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 | 3,055 | $160.3B |
| Q4 2025 | 2,970 | $137.9B |
| Q3 2025 | 2,753 | $125.5B |
| Q2 2025 | 2,706 | $116.6B |
| Q1 2025 | 2,739 | $119.4B |
| Q4 2024 | 2,774 | $120.2B |
| Q3 2024 | 2,669 | $139.0B |
| Q2 2024 | 2,547 | $117.5B |
| Q1 2024 | 2,467 | $103.8B |
| Q4 2023 | 2,423 | $98.3B |
| Q3 2023 | 2,315 | $92.5B |
| Q2 2023 | 2,417 | $117.0B |
| Q1 2023 | 2,414 | $122.0B |
| Q4 2022 | 2,475 | $129.5B |
| Q3 2022 | 2,346 | $121.8B |
| Q2 2022 | 2,315 | $119.0B |
| Q1 2022 | 2,370 | $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 |
|---|---|---|---|---|---|
| James Investment Research Inc | 48,318 | $2.93M | 0.37% | −5,023−9.4% | Reduced |
| Knuff & Co LLC | 48,173 | $2.93M | 1.07% | +2,456+5.4% | Added |
| Cincinnati Financial Corp | 48,000 | $2.92M | 0.06% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 48,000 | $2.92M | 0.66% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 47,986 | $2.91M | 1.75% | +1,963+4.3% | Added |
| Ballentine Partners, LLC | 47,979 | $2.91M | 0.06% | +9,461+24.6% | Added |
| Farther Finance Advisors, LLC | 47,925 | $2.91M | 0.21% | +9,209+23.8% | Added |
| Investment Management Corp of Ontario | 47,911 | $2.91M | 0.07% | +47,911 | New |
| Horan Capital Advisors, LLC. | 47,870 | $2.91M | 1.07% | +40,883+585.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,480 | $2.90M | 0.03% | −221−0.4% | Reduced |
| M. Kulyk & Associates, LLC | 47,645 | $2.89M | 0.67% | +6,785+16.6% | Added |
| TrueMark Investments, LLC | 47,638 | $2.89M | 2.88% | +47,638 | New |
| Estabrook Capital Management | 47,621 | $2.89M | 0.47% | −1,576−3.2% | Reduced |
| CSM Advisors, LLC | 47,452 | $2.88M | 0.21% | −682−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 47,141 | $2.86M | 0.18% | +41,125+683.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 46,858 | $2.85M | 2.97% | +46,858 | New |
| Princeton Global Asset Management LLC | 46,757 | $2.84M | 0.71% | −1,135−2.4% | Reduced |
| Zions Bancorporation, N.A. | 46,690 | $2.84M | 0.20% | −1,320−2.7% | Reduced |
| Janney Capital Management LLC | 46,673 | $2.83M | 0.19% | +4,047+9.5% | Added |
| Fred Alger Management, LLC | 46,444 | $2.82M | 0.02% | +3,770+8.8% | Added |
| Berkshire Bank | 46,383 | $2.82M | 0.75% | +35+0.1% | Added |
| Nations Financial Group Inc, | 46,309 | $2.81M | 0.26% | −730−1.6% | Reduced |
| Cypress Capital Group | 46,141 | $2.80M | 0.36% | +2,846+6.6% | Added |
| Independence Bank of Kentucky | 46,015 | $2.79M | 0.98% | +16,456+55.7% | Added |
| Autonomy Capital (Jersey) L.P. | 46,001 | $2.79M | 5.10% | 00.0% | Unchanged |
| Diversified Trust Co | 45,869 | $2.79M | 0.09% | −4,278−8.5% | Reduced |
| Financial Counselors Inc | 45,600 | $2.77M | 0.05% | −2,546−5.3% | Reduced |
| Premier Fund Managers Ltd | 45,000 | $2.75M | 0.12% | +25,000+125.0% | Added |
