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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 33,084 | $2.47M | 0.12% | +10,909+49.2% | Added |
| FDx Advisors, Inc. | 38,588 | $2.47M | 0.37% | −1,285−3.2% | Reduced |
| GLOBALT Investments LLC | 38,566 | $2.46M | 0.10% | −1,726−4.3% | Reduced |
| Primoris Wealth Advisors, LLC | 38,524 | $2.46M | 1.98% | +5,019+15.0% | Added |
| International Assets Investment Management, LLC | 38,593 | $2.45M | 0.26% | +2,810+7.9% | Added |
| Avitas Wealth Management LLC | 38,231 | $2.44M | 0.37% | +388+1.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 38,073 | $2.43M | 0.13% | −20,997−35.5% | Reduced |
| Mitchell Sinkler & Starr | 37,949 | $2.43M | 0.61% | −2,557−6.3% | Reduced |
| Bender Robert & Associates | 37,841 | $2.42M | 0.57% | −589−1.5% | Reduced |
| Private Trust Co NA | 37,757 | $2.41M | 0.26% | +27+0.1% | Added |
| Rossmore Private Capital | 37,748 | $2.41M | 0.32% | +5,011+15.3% | Added |
| Financial Advisory Service, Inc. | 37,653 | $2.41M | 0.21% | +1,491+4.1% | Added |
| Robbins Farley LLC | 37,440 | $2.39M | 1.32% | +12,410+49.6% | Added |
| Spirit of America Management Corp | 37,375 | $2.39M | 0.48% | −3,650−8.9% | Reduced |
| Fisher Asset Management, LLC | 37,219 | $2.38M | 0.00% | −33,729−47.5% | Reduced |
| Cidel Asset Management Inc | 37,130 | $2.37M | 0.18% | +5,725+18.2% | Added |
| Lineweaver Wealth Advisors, LLC | 36,845 | $2.35M | 0.56% | +2,754+8.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 36,612 | $2.34M | 1.23% | +1,312+3.7% | Added |
| TFG Advisers LLC | 36,609 | $2.34M | 0.92% | −670−1.8% | Reduced |
| Cordatus Wealth Management LLC | 36,550 | $2.34M | 1.69% | +1,403+4.0% | Added |
| General Partner, Inc. | 36,503 | $2.33M | 1.47% | +3,033+9.1% | Added |
| Bristlecone Advisors, LLC | 36,364 | $2.32M | 0.20% | +962+2.7% | Added |
| Symphony Financial, Ltd. Co. | 36,165 | $2.31M | 0.54% | +1,851+5.4% | Added |
| Strategic Financial Services, Inc, | 36,007 | $2.30M | 0.15% | −1,237−3.3% | Reduced |
| MainStreet Investment Advisors LLC | 35,929 | $2.30M | 0.28% | −3,185−8.1% | Reduced |
| Knuff & Co LLC | 35,796 | $2.29M | 0.77% | −12,377−25.7% | Reduced |
| Icon Wealth Advisors, LLC | 35,665 | $2.28M | 0.21% | −5,333−13.0% | Reduced |
| Cullinan Associates Inc | 35,642 | $2.28M | 0.13% | −24,841−41.1% | Reduced |
| Stiles Financial Services Inc | 35,603 | $2.28M | 0.91% | +423+1.2% | Added |
| Granite Group Advisors, LLC | 35,514 | $2.27M | 1.53% | −256−0.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 30,990 | $2.27M | 0.10% | −6,995−18.4% | Reduced |
| HBK Sorce Advisory LLC | 35,471 | $2.27M | 0.08% | +1,251+3.7% | Added |
| Wetherby Asset Management Inc | 35,407 | $2.26M | 0.11% | −2,281−6.1% | Reduced |
| RSM US Wealth Management LLC | 35,386 | $2.26M | 0.06% | +2,549+7.8% | Added |
| Naples Money Management LLC | 35,364 | $2.26M | 2.25% | +34,206+2,953.9% | Added |
| Compass Ion Advisors, LLC | 35,197 | $2.25M | 0.32% | −291−0.8% | Reduced |
| Hall Capital Management Co Inc | 34,838 | $2.23M | 1.10% | −138−0.4% | Reduced |
| Concord Wealth Partners | 34,830 | $2.23M | 0.40% | +6,519+23.0% | Added |
| Meeder Asset Management Inc | 34,800 | $2.22M | 0.14% | +34,800 | New |
| LVM Capital Management Ltd | 34,739 | $2.22M | 0.26% | +11,102+47.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 34,697 | $2.22M | 0.78% | −6,000−14.7% | Reduced |
| Alpha DNA Investment Management LLC | 34,695 | $2.22M | 1.22% | −22,997−39.9% | Reduced |
| Triangle Securities Wealth Management | 34,615 | $2.21M | 0.63% | +252+0.7% | Added |
| Baldwin Investment Management, LLC | 34,340 | $2.19M | 0.30% | −1,015−2.9% | Reduced |
| RMB Capital Management, LLC | 34,276 | $2.19M | 0.05% | +8,258+31.7% | Added |
| Valmark Advisers, Inc. | 34,237 | $2.19M | 0.04% | −1,106−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 34,117 | $2.18M | 0.07% | −13,716−28.7% | Reduced |
| PFW Advisors LLC | 34,032 | $2.17M | 0.66% | −368−1.1% | Reduced |
| Center for Financial Planning, Inc. | 33,973 | $2.17M | 0.32% | −212−0.6% | Reduced |
