | 0.43% | +5,583+19.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 34,407 | $2.09M | 0.05% | +4,077+13.4% | Added |
| PFW Advisors LLC | 34,400 | $2.09M | 0.67% | +1,592+4.9% | Added |
| Triangle Securities Wealth Management | 34,363 | $2.09M | 0.65% | −4,908−12.5% | Reduced |
| Coastline Trust Co | 34,310 | $2.08M | 0.28% | −2,422−6.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 34,274 | $2.08M | 0.00% | +16,826+96.4% | Added |
| HBK Sorce Advisory LLC | 34,220 | $2.08M | 0.08% | −1,597−4.5% | Reduced |
| Strategic Planning Group, LLC | 34,215 | $2.08M | 0.69% | +34,215 | New |
| Center for Financial Planning, Inc. | 34,185 | $2.08M | 0.38% | −1,032−2.9% | Reduced |
| Symphony Financial, Ltd. Co. | 34,314 | $2.07M | 0.45% | +12,498+57.3% | Added |
| Lineweaver Wealth Advisors, LLC | 34,091 | $2.07M | 0.54% | +18,896+124.4% | Added |
| Granite Group Advisors, LLC | 35,770 | $2.07M | 1.46% | +35,770 | New |
| Vestmark Advisory Solutions, Inc. | 33,852 | $2.06M | 0.10% | +3,676+12.2% | Added |
| General Partner, Inc. | 33,470 | $2.04M | 1.72% | −2,498−6.9% | Reduced |
| Primoris Wealth Advisors, LLC | 33,505 | $2.04M | 1.92% | +33,505 | New |
| Connecticut Wealth Management, LLC | 33,298 | $2.02M | 0.12% | +5,128+18.2% | Added |
| Buckley Wealth Management, LLC | 33,245 | $2.02M | 0.70% | −1,280−3.7% | Reduced |
| Advocate Group LLC | 33,140 | $2.01M | 0.43% | +15,009+82.8% | Added |
| Anchor Investment Management, LLC | 32,915 | $2.00M | 0.23% | +1,062+3.3% | Added |
| RSM US Wealth Management LLC | 32,837 | $1.99M | 0.05% | −1,660−4.8% | Reduced |
| Rossmore Private Capital | 32,737 | $1.99M | 0.28% | +682+2.1% | Added |
| Andra AP-fonden | 32,600 | $1.98M | 0.10% | +13,000+66.3% | Added |
| Montgomery Investment Management Inc | 32,540 | $1.98M | 0.61% | −2,100−6.1% | Reduced |
| Equitable Trust Co | 32,501 | $1.97M | 0.15% | −6,318−16.3% | Reduced |
| Pacific Capital Partners Ltd | 32,500 | $1.97M | 1.49% | −82,500−71.7% | Reduced |
| Intrust Bank NA | 32,447 | $1.97M | 0.23% | −4,893−13.1% | Reduced |
| Capital Analysts, LLC | 32,400 | $1.97M | 0.10% | +816+2.6% | Added |
| Inspire Trust Co, N.A. | 32,308 | $1.96M | 2.02% | +32,308 | New |
| Greenfield Savings Bank | 32,220 | $1.96M | 1.13% | +163+0.5% | Added |
| Boston Trust Walden Corp | 32,190 | $1.96M | 0.01% | −2,174−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 32,123 | $1.95M | 0.06% | −886−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,027 | $1.95M | 0.11% | −16,196−33.6% | Reduced |
| Zimmer Partners, LP | 32,000 | $1.94M | 0.07% | +32,000 | New |
| Bridgewater Associates, LP | 31,937 | $1.94M | 0.01% | −114,559−78.2% | Reduced |
| Americana Partners, LLC | 38,288 | $1.93M | 0.18% | +2,654+7.4% | Added |
| Whalerock Point Partners, LLC | 31,772 | $1.93M | 0.60% | −1,640−4.9% | Reduced |
| Group One Trading, L.P. | 31,757 | $1.93M | 0.06% | −45,288−58.8% | Reduced |
| First National Bank & Trust Co of Newtown | 31,709 | $1.93M | 0.41% | +300+1.0% | Added |
