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 |
|---|---|---|---|---|---|
| PYA Waltman Capital, LLC | 11,033 | $670.2K | 0.28% | +890+8.8% | Added |
| WR Wealth Planners, LLC | 10,981 | $667.0K | 0.25% | +3,244+41.9% | Added |
| Missouri Trust & Investment Co | 10,979 | $666.9K | 0.27% | −575−5.0% | Reduced |
| Perpetual Ltd | 10,904 | $662.3K | 0.01% | −4,593−29.6% | Reduced |
| Gilman Hill Asset Management, LLC | 10,820 | $657.2K | 0.12% | −672−5.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 10,788 | $655.3K | 0.05% | −29,715−73.4% | Reduced |
| Financial Planning & Information Services, Inc. | 10,787 | $655.2K | 0.10% | 00.0% | Unchanged |
| Burney Co | 10,785 | $655.1K | 0.03% | −399−3.6% | Reduced |
| Summit Financial Group Inc | 10,780 | $654.8K | 0.25% | −284−2.6% | Reduced |
| Laraway Financial Inc | 10,737 | $652.2K | 0.62% | +13+0.1% | Added |
| Consilium Wealth Advisory, LLC | 10,732 | $651.9K | 0.39% | +10,732 | New |
| Financial Partners Group, Inc | 10,695 | $649.6K | 0.12% | +177+1.7% | Added |
| AFS Financial Group, LLC | 10,668 | $647.9K | 0.61% | −11,811−52.5% | Reduced |
| S.A. Mason LLC | 10,666 | $647.9K | 0.43% | −260−2.4% | Reduced |
| Proficio Capital Partners LLC | 10,665 | $647.8K | 0.08% | −1,448−12.0% | Reduced |
| Richard W. Paul & Associates, LLC | 10,656 | $647.2K | 0.27% | +736+7.4% | Added |
| First Command Advisory Services, Inc. | 10,630 | $645.7K | 0.01% | −486−4.4% | Reduced |
| Sentry Investment Management LLC | 10,612 | $645.0K | 0.28% | −1,140−9.7% | Reduced |
| Fosun International Ltd | 10,562 | $641.5K | 0.13% | +3,412+47.7% | Added |
| ARS Wealth Advisors Group, LLC | 10,527 | $639.5K | 0.09% | +59+0.6% | Added |
| Headlands Technologies LLC | 10,523 | $639.2K | 0.19% | −4,527−30.1% | Reduced |
| Aviance Capital Partners, LLC | 10,502 | $637.9K | 0.14% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 10,486 | $636.9K | 0.02% | +800+8.3% | Added |
| Atomi Financial Group, Inc. | 10,453 | $634.9K | 0.09% | +3,752+56.0% | Added |
| Atwood & Palmer Inc | 10,443 | $634.3K | 0.05% | −229−2.1% | Reduced |
| Southeast Asset Advisors Inc. | 10,440 | $634.1K | 0.08% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 10,428 | $633.4K | 0.13% | −1,256−10.7% | Reduced |
| CPA Asset Management LLC | 10,421 | $633.0K | 0.39% | +479+4.8% | Added |
| Barlow Wealth Partners, Inc. | 10,420 | $632.9K | 0.09% | +10,420 | New |
| Westhampton Capital, LLC | 10,410 | $632.3K | 0.38% | −1,882−15.3% | Reduced |
| 1858 Wealth Management, LLC | 10,407 | $632.1K | 0.60% | +10,407 | New |
| Oak Thistle LLC | 10,379 | $630.4K | 0.18% | −7,885−43.2% | Reduced |
| LWM Advisory Services, LLC | 10,318 | $626.7K | 0.55% | −5,377−34.3% | Reduced |
| West Michigan Advisors, LLC | 10,309 | $626.2K | 0.24% | −580−5.3% | Reduced |
| Morse Asset Management, Inc | 10,300 | $626.0K | 0.18% | −925−8.2% | Reduced |
| Carl P. Sherr & Co., LLC | 10,300 | $625.6K | 0.38% | −480−4.5% | Reduced |
| Benin Management CORP | 10,294 | $625.3K | 0.21% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 10,270 | $624.0K | 0.05% | +645+6.7% | Added |
| Formidable Asset Management, LLC | 10,271 | $623.9K | 0.14% | +2,178+26.9% | Added |
| Ahl Investment Management, Inc. | 10,270 | $623.8K | 0.51% | +390+3.9% | Added |
| Pekin Hardy Strauss, Inc. | 10,269 | $623.7K | 0.09% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 10,257 | $623.0K | 0.08% | +157+1.6% | Added |
| McKinley Carter Wealth Services, Inc. | 10,198 | $619.4K | 0.05% | −416−3.9% | Reduced |
| Rosenbaum Jay D. | 10,196 | $619.3K | 1.60% | −6,845−40.2% | Reduced |
| Tufton Capital Management | 10,170 | $617.7K | 0.13% | +70+0.7% | Added |
| Well Done, LLC | 10,160 | $617.1K | 0.12% | −1,947−16.1% | Reduced |
| Tandem Capital Management Corp | 10,155 | $616.8K | 0.38% | +6,635+188.5% | Added |
| Camden Capital, LLC | 10,152 | $616.6K | 0.06% | +3,487+52.3% | Added |
| Armstrong, Fleming & Moore, Inc | 10,118 | $614.5K | 0.46% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,115 | $614.4K | 0.22% | +1,063+11.7% | Added |