| Wealth Alliance | 33,968 | $2.17M | 0.28% | −4,263−11.2% | Reduced |
| Patten Group, Inc. | 33,910 | $2.17M | 0.53% | −2,919−7.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 33,801 | $2.16M | 0.09% | −51−0.2% | Reduced |
| 1st Source Bank | 33,771 | $2.16M | 0.13% | −795−2.3% | Reduced |
| Resolution Capital Ltd | 33,682 | $2.15M | 0.04% | +14,530+75.9% | Added |
| Principle Wealth Partners LLC | 33,558 | $2.14M | 0.17% | +6,380+23.5% | Added |
| Montgomery Investment Management Inc | 33,460 | $2.14M | 0.82% | +920+2.8% | Added |
| Banco de Sabadell, S.A | 33,172 | $2.13M | 1.58% | −1,974−5.6% | Reduced |
| McDonald Partners LLC | 33,200 | $2.12M | 0.58% | +1,780+5.7% | Added |
| Greenfield Savings Bank | 33,158 | $2.12M | 1.11% | +938+2.9% | Added |
| Equitable Trust Co | 33,137 | $2.12M | 0.15% | +636+2.0% | Added |
| Investment Management Corp of Ontario | 33,111 | $2.12M | 0.06% | −14,800−30.9% | Reduced |
| Cim, LLC | 33,084 | $2.11M | 0.32% | +688+2.1% | Added |
| Wilkins Investment Counsel Inc | 33,040 | $2.11M | 0.31% | +8,325+33.7% | Added |
| Farrow Financial Inc. | 32,912 | $2.10M | 1.47% | +2,123+6.9% | Added |
| Whittier Trust Co of Nevada Inc | 32,907 | $2.10M | 0.06% | +784+2.4% | Added |
| Munro Partners | 32,900 | $2.10M | 0.08% | −18,001−35.4% | Reduced |
| Asset Advisors Investment Management, LLC | 32,878 | $2.10M | 0.24% | −26,992−45.1% | Reduced |
| Finivi Inc. | 32,677 | $2.09M | 1.89% | −8,641−20.9% | Reduced |
| Pitcairn Co | 32,608 | $2.08M | 0.14% | +985+3.1% | Added |
| Center For Asset Management LLC | 32,597 | $2.08M | 1.70% | +2,766+9.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 32,422 | $2.07M | 0.09% | +7,576+30.5% | Added |
| Integrated Advisors Network LLC | 32,398 | $2.07M | 0.11% | +2,183+7.2% | Added |
| Buckingham Strategic Partners | 32,349 | $2.07M | 0.06% | +14,355+79.8% | Added |
| Cornercap Investment Counsel Inc | 32,310 | $2.06M | 0.32% | −5,686−15.0% | Reduced |
| Wills Financial Group, Inc. | 32,050 | $2.05M | 0.96% | +926+3.0% | Added |
| La Financiere de L'Echiquier | 31,988 | $2.04M | 0.09% | −3,162−9.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 31,787 | $2.03M | 0.47% | +1,882+6.3% | Added |
| Cohen Investment Advisors LLC | 31,746 | $2.03M | 1.31% | +2,179+7.4% | Added |
| First National Bank & Trust Co of Newtown | 31,709 | $2.03M | 0.41% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 31,666 | $2.02M | 0.13% | +1,320+4.3% | Added |
| CRA Financial Services, LLC | 31,620 | $2.02M | 0.44% | +148+0.5% | Added |
| Steel Peak Wealth Management LLC | 31,610 | $2.02M | 0.10% | +7,952+33.6% | Added |
| Connecticut Wealth Management, LLC | 31,532 | $2.02M | 0.11% | −1,766−5.3% | Reduced |
| Smith Group Asset Management, LLC | 31,409 | $2.01M | 0.11% | −13,300−29.7% | Reduced |
| Ballentine Partners, LLC | 31,324 | $2.00M | 0.04% | −16,655−34.7% | Reduced |
| Western Wealth Management, LLC | 31,166 | $1.99M | 0.15% | −10,464−25.1% | Reduced |
| Ascent Group, LLC | 31,166 | $1.99M | 0.18% | +108+0.3% | Added |
| Concord Asset Management, LLC | 31,104 | $1.99M | 0.52% | +5,233+20.2% | Added |
| Vinva Investment Management Ltd | 31,067 | $1.99M | 0.11% | +8,330+36.6% | Added |
| Shepherd Financial Partners LLC | 31,061 | $1.99M | 0.26% | −420−1.3% | Reduced |
| Man Group plc | 30,895 | $1.97M | 0.01% | −208,093−87.1% | Reduced |
| Empire Financial Management Company, LLC | 30,880 | $1.97M | 0.65% | +6,774+28.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 30,868 | $1.97M | 1.81% | +30,868 | New |
| Castleview Partners, LLC | 30,850 | $1.97M | 1.10% | +19,497+171.7% | Added |
| Stratos Wealth Advisors, LLC | 30,788 | $1.97M | 0.12% | −6,324−17.0% | Reduced |
| Garrison Point Advisors, LLC | 30,676 | $1.96M | 1.26% | −60−0.2% | Reduced |
| Boston Trust Walden Corp | 30,590 | $1.96M | 0.01% | −1,600−5.0% | Reduced |
| Lederer & Associates Investment Counsel | 30,436 | $1.95M | 1.35% | +71+0.2% | Added |
| Clear Rock Advisors, LLC | 30,404 | $1.94M | 0.84% | +1,495+5.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,383 | $1.94M | 0.04% | −4,024−11.7% | Reduced |