| Telemus Capital, LLC | 45,086 | $2.74M | 0.23% | −377−0.8% | Reduced |
| Bowen Hanes & Co Inc | 44,871 | $2.73M | 0.08% | +3,505+8.5% | Added |
| Wedbush Securities Inc | 44,739 | $2.72M | 0.12% | −2,357−5.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 44,715 | $2.72M | 0.08% | +9,026+25.3% | Added |
| Smith Group Asset Management, LLC | 44,709 | $2.72M | 0.16% | +44,709 | New |
| Lombard Odier Asset Management (Switzerland) SA | 44,696 | $2.71M | 0.36% | +28,298+172.6% | Added |
| Asio Capital, LLC | 44,467 | $2.70M | 0.63% | +44,467 | New |
| Richelieu Gestion PLC | 44,223 | $2.69M | 2.40% | −1,174−2.6% | Reduced |
| Bensler, LLC | 44,157 | $2.68M | 0.44% | −289−0.7% | Reduced |
| We Are One Seven, LLC | 43,280 | $2.63M | 0.15% | +3,021+7.5% | Added |
| J. W. Coons Advisors, LLC | 42,784 | $2.60M | 0.70% | −990−2.3% | Reduced |
| TCW Group Inc | 42,511 | $2.59M | 0.03% | +29,704+231.9% | Added |
| Modera Wealth Management, LLC | 42,656 | $2.59M | 0.04% | +47+0.1% | Added |
| WSFS Capital Management, LLC | 42,629 | $2.59M | 0.16% | −5,244−11.0% | Reduced |
| Harbour Investment Management LLC | 42,545 | $2.58M | 1.35% | −474−1.1% | Reduced |
| Bleakley Financial Group, LLC | 42,417 | $2.58M | 0.08% | +624+1.5% | Added |
| Sawtooth Solutions, LLC | 42,326 | $2.57M | 0.07% | +533+1.3% | Added |
| Sapient Capital LLC | 42,087 | $2.56M | 0.07% | +42,087 | New |
| Archford Capital Strategies, LLC | 42,085 | $2.56M | 0.47% | +7,089+20.3% | Added |
| Mattern Wealth Management LLC | 41,993 | $2.55M | 0.66% | −350−0.8% | Reduced |
| Citadel Advisors LLC | 41,820 | $2.54M | 0.00% | −1,254,599−96.8% | Reduced |
| Smithfield Trust Co | 41,768 | $2.54M | 0.14% | −734−1.7% | Reduced |
| Horizon Investments, LLC | 41,719 | $2.53M | 0.07% | +22,702+119.4% | Added |
| Morton Community Bank | 41,641 | $2.53M | 0.83% | +41,641 | New |
| Western Wealth Management, LLC | 41,630 | $2.53M | 0.18% | +6,980+20.1% | Added |
| Baker Avenue Asset Management, LP | 41,608 | $2.53M | 0.11% | +810+2.0% | Added |
| Orleans Capital Management Corp | 41,498 | $2.52M | 1.69% | +1,408+3.5% | Added |
| Finivi Inc. | 41,318 | $2.51M | 2.45% | +41,318 | New |
| Dillon & Associates Inc | 41,114 | $2.51M | 0.45% | +17,600+74.8% | Added |
| Laird Norton Trust Company, LLC | 41,171 | $2.50M | 0.30% | +37,177+930.8% | Added |
| Moloney Securities Asset Management, LLC | 41,138 | $2.50M | 0.40% | +561+1.4% | Added |
| Archer Investment Corp | 41,061 | $2.49M | 0.80% | +4,943+13.7% | Added |
| Spirit of America Management Corp | 41,025 | $2.49M | 0.55% | −1,950−4.5% | Reduced |
| Icon Wealth Advisors, LLC | 40,998 | $2.49M | 0.26% | +40,998 | New |
| Dorsey & Whitney Trust CO LLC | 40,977 | $2.49M | 0.19% | +70.0% | Added |
| Firestone Capital Management | 40,930 | $2.49M | 0.77% | +3,353+8.9% | Added |
