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; 3,053 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 | 3,053 | $155.1B |
| Q1 2026 | 3,055 | $160.3B |
| Q4 2025 | 2,970 | $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 |
|---|---|---|---|---|---|
| Capital Wealth Planning, LLC | 6,489 | $394.1K | 0.00% | −3,996−38.1% | Reduced |
| Advisory Research Inc | 6,485 | $393.9K | 0.06% | 00.0% | Unchanged |
| GSG Advisors LLC | 6,347 | $393.5K | 0.15% | −475−7.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,478 | $393.4K | 0.09% | +133+2.1% | Added |
| West Family Investments, Inc. | 6,475 | $393.3K | 0.13% | +6,475 | New |
| Wealthsource Partners, LLC | 6,469 | $392.9K | 0.03% | −2,020−23.8% | Reduced |
| Argyle Capital Management Inc. | 6,468 | $392.9K | 0.16% | 00.0% | Unchanged |
| Clare Market Investments LLC | 6,454 | $392.0K | 0.14% | +1,508+30.5% | Added |
| BluePath Capital Management, LLC | 6,274 | $390.8K | 0.34% | +5,304+546.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,432 | $390.7K | 0.32% | −5,652−46.8% | Reduced |
| Worth Financial Advisory Group, LLC | 6,411 | $389.4K | 0.31% | −798−11.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 6,400 | $389.0K | 0.01% | 00.0% | Unchanged |
| Aviso Wealth Management | 6,404 | $389.0K | 0.28% | +6,404 | New |
| Sara-Bay Financial | 6,397 | $388.5K | 0.19% | +4+0.1% | Added |
| Parcion Private Wealth LLC | 6,374 | $387.2K | 0.04% | −34,556−84.4% | Reduced |
| MGB Wealth Management, LLC | 6,372 | $387.0K | 0.19% | +6,372 | New |
| MKT Advisors LLC | 6,233 | $387.0K | 0.26% | +173+2.9% | Added |
| Fidelity D & D Bancorp Inc | 6,329 | $384.4K | 0.30% | −164−2.5% | Reduced |
| Glassman Wealth Services | 6,324 | $384.1K | 0.05% | +238+3.9% | Added |
| Geneos Wealth Management Inc. | 6,305 | $383.0K | 0.02% | −3,856−37.9% | Reduced |
| Salomon & Ludwin, LLC | 6,678 | $382.6K | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 6,292 | $382.0K | 0.09% | +900+16.7% | Added |
| Palumbo Wealth Management LLC | 6,276 | $381.2K | 0.19% | −157−2.4% | Reduced |
| Wedgewood Investors Inc | 6,262 | $380.4K | 0.47% | −400−6.0% | Reduced |
| Avestar Capital, LLC | 6,261 | $380.3K | 0.05% | +1,010+19.2% | Added |
| Provence Wealth Management Group | 6,258 | $380.1K | 0.20% | +5,876+1,538.2% | Added |
| Strategic Blueprint, LLC | 6,234 | $378.7K | 0.03% | −6,270−50.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,232 | $378.5K | 0.19% | +1,687+37.1% | Added |
| SPC Financial, Inc. | 6,207 | $377.0K | 0.04% | +6,207 | New |
| Schrum Private Wealth Management LLC | 6,188 | $375.9K | 0.53% | −1,610−20.6% | Reduced |
| Fox Run Management, L.L.C. | 6,183 | $375.6K | 0.10% | −16,811−73.1% | Reduced |
| Dudley Capital Management, LLC | 6,174 | $375.0K | 0.24% | −300−4.6% | Reduced |
| Engrave Wealth Partners LLC | 6,163 | $374.3K | 0.11% | +186+3.1% | Added |
| Peregrine Asset Advisers, Inc. | 6,161 | $374.2K | 0.18% | +93+1.5% | Added |
| Argent Advisors, Inc. | 6,154 | $373.8K | 0.16% | +980+18.9% | Added |
| American Trust Investment Advisors, LLC | 6,132 | $372.5K | 0.19% | +6,132 | New |
| MQS Management LLC | 6,092 | $370.0K | 0.21% | +348+6.1% | Added |
| Measured Wealth Private Client Group, LLC | 6,091 | $370.0K | 0.14% | −193−3.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,091 | $370.0K | 0.36% | +6,091 | New |
| Global X Japan Co., Ltd. | 6,084 | $369.5K | 0.21% | +6,084 | New |
| NFP Retirement, Inc. | 6,011 | $365.1K | 0.06% | +106+1.8% | Added |
| REDW Wealth LLC | 6,001 | $364.5K | 0.10% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 6,000 | $364.4K | 0.18% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,995 | $364.1K | 0.03% | −69−1.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,973 | $362.8K | 0.16% | −232−3.7% | Reduced |
| Villere St Denis J & Co LLC | 5,950 | $361.4K | 0.03% | +5,950 | New |
| Gould Asset Management LLC | 5,884 | $357.4K | 0.09% | +10+0.2% | Added |
| Tradition Wealth Management, LLC | 5,870 | $357.0K | 0.04% | +799+15.8% | Added |
| Everpar Advisors LLC | 5,854 | $355.6K | 0.17% | +5,854 | New |
