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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 12,753 | $774.6K | 0.16% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12,746 | $774.2K | 0.09% | −3,760−22.8% | Reduced |
| FinTrust Capital Advisors, LLC | 12,732 | $773.3K | 0.15% | −554−4.2% | Reduced |
| Basepoint Wealth LLC | 12,702 | $771.5K | 0.62% | +245+2.0% | Added |
| CAPROCK Group, Inc. | 12,622 | $766.7K | 0.05% | −5,825−31.6% | Reduced |
| BancorpSouth Bank | 12,619 | $766.5K | 0.06% | +784+6.6% | Added |
| Legacy Bridge, LLC | 12,590 | $764.7K | 0.50% | −925−6.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 12,583 | $764.3K | 0.28% | +10,183+424.3% | Added |
| Cassaday & Co Wealth Management LLC | 12,574 | $763.7K | 0.03% | +10+0.1% | Added |
| Hennessy Advisors Inc | 12,570 | $763.5K | 0.04% | 00.0% | Unchanged |
| Cooper Financial Group | 12,564 | $763.2K | 0.14% | −513−3.9% | Reduced |
| Bank Ozk | 12,553 | $762.5K | 0.37% | −524−4.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 13,028 | $761.9K | 0.32% | +3,357+34.7% | Added |
| Graypoint LLC | 12,528 | $760.9K | 0.06% | +4,406+54.2% | Added |
| Jarislowsky, Fraser Ltd | 12,498 | $759.1K | 0.00% | +12,498 | New |
| Centiva Capital, LP | 12,468 | $757.3K | 0.05% | +4,827+63.2% | Added |
| Ritter Daniher Financial Advisory LLC | 12,463 | $757.0K | 0.28% | −722−5.5% | Reduced |
| Quotient Wealth Partners, LLC | 12,453 | $756.4K | 0.03% | +12,453 | New |
| Successful Portfolios LLC | 12,427 | $754.9K | 0.56% | −66−0.5% | Reduced |
| Carlson Capital Management | 12,418 | $754.3K | 0.04% | +5,370+76.2% | Added |
| Gryphon Financial Partners LLC | 12,181 | $753.9K | 0.13% | +4,046+49.7% | Added |
| Abner Herrman & Brock LLC | 12,401 | $753.0K | 0.11% | −616−4.7% | Reduced |
| Patron Partners Advisors, LLC | 12,393 | $752.8K | 0.50% | +254+2.1% | Added |
| Wealthquest Corp | 12,344 | $749.8K | 0.08% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 12,341 | $749.6K | 0.10% | +30+0.2% | Added |
| Forte Capital LLC | 12,312 | $747.8K | 0.10% | −611−4.7% | Reduced |
| Hilton Capital Management, LLC | 12,265 | $745.0K | 0.08% | −1,345−9.9% | Reduced |
| Wambolt & Associates, LLC | 12,225 | $742.5K | 0.24% | −2,778−18.5% | Reduced |
| Gratus Capital LLC | 12,156 | $738.4K | 0.04% | −549−4.3% | Reduced |
| M Holdings Securities, Inc. | 12,152 | $738.0K | 0.08% | −1,799−12.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 12,150 | $738.0K | 0.53% | +1,220+11.2% | Added |
| Harmony Asset Management LLC | 12,128 | $736.7K | 0.31% | +12,128 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,116 | $735.9K | 0.03% | +331+2.8% | Added |
| Miracle Mile Advisors, LLC | 12,099 | $734.9K | 0.02% | −12,302−50.4% | Reduced |
| Granite Harbor Advisors, Inc. | 12,076 | $733.5K | 0.55% | +286+2.4% | Added |
| Navellier & Associates Inc | 12,071 | $733.2K | 0.11% | +71+0.6% | Added |
| Castle Wealth Management LLC | 12,060 | $732.5K | 0.44% | −318−2.6% | Reduced |
| Y.D. More Investments Ltd | 12,044 | $731.6K | 0.15% | −4,866−28.8% | Reduced |
| IPG Investment Advisors LLC | 12,041 | $731.4K | 0.15% | +2,242+22.9% | Added |
| Wayfinding Financial, LLC | 12,048 | $731.0K | 0.50% | +196+1.7% | Added |
| Sepio Capital, LP | 12,028 | $730.6K | 0.06% | −17,260−58.9% | Reduced |
| MONECO Advisors, LLC | 12,018 | $730.0K | 0.14% | +1,587+15.2% | Added |
| Lavaca Capital LLC | 12,000 | $728.9K | 0.45% | +3,453+40.4% | Added |
| Collaborative Holdings Management LP | 12,000 | $728.9K | 2.22% | +12,000 | New |
| First City Capital Management, Inc. | 11,992 | $728.4K | 0.42% | −64−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 11,964 | $726.7K | 0.33% | −216−1.8% | Reduced |
| Consolidated Portfolio Review Corp | 11,949 | $725.8K | 0.17% | +266+2.3% | Added |
| MidWestOne Financial Group, Inc. | 11,947 | $725.7K | 0.14% | +543+4.8% | Added |
| Heritage Financial Services, LLC | 11,895 | $722.5K | 0.12% | +108+0.9% | Added |
| Chesapeake Asset Management LLC | 11,891 | $722.3K | 0.64% | +1,231+11.5% | Added |
