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, Q1 2024
Institutional positions in Nextera Energy Inc as of Mar 31, 2024. 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
- 2,466
- +80 vs. Q4 2023
- Shares held
- 1.62B
- +14.6M (+0.9%) vs. Q4 2023
- Total value
- $103.8B
- +$5.95B (+6.1%) vs. Q4 2023
- New holders
- 213
- 1,127 more added
- Sold out
- 133
- 865 more reduced
36 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 26,424 | $1.69M | 0.03% | +1,003+3.9% | Added |
| Dover Advisors, LLC | 26,499 | $1.69M | 1.16% | +8,041+43.6% | Added |
| Koshinski Asset Management, Inc. | 26,546 | $1.70M | 0.17% | +20,004+305.8% | Added |
| Blackhawk Capital Partners LLC. | 26,557 | $1.70M | 1.06% | +26,557 | New |
| Essex Financial Services, Inc. | 26,581 | $1.70M | 0.16% | +1,130+4.4% | Added |
| Liberty Capital Management, Inc. | 26,597 | $1.70M | 0.42% | −840−3.1% | Reduced |
| Prio Wealth Limited Partnership | 26,614 | $1.70M | 0.05% | +10,110+61.3% | Added |
| ZWJ Investment Counsel Inc | 26,647 | $1.70M | 0.08% | +3,773+16.5% | Added |
| John G Ullman & Associates Inc | 26,647 | $1.70M | 0.26% | +12,150+83.8% | Added |
| Lake Street Advisors Group, LLC | 26,660 | $1.70M | 0.08% | +3,604+15.6% | Added |
| Peoples Financial Services Corp. | 26,830 | $1.71M | 0.74% | −1,907−6.6% | Reduced |
| Merit Financial Group, LLC | 24,444 | $1.71M | 0.04% | +4,533+22.8% | Added |
| Diversified Trust Co | 26,896 | $1.72M | 0.05% | −18,973−41.4% | Reduced |
| Private Wealth Partners, LLC | 26,968 | $1.72M | 0.14% | +158+0.6% | Added |
| Courier Capital LLC | 27,144 | $1.73M | 0.13% | −3,126−10.3% | Reduced |
| Insigneo Advisory Services, LLC | 27,201 | $1.74M | 0.21% | +1,097+4.2% | Added |
| LGT Fund Management Co Ltd. | 27,384 | $1.75M | 0.73% | +9,000+49.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 27,520 | $1.76M | 0.43% | −54,385−66.4% | Reduced |
| Avalon Trust Co | 27,554 | $1.76M | 0.14% | 00.0% | Unchanged |
| Adirondack Trust Co | 27,592 | $1.76M | 0.74% | −349−1.2% | Reduced |
| Spears Abacus Advisors LLC | 27,811 | $1.78M | 0.04% | +27,811 | New |
| Capital Asset Advisory Services LLC | 27,716 | $1.78M | 0.10% | +4,989+22.0% | Added |
| Banco Santander, S.A. | 27,884 | $1.78M | 0.02% | +4,716+20.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,889 | $1.78M | 0.76% | −1,633−5.5% | Reduced |
| Heritage Trust Co | 27,902 | $1.78M | 0.24% | +2,948+11.8% | Added |
| Parkside Financial Bank & Trust | 27,911 | $1.78M | 0.29% | +7,138+34.4% | Added |
| New Hampshire Trust | 28,120 | $1.80M | 0.42% | −2,893−9.3% | Reduced |
| Wealth Advisory Solutions, LLC | 28,139 | $1.80M | 0.47% | +28,139 | New |
| Verdence Capital Advisors LLC | 28,145 | $1.80M | 0.16% | +3,347+13.5% | Added |
| Shell Asset Management Co | 25,401 | $1.80M | 0.08% | −23,248−47.8% | Reduced |
| SS&H Financial Advisors, Inc. | 28,151 | $1.80M | 0.75% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 28,157 | $1.80M | 0.12% | −12,820−31.3% | Reduced |
| Venturi Wealth Management, LLC | 28,194 | $1.80M | 0.12% | −1,134−3.9% | Reduced |
| Change Path, LLC | 28,204 | $1.80M | 0.07% | +10,123+56.0% | Added |
| S&CO Inc | 28,260 | $1.81M | 0.13% | +11,100+64.7% | Added |
| Little House Capital LLC | 28,609 | $1.83M | 0.61% | +23,592+470.2% | Added |
| Mission Wealth Management, LP | 28,830 | $1.84M | 0.05% | −7,566−20.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 28,938 | $1.85M | 0.29% | +5,461+23.3% | Added |
| Joel Isaacson & Co., LLC | 29,152 | $1.86M | 0.10% | +3,780+14.9% | Added |
| Proequities, Inc. | 29,237 | $1.87M | 0.12% | +2,355+8.8% | Added |
| Ategra Capital Management, LLC | 29,290 | $1.87M | 0.86% | +765+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 29,357 | $1.88M | 0.02% | +376+1.3% | Added |
| Hantz Financial Services, Inc. | 29,418 | $1.88M | 0.04% | +879+3.1% | Added |
| Anchor Investment Management, LLC | 29,426 | $1.88M | 0.20% | −3,489−10.6% | Reduced |
| Great Diamond Partners, LLC | 29,468 | $1.88M | 0.43% | +1,726+6.2% | Added |
| LSV Asset Management | 29,480 | $1.88M | 0.00% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 29,590 | $1.89M | 0.52% | −2,182−6.9% | Reduced |
