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 |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 88,138 | $5.35M | 0.57% | −26,713−23.3% | Reduced |
| Dividend Assets Capital, LLC | 88,061 | $5.35M | 1.05% | −16,474−15.8% | Reduced |
| Opus Investment Management Inc | 88,000 | $5.35M | 3.07% | +18,000+25.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 87,568 | $5.32M | 0.63% | −4,442−4.8% | Reduced |
| Farmers Trust Co | 87,133 | $5.29M | 1.10% | −681−0.8% | Reduced |
| Bridge Creek Capital Management LLC | 87,124 | $5.29M | 1.84% | +5,235+6.4% | Added |
| Terry L. Blaker | 86,985 | $5.28M | 0.43% | +548+0.6% | Added |
| Financial & Tax Architects, LLC | 86,679 | $5.26M | 1.56% | +11,069+14.6% | Added |
| Apollon Wealth Management, LLC | 86,376 | $5.25M | 0.18% | +13,009+17.7% | Added |
| Security National Bank | 86,109 | $5.23M | 1.18% | +3,580+4.3% | Added |
| Stamos Capital Partners, L.P. | 85,980 | $5.22M | 1.42% | −64,360−42.8% | Reduced |
| PointState Capital LP | 85,823 | $5.21M | 0.19% | +85,823 | New |
| Hamilton Point Investment Advisors, LLC | 84,223 | $5.12M | 1.03% | −579−0.7% | Reduced |
| Miller Howard Investments Inc | 83,669 | $5.08M | 0.18% | −4,905−5.5% | Reduced |
| Metropolitan Life Insurance Co | 83,513 | $5.07M | 0.24% | −216−0.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 83,020 | $5.04M | 0.38% | +3,310+4.2% | Added |
| Profund Advisors LLC | 82,941 | $5.04M | 0.22% | −1,025−1.2% | Reduced |
| Linscomb & Williams, Inc. | 82,920 | $5.04M | 0.28% | +1,831+2.3% | Added |
| Shelter Mutual Insurance Co | 82,520 | $5.01M | 1.38% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 82,236 | $4.99M | 0.19% | −1,828−2.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 82,042 | $4.98M | 0.46% | +1,974+2.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 81,905 | $4.97M | 1.28% | +29,429+56.1% | Added |
| SlateStone Wealth, LLC | 81,806 | $4.97M | 0.64% | +1,357+1.7% | Added |
| Gladstone Institutional Advisory LLC | 81,713 | $4.96M | 0.28% | +175+0.2% | Added |
| Vestcor Inc | 81,502 | $4.95M | 0.17% | −19,731−19.5% | Reduced |
| E. Ohman J:or Asset Management AB | 81,100 | $4.93M | 0.18% | −9,900−10.9% | Reduced |
| Somerset Trust Co | 80,346 | $4.88M | 2.14% | −3,446−4.1% | Reduced |
| Caxton Associates LP | 79,043 | $4.80M | 0.25% | +79,043 | New |
| Renaissance Investment Group LLC | 78,766 | $4.78M | 1.19% | −1,579−2.0% | Reduced |
| Constitution Capital LLC | 78,290 | $4.76M | 2.87% | +7,125+10.0% | Added |
| Perigon Wealth Management, LLC | 77,827 | $4.73M | 0.15% | +2,639+3.5% | Added |
| Glen Eagle Advisors, LLC | 77,733 | $4.72M | 0.98% | +6,617+9.3% | Added |
| Logan Capital Management Inc | 77,702 | $4.72M | 0.22% | −7,189−8.5% | Reduced |
| Slocum, Gordon & Co LLP | 77,447 | $4.70M | 4.13% | −150−0.2% | Reduced |
| Bogart Wealth, LLC | 77,320 | $4.70M | 0.26% | +2,506+3.3% | Added |
| Toroso Investments, LLC | 76,713 | $4.66M | 0.11% | +10,734+16.3% | Added |
| Journey Advisory Group, LLC | 75,773 | $4.60M | 0.63% | −3,033−3.8% | Reduced |
| Harbour Trust & Investment Management Co | 75,686 | $4.60M | 0.65% | +75,686 | New |
| NBT Bank N A | 75,559 | $4.59M | 0.36% | −3,688−4.7% | Reduced |
| Jackson Wealth Management, LLC | 75,352 | $4.58M | 0.60% | −28,014−27.1% | Reduced |
| Old Point Trust & Financial Services N A | 75,237 | $4.57M | 1.84% | +2,205+3.0% | Added |
| Financial Advisory Partners, LLC | 75,062 | $4.56M | 1.66% | +9,808+15.0% | Added |
| Naples Global Advisors, LLC | 74,948 | $4.55M | 0.50% | +17,403+30.2% | Added |
| Pioneer Trust Bank N A | 74,655 | $4.53M | 1.35% | +3,485+4.9% | Added |
| TD Private Client Wealth LLC | 74,586 | $4.53M | 0.16% | −11,817−13.7% | Reduced |
| Ameritas Investment Partners, Inc. | 74,472 | $4.52M | 0.17% | −1,581−2.1% | Reduced |
| Intech Investment Management LLC | 73,926 | $4.49M | 0.07% | −15,323−17.2% | Reduced |
| Connectus Wealth, LLC | 73,858 | $4.49M | 0.09% | −8,668−10.5% | Reduced |
| Norinchukin Bank, The | 73,365 | $4.46M | 0.10% | −8,246−10.1% | Reduced |
| Spring Capital Management, LLC | 73,175 | $4.44M | 3.49% | +6,634+10.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 73,094 | $4.44M | 0.31% | +3,820+5.5% | Added |
| Edgestream Partners, L.P. | 72,992 | $4.43M | 0.32% | −13,401−15.5% | Reduced |
| Calamos Wealth Management LLC | 72,826 | $4.42M | 0.28% | −38,940−34.8% | Reduced |
| Ancora Advisors, LLC | 72,317 | $4.39M | 0.10% | +9,340+14.8% | Added |
| Busey Wealth Management | 71,999 | $4.37M | 0.17% | −1,965−2.7% | Reduced |
| Phoenix Holdings Ltd. | 63,785 | $4.36M | 0.07% | −21,583−25.3% | Reduced |
| Citizens National Bank Trust Department | 71,134 | $4.32M | 1.10% | +1,260+1.8% | Added |
| Fisher Asset Management, LLC | 70,948 | $4.31M | 0.00% | −9,706,560−99.3% | Reduced |
| Covington Investment Advisors Inc. | 70,472 | $4.28M | 0.78% | −3,665−4.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 70,303 | $4.27M | 0.42% | −5,313−7.0% | Reduced |
| TCG Advisory Services, LLC | 70,176 | $4.26M | 0.30% | +24,828+54.7% | Added |
| GTS Securities LLC | 69,832 | $4.24M | 0.09% | +47,887+218.2% | Added |
| Empirical Finance, LLC | 69,778 | $4.24M | 0.30% | +462+0.7% | Added |
| Account Management LLC | 69,655 | $4.23M | 5.06% | +15,840+29.4% | Added |
| Everence Capital Management Inc | 69,504 | $4.22M | 0.30% | +2,110+3.1% | Added |
| Hemenway Trust Co LLC | 69,276 | $4.21M | 0.40% | +20,580+42.3% | Added |
| Coston, McIsaac & Partners | 68,924 | $4.18M | 1.46% | +5,869+9.3% | Added |
| Alberta Investment Management Corp | 68,525 | $4.16M | 0.04% | +23,625+52.6% | Added |
| Savant Capital, LLC | 68,313 | $4.15M | 0.05% | −3,618−5.0% | Reduced |
| Boston Research & Management Inc | 68,222 | $4.14M | 1.10% | +3,002+4.6% | Added |
| Sumitomo Life Insurance Co | 68,012 | $4.13M | 0.13% | +37,074+119.8% | Added |
| SG Americas Securities, LLC | 67,880 | $4.12M | 0.05% | −45,592−40.2% | Reduced |
| Bailard, Inc. | 67,867 | $4.12M | 0.12% | −15,323−18.4% | Reduced |
| Weatherly Asset Management L. P. | 67,751 | $4.12M | 0.44% | −1,526−2.2% | Reduced |
| Dupree Financial Group, LLC | 67,660 | $4.11M | 2.01% | +67,660 | New |
| Evercore Wealth Management, LLC | 67,617 | $4.11M | 0.07% | −11,583−14.6% | Reduced |
| Gouws Capital LLC | 67,429 | $4.10M | 3.34% | +10,497+18.4% | Added |
| Birch Hill Investment Advisors LLC | 66,423 | $4.03M | 0.21% | −1,898−2.8% | Reduced |
| Leonteq Securities AG | 66,299 | $4.03M | 0.52% | +11,955+22.0% | Added |
| HighPoint Advisor Group LLC | 64,222 | $4.02M | 0.29% | +64,222 | New |
| Silvercrest Asset Management Group LLC | 66,036 | $4.01M | 0.03% | −8,600−11.5% | Reduced |
| Ingalls & Snyder LLC | 65,971 | $4.01M | 0.18% | −871−1.3% | Reduced |
| Marietta Wealth Management, LLC | 65,783 | $4.00M | 0.71% | −9,747−12.9% | Reduced |
| Salem Investment Counselors Inc | 65,712 | $3.99M | 0.14% | −2,965−4.3% | Reduced |
| Fragasso Group Inc. | 65,445 | $3.98M | 0.36% | +2,279+3.6% | Added |
| Stokes Capital Advisors, LLC | 65,222 | $3.96M | 1.25% | +14,885+29.6% | Added |
| Financial Advocates Investment Management | 65,196 | $3.96M | 0.26% | +1,008+1.6% | Added |
| Sit Investment Associates Inc | 65,134 | $3.96M | 0.10% | −38,208−37.0% | Reduced |
| Montag A & Associates Inc | 65,053 | $3.95M | 0.22% | −7,661−10.5% | Reduced |
| Brick & Kyle, Associates | 65,040 | $3.95M | 1.97% | −4,375−6.3% | Reduced |
| Bright Rock Capital Management, LLC | 65,000 | $3.95M | 0.89% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 64,942 | $3.94M | 0.10% | +1,066+1.7% | Added |
| American National Bank | 64,923 | $3.94M | 0.62% | +2,888+4.7% | Added |
| Trust Co of Toledo NA | 64,881 | $3.94M | 0.68% | −3,950−5.7% | Reduced |
| Aull & Monroe Investment Management Corp | 64,192 | $3.90M | 1.92% | −1,124−1.7% | Reduced |
| Whittier Trust Co | 64,139 | $3.90M | 0.06% | −11,091−14.7% | Reduced |
| Benjamin Edwards Inc | 64,017 | $3.89M | 0.85% | −572−0.9% | Reduced |
| Adell Harriman & Carpenter Inc | 64,006 | $3.89M | 0.36% | −27,506−30.1% | Reduced |
| Oak Harvest Investment Services | 63,848 | $3.88M | 0.77% | +3,547+5.9% | Added |
| Veriti Management LLC | 63,459 | $3.85M | 0.35% | +7,069+12.5% | Added |