| SYSTM Wealth Solutions LLC | 5,847 | $355.1K | 0.05% | −1,054−15.3% | Reduced |
| Opinicus Capital, Inc. | 5,842 | $354.9K | 0.36% | +5,842 | New |
| Commerzbank Aktiengesellschaft | 5,817 | $354.0K | 0.01% | +5,817 | New |
| Taylor Hoffman Wealth Management | 5,826 | $353.9K | 0.16% | −8,000−57.9% | Reduced |
| Forum Financial Management, LP | 5,823 | $353.7K | 0.01% | −433−6.9% | Reduced |
| Athena Investment Management | 5,808 | $352.8K | 0.23% | +495+9.3% | Added |
| ICA Group Wealth Management, LLC | 5,806 | $352.7K | 0.08% | +1,169+25.2% | Added |
| Cassia Capital Partners, LLC | 5,781 | $351.1K | 0.29% | −48−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 5,786 | $351.0K | 0.02% | −81−1.4% | Reduced |
| Charter Research & Investment Group, Inc. | 5,773 | $350.7K | 0.29% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,755 | $350.0K | 0.04% | +2,151+59.7% | Added |
| Pettyjohn, Wood & White, Inc | 5,740 | $348.6K | 0.08% | −41−0.7% | Reduced |
| Union Savings Bank | 5,702 | $346.3K | 0.20% | −763−11.8% | Reduced |
| Tritonpoint Wealth, LLC | 5,694 | $345.8K | 0.03% | +5,694 | New |
| Wealth Management Associates, Inc. | 5,691 | $345.7K | 0.18% | −2,003−26.0% | Reduced |
| Synergy Financial Group, LTD | 5,680 | $345.0K | 0.42% | +76+1.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,670 | $344.4K | 0.09% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,670 | $344.4K | 0.23% | +5,670 | New |
| Horizon Wealth Management, LLC | 5,662 | $343.9K | 0.10% | +40+0.7% | Added |
| Garden State Investment Advisory Services LLC | 5,648 | $343.0K | 0.14% | +5,648 | New |
| Topel & Distasi Wealth Management, LLC | 5,643 | $342.8K | 0.16% | −1,582−21.9% | Reduced |
| Secure Asset Management, LLC | 5,611 | $340.8K | 0.09% | −159−2.8% | Reduced |
| PCA Investment Advisory Services Inc. | 5,599 | $340.0K | 0.22% | +109+2.0% | Added |
| Old Mission Investment Co LLC | 5,581 | $339.0K | 0.12% | −1,293−18.8% | Reduced |
| Partners Capital Investment Group, LLP | 5,574 | $338.6K | 0.01% | +5,574 | New |
| Evexia Wealth LLC | 5,812 | $338.0K | 0.14% | +276+5.0% | Added |
| WNY Asset Management, LLC | 5,558 | $337.6K | 0.06% | +378+7.3% | Added |
| TMD Wealth Management, LLC | 5,557 | $337.5K | 0.09% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,544 | $336.7K | 0.10% | +5,544 | New |
| Baron Wealth Management LLC | 5,538 | $336.4K | 0.18% | −2,733−33.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 5,535 | $336.2K | 0.31% | +500+9.9% | Added |
| Fayez Sarofim & Co | 5,936 | $335.9K | 0.00% | −51,479−89.7% | Reduced |
| Saxony Capital Management, LLC | 5,492 | $333.6K | 0.44% | +5,492 | New |
| Ballast, Inc. | 5,480 | $332.9K | 0.11% | +1,150+26.6% | Added |
| First Commonwealth Financial Corp | 5,468 | $332.1K | 0.10% | −1,088−16.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,465 | $331.9K | 0.05% | +156+2.9% | Added |
| Midland Wealth Advisors LLC | 5,447 | $330.9K | 0.02% | +5,447 | New |
| Ridgecrest Wealth Partners, LLC | 5,436 | $330.2K | 0.22% | −865−13.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,431 | $329.9K | 0.21% | −116−2.1% | Reduced |
| Onefund, LLC | 5,425 | $329.5K | 0.43% | +5,425 | New |
| Nebula Research & Development LLC | 5,411 | $328.7K | 0.10% | +5,411 | New |
| Power Wealth Management LLC | 5,404 | $328.2K | 0.24% | +5,404 | New |
| Plotkin Financial Advisors, LLC | 5,400 | $328.0K | 0.25% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,400 | $328.0K | 0.30% | +200+3.8% | Added |
| Nichols & Pratt Advisers LLP | 5,397 | $327.8K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,384 | $327.0K | 0.03% | −605−10.1% | Reduced |
| Two Sigma Securities, LLC | 5,383 | $327.0K | 0.01% | −92,303−94.5% | Reduced |
| Amplius Wealth Advisors, LLC | 5,370 | $326.2K | 0.04% | −129−2.3% | Reduced |
| Childress Capital Advisors, LLC | 5,356 | $325.3K | 0.10% | +5,356 | New |
| Peak Asset Management, LLC | 5,347 | $324.8K | 0.07% | −628−10.5% | Reduced |
| Bill Few Associates, Inc. | 5,345 | $324.7K | 0.15% | +1,568+41.5% | Added |