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 |
|---|---|---|---|---|---|
| Core Wealth Advisors, Inc. | 2,483 | $158.7K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,493 | $159.3K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,521 | $161.1K | 0.06% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,535 | $162.0K | 0.00% | +105+4.3% | Added |
| Beaird Harris Wealth Management, LLC | 2,544 | $162.6K | 0.02% | +1,256+97.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,711 | $173.0K | 0.10% | +742+37.7% | Added |
| J.Safra Asset Management Corp | 2,717 | $173.6K | 0.02% | −1,044−27.8% | Reduced |
| Annapolis Financial Services, LLC | 2,721 | $173.9K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,813 | $179.8K | 0.10% | −310−9.9% | Reduced |
| Criterion Capital Advisors, LLC | 2,825 | $180.5K | 0.12% | +2,825 | New |
| Sawyer & Company, Inc | 2,882 | $184.2K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,884 | $184.3K | 0.05% | +2,884 | New |
| Bray Capital Advisors | 2,933 | $187.4K | 0.05% | +18+0.6% | Added |
| Planning Capital Management Corp | 2,935 | $187.6K | 0.14% | +729+33.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,954 | $188.8K | 0.04% | +42+1.4% | Added |
| Hall Laurie J Trustee | 2,970 | $190.0K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3,011 | $192.4K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,019 | $193.0K | 0.03% | +135+4.7% | Added |
| Chilton Capital Management LLC | 3,040 | $194.3K | 0.01% | +105+3.6% | Added |
| Kelly Lawrence W & Associates Inc | 3,060 | $195.6K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 3,070 | $196.0K | 0.07% | −200−6.1% | Reduced |
| Canton Hathaway, LLC | 3,063 | $196.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,090 | $197.5K | 0.13% | +7+0.2% | Added |
| Elgethun Capital Management | 3,137 | $198.5K | 0.05% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 3,134 | $200.3K | 0.07% | +3,134 | New |
| Edgestream Partners, L.P. | 3,140 | $200.7K | 0.01% | −69,852−95.7% | Reduced |
| Auxano Advisors, LLC | 3,150 | $201.3K | 0.06% | +3,150 | New |
| Regal Investment Advisors LLC | 3,157 | $201.8K | 0.01% | +3,157 | New |
| Pinnacle Family Advisors, LLC | 3,161 | $202.0K | 0.11% | +3,161 | New |
| GFG Capital, LLC | 3,166 | $202.4K | 0.05% | −16,754−84.1% | Reduced |
| Invenio Wealth Partners LLC | 3,168 | $202.5K | 0.11% | −881−21.8% | Reduced |
| Marco Investment Management LLC | 3,168 | $202.5K | 0.02% | +3,168 | New |
| Wealth Dimensions Group, Ltd. | 3,173 | $202.8K | 0.06% | +3,173 | New |
| Riggs Asset Managment Co. Inc. | 3,188 | $203.7K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,194 | $204.1K | 0.02% | +3,194 | New |
| Osborne Partners Capital Management, LLC | 3,196 | $204.3K | 0.01% | −368−10.3% | Reduced |
| Regatta Capital Group, LLC | 3,197 | $204.3K | 0.05% | +3,197 | New |
| IAG Wealth Partners, LLC | 3,200 | $204.5K | 0.04% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 3,200 | $204.5K | 0.01% | +3,200 | New |
| New World Advisors LLC | 3,200 | $204.5K | 0.06% | +3,200 | New |
| Knollwood Investment Advisory, LLC | 3,200 | $204.5K | 0.04% | +3,200 | New |
| Broadwater Capital Management LLC | 3,206 | $204.9K | 0.16% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,219 | $205.7K | 0.05% | +3,219 | New |
| National Wealth Management Group, LLC | 3,219 | $205.7K | 0.16% | +3,219 | New |
| Affinity Capital Advisors, LLC | 3,223 | $206.0K | 0.05% | −217−6.3% | Reduced |
| Citizens Business Bank | 3,225 | $206.1K | 0.04% | +3,225 | New |
| Angeles Wealth Management, LLC | 3,230 | $206.4K | 0.02% | +3,230 | New |
| Perennial Investment Advisors, LLC | 3,231 | $206.4K | 0.03% | +3,231 | New |
| Crew Capital Management, Ltd. | 3,233 | $206.6K | 0.17% | +3,233 | New |
| One Capital Management, LLC | 3,243 | $207.3K | 0.01% | +3,243 | New |
