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 | 3,054 | $160.3B |
| Q4 2025 | 2,969 | $137.9B |
| Q3 2025 | 2,752 | $125.5B |
| Q2 2025 | 2,705 | $116.6B |
| Q1 2025 | 2,738 | $119.4B |
| Q4 2024 | 2,773 | $120.2B |
| Q3 2024 | 2,668 | $139.0B |
| Q2 2024 | 2,546 | $117.5B |
| Q1 2024 | 2,466 | $103.8B |
| Q4 2023 | 2,422 | $98.3B |
| Q3 2023 | 2,314 | $92.5B |
| Q2 2023 | 2,416 | $117.0B |
| Q1 2023 | 2,413 | $122.0B |
| Q4 2022 | 2,474 | $129.5B |
| Q3 2022 | 2,345 | $121.8B |
| Q2 2022 | 2,314 | $119.0B |
| Q1 2022 | 2,369 | $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 |
|---|---|---|---|---|---|
| United Community Bank | 15,405 | $935.7K | 0.40% | −98−0.6% | Reduced |
| VCI Wealth Management LLC | 15,370 | $933.6K | 0.57% | +15,370 | New |
| Valeo Financial Advisors, LLC | 15,318 | $930.4K | 0.04% | −6,372−29.4% | Reduced |
| Oxford Financial Group Ltd | 15,306 | $929.7K | 0.07% | +14+0.1% | Added |
| Longfellow Investment Management Co LLC | 15,249 | $926.2K | 0.23% | +3,361+28.3% | Added |
| Aspen Investment Management Inc | 15,244 | $926.0K | 0.52% | −662−4.2% | Reduced |
| Chicago Trust Co NA | 15,217 | $924.3K | 0.21% | −899−5.6% | Reduced |
| Arkadios Wealth Advisors | 15,211 | $923.9K | 0.08% | −2,139−12.3% | Reduced |
| Jump Financial, LLC | 15,200 | $923.2K | 0.03% | −275,745−94.8% | Reduced |
| PFG Advisors | 15,172 | $921.5K | 0.07% | −6,632−30.4% | Reduced |
| Central Valley Advisors, LLC | 15,107 | $917.6K | 0.54% | +15,107 | New |
| Arrow Financial Corp | 15,106 | $917.5K | 0.10% | −434−2.8% | Reduced |
| Personal Cfo Solutions, LLC | 15,063 | $915.0K | 0.16% | +8,577+132.2% | Added |
| Correct Capital Wealth Management | 15,041 | $913.6K | 0.23% | +15,041 | New |
| Cavalry Management Group, LLC | 14,969 | $909.2K | 45.08% | +8,341+125.8% | Added |
| Core Wealth Management, Inc. | 14,891 | $904.5K | 0.43% | −664−4.3% | Reduced |
| Scott & Selber, Inc. | 14,855 | $902.0K | 0.34% | −155−1.0% | Reduced |
| Radnor Capital Management, LLC | 14,854 | $902.0K | 0.17% | +1,186+8.7% | Added |
| Searle & Co. | 14,824 | $900.4K | 0.25% | +1,176+8.6% | Added |
| New England Research & Management, Inc. | 14,825 | $900.0K | 0.48% | −14,275−49.1% | Reduced |
| Meridian Investment Counsel Inc. | 14,787 | $898.2K | 0.31% | −380−2.5% | Reduced |
| My Legacy Advisors, LLC | 14,782 | $897.6K | 0.32% | +3,044+25.9% | Added |
| Pittenger & Anderson Inc | 14,777 | $897.6K | 0.04% | −167,954−91.9% | Reduced |
| Sandbox Financial Partners, LLC | 14,750 | $895.9K | 0.42% | −5,790−28.2% | Reduced |
| Marshall Wace, LLP | 14,698 | $892.8K | 0.00% | +14,698 | New |
| Benedict Financial Advisors Inc | 14,685 | $891.9K | 0.24% | +22+0.2% | Added |
| Covenant Asset Management, LLC | 14,638 | $889.1K | 0.25% | −3,131−17.6% | Reduced |
| First Personal Financial Services | 14,630 | $888.6K | 0.22% | −405−2.7% | Reduced |
| Resurgent Financial Advisors LLC | 14,628 | $888.5K | 0.55% | −3,052−17.3% | Reduced |
| Royal Fund Management, LLC | 14,618 | $887.9K | 0.11% | +3,245+28.5% | Added |
| Creative Financial Designs Inc | 14,614 | $887.7K | 0.09% | +404+2.8% | Added |
| XML Financial, LLC | 14,574 | $885.2K | 0.09% | +2,088+16.7% | Added |
| EFG Asset Management (Americas) Corp. | 14,571 | $885.0K | 0.19% | −3,409−19.0% | Reduced |
| Cape Ann Savings Bank | 15,031 | $881.3K | 0.58% | +3,437+29.6% | Added |
| John G Ullman & Associates Inc | 14,497 | $880.5K | 0.14% | +9,950+218.8% | Added |
| Entropy Technologies, LP | 14,495 | $880.4K | 0.16% | +14,495 | New |
| Klingman & Associates, LLC | 14,478 | $879.4K | 0.06% | +431+3.1% | Added |
| Renasant Bank | 14,472 | $879.0K | 0.70% | +1,170+8.8% | Added |
| Greenwich Wealth Management LLC | 14,399 | $875.0K | 0.09% | +476+3.4% | Added |
| Bollard Group LLC | 14,391 | $874.0K | 0.03% | −7,005−32.7% | Reduced |
| Signet Financial Management, LLC | 14,301 | $868.7K | 0.13% | −1,544−9.7% | Reduced |
| Conning Inc. | 14,288 | $867.9K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 14,266 | $866.5K | 0.07% | +1,196+9.2% | Added |
| Legacy Private Trust Co. | 14,174 | $860.9K | 0.07% | −10,505−42.6% | Reduced |
| ORG Partners LLC | 14,163 | $860.3K | 0.14% | +9,700+217.3% | Added |
| Trium Capital LLP | 14,152 | $860.0K | 0.07% | +4,622+48.5% | Added |
| Columbia Trust Co 01012016 | 14,150 | $859.5K | 0.39% | +2,839+25.1% | Added |
| IFG Advisory, LLC | 14,142 | $859.0K | 0.06% | −1,123−7.4% | Reduced |
| RMR Wealth Builders | 14,139 | $858.8K | 0.12% | +298+2.2% | Added |
| Clarius Group, LLC | 14,137 | $858.7K | 0.07% | −3,314−19.0% | Reduced |
| Legacy Trust | 14,094 | $856.1K | 0.22% | −79−0.6% | Reduced |
| Wellington Shields & Co., LLC | 14,084 | $855.5K | 0.32% | −1,475−9.5% | Reduced |
| Vista Investment Partners LLC | 14,016 | $851.3K | 0.31% | +14,016 | New |
| Trueblood Wealth Management, LLC | 13,995 | $850.1K | 0.53% | +13,995 | New |
| Hartline Investment Corp | 13,993 | $849.9K | 0.14% | −4,864−25.8% | Reduced |
| Exchange Bank | 13,958 | $847.8K | 0.73% | −71−0.5% | Reduced |
| Ossiam | 13,928 | $846.0K | 0.01% | −37,506−72.9% | Reduced |
| Stableford Capital II LLC | 13,899 | $843.9K | 0.36% | −287−2.0% | Reduced |
| Lantern Wealth Advisors, LLC | 13,850 | $841.2K | 0.66% | +13,850 | New |
| Raelipskie Partnership | 13,837 | $840.5K | 0.51% | +13,837 | New |
| Pallas Capital Advisors LLC | 13,821 | $839.5K | 0.04% | −1,433−9.4% | Reduced |
| Talisman Wealth Advisors LLC | 13,757 | $835.6K | 1.24% | −61−0.4% | Reduced |
| First Financial Corp | 13,753 | $835.3K | 0.43% | +6,344+85.6% | Added |
| Addison Capital Co | 13,745 | $834.9K | 0.52% | +13,745 | New |
