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
- 2,467
- +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
- 1,128 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 | 3,055 | $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, 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 |
|---|---|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 540 | $34.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 541 | $34.6K | 0.01% | +13+2.5% | Added |
| Valued Wealth Advisors LLC | 558 | $35.7K | 0.03% | −29−4.9% | Reduced |
| American Capital Advisory, LLC | 480 | $37.0K | 0.03% | +205+74.5% | Added |
| Bell Investment Advisors, Inc | 594 | $38.0K | 0.01% | +50+9.2% | Added |
| Abound Wealth Management | 596 | $38.1K | 0.01% | −6−1.0% | Reduced |
| Dunhill Financial, LLC | 600 | $38.3K | 0.03% | +26+4.5% | Added |
| Magellan Asset Management Ltd | 601 | $38.4K | 0.00% | +49+8.9% | Added |
| Wetzel Investment Advisors, Inc. | 630 | $40.3K | 0.02% | −16−2.5% | Reduced |
| Rakuten Securities, Inc. | 636 | $40.6K | 0.02% | +83+15.0% | Added |
| Kelly Financial Services LLC | 709 | $45.3K | 0.02% | +128+22.0% | Added |
| Private Wealth Management Group, LLC | 713 | $45.6K | 0.02% | +334+88.1% | Added |
| Covestor Ltd | 714 | $46.0K | 0.03% | −42−5.6% | Reduced |
| Briaud Financial Planning, Inc | 710 | $46.0K | 0.03% | +710 | New |
| Fernwood Investment Management, LLC | 733 | $46.8K | 0.01% | +733 | New |
| Main Street Group, LTD | 740 | $46.9K | 0.02% | −609−45.1% | Reduced |
| Perkins Coie Trust Co | 740 | $47.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 771 | $49.3K | 0.00% | −648−45.7% | Reduced |
| TruNorth Capital Management, LLC | 800 | $51.1K | 0.02% | +800 | New |
| Impact Partnership Wealth, LLC | 800 | $51.2K | 0.02% | −51−6.0% | Reduced |
| Syntax Research, Inc. | 804 | $51.4K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 813 | $52.0K | 0.01% | +701+625.9% | Added |
| Rise Advisors, LLC | 826 | $52.8K | 0.03% | +7+0.9% | Added |
| Spotlight Asset Group, Inc. | 840 | $53.7K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 845 | $54.0K | 0.01% | +105+14.2% | Added |
| Pineridge Advisors LLC | 850 | $54.3K | 0.02% | −19−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 854 | $54.6K | 0.00% | −813−48.8% | Reduced |
| SRS Capital Advisors, Inc. | 860 | $55.0K | 0.01% | −2,431−73.9% | Reduced |
| CNB Bank | 871 | $55.7K | 0.03% | +2+0.2% | Added |
| Wiser Advisor Group LLC | 872 | $55.7K | 0.09% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 898 | $57.4K | 0.02% | −4,646−83.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 924 | $59.1K | 0.02% | −6−0.6% | Reduced |
| CGC Financial Services, LLC | 925 | $59.1K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 916 | $61.9K | 0.04% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 980 | $62.6K | 0.02% | +980 | New |
| Provenance Wealth Advisors, LLC | 983 | $62.8K | 0.01% | −58−5.6% | Reduced |
| Gould Capital, LLC | 993 | $63.5K | 0.04% | +189+23.5% | Added |
| Cornerstone Planning Group LLC | 912 | $64.0K | 0.02% | +15+1.7% | Added |
| Morton Brown Family Wealth, LLC | 1,016 | $64.9K | 0.03% | −22−2.1% | Reduced |
| Operose Advisors LLC | 1,024 | $65.4K | 0.02% | +400+64.1% | Added |
| TSFG, LLC | 1,070 | $68.0K | 0.02% | −727−40.5% | Reduced |
| Barrett & Company, Inc. | 1,176 | $75.2K | 0.04% | −320−21.4% | Reduced |
| Mizuho Securities Co. Ltd. | 1,200 | $76.7K | 0.42% | +1,200 | New |
| Stephenson National Bank & Trust | 1,228 | $78.5K | 0.03% | +181+17.3% | Added |
| Solstein Capital, LLC | 1,276 | $81.5K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,277 | $81.6K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 1,200 | $82.3K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,288 | $82.3K | 0.04% | +10+0.8% | Added |