| Blue Fin Capital, Inc. | 40,854 | $2.48M | 0.64% | +1,900+4.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 40,697 | $2.47M | 0.91% | +20,672+103.2% | Added |
| Mitchell Sinkler & Starr | 40,506 | $2.46M | 0.45% | +7,852+24.0% | Added |
| SkyOak Wealth, LLC | 40,386 | $2.45M | 0.64% | −4,233−9.5% | Reduced |
| Belpointe Asset Management LLC | 40,382 | $2.45M | 0.22% | −3,310−7.6% | Reduced |
| GLOBALT Investments LLC | 40,292 | $2.45M | 0.10% | +40,292 | New |
| Connable Office Inc | 40,217 | $2.44M | 0.30% | −161−0.4% | Reduced |
| Romano Brothers and Company | 40,190 | $2.44M | 0.36% | +1,699+4.4% | Added |
| NJ State Employees Deferred Compensation Plan | 40,000 | $2.43M | 0.33% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.43M | 0.63% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 39,976 | $2.43M | 0.03% | +410+1.0% | Added |
| FDx Advisors, Inc. | 39,873 | $2.42M | 0.19% | −4,226−9.6% | Reduced |
| Principal Securities, Inc. | 39,659 | $2.41M | 0.09% | +39,659 | New |
| Integrated Wealth Concepts LLC | 39,486 | $2.40M | 0.04% | +7,248+22.5% | Added |
| Jacobi Capital Management LLC | 39,372 | $2.39M | 0.25% | +1,372+3.6% | Added |
| HCR Wealth Advisors | 39,168 | $2.38M | 0.38% | +2,656+7.3% | Added |
| MainStreet Investment Advisors LLC | 39,114 | $2.38M | 0.27% | −443−1.1% | Reduced |
| Cubic Asset Management, LLC | 39,036 | $2.37M | 0.61% | +4,695+13.7% | Added |
| Liberty One Investment Management, LLC | 38,967 | $2.37M | 0.29% | +3,952+11.3% | Added |
| Wintrust Investments LLC | 38,954 | $2.37M | 0.23% | −7,306−15.8% | Reduced |
| Bender Robert & Associates | 38,430 | $2.33M | 0.59% | −1,805−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 38,343 | $2.33M | 0.21% | +2,291+6.4% | Added |
| Wealth Alliance | 38,231 | $2.32M | 0.33% | +798+2.1% | Added |
| Sycomore Asset Management | 38,210 | $2.31M | 0.50% | +2,154+6.0% | Added |
| Cornercap Investment Counsel Inc | 37,996 | $2.31M | 0.38% | −2,295−5.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 37,985 | $2.31M | 0.14% | −7,144−15.8% | Reduced |
| Avitas Wealth Management LLC | 37,843 | $2.30M | 0.38% | +1,057+2.9% | Added |
| Private Trust Co NA | 37,730 | $2.29M | 0.27% | −833−2.2% | Reduced |
| Wetherby Asset Management Inc | 37,688 | $2.29M | 0.12% | −3,231−7.9% | Reduced |
| J.W. Cole Advisors, Inc. | 37,534 | $2.28M | 0.13% | +1,477+4.1% | Added |
| TFG Advisers LLC | 37,279 | $2.26M | 0.95% | −1,817−4.6% | Reduced |
| Strategic Financial Services, Inc, | 37,244 | $2.26M | 0.16% | −93−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 37,112 | $2.25M | 0.13% | −1,550−4.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 37,022 | $2.25M | 0.28% | −375−1.0% | Reduced |
| Patten Group, Inc. | 36,829 | $2.24M | 0.61% | −883−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 36,654 | $2.23M | 0.14% | −662−1.8% | Reduced |