| Huber Capital Management LLC | 29,601 | $1.89M | 0.43% | −1,599−5.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,705 | $1.90M | 0.26% | +13,649+85.0% | Added |
| PKO Investment Management Joint-Stock Co | 29,599 | $1.90M | 0.23% | +29,599 | New |
| Chesapeake Wealth Management | 29,756 | $1.90M | 0.69% | −676−2.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 29,803 | $1.90M | 0.68% | +5,975+25.1% | Added |
| Imprint Wealth LLC | 30,091 | $1.91M | 0.46% | +10,096+50.5% | Added |
| Brighton Jones LLC | 29,849 | $1.91M | 0.07% | +1,627+5.8% | Added |
| Wintrust Investments LLC | 29,902 | $1.91M | 0.17% | −9,052−23.2% | Reduced |
| Intrust Bank NA | 29,968 | $1.92M | 0.21% | −2,479−7.6% | Reduced |
| Advent Capital Management | 30,000 | $1.92M | 0.05% | −20,000−40.0% | Reduced |
| Pacific Capital Partners Ltd | 30,000 | $1.92M | 1.25% | −2,500−7.7% | Reduced |
| Hartree Partners, LP | 30,000 | $1.92M | 0.50% | −1,500−4.8% | Reduced |
| Bank of Hawaii | 30,041 | $1.92M | 0.09% | −159−0.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 30,114 | $1.92M | 0.14% | −14,582−32.6% | Reduced |
| CFS Investment Advisory Services, LLC | 30,253 | $1.93M | 0.32% | +1,300+4.5% | Added |
| Moody National Bank Trust Division | 30,259 | $1.93M | 0.15% | +1,711+6.0% | Added |
| Strengthening Families & Communities, LLC | 30,351 | $1.94M | 1.15% | +2,091+7.4% | Added |
| WealthTrust Axiom LLC | 30,363 | $1.94M | 0.63% | +40.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,383 | $1.94M | 0.04% | −4,024−11.7% | Reduced |
| Clear Rock Advisors, LLC | 30,404 | $1.94M | 0.84% | +1,495+5.2% | Added |
| Lederer & Associates Investment Counsel | 30,436 | $1.95M | 1.35% | +71+0.2% | Added |
| Boston Trust Walden Corp | 30,590 | $1.96M | 0.01% | −1,600−5.0% | Reduced |
| Garrison Point Advisors, LLC | 30,676 | $1.96M | 1.26% | −60−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 30,788 | $1.97M | 0.12% | −6,324−17.0% | Reduced |
| Castleview Partners, LLC | 30,850 | $1.97M | 1.10% | +19,497+171.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 30,868 | $1.97M | 1.81% | +30,868 | New |
| Empire Financial Management Company, LLC | 30,880 | $1.97M | 0.65% | +6,774+28.1% | Added |
| Man Group plc | 30,895 | $1.97M | 0.01% | −208,093−87.1% | Reduced |
| Shepherd Financial Partners LLC | 31,061 | $1.99M | 0.26% | −420−1.3% | Reduced |
| Vinva Investment Management Ltd | 31,067 | $1.99M | 0.11% | +8,330+36.6% | Added |
| Concord Asset Management, LLC | 31,104 | $1.99M | 0.52% | +5,233+20.2% | Added |
| Ascent Group, LLC | 31,166 | $1.99M | 0.18% | +108+0.3% | Added |
| Western Wealth Management, LLC | 31,166 | $1.99M | 0.15% | −10,464−25.1% | Reduced |
| Ballentine Partners, LLC | 31,324 | $2.00M | 0.04% | −16,655−34.7% | Reduced |
| Smith Group Asset Management, LLC | 31,409 | $2.01M | 0.11% | −13,300−29.7% | Reduced |
| Connecticut Wealth Management, LLC | 31,532 | $2.02M | 0.11% | −1,766−5.3% | Reduced |
| Steel Peak Wealth Management LLC | 31,610 | $2.02M | 0.10% | +7,952+33.6% | Added |
| CRA Financial Services, LLC | 31,620 | $2.02M | 0.44% | +148+0.5% | Added |
| Flagship Harbor Advisors, LLC | 31,666 | $2.02M | 0.13% | +1,320+4.3% | Added |
| First National Bank & Trust Co of Newtown | 31,709 | $2.03M | 0.41% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 31,746 | $2.03M | 1.31% | +2,179+7.4% | Added |
| Beverly Hills Private Wealth, LLC | 31,787 | $2.03M | 0.47% | +1,882+6.3% | Added |
| La Financiere de L'Echiquier | 31,988 | $2.04M | 0.09% | −3,162−9.0% | Reduced |
| Wills Financial Group, Inc. | 32,050 | $2.05M | 0.96% | +926+3.0% | Added |
| Cornercap Investment Counsel Inc | 32,310 | $2.06M | 0.32% | −5,686−15.0% | Reduced |
| Buckingham Strategic Partners | 32,349 | $2.07M | 0.06% | +14,355+79.8% | Added |
| Integrated Advisors Network LLC | 32,398 | $2.07M | 0.11% | +2,183+7.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 32,422 | $2.07M | 0.09% | +7,576+30.5% | Added |
| Center For Asset Management LLC | 32,597 | $2.08M | 1.70% | +2,766+9.3% | Added |
| Pitcairn Co | 32,608 | $2.08M | 0.14% | +985+3.1% | Added |
| Finivi Inc. | 32,677 | $2.09M | 1.89% | −8,641−20.9% | Reduced |
| Asset Advisors Investment Management, LLC | 32,878 | $2.10M | 0.24% | −26,992−45.1% | Reduced |
| Munro Partners | 32,900 | $2.10M | 0.08% | −18,001−35.4% | Reduced |