| Northwest Bank & Trust Co | 11,866 | $720.7K | 0.65% | +11,866 | New |
| Balentine LLC | 11,860 | $720.4K | 0.02% | +5,237+79.1% | Added |
| Exchange Capital Management, Inc. | 11,851 | $719.8K | 0.13% | −124−1.0% | Reduced |
| One + One Wealth Management, LLC | 11,816 | $717.7K | 0.44% | −1,331−10.1% | Reduced |
| Armor Investment Advisors, LLC | 11,812 | $717.5K | 0.38% | +1,858+18.7% | Added |
| Wealth Alliance Advisory Group, LLC | 11,733 | $712.7K | 0.19% | +2,843+32.0% | Added |
| Detalus Advisors, LLC | 11,714 | $711.5K | 0.28% | −299−2.5% | Reduced |
| Eqis Capital Management, Inc. | 11,709 | $711.2K | 0.06% | −293−2.4% | Reduced |
| EagleClaw Capital Managment, LLC | 11,700 | $710.7K | 0.15% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 11,696 | $710.4K | 0.32% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 11,668 | $708.7K | 0.09% | +7,614+187.8% | Added |
| Telos Capital Management, Inc. | 11,650 | $707.6K | 0.09% | +62+0.5% | Added |
| Smartleaf Asset Management LLC | 11,582 | $706.7K | 0.19% | +11,582 | New |
| Eisler Capital (UK) Ltd. | 11,629 | $706.3K | 0.06% | −2,536−17.9% | Reduced |
| WBH Advisory Inc | 11,616 | $705.5K | 0.08% | −2,174−15.8% | Reduced |
| Modern Wealth Management, LLC | 11,609 | $705.1K | 0.09% | +11,609 | New |
| PDS Planning, Inc | 11,575 | $703.1K | 0.08% | −924−7.4% | Reduced |
| Alta Wealth Advisors LLC | 11,572 | $702.9K | 0.39% | −393−3.3% | Reduced |
| Trust Co of Virginia | 11,530 | $700.3K | 0.07% | −1,082−8.6% | Reduced |
| Boothbay Fund Management, LLC | 11,526 | $700.1K | 0.03% | +2,540+28.3% | Added |
| Franklin Street Advisors Inc | 11,526 | $700.0K | 0.06% | −120−1.0% | Reduced |
| PFG Investments, LLC | 11,485 | $697.6K | 0.13% | −1,076−8.6% | Reduced |
| Money Concepts Capital Corp | 11,473 | $697.1K | 0.06% | +295+2.6% | Added |
| Maple Capital Management, Inc. | 11,476 | $697.1K | 0.07% | +60+0.5% | Added |
| Outlook Wealth Advisors, LLC | 11,475 | $697.0K | 0.24% | −1,405−10.9% | Reduced |
| Essex Savings Bank | 11,459 | $696.0K | 0.20% | +2,609+29.5% | Added |
| Grimes & Company, Inc. | 11,451 | $695.6K | 0.02% | −1,949−14.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,450 | $695.5K | 0.55% | −511−4.3% | Reduced |
| Zullo Investment Group, Inc. | 11,401 | $692.5K | 0.35% | −314−2.7% | Reduced |
| RTD Financial Advisors, Inc. | 11,391 | $691.9K | 0.10% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 10,990 | $691.5K | 0.09% | −1,015−8.5% | Reduced |
| W Advisors, LLC | 11,380 | $691.2K | 0.51% | 00.0% | Unchanged |
| Holderness Investments Co | 11,376 | $691.0K | 0.19% | +6,617+139.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,358 | $689.9K | 0.07% | +159+1.4% | Added |
| Castleview Partners, LLC | 11,353 | $689.6K | 0.48% | +4,968+77.8% | Added |
| StoneX Group Inc. | 11,345 | $689.1K | 0.07% | −740−6.1% | Reduced |
| Roundview Capital LLC | 11,297 | $686.2K | 0.06% | +6,884+156.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 11,250 | $683.3K | 0.13% | +382+3.5% | Added |
| DeDora Capital, Inc. | 11,241 | $682.7K | 0.24% | +410+3.8% | Added |
| First United Bank Trust | 11,240 | $682.7K | 0.27% | −1,468−11.6% | Reduced |
| Pennsylvania Capital Management Inc | 11,213 | $681.1K | 0.27% | −668−5.6% | Reduced |
| Advisory Alpha, LLC | 11,203 | $680.5K | 0.03% | +2,661+31.2% | Added |
| Titleist Asset Management, LLC | 11,196 | $680.1K | 0.13% | +11,196 | New |
| Baker Ellis Asset Management LLC | 11,155 | $677.6K | 0.11% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,149 | $677.2K | 0.29% | −445−3.8% | Reduced |
| Borer Denton & Associates, Inc. | 11,146 | $677.0K | 0.26% | 00.0% | Unchanged |
| Front Row Advisors LLC | 11,105 | $674.5K | 0.31% | −4,492−28.8% | Reduced |
| CX Institutional | 11,096 | $674.0K | 0.04% | +9+0.1% | Added |
| Bedel Financial Consulting, Inc. | 11,070 | $672.4K | 0.12% | −346−3.0% | Reduced |
| Ethos Financial Group, LLC | 11,052 | $671.0K | 0.14% | +378+3.5% | Added |