| West Coast Financial LLC | 10,110 | $614.1K | 0.08% | −759−7.0% | Reduced |
| GAMMA Investing LLC | 10,454 | $612.9K | 0.17% | +10,454 | New |
| Baystate Wealth Management LLC | 10,070 | $611.7K | 0.04% | −349−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,041 | $609.9K | 0.04% | −413−4.0% | Reduced |
| Burns Matteson Capital Management, LLC | 10,041 | $609.9K | 0.43% | −56−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 10,024 | $608.9K | 0.06% | −2,027−16.8% | Reduced |
| TownSquare Capital, LLC | 10,023 | $608.8K | 0.01% | −908−8.3% | Reduced |
| Savoie Capital LLC | 10,000 | $607.4K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,984 | $606.4K | 0.10% | +4,921+97.2% | Added |
| NWF Advisory Services Inc. | 9,974 | $605.8K | 0.12% | −1,102−9.9% | Reduced |
| Hollencrest Capital Management | 9,901 | $601.4K | 0.06% | +280+2.9% | Added |
| Schulhoff & Co Inc | 9,897 | $601.1K | 0.29% | 00.0% | Unchanged |
| FLC Capital Advisors | 9,881 | $600.2K | 0.16% | +1,382+16.3% | Added |
| Guardian Wealth Advisors, LLC | 9,881 | $600.2K | 0.09% | +604+6.5% | Added |
| Clear Creek Financial Management, LLC | 9,868 | $599.5K | 0.10% | −186−1.9% | Reduced |
| Bank of New Hampshire | 9,862 | $599.0K | 0.17% | −1,400−12.4% | Reduced |
| Inscription Capital, LLC | 9,768 | $593.3K | 0.16% | +84+0.9% | Added |
| First Community Trust NA | 9,759 | $592.8K | 0.64% | −520−5.1% | Reduced |
| Sonora Investment Management Group, LLC | 9,733 | $591.2K | 0.05% | +1,285+15.2% | Added |
| AlphaCore Capital LLC | 9,732 | $591.1K | 0.09% | −4,228−30.3% | Reduced |
| World Equity Group, Inc. | 9,729 | $590.9K | 0.12% | +1,047+12.1% | Added |
| Piscataqua Savings Bank | 9,722 | $590.5K | 0.55% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9,709 | $589.7K | 0.11% | −760−7.3% | Reduced |
| Duncker Streett & Co Inc | 9,691 | $588.6K | 0.12% | −1,900−16.4% | Reduced |
| Abn Amro Investment Solutions | 9,681 | $588.0K | 0.01% | −2,377−19.7% | Reduced |
| Balboa Wealth Partners | 9,680 | $587.9K | 0.20% | +354+3.8% | Added |
| Pathway Financial Advisers, LLC | 9,649 | $586.1K | 0.22% | +321+3.4% | Added |
| Academy Capital Management Inc | 9,648 | $586.0K | 0.12% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 9,646 | $585.9K | 0.12% | +1,183+14.0% | Added |
| LifeSteps Financial, Inc. | 9,637 | $585.4K | 0.52% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 9,617 | $584.1K | 0.09% | −9,763−50.4% | Reduced |
| Accurate Wealth Management, LLC | 9,583 | $581.9K | 0.18% | +668+7.5% | Added |
| Castle Rock Wealth Management, LLC | 9,408 | $580.5K | 0.18% | +1,569+20.0% | Added |
| GeoWealth Management, LLC | 9,539 | $580.0K | 0.05% | +3,572+59.9% | Added |
| Washington Trust Bank | 9,531 | $578.9K | 0.05% | −85,786−90.0% | Reduced |
| Exencial Wealth Advisors, LLC | 9,516 | $578.0K | 0.02% | +2,371+33.2% | Added |
| CWS Financial Advisors, LLC | 9,501 | $577.1K | 0.22% | +49+0.5% | Added |
| Bell Bank | 9,484 | $576.1K | 0.06% | −304−3.1% | Reduced |
| Penserra Capital Management LLC | 9,492 | $576.0K | 0.01% | −1,839−16.2% | Reduced |
| Integris Wealth Management, LLC | 9,472 | $575.3K | 0.17% | −927−8.9% | Reduced |
| Connors Investor Services Inc | 9,465 | $575.0K | 0.06% | −112,090−92.2% | Reduced |
| Catalyst Financial Partners LLC | 9,460 | $574.6K | 0.16% | +388+4.3% | Added |
| Westpac Banking Corp | 9,450 | $574.0K | 0.05% | −49,816−84.1% | Reduced |
| Focused Wealth Management, Inc | 9,380 | $569.7K | 0.09% | +16+0.2% | Added |
| Powell Investment Advisors, LLC | 9,330 | $566.7K | 0.31% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9,324 | $566.3K | 0.18% | −355−3.7% | Reduced |
| United Bank | 9,321 | $566.2K | 0.31% | +269+3.0% | Added |
| Barden Capital Management, Inc. | 9,921 | $565.9K | 0.46% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 9,296 | $564.6K | 0.04% | −70−0.7% | Reduced |
| United Bank | 9,293 | $564.5K | 0.07% | 00.0% | Unchanged |