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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 32,907 | $2.10M | 0.06% | +784+2.4% | Added |
| Farrow Financial Inc. | 32,912 | $2.10M | 1.47% | +2,123+6.9% | Added |
| Wilkins Investment Counsel Inc | 33,040 | $2.11M | 0.31% | +8,325+33.7% | Added |
| Cim, LLC | 33,084 | $2.11M | 0.32% | +688+2.1% | Added |
| Investment Management Corp of Ontario | 33,111 | $2.12M | 0.06% | −14,800−30.9% | Reduced |
| Equitable Trust Co | 33,137 | $2.12M | 0.15% | +636+2.0% | Added |
| Greenfield Savings Bank | 33,158 | $2.12M | 1.11% | +938+2.9% | Added |
| McDonald Partners LLC | 33,200 | $2.12M | 0.58% | +1,780+5.7% | Added |
| Banco de Sabadell, S.A | 33,172 | $2.13M | 1.58% | −1,974−5.6% | Reduced |
| Montgomery Investment Management Inc | 33,460 | $2.14M | 0.82% | +920+2.8% | Added |
| Principle Wealth Partners LLC | 33,558 | $2.14M | 0.17% | +6,380+23.5% | Added |
| Resolution Capital Ltd | 33,682 | $2.15M | 0.04% | +14,530+75.9% | Added |
| 1st Source Bank | 33,771 | $2.16M | 0.13% | −795−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,801 | $2.16M | 0.09% | −51−0.2% | Reduced |
| Patten Group, Inc. | 33,910 | $2.17M | 0.53% | −2,919−7.9% | Reduced |
| Wealth Alliance | 33,968 | $2.17M | 0.28% | −4,263−11.2% | Reduced |
| Center for Financial Planning, Inc. | 33,973 | $2.17M | 0.32% | −212−0.6% | Reduced |
| PFW Advisors LLC | 34,032 | $2.17M | 0.66% | −368−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 34,117 | $2.18M | 0.07% | −13,716−28.7% | Reduced |
| Valmark Advisers, Inc. | 34,237 | $2.19M | 0.04% | −1,106−3.1% | Reduced |
| RMB Capital Management, LLC | 34,276 | $2.19M | 0.05% | +8,258+31.7% | Added |
| Baldwin Investment Management, LLC | 34,340 | $2.19M | 0.30% | −1,015−2.9% | Reduced |
| Triangle Securities Wealth Management | 34,615 | $2.21M | 0.63% | +252+0.7% | Added |
| Alpha DNA Investment Management LLC | 34,695 | $2.22M | 1.22% | −22,997−39.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 34,697 | $2.22M | 0.78% | −6,000−14.7% | Reduced |
| LVM Capital Management Ltd | 34,739 | $2.22M | 0.26% | +11,102+47.0% | Added |
| Meeder Asset Management Inc | 34,800 | $2.22M | 0.14% | +34,800 | New |
| Concord Wealth Partners | 34,830 | $2.23M | 0.40% | +6,519+23.0% | Added |
| Hall Capital Management Co Inc | 34,838 | $2.23M | 1.10% | −138−0.4% | Reduced |
| Compass Ion Advisors, LLC | 35,197 | $2.25M | 0.32% | −291−0.8% | Reduced |
| Naples Money Management LLC | 35,364 | $2.26M | 2.25% | +34,206+2,953.9% | Added |
| RSM US Wealth Management LLC | 35,386 | $2.26M | 0.06% | +2,549+7.8% | Added |
| Wetherby Asset Management Inc | 35,407 | $2.26M | 0.11% | −2,281−6.1% | Reduced |
| HBK Sorce Advisory LLC | 35,471 | $2.27M | 0.08% | +1,251+3.7% | Added |
| Quintet Private Bank (Europe) S.A. | 30,990 | $2.27M | 0.10% | −6,995−18.4% | Reduced |
| Granite Group Advisors, LLC | 35,514 | $2.27M | 1.53% | −256−0.7% | Reduced |
| Stiles Financial Services Inc | 35,603 | $2.28M | 0.91% | +423+1.2% | Added |
| Cullinan Associates Inc | 35,642 | $2.28M | 0.13% | −24,841−41.1% | Reduced |
| Icon Wealth Advisors, LLC | 35,665 | $2.28M | 0.21% | −5,333−13.0% | Reduced |
| Knuff & Co LLC | 35,796 | $2.29M | 0.77% | −12,377−25.7% | Reduced |
| MainStreet Investment Advisors LLC | 35,929 | $2.30M | 0.28% | −3,185−8.1% | Reduced |
| Strategic Financial Services, Inc, | 36,007 | $2.30M | 0.15% | −1,237−3.3% | Reduced |
| Symphony Financial, Ltd. Co. | 36,165 | $2.31M | 0.54% | +1,851+5.4% | Added |
| Bristlecone Advisors, LLC | 36,364 | $2.32M | 0.20% | +962+2.7% | Added |
| General Partner, Inc. | 36,503 | $2.33M | 1.47% | +3,033+9.1% | Added |
| Cordatus Wealth Management LLC | 36,550 | $2.34M | 1.69% | +1,403+4.0% | Added |
| TFG Advisers LLC | 36,609 | $2.34M | 0.92% | −670−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 36,612 | $2.34M | 1.23% | +1,312+3.7% | Added |
| Lineweaver Wealth Advisors, LLC | 36,845 | $2.35M | 0.56% | +2,754+8.1% | Added |