| Northwest Capital Management Inc | 1,294 | $82.7K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,330 | $85.0K | 0.01% | +338+34.1% | Added |
| Vima LLC | 1,108 | $85.4K | 0.10% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,341 | $85.7K | 0.01% | +1,341 | New |
| Thompson Investment Management, Inc. | 1,416 | $90.5K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,432 | $91.5K | 0.07% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,456 | $93.1K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,466 | $93.7K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,473 | $94.2K | 0.01% | −83−5.3% | Reduced |
| Hillsdale Investment Management Inc. | 1,491 | $95.3K | 0.01% | −600−28.7% | Reduced |
| Addison Advisors LLC | 1,492 | $95.4K | 0.03% | −54−3.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,494 | $95.5K | 3.42% | −5,523−78.7% | Reduced |
| PSI Advisors, LLC | 1,505 | $96.2K | 0.03% | +2+0.1% | Added |
| Private Ocean, LLC | 1,506 | $96.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,509 | $96.4K | 0.02% | −7−0.5% | Reduced |
| RFP Financial Group LLC | 1,521 | $97.2K | 0.04% | +74+5.1% | Added |
| AllSquare Wealth Management LLC | 1,524 | $97.4K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,536 | $98.2K | 0.01% | +364+31.1% | Added |
| Castleark Management LLC | 1,560 | $99.7K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,593 | $102.0K | 0.11% | +44+2.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,597 | $102.1K | 0.03% | −165−9.4% | Reduced |
| Dogwood Wealth Management LLC | 1,600 | $102.2K | 0.07% | +14+0.9% | Added |
| Blume Capital Management, Inc. | 1,626 | $103.9K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,622 | $104.0K | 0.02% | +43+2.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,680 | $107.4K | 0.21% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 1,721 | $110.0K | 0.01% | +121+7.6% | Added |
| West Branch Capital LLC | 1,770 | $113.1K | 0.05% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,774 | $113.4K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,800 | $115.0K | 0.07% | −938−34.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,812 | $115.8K | 0.05% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,844 | $117.8K | 0.04% | +751+68.7% | Added |
| Riverview Trust Co | 1,848 | $118.1K | 0.09% | +1,848 | New |
| Glass Jacobson Investment Advisors llc | 1,858 | $118.7K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,861 | $118.9K | 0.06% | +198+11.9% | Added |
| Godsey & Gibb Associates | 1,895 | $121.1K | 0.01% | −604−24.2% | Reduced |
| Halpern Financial, Inc. | 1,965 | $122.9K | 0.04% | −66−3.2% | Reduced |
| Rational Advisors LLC | 1,933 | $123.5K | 0.01% | −228−10.6% | Reduced |
| Silvant Capital Management LLC | 1,944 | $124.2K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,995 | $127.0K | 0.06% | +88+4.6% | Added |
| Custom Portfolio Group LLC | 1,992 | $127.3K | 0.10% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2,000 | $127.8K | 0.06% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 2,004 | $128.1K | 0.19% | +17+0.9% | Added |
| FSA Wealth Management LLC | 2,105 | $134.6K | 0.06% | 00.0% | Unchanged |
| Davis Capital Management | 2,127 | $134.8K | 0.12% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,119 | $135.3K | 0.03% | −288−12.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,131 | $136.2K | 0.05% | +2,131 | New |
| Evergreen Private Wealth LLC | 2,156 | $137.8K | 0.07% | +438+25.5% | Added |
| Arlington Trust Co LLC | 2,228 | $142.4K | 0.04% | −594−21.0% | Reduced |
| Trust Co | 2,260 | $144.4K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,278 | $145.6K | 0.03% | −1,018−30.9% | Reduced |
| Global Financial Private Client, LLC | 2,329 | $147.6K | 0.06% | +721+44.8% | Added |
| Optimum Investment Advisors | 2,400 | $153.4K | 0.07% | 00.0% | Unchanged |