| Pitcairn Co | 31,623 | $1.92M | 0.14% | −14,789−31.9% | Reduced |
| Hartree Partners, LP | 31,500 | $1.91M | 0.69% | +31,500 | New |
| Shepherd Financial Partners LLC | 31,481 | $1.91M | 0.27% | −29,218−48.1% | Reduced |
| CRA Financial Services, LLC | 31,472 | $1.91M | 0.47% | +329+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 31,421 | $1.91M | 0.17% | +31,421 | New |
| McDonald Partners LLC | 31,420 | $1.91M | 0.57% | +3,961+14.4% | Added |
| Cidel Asset Management Inc | 31,405 | $1.91M | 0.08% | +16,715+113.8% | Added |
| Huber Capital Management LLC | 31,200 | $1.90M | 0.48% | +1,000+3.3% | Added |
| HRT Financial LP | 31,152 | $1.89M | 0.01% | +31,152 | New |
| Wills Financial Group, Inc. | 31,124 | $1.89M | 0.95% | −2,023−6.1% | Reduced |
| AMG National Trust Bank | 31,055 | $1.89M | 0.06% | −1,404−4.3% | Reduced |
| New Hampshire Trust | 31,013 | $1.88M | 0.45% | −413−1.3% | Reduced |
| Farrow Financial Inc. | 30,789 | $1.87M | 1.41% | +30,789 | New |
| Garrison Point Advisors, LLC | 30,736 | $1.87M | 1.32% | −260−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 30,725 | $1.86M | 0.00% | −14,953−32.7% | Reduced |
| Chesapeake Wealth Management | 30,432 | $1.85M | 0.71% | −320−1.0% | Reduced |
| WealthTrust Axiom LLC | 30,359 | $1.84M | 0.62% | +14,059+86.3% | Added |
| Lederer & Associates Investment Counsel | 30,365 | $1.84M | 1.37% | −1,194−3.8% | Reduced |
| Flagship Harbor Advisors, LLC | 30,346 | $1.84M | 0.13% | −1,355−4.3% | Reduced |
| Platform Technology Partners | 31,960 | $1.84M | 0.71% | +17,571+122.1% | Added |
| Courier Capital LLC | 30,270 | $1.84M | 0.14% | +2,404+8.6% | Added |
| Eudaimonia Partners, LLC | 30,228 | $1.84M | 0.48% | −5,800−16.1% | Reduced |
| Illinois Municipal Retirement Fund | 30,221 | $1.84M | 0.03% | −18,692−38.2% | Reduced |
| Cim, LLC | 32,396 | $1.84M | 0.29% | +8,011+32.9% | Added |
| Integrated Advisors Network LLC | 30,215 | $1.84M | 0.10% | −2,788−8.4% | Reduced |
| Bank of Hawaii | 30,200 | $1.83M | 0.10% | −12,819−29.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 29,905 | $1.82M | 0.47% | −3,274−9.9% | Reduced |
| Center For Asset Management LLC | 29,831 | $1.81M | 1.65% | +1,630+5.8% | Added |
| Vectors Research Management, LLC | 29,568 | $1.80M | 0.51% | −1,442−4.7% | Reduced |
| Cohen Investment Advisors LLC | 29,567 | $1.80M | 1.32% | +1,807+6.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,522 | $1.79M | 0.83% | −40,240−57.7% | Reduced |
| LSV Asset Management | 29,480 | $1.79M | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 31,058 | $1.79M | 0.17% | −2,150−6.5% | Reduced |
| Venturi Wealth Management, LLC | 29,328 | $1.78M | 0.13% | −1,131−3.7% | Reduced |
| Argus Investors' Counsel, Inc. | 29,233 | $1.78M | 1.14% | +1,063+3.8% | Added |
| BKD Wealth Advisors, LLC | 29,149 | $1.77M | 0.05% | −1,817−5.9% | Reduced |
| NEOS Investment Management LLC | 29,091 | $1.77M | 0.17% | +8,272+39.7% | Added |