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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 28,981 | $1.76M | 0.02% | −41,302−58.8% | Reduced |
| CFS Investment Advisory Services, LLC | 28,953 | $1.76M | 0.32% | +3,147+12.2% | Added |
| Gotham Asset Management, LLC | 28,915 | $1.76M | 0.03% | +7,374+34.2% | Added |
| Peoples Financial Services Corp. | 28,737 | $1.75M | 0.76% | −226−0.8% | Reduced |
| Sunbelt Securities, Inc. | 28,678 | $1.74M | 0.22% | −756−2.6% | Reduced |
| Moody National Bank Trust Division | 28,548 | $1.73M | 0.14% | −22,894−44.5% | Reduced |
| Hantz Financial Services, Inc. | 28,539 | $1.73M | 0.04% | −4,684−14.1% | Reduced |
| Ategra Capital Management, LLC | 28,525 | $1.73M | 0.78% | +28,525 | New |
| Concord Wealth Partners | 28,311 | $1.72M | 0.34% | +3,889+15.9% | Added |
| Strengthening Families & Communities, LLC | 28,260 | $1.72M | 1.19% | +1,995+7.6% | Added |
| Brighton Jones LLC | 28,222 | $1.71M | 0.07% | +8,893+46.0% | Added |
| SS&H Financial Advisors, Inc. | 28,151 | $1.71M | 0.73% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 27,972 | $1.70M | 0.09% | −496−1.7% | Reduced |
| Great Diamond Partners, LLC | 27,742 | $1.69M | 0.42% | −10,857−28.1% | Reduced |
| Avalon Trust Co | 27,554 | $1.67M | 0.15% | +100+0.4% | Added |
| Legacy Financial Strategies, LLC | 27,478 | $1.67M | 0.48% | −70−0.3% | Reduced |
| Liberty Capital Management, Inc. | 27,437 | $1.67M | 0.44% | −18,362−40.1% | Reduced |
| Principle Wealth Partners LLC | 27,178 | $1.65M | 0.14% | −11,364−29.5% | Reduced |
| Ostrum Asset Management | 27,154 | $1.65M | 0.14% | +31+0.1% | Added |
| Headinvest, LLC | 27,059 | $1.64M | 0.34% | +3,678+15.7% | Added |
| Golden State Equity Partners | 26,953 | $1.64M | 0.40% | +5,188+23.8% | Added |
| Clear Rock Advisors, LLC | 28,909 | $1.64M | 0.74% | +28,909 | New |
| Proequities, Inc. | 26,882 | $1.63M | 0.12% | +2,511+10.3% | Added |
| RFG Advisory, LLC | 26,869 | $1.63M | 0.06% | −5,792−17.7% | Reduced |
| Focus Financial Network Inc | 26,816 | $1.63M | 0.06% | +26,816 | New |
| Private Wealth Partners, LLC | 26,810 | $1.63M | 0.14% | −934−3.4% | Reduced |
| Ascent Wealth Partners, LLC | 26,643 | $1.62M | 0.26% | +2,373+9.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 26,630 | $1.62M | 0.06% | +12,965+94.9% | Added |
| Arcadia Investment Management Corp | 26,526 | $1.61M | 0.31% | −6,164−18.9% | Reduced |
| Hancock Whitney Corp | 26,453 | $1.61M | 0.06% | −812−3.0% | Reduced |
| Edgewood Management LLC | 26,400 | $1.60M | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 26,335 | $1.60M | 0.10% | +1,341+5.4% | Added |
| Cutler Investment Counsel LLC | 26,316 | $1.60M | 0.23% | +116+0.4% | Added |
| Moreno Evelyn V | 26,201 | $1.59M | 0.75% | −49,357−65.3% | Reduced |
| NorthRock Partners, LLC | 26,121 | $1.59M | 0.07% | +11,163+74.6% | Added |
| Insigneo Advisory Services, LLC | 26,104 | $1.59M | 0.22% | +6,114+30.6% | Added |
| Sound Income Strategies, LLC | 26,087 | $1.58M | 0.13% | +4,927+23.3% | Added |
| RMB Capital Management, LLC | 26,018 | $1.58M | 0.05% | −50−0.2% | Reduced |
| D L Carlson Investment Group Inc | 27,503 | $1.58M | 0.32% | −1,542−5.3% | Reduced |
| Concord Asset Management, LLC | 25,871 | $1.57M | 0.46% | +6,819+35.8% | Added |
| SageView Advisory Group, LLC | 26,471 | $1.57M | 0.07% | +11,385+75.5% | Added |
| Icon Advisers Inc | 25,800 | $1.57M | 0.36% | 00.0% | Unchanged |
| Thomasville National Bank | 25,657 | $1.56M | 0.14% | +50.0% | Added |
| Sciencast Management LP | 25,599 | $1.55M | 0.85% | −797−3.0% | Reduced |
| SOA Wealth Advisors, LLC. | 25,457 | $1.55M | 0.34% | −1,055−4.0% | Reduced |
| Virtu Financial LLC | 25,449 | $1.55M | 0.12% | −90,417−78.0% | Reduced |
| Essex Financial Services, Inc. | 25,451 | $1.55M | 0.16% | −510−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 25,421 | $1.54M | 0.03% | −12,886−33.6% | Reduced |
| North Star Investment Management Corp. | 25,415 | $1.54M | 0.12% | +238+0.9% | Added |
| Adirondack Trust Co | 27,941 | $1.54M | 0.67% | −835−2.9% | Reduced |