| Centennial Bank | 3,244 | $207.3K | 0.11% | −359−10.0% | Reduced |
| Trinity Financial Advisors LLC | 3,252 | $207.8K | 0.09% | +3,252 | New |
| Aprio Wealth Management, LLC | 3,280 | $209.6K | 0.04% | +3,280 | New |
| Appleton Partners Inc | 3,289 | $210.0K | 0.02% | −2,095−38.9% | Reduced |
| Private Management Group Inc | 3,297 | $210.7K | 0.01% | −17−0.5% | Reduced |
| Atlas Private Wealth Advisors | 3,301 | $211.0K | 0.07% | −3,467−51.2% | Reduced |
| Meridian Financial, LLC | 3,302 | $211.0K | 0.16% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,303 | $211.1K | 0.13% | +2+0.1% | Added |
| Meridian Wealth Partners, LLC | 3,305 | $211.2K | 0.04% | +3,305 | New |
| JFS Wealth Advisors, LLC | 3,306 | $211.3K | 0.02% | −178−5.1% | Reduced |
| Heartland Bank & Trust Co | 3,309 | $211.5K | 0.12% | +3,309 | New |
| ORBA Wealth Advisors, L.L.C. | 3,320 | $212.2K | 0.12% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,321 | $212.2K | 0.04% | −611−15.5% | Reduced |
| Catalytic Wealth RIA, LLC | 3,321 | $212.2K | 0.04% | +3,321 | New |
| Ehrlich Financial Group | 3,322 | $212.3K | 0.18% | −229−6.4% | Reduced |
| DGS Capital Management, LLC | 3,327 | $212.6K | 0.06% | +3,327 | New |
| Lockerman Financial Group, Inc. | 3,332 | $212.9K | 0.41% | +3,332 | New |
| Sage Advisors, LLC | 3,336 | $213.2K | 0.19% | 00.0% | Unchanged |
| Marathon Capital Management | 3,350 | $214.1K | 0.05% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 3,526 | $214.2K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,353 | $214.3K | 0.12% | −5,543−62.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,354 | $214.3K | 0.16% | +3,354 | New |
| FMFE Wealth Management, LLC | 3,357 | $214.5K | 0.20% | 00.0% | Unchanged |
| Marex Group plc | 3,364 | $215.0K | 0.01% | +3,364 | New |
| Optas, LLC | 3,366 | $215.1K | 0.06% | +3,366 | New |
| Dougherty Wealth Advisers LLC | 3,376 | $215.8K | 0.19% | 00.0% | Unchanged |
| JB Capital LLC | 3,375 | $215.8K | 0.01% | −23−0.7% | Reduced |
| Garde Capital, Inc. | 3,390 | $216.0K | 0.02% | −1,405−29.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,735 | $216.0K | 0.15% | −2,473−47.5% | Reduced |
| Angeles Investment Advisors, LLC | 3,382 | $216.1K | 0.01% | +3,382 | New |
| TFC Financial Management | 3,392 | $216.8K | 0.04% | +245+7.8% | Added |
| Portland Global Advisors LLC | 3,412 | $218.1K | 0.03% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,415 | $218.3K | 0.10% | +3,415 | New |
| WealthShield Partners, LLC | 3,419 | $218.5K | 0.04% | −320−8.6% | Reduced |
| GTS Securities LLC | 3,425 | $218.9K | 0.01% | −66,407−95.1% | Reduced |
| Harvey Investment Co LLC | 3,432 | $219.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of the South | 3,434 | $219.5K | 0.05% | −3,557−50.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,437 | $219.7K | 0.05% | +3,437 | New |
| ICA Group Wealth Management, LLC | 3,439 | $219.8K | 0.04% | −2,367−40.8% | Reduced |
| Jacobsen Capital Management | 3,441 | $219.9K | 0.10% | +3,441 | New |
| Davies Financial Advisors, Inc. | 3,445 | $220.2K | 0.22% | +3,445 | New |
| Pacifica Partners Inc. | 3,525 | $220.5K | 0.10% | −60−1.7% | Reduced |
| RDA Financial Network | 3,455 | $220.8K | 0.08% | +115+3.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,459 | $221.0K | 2.01% | −16,752−82.9% | Reduced |
| AlphaStar Capital Management, LLC | 3,483 | $222.6K | 0.02% | −157−4.3% | Reduced |
| Bruce G. Allen Investments, LLC | 3,511 | $224.4K | 0.18% | +51+1.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,514 | $224.6K | 0.14% | +3,514 | New |
| Clear Harbor Asset Management, LLC | 3,522 | $225.1K | 0.02% | +3,522 | New |
| Tyler-Stone Wealth Management | 3,524 | $225.2K | 0.10% | +170+5.1% | Added |
| Smith Anglin Financial, LLC | 3,525 | $225.3K | 0.02% | −83−2.3% | Reduced |