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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 57,691 | $3.69M | 0.21% | +7,713+15.4% | Added |
| Financial Enhancement Group LLC | 58,549 | $3.69M | 0.61% | +1,288+2.2% | Added |
| Adell Harriman & Carpenter Inc | 57,989 | $3.71M | 0.31% | −6,017−9.4% | Reduced |
| Capital City Trust Co | 58,035 | $3.71M | 1.03% | −165−0.3% | Reduced |
| Financial Advocates Investment Management | 58,040 | $3.71M | 0.22% | −7,156−11.0% | Reduced |
| Schnieders Capital Management LLC | 58,077 | $3.71M | 0.77% | +3,557+6.5% | Added |
| Plimoth Trust Co LLC | 58,159 | $3.72M | 0.99% | +3,938+7.3% | Added |
| Corbyn Investment Management Inc | 58,232 | $3.72M | 1.65% | −1,971−3.3% | Reduced |
| Monarch Capital Management Inc | 58,242 | $3.72M | 1.05% | −75−0.1% | Reduced |
| Ieq Capital, LLC | 58,254 | $3.72M | 0.05% | +3,939+7.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57,231 | $3.74M | 0.04% | +7,751+15.7% | Added |
| Ameritas Advisory Services, LLC | 55,797 | $3.75M | 0.15% | +36,489+189.0% | Added |
| Tower Bridge Advisors | 58,639 | $3.75M | 0.38% | −4,143−6.6% | Reduced |
| HM Payson & Co | 58,691 | $3.75M | 0.07% | +199+0.3% | Added |
| StrongBox Wealth, LLC | 58,772 | $3.76M | 1.98% | +3,213+5.8% | Added |
| Greenwood Capital Associates LLC | 58,990 | $3.77M | 0.50% | −86,163−59.4% | Reduced |
| Liberty One Investment Management, LLC | 59,107 | $3.78M | 0.43% | +20,140+51.7% | Added |
| First Western Trust Bank | 59,108 | $3.78M | 0.17% | −4,116−6.5% | Reduced |
| Cohen Klingenstein LLC | 59,400 | $3.80M | 0.14% | 00.0% | Unchanged |
| Capital International Inc | 59,439 | $3.80M | 0.05% | +2,781+4.9% | Added |
| Crestline Management, LP | 59,500 | $3.80M | 0.36% | +59,500 | New |
| United Services Automobile Association | 59,563 | $3.81M | 0.09% | +928+1.6% | Added |
| Howe & Rusling Inc | 59,828 | $3.82M | 0.37% | −28,310−32.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 59,856 | $3.83M | 0.63% | +4,803+8.7% | Added |
| Beech Hill Advisors, Inc. | 59,944 | $3.83M | 1.59% | +37,729+169.8% | Added |
| Gladstone Institutional Advisory LLC | 60,240 | $3.85M | 0.21% | −21,473−26.3% | Reduced |
| Empowered Funds, LLC | 60,563 | $3.87M | 0.07% | +10,732+21.5% | Added |
| T. Rowe Price Investment Management, Inc. | 60,615 | $3.87M | 0.00% | +26,341+76.9% | Added |
| Greenland Capital Management LP | 60,664 | $3.88M | 0.64% | +60,664 | New |
| Paloma Partners Management Co | 61,029 | $3.90M | 0.56% | +61,029 | New |
| Xcel Wealth Management, LLC | 61,171 | $3.91M | 1.22% | +11,849+24.0% | Added |
| Highland Capital Management, LLC | 61,532 | $3.93M | 0.23% | −987−1.6% | Reduced |
| Covington Investment Advisors Inc. | 61,576 | $3.94M | 0.64% | −8,896−12.6% | Reduced |
| Capital Investment Advisors, LLC | 61,748 | $3.95M | 0.09% | −1,481−2.3% | Reduced |
| Perigon Wealth Management, LLC | 61,957 | $3.96M | 0.12% | −15,870−20.4% | Reduced |
| Whittier Trust Co | 62,121 | $3.97M | 0.06% | −2,018−3.1% | Reduced |
| Toroso Investments, LLC | 62,275 | $3.98M | 0.07% | −14,438−18.8% | Reduced |
| Great Valley Advisor Group, Inc. | 62,267 | $3.98M | 0.12% | −58,308−48.4% | Reduced |
| Farmers National Bank | 62,491 | $3.99M | 1.19% | +5,255+9.2% | Added |
| Truvestments Capital LLC | 62,552 | $4.00M | 1.54% | +10,833+20.9% | Added |
| Inspire Trust Co, N.A. | 62,629 | $4.00M | 2.23% | +30,321+93.8% | Added |
| Trust Co of Toledo NA | 62,672 | $4.01M | 0.63% | −2,209−3.4% | Reduced |
| Winthrop Capital Management, LLC | 63,182 | $4.04M | 1.86% | +7,508+13.5% | Added |
| Kinloch Capital, LLC | 63,353 | $4.05M | 2.08% | +63,353 | New |
| Rench Wealth Management, Inc. | 63,366 | $4.05M | 1.55% | +63,366 | New |
| Rice Partnership, LLC | 63,518 | $4.06M | 0.96% | +5,301+9.1% | Added |
| Aull & Monroe Investment Management Corp | 64,192 | $4.10M | 1.88% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 65,746 | $4.11M | 1.82% | +706+1.1% | Added |
| Concurrent Investment Advisors, LLC | 64,380 | $4.11M | 0.17% | +2,432+3.9% | Added |