| Joel Isaacson & Co., LLC | 25,372 | $1.54M | 0.09% | −599−2.3% | Reduced |
| Asset Dedication, LLC | 25,247 | $1.54M | 0.13% | −110−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 25,300 | $1.54M | 1.21% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 25,221 | $1.53M | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 25,178 | $1.53M | 0.09% | −1,210−4.6% | Reduced |
| ABN AMRO Bank N.V. | 25,049 | $1.53M | 0.03% | −10,241−29.0% | Reduced |
| Oakworth Capital, Inc. | 25,076 | $1.52M | 0.12% | −4,919−16.4% | Reduced |
| Eads & Heald Wealth Management | 25,064 | $1.52M | 0.73% | −5,539−18.1% | Reduced |
| Robbins Farley LLC | 25,030 | $1.52M | 0.95% | −4,724−15.9% | Reduced |
| Heritage Trust Co | 24,954 | $1.52M | 0.21% | +2,984+13.6% | Added |
| Level Four Advisory Services, LLC | 24,885 | $1.51M | 0.08% | +706+2.9% | Added |
| Lakeview Capital Partners, LLC | 24,864 | $1.51M | 0.27% | −4,274−14.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 24,846 | $1.51M | 0.08% | +8,212+49.4% | Added |
| Verdence Capital Advisors LLC | 24,798 | $1.51M | 0.15% | −522−2.1% | Reduced |
| Wilkins Investment Counsel Inc | 24,715 | $1.50M | 0.37% | +1,635+7.1% | Added |
| Gs Investments, Inc. | 24,637 | $1.50M | 0.78% | −2,862−10.4% | Reduced |
| Quadcap Wealth Management, LLC | 24,590 | $1.49M | 0.39% | +24,590 | New |
| River Wealth Advisors LLC | 24,355 | $1.48M | 0.24% | −1,524−5.9% | Reduced |
| Strategic Investment Advisors | 24,255 | $1.47M | 0.21% | +109+0.5% | Added |
| Kavar Capital Partners Group, LLC | 24,238 | $1.47M | 0.16% | +7,525+45.0% | Added |
| Empire Financial Management Company, LLC | 24,106 | $1.46M | 0.57% | +1,652+7.4% | Added |
| Prudent Man Advisors, LLC | 24,101 | $1.46M | 0.55% | +3,574+17.4% | Added |
| Dodge & Cox | 24,000 | $1.46M | 0.00% | 00.0% | Unchanged |
| Epiq Partners, LLC | 24,000 | $1.46M | 1.05% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 24,000 | $1.46M | 0.13% | 00.0% | Unchanged |
| Moore Capital Management, LP | 24,000 | $1.46M | 0.04% | +24,000 | New |
| Cobblestone Capital Advisors LLC | 23,987 | $1.46M | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 23,966 | $1.46M | 0.04% | −1,703−6.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 23,828 | $1.45M | 0.59% | −680−2.8% | Reduced |
| Enterprise Financial Services Corp | 23,733 | $1.44M | 0.88% | +100.0% | Added |
| Steel Peak Wealth Management LLC | 23,658 | $1.44M | 0.08% | +3,201+15.6% | Added |
| LVM Capital Management Ltd | 23,637 | $1.44M | 0.18% | +124+0.5% | Added |
| Bard Financial Services, Inc. | 23,535 | $1.43M | 0.16% | −3,000−11.3% | Reduced |
| Krilogy Financial LLC | 23,498 | $1.43M | 0.12% | −7,056−23.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 23,477 | $1.43M | 0.46% | −523−2.2% | Reduced |
| Hudson Canyon Capital Management | 23,450 | $1.42M | 1.04% | +2,135+10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 23,341 | $1.42M | 0.24% | +1,322+6.0% | Added |
| High Note Wealth, LLC | 23,320 | $1.42M | 0.53% | +309+1.3% | Added |
| Azimuth Capital Investment Management LLC | 23,285 | $1.41M | 0.06% | −435−1.8% | Reduced |
| Becker Capital Management Inc | 23,235 | $1.41M | 0.05% | +204+0.9% | Added |
| Twin Tree Management, LP | 23,197 | $1.41M | 0.03% | +23,197 | New |
| Banco Santander, S.A. | 23,168 | $1.41M | 0.02% | −29,824−56.3% | Reduced |
| Founders Financial Alliance, LLC | 23,152 | $1.41M | 0.55% | +243+1.1% | Added |
| Souders Financial Advisors | 23,068 | $1.40M | 0.24% | −556−2.4% | Reduced |
| Lake Street Advisors Group, LLC | 23,056 | $1.40M | 0.07% | +5,317+30.0% | Added |
| Guinness Atkinson Asset Management Inc | 22,922 | $1.39M | 0.71% | +2,156+10.4% | Added |
| ZWJ Investment Counsel Inc | 22,874 | $1.39M | 0.07% | +242+1.1% | Added |
| Field & Main Bank | 22,870 | $1.39M | 0.59% | +1,240+5.7% | Added |
| Vinva Investment Management Ltd | 22,737 | $1.39M | 0.10% | −7,009−23.6% | Reduced |
| McDonough Capital Management, Inc | 22,809 | $1.39M | 1.20% | +176+0.8% | Added |