| Cidel Asset Management Inc | 37,130 | $2.37M | 0.18% | +5,725+18.2% | Added |
| Fisher Asset Management, LLC | 37,219 | $2.38M | 0.00% | −33,729−47.5% | Reduced |
| Spirit of America Management Corp | 37,375 | $2.39M | 0.48% | −3,650−8.9% | Reduced |
| Robbins Farley LLC | 37,440 | $2.39M | 1.32% | +12,410+49.6% | Added |
| Financial Advisory Service, Inc. | 37,653 | $2.41M | 0.21% | +1,491+4.1% | Added |
| Rossmore Private Capital | 37,748 | $2.41M | 0.32% | +5,011+15.3% | Added |
| Private Trust Co NA | 37,757 | $2.41M | 0.26% | +27+0.1% | Added |
| Bender Robert & Associates | 37,841 | $2.42M | 0.57% | −589−1.5% | Reduced |
| Mitchell Sinkler & Starr | 37,949 | $2.43M | 0.61% | −2,557−6.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 38,073 | $2.43M | 0.13% | −20,997−35.5% | Reduced |
| Avitas Wealth Management LLC | 38,231 | $2.44M | 0.37% | +388+1.0% | Added |
| International Assets Investment Management, LLC | 38,593 | $2.45M | 0.26% | +2,810+7.9% | Added |
| Primoris Wealth Advisors, LLC | 38,524 | $2.46M | 1.98% | +5,019+15.0% | Added |
| GLOBALT Investments LLC | 38,566 | $2.46M | 0.10% | −1,726−4.3% | Reduced |
| FDx Advisors, Inc. | 38,588 | $2.47M | 0.37% | −1,285−3.2% | Reduced |
| Clearstead Advisors, LLC | 33,084 | $2.47M | 0.12% | +10,909+49.2% | Added |
| Colonial Trust Co | 38,625 | $2.47M | 0.46% | +3,456+9.8% | Added |
| Daymark Wealth Partners, LLC | 38,831 | $2.48M | 0.13% | +2,177+5.9% | Added |
| HCR Wealth Advisors | 38,883 | $2.49M | 0.38% | −285−0.7% | Reduced |
| Modera Wealth Management, LLC | 39,023 | $2.49M | 0.04% | −3,633−8.5% | Reduced |
| Fishman Jay A Ltd | 39,215 | $2.51M | 0.28% | −11,425−22.6% | Reduced |
| Buckley Wealth Management, LLC | 39,262 | $2.51M | 0.80% | +6,017+18.1% | Added |
| Moneta Group Investment Advisors LLC | 39,308 | $2.51M | 0.04% | +4,382+12.5% | Added |
| BKD Wealth Advisors, LLC | 39,344 | $2.51M | 0.06% | +10,195+35.0% | Added |
| Capital Analysts, LLC | 39,894 | $2.55M | 0.12% | +7,494+23.1% | Added |
| Connable Office Inc | 39,917 | $2.55M | 0.29% | −300−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 40,000 | $2.56M | 0.32% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.56M | 0.60% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 40,168 | $2.57M | 0.03% | +192+0.5% | Added |
| Mattern Wealth Management LLC | 40,267 | $2.57M | 0.63% | −1,726−4.1% | Reduced |
| SkyOak Wealth, LLC | 40,284 | $2.57M | 0.62% | −102−0.3% | Reduced |
| Americana Partners, LLC | 40,441 | $2.58M | 0.22% | +2,153+5.6% | Added |
| Old Second National Bank of Aurora | 40,509 | $2.59M | 0.67% | +36,163+832.1% | Added |
| Sapient Capital LLC | 40,512 | $2.59M | 0.06% | −1,575−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 40,619 | $2.59M | 0.13% | +3,085+8.2% | Added |
| Archer Investment Corp | 40,869 | $2.61M | 0.79% | −192−0.5% | Reduced |
| Laird Norton Trust Company, LLC | 41,171 | $2.63M | 0.36% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 41,196 | $2.63M | 0.62% | +2,160+5.5% | Added |
| Firestone Capital Management | 41,237 | $2.64M | 0.73% | +307+0.8% | Added |
| Blue Fin Capital, Inc. | 41,373 | $2.64M | 0.59% | +519+1.3% | Added |
| Financial Counselors Inc | 41,430 | $2.65M | 0.04% | −4,170−9.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 41,510 | $2.65M | 0.18% | −41,510−50.0% | Reduced |
| Smithfield Trust Co | 41,483 | $2.66M | 0.14% | −285−0.7% | Reduced |
| Romano Brothers and Company | 41,595 | $2.66M | 0.36% | +1,405+3.5% | Added |
| Winton Group Ltd | 41,630 | $2.66M | 0.19% | +41,630 | New |
| Transcend Wealth Collective, LLC | 41,838 | $2.67M | 0.21% | +3,495+9.1% | Added |
| Legacy Financial Strategies, LLC | 41,861 | $2.68M | 0.69% | +14,383+52.3% | Added |
| Baker Avenue Asset Management, LP | 42,070 | $2.69M | 0.11% | +462+1.1% | Added |
| Strategic Planning Group, LLC | 42,108 | $2.69M | 0.67% | +7,893+23.1% | Added |
| J. W. Coons Advisors, LLC | 42,584 | $2.72M | 0.62% | −200−0.5% | Reduced |
| Archford Capital Strategies, LLC | 42,592 | $2.72M | 0.46% | +507+1.2% | Added |