| Royal Capital Wealth Management, LLC | 13,672 | $830.4K | 0.72% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,658 | $829.6K | 0.14% | 00.0% | Unchanged |
| Baader Bank INC | 13,725 | $828.6K | 0.07% | −1,858−11.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,587 | $825.3K | 0.07% | +51+0.4% | Added |
| Plancorp, LLC | 13,572 | $824.4K | 0.04% | −608−4.3% | Reduced |
| Good Life Advisors, LLC | 13,562 | $823.8K | 0.08% | +1,446+11.9% | Added |
| IMS Capital Management | 13,516 | $820.9K | 0.40% | +13,516 | New |
| Bank of Nova Scotia Trust Co | 13,485 | $819.1K | 0.09% | +351+2.7% | Added |
| City State Bank | 13,487 | $819.0K | 0.41% | +856+6.8% | Added |
| Lebenthal Global Advisors, LLC | 13,451 | $817.0K | 0.19% | −827−5.8% | Reduced |
| Cornerstone Wealth Management, LLC | 13,435 | $816.0K | 0.07% | −4,552−25.3% | Reduced |
| Summit Asset Management, LLC | 13,432 | $815.9K | 0.20% | +60.0% | Added |
| Hudock, Inc. | 13,394 | $813.6K | 0.17% | −514−3.7% | Reduced |
| Hunter Associates Investment Management LLC | 13,311 | $807.0K | 0.15% | −1,105−7.7% | Reduced |
| Aries Wealth Management | 13,263 | $805.6K | 0.29% | −1,572−10.6% | Reduced |
| Charter Oak Capital Management, LLC | 13,237 | $804.0K | 0.10% | −97−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 13,232 | $803.0K | 0.06% | −4,127−23.8% | Reduced |
| Atlas Brown,Inc. | 13,217 | $802.8K | 0.33% | +1,410+11.9% | Added |
| Klingenstein Fields & Co LP | 13,164 | $799.6K | 0.04% | −16−0.1% | Reduced |
| Quantum Private Wealth, LLC | 13,158 | $799.2K | 0.33% | −571−4.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,110 | $796.3K | 0.25% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13,092 | $795.2K | 0.01% | −10,872−45.4% | Reduced |
| Vise Technologies, Inc. | 13,049 | $792.6K | 0.17% | +9,138+233.6% | Added |
| Alpine Woods Capital Investors, LLC | 13,038 | $791.9K | 0.12% | −3,673−22.0% | Reduced |
| David Loasby | 12,743 | $791.1K | 0.09% | −6,095−32.4% | Reduced |
| Bank of Stockton | 13,754 | $787.6K | 0.26% | −601−4.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 12,961 | $787.2K | 0.22% | −602−4.4% | Reduced |
| Philip James Wealth Mangement, LLC | 12,923 | $784.9K | 0.61% | +12,923 | New |
| Burke & Herbert Bank & Trust Co | 12,900 | $783.5K | 0.56% | −43−0.3% | Reduced |
| Independent Financial Group, LLC | 12,845 | $780.2K | 0.04% | −2,934−18.6% | Reduced |
| Hemington Wealth Management | 12,838 | $780.0K | 0.30% | −6,229−32.7% | Reduced |
| Carson Advisory Inc. | 12,837 | $779.7K | 0.61% | +1,239+10.7% | Added |
| Arlington Capital Management, Inc. | 12,820 | $778.7K | 0.71% | +12,820 | New |
| Sachetta, LLC | 12,789 | $776.8K | 0.37% | +12,789 | New |
| Keebeck Wealth Management, LLC | 12,787 | $776.7K | 0.13% | +38+0.3% | Added |
| Morningstar Investment Services LLC | 12,706 | $775.0K | 0.00% | +6,284+97.9% | Added |