| Veriti Management LLC | 64,387 | $4.11M | 0.31% | +928+1.5% | Added |
| AE Wealth Management LLC | 64,441 | $4.12M | 0.05% | −362,869−84.9% | Reduced |
| Sit Investment Associates Inc | 64,539 | $4.13M | 0.09% | −595−0.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 65,104 | $4.16M | 0.11% | +162+0.2% | Added |
| Roberts Wealth Advisors, LLC | 66,362 | $4.16M | 1.56% | +1,884+2.9% | Added |
| Solidarilty Wealth, LLC | 65,211 | $4.17M | 1.30% | +13,258+25.5% | Added |
| Weatherly Asset Management L. P. | 65,328 | $4.18M | 0.40% | −2,423−3.6% | Reduced |
| Oak Harvest Investment Services | 65,358 | $4.18M | 0.69% | +1,510+2.4% | Added |
| Peninsula Asset Management Inc | 65,400 | $4.18M | 2.24% | +16,445+33.6% | Added |
| Montag A & Associates Inc | 66,005 | $4.22M | 0.21% | +952+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 66,114 | $4.23M | 0.38% | −4,189−6.0% | Reduced |
| Formidable Asset Management, LLC | 66,212 | $4.23M | 0.69% | +55,941+544.6% | Added |
| Ingalls & Snyder LLC | 66,306 | $4.24M | 0.19% | +335+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 66,321 | $4.24M | 0.33% | +3,541+5.6% | Added |
| Salem Investment Counselors Inc | 66,413 | $4.24M | 0.14% | +701+1.1% | Added |
| Financial Advisory Partners, LLC | 66,543 | $4.25M | 1.64% | −8,519−11.3% | Reduced |
| Fragasso Group Inc. | 66,554 | $4.25M | 0.36% | +1,109+1.7% | Added |
| Tower Research Capital LLC (TRC) | 66,663 | $4.26M | 0.10% | −217,084−76.5% | Reduced |
| Bailard, Inc. | 66,945 | $4.28M | 0.12% | −922−1.4% | Reduced |
| NewEdge Wealth, LLC | 62,187 | $4.28M | 0.10% | +945+1.5% | Added |
| Caption Management, LLC | 67,188 | $4.29M | 0.47% | −178,412−72.6% | Reduced |
| Silvercrest Asset Management Group LLC | 67,456 | $4.31M | 0.03% | +1,420+2.2% | Added |
| Everence Capital Management Inc | 67,600 | $4.32M | 0.29% | −1,904−2.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 67,708 | $4.33M | 0.30% | −5,386−7.4% | Reduced |
| Dupree Financial Group, LLC | 67,938 | $4.34M | 1.93% | +278+0.4% | Added |
| American National Bank | 68,046 | $4.35M | 0.58% | +3,123+4.8% | Added |
| We Are One Seven, LLC | 68,364 | $4.37M | 0.23% | +25,084+58.0% | Added |
| Bogart Wealth, LLC | 68,624 | $4.39M | 0.23% | −8,696−11.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 68,720 | $4.39M | 0.21% | −426,610−86.1% | Reduced |
| Calamos Wealth Management LLC | 68,779 | $4.40M | 0.25% | −4,047−5.6% | Reduced |
| Birch Hill Investment Advisors LLC | 68,838 | $4.40M | 0.21% | +2,415+3.6% | Added |
| Paradigm Financial Partners, LLC | 68,954 | $4.41M | 0.95% | +5,497+8.7% | Added |
| Vestcor Inc | 69,070 | $4.41M | 0.15% | −12,432−15.3% | Reduced |
| Somerville Kurt F | 69,220 | $4.42M | 0.76% | +11,210+19.3% | Added |
| Gouws Capital LLC | 69,273 | $4.43M | 3.36% | +1,844+2.7% | Added |
| Nomura Holdings Inc | 69,362 | $4.43M | 0.04% | −41,361−37.4% | Reduced |
| Decade Renewable Partners LP | 70,136 | $4.48M | 2.37% | +7,136+11.3% | Added |
| Colonial Trust Advisors | 70,148 | $4.48M | 0.44% | +6,744+10.6% | Added |
| Avantax Advisory Services, Inc. | 70,299 | $4.49M | 0.04% | +7,174+11.4% | Added |
| Boston Research & Management Inc | 70,554 | $4.51M | 1.11% | +2,332+3.4% | Added |
| Fundamentun, LLC | 70,710 | $4.52M | 0.44% | −19,942−22.0% | Reduced |
| Community Financial Services Group, LLC | 70,851 | $4.53M | 1.03% | +70,851 | New |
| Brookstone Capital Management | 71,152 | $4.55M | 0.08% | +11,777+19.8% | Added |
| Account Management LLC | 71,155 | $4.55M | 4.91% | +1,500+2.2% | Added |
| Busey Wealth Management | 71,528 | $4.57M | 0.16% | −471−0.7% | Reduced |
| Spring Capital Management, LLC | 71,963 | $4.60M | 3.46% | −1,212−1.7% | Reduced |
| Coston, McIsaac & Partners | 72,227 | $4.62M | 1.48% | +3,303+4.8% | Added |
| Empirical Finance, LLC | 72,286 | $4.62M | 0.28% | +2,508+3.6% | Added |
| Norinchukin Bank, The | 72,354 | $4.62M | 0.14% | −1,011−1.4% | Reduced |
| Pallas Capital Advisors LLC | 72,897 | $4.66M | 0.19% | +59,076+427.4% | Added |
| Glen Eagle Advisors, LLC | 73,268 | $4.68M | 0.89% | −4,465−5.7% | Reduced |