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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 30,363 | $1.94M | 0.63% | +40.0% | Added |
| Strengthening Families & Communities, LLC | 30,351 | $1.94M | 1.15% | +2,091+7.4% | Added |
| Moody National Bank Trust Division | 30,259 | $1.93M | 0.15% | +1,711+6.0% | Added |
| CFS Investment Advisory Services, LLC | 30,253 | $1.93M | 0.32% | +1,300+4.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 30,114 | $1.92M | 0.14% | −14,582−32.6% | Reduced |
| Bank of Hawaii | 30,041 | $1.92M | 0.09% | −159−0.5% | Reduced |
| Advent Capital Management | 30,000 | $1.92M | 0.05% | −20,000−40.0% | Reduced |
| Pacific Capital Partners Ltd | 30,000 | $1.92M | 1.25% | −2,500−7.7% | Reduced |
| Hartree Partners, LP | 30,000 | $1.92M | 0.50% | −1,500−4.8% | Reduced |
| Intrust Bank NA | 29,968 | $1.92M | 0.21% | −2,479−7.6% | Reduced |
| Wintrust Investments LLC | 29,902 | $1.91M | 0.17% | −9,052−23.2% | Reduced |
| Brighton Jones LLC | 29,849 | $1.91M | 0.07% | +1,627+5.8% | Added |
| Imprint Wealth LLC | 30,091 | $1.91M | 0.46% | +10,096+50.5% | Added |
| Argonautica Private Wealth Management, Inc | 29,803 | $1.90M | 0.68% | +5,975+25.1% | Added |
| Chesapeake Wealth Management | 29,756 | $1.90M | 0.69% | −676−2.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 29,599 | $1.90M | 0.23% | +29,599 | New |
| Wiley Bros.-Aintree Capital, LLC | 29,705 | $1.90M | 0.26% | +13,649+85.0% | Added |
| Huber Capital Management LLC | 29,601 | $1.89M | 0.43% | −1,599−5.1% | Reduced |
| Whalerock Point Partners, LLC | 29,590 | $1.89M | 0.52% | −2,182−6.9% | Reduced |
| LSV Asset Management | 29,480 | $1.88M | 0.00% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 29,468 | $1.88M | 0.43% | +1,726+6.2% | Added |
| Anchor Investment Management, LLC | 29,426 | $1.88M | 0.20% | −3,489−10.6% | Reduced |
| Hantz Financial Services, Inc. | 29,418 | $1.88M | 0.04% | +879+3.1% | Added |
| Williams Jones Wealth Management, LLC. | 29,357 | $1.88M | 0.02% | +376+1.3% | Added |
| Ategra Capital Management, LLC | 29,290 | $1.87M | 0.86% | +765+2.7% | Added |
| Proequities, Inc. | 29,237 | $1.87M | 0.12% | +2,355+8.8% | Added |
| Joel Isaacson & Co., LLC | 29,152 | $1.86M | 0.10% | +3,780+14.9% | Added |
| Fifth Third Wealth Advisors LLC | 28,938 | $1.85M | 0.29% | +5,461+23.3% | Added |
| Mission Wealth Management, LP | 28,830 | $1.84M | 0.05% | −7,566−20.8% | Reduced |
| Little House Capital LLC | 28,609 | $1.83M | 0.61% | +23,592+470.2% | Added |
| S&CO Inc | 28,260 | $1.81M | 0.13% | +11,100+64.7% | Added |
| Change Path, LLC | 28,204 | $1.80M | 0.07% | +10,123+56.0% | Added |
| Venturi Wealth Management, LLC | 28,194 | $1.80M | 0.12% | −1,134−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 28,157 | $1.80M | 0.12% | −12,820−31.3% | Reduced |
| Shell Asset Management Co | 25,401 | $1.80M | 0.08% | −23,248−47.8% | Reduced |
| SS&H Financial Advisors, Inc. | 28,151 | $1.80M | 0.75% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 28,145 | $1.80M | 0.16% | +3,347+13.5% | Added |
| Wealth Advisory Solutions, LLC | 28,139 | $1.80M | 0.47% | +28,139 | New |
| New Hampshire Trust | 28,120 | $1.80M | 0.42% | −2,893−9.3% | Reduced |
| Parkside Financial Bank & Trust | 27,911 | $1.78M | 0.29% | +7,138+34.4% | Added |
| Heritage Trust Co | 27,902 | $1.78M | 0.24% | +2,948+11.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,889 | $1.78M | 0.76% | −1,633−5.5% | Reduced |
| Banco Santander, S.A. | 27,884 | $1.78M | 0.02% | +4,716+20.4% | Added |
| Capital Asset Advisory Services LLC | 27,716 | $1.78M | 0.10% | +4,989+22.0% | Added |
| Spears Abacus Advisors LLC | 27,811 | $1.78M | 0.04% | +27,811 | New |
| Adirondack Trust Co | 27,592 | $1.76M | 0.74% | −349−1.2% | Reduced |
| Avalon Trust Co | 27,554 | $1.76M | 0.14% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 27,520 | $1.76M | 0.43% | −54,385−66.4% | Reduced |
| LGT Fund Management Co Ltd. | 27,384 | $1.75M | 0.73% | +9,000+49.0% | Added |
| Insigneo Advisory Services, LLC | 27,201 | $1.74M | 0.21% | +1,097+4.2% | Added |
| Courier Capital LLC | 27,144 | $1.73M | 0.13% | −3,126−10.3% | Reduced |
| Private Wealth Partners, LLC | 26,968 | $1.72M | 0.14% | +158+0.6% | Added |
| Diversified Trust Co | 26,896 | $1.72M | 0.05% | −18,973−41.4% | Reduced |
| Merit Financial Group, LLC | 24,444 | $1.71M | 0.04% | +4,533+22.8% | Added |
| Peoples Financial Services Corp. | 26,830 | $1.71M | 0.74% | −1,907−6.6% | Reduced |
| Lake Street Advisors Group, LLC | 26,660 | $1.70M | 0.08% | +3,604+15.6% | Added |
| John G Ullman & Associates Inc | 26,647 | $1.70M | 0.26% | +12,150+83.8% | Added |
| ZWJ Investment Counsel Inc | 26,647 | $1.70M | 0.08% | +3,773+16.5% | Added |
| Prio Wealth Limited Partnership | 26,614 | $1.70M | 0.05% | +10,110+61.3% | Added |
| Liberty Capital Management, Inc. | 26,597 | $1.70M | 0.42% | −840−3.1% | Reduced |
| Essex Financial Services, Inc. | 26,581 | $1.70M | 0.16% | +1,130+4.4% | Added |
| Blackhawk Capital Partners LLC. | 26,557 | $1.70M | 1.06% | +26,557 | New |
| Koshinski Asset Management, Inc. | 26,546 | $1.70M | 0.17% | +20,004+305.8% | Added |
| Dover Advisors, LLC | 26,499 | $1.69M | 1.16% | +8,041+43.6% | Added |
| Resources Investment Advisors, LLC. | 26,424 | $1.69M | 0.03% | +1,003+3.9% | Added |
| Edgewood Management LLