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 |
|---|---|---|---|---|---|
| First National Bank | 7,907 | $480.3K | 0.38% | −2,000−20.2% | Reduced |
| Stonebridge Capital Advisors LLC | 7,886 | $479.0K | 0.05% | −40−0.5% | Reduced |
| Diversified, LLC | 7,851 | $476.9K | 0.10% | +177+2.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,850 | $476.8K | 0.36% | +7,850 | New |
| Jeppson Wealth Management, LLC | 7,819 | $474.9K | 0.20% | −2,034−20.6% | Reduced |
| Advance Capital Management, Inc. | 7,809 | $474.3K | 0.04% | +309+4.1% | Added |
| Tanglewood Legacy Advisors, LLC | 7,800 | $473.8K | 0.26% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 7,949 | $473.5K | 0.15% | +7,949 | New |
| Power Corp of Canada | 7,790 | $473.2K | 0.05% | +3,536+83.1% | Added |
| Papp L Roy & Associates | 7,781 | $472.6K | 0.06% | −300−3.7% | Reduced |
| Partnership Wealth Management, LLC | 8,000 | $469.0K | 0.35% | +8,000 | New |
| Samalin Investment Counsel, LLC | 7,713 | $468.5K | 0.24% | +239+3.2% | Added |
| Brendel Financial Advisors LLC | 7,711 | $468.0K | 0.31% | 00.0% | Unchanged |
| Central Bank & Trust Co | 7,703 | $467.9K | 0.07% | +1,959+34.1% | Added |
| Douglas Lane & Associates, LLC | 7,688 | $467.0K | 0.01% | −3,178−29.2% | Reduced |
| Signature Wealth Management Partners, LLC | 7,670 | $465.9K | 0.41% | +7,670 | New |
| Breakwater Capital Group | 8,183 | $465.2K | 0.13% | +908+12.5% | Added |
| American Investment Services, Inc. | 7,638 | $463.9K | 0.09% | 00.0% | Unchanged |
| Natixis | 7,625 | $463.1K | 0.00% | −364,603−98.0% | Reduced |
| Stanley-Laman Group, Ltd. | 6,376 | $462.4K | 0.07% | +6,376 | New |
| Sage Mountain Advisors LLC | 7,577 | $460.2K | 0.05% | +509+7.2% | Added |
| OMNI 360 Wealth, Inc. | 7,553 | $458.8K | 0.43% | +7,553 | New |
| Alpha Family Trust | 7,520 | $456.8K | 0.31% | +3,180+73.3% | Added |
| Allegheny Financial Group LTD | 7,513 | $456.3K | 0.15% | +87+1.2% | Added |
| Capital Management Associates | 7,500 | $455.6K | 0.58% | 00.0% | Unchanged |
| Bremer Bank National Association | 7,473 | $453.9K | 0.08% | −2,616−25.9% | Reduced |
| Hobbs Group Advisors, LLC | 7,471 | $453.8K | 0.20% | +7,471 | New |
| Palogic Value Management, L.P. | 7,442 | $452.0K | 0.20% | +1,365+22.5% | Added |
| Isthmus Partners, LLC | 7,420 | $450.7K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 7,411 | $450.1K | 0.04% | −1,298−14.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 7,374 | $447.9K | 0.37% | −172−2.3% | Reduced |
| Apexium Financial, LP | 7,323 | $444.8K | 0.03% | +2,266+44.8% | Added |
| Monetary Management Group Inc | 7,300 | $443.4K | 0.14% | −400−5.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 7,296 | $443.2K | 0.17% | −287−3.8% | Reduced |
| GSB Wealth Management, LLC | 7,286 | $442.6K | 0.14% | −4,744−39.4% | Reduced |
| Warren Averett Asset Management, LLC | 7,275 | $441.9K | 0.02% | +634+9.5% | Added |
| Graham Capital Wealth Management, LLC | 7,275 | $441.9K | 1.17% | +424+6.2% | Added |
| Alpha Omega Wealth Management LLC | 7,267 | $441.4K | 0.07% | −300−4.0% | Reduced |
| Fortis Capital Advisors, LLC | 7,243 | $439.9K | 0.24% | +2,959+69.1% | Added |
| Saturna Capital CORP | 7,225 | $438.8K | 0.01% | +2,080+40.4% | Added |
| Rbo & Co LLC | 7,200 | $437.3K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 7,192 | $436.8K | 0.10% | −42,270−85.5% | Reduced |
| Dohj, LLC | 7,161 | $435.0K | 0.13% | −250−3.4% | Reduced |
| Veracity Capital LLC | 7,160 | $434.9K | 0.17% | +10+0.1% | Added |
| Annex Advisory Services, LLC | 7,159 | $434.9K | 0.02% | −39,345−84.6% | Reduced |
| NTV Asset Management LLC | 7,158 | $434.8K | 0.07% | −4,800−40.1% | Reduced |
| Steward Partners Investment Solutions, LLC | 7,145 | $434.0K | 0.18% | +7,145 | New |
| Frisch Financial Group, Inc. | 7,129 | $433.0K | 0.16% | −47−0.7% | Reduced |
| RWM Asset Management, LLC | 6,977 | $431.2K | 0.08% | −17−0.2% | Reduced |
| Level Financial Advisors, Inc. | 7,079 | $430.0K | 0.21% | −321−4.3% | Reduced |
| Carolinas Wealth Consulting LLC | 41,997 | $429.5K | 0.09% | −253−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 7,030 | $427.0K | 0.01% | +500+7.7% | Added |
| Gsa Capital Partners LLP | 7,028 | $427.0K | 0.04% | +900+14.7% | Added |
| Heartwood Wealth Advisors LLC | 7,023 | $426.6K | 0.06% | −960−12.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7,017 | $426.2K | 2.46% | +7,017 | New |
| Merrion Investment Management Co, LLC | 7,010 | $425.8K | 0.33% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,009 | $425.7K | 0.08% | +563+8.7% | Added |
| Cito Capital Group, LLC | 7,000 | $425.0K | 0.18% | 00.0% | Unchanged |
| Trust Co of the South | 6,991 | $424.6K | 0.11% | +6,991 | New |
| Alpha Financial Partners, LLC | 6,976 | $423.7K | 0.42% | −1,656−19.2% | Reduced |
| Oak Asset Management, LLC | 6,939 | $421.5K | 0.17% | +1,035+17.5% | Added |
| Westmount Partners, LLC | 6,931 | $421.0K | 0.17% | −564−7.5% | Reduced |
| Tributary Capital Management, LLC | 6,914 | $420.0K | 0.04% | −50−0.7% | Reduced |
| StrategIQ Financial Group, LLC | 6,914 | $419.9K | 0.05% | −864−11.1% | Reduced |
| Armbruster Capital Management, Inc. | 6,900 | $419.1K | 0.10% | −37−0.5% | Reduced |
| Ambassador Advisors, LLC | 7,488 | $419.1K | 0.09% | −172−2.2% | Reduced |
| Sound Stewardship, LLC | 6,897 | $418.9K | 0.28% | −484−6.6% | Reduced |
| KLR Investment Advisors, LLC | 6,883 | $418.1K | 0.30% | −207−2.9% | Reduced |
| Foundations Investment Advisors, LLC | 6,961 | $415.9K | 0.01% | −1,541−18.1% | Reduced |
| Horizon Investment Services, LLC | 6,834 | $415.1K | 0.22% | −1,516−18.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 6,825 | $414.6K | 0.14% | −2,333−25.5% | Reduced |
| Acorn Financial Advisory Services Inc | 6,824 | $414.5K | 0.07% | −48−0.7% | Reduced |
| Atlas Private Wealth Advisors | 6,768 | $411.1K | 0.08% | +229+3.5% | Added |
| Trillium Asset Management, LLC | 6,772 | $411.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 6,748 | $409.9K | 0.21% | −631−8.6% | Reduced |
| Senator Investment Group LP | 6,743 | $409.6K | 0.02% | −313,257−97.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,719 | $408.1K | 0.11% | +105+1.6% | Added |
| Kepos Capital LP | 6,720 | $408.0K | 0.13% | +635+10.4% | Added |
| Coastwise Capital Group, LLC | 6,705 | $407.3K | 0.42% | +2,844+73.7% | Added |
| Howland Capital Management LLC | 6,683 | $405.9K | 0.02% | +690+11.5% | Added |
| Cardiff Park Advisors, LLC | 6,680 | $405.7K | 0.05% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 6,672 | $405.3K | 0.08% | +165+2.5% | Added |
| Fruth Investment Management | 6,670 | $405.0K | 0.11% | 00.0% | Unchanged |
| Allstate Corp | 6,649 | $403.9K | 0.03% | −1,006−13.1% | Reduced |
| Ullmann Financial Group, Inc. | 6,628 | $402.6K | 0.07% | −138−2.0% | Reduced |
| V-Square Quantitative Management LLC | 6,625 | $402.4K | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 6,623 | $402.3K | 0.26% | +188+2.9% | Added |
| Investment Partners, Ltd. | 6,621 | $402.1K | 0.20% | +1,561+30.8% | Added |
| Professional Advisory Services Inc | 6,624 | $402.0K | 0.06% | 00.0% | Unchanged |
| Eagle Strategies LLC | 6,605 | $401.2K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 6,582 | $399.8K | 0.16% | +6,348+2,712.8% | Added |
| Heritage Wealth Advisors | 6,577 | $399.5K | 0.02% | +2,006+43.9% | Added |
| GPS Wealth Strategies Group, LLC | 6,575 | $399.4K | 0.07% | −2,451−27.2% | Reduced |
| Northwest Bancshares, Inc. | 6,573 | $399.2K | 0.07% | −1,218−15.6% | Reduced |
| Prestige Wealth Management Group LLC | 6,566 | $398.8K | 0.09% | −2,218−25.3% | Reduced |
| Arvest Trust Co N A | 6,552 | $398.0K | 0.02% | −27−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 6,542 | $397.4K | 0.06% | −13,984−68.1% | Reduced |
| Phillips Wealth Planners LLC | 6,886 | $397.0K | 0.48% | −2,212−24.3% | Reduced |
| GW&K Investment Management, LLC | 6,525 | $396.0K | 0.00% | −8,813−57.5% | Reduced |
| Pointe Capital Management LLC | 6,509 | $395.4K | 0.27% | +1,062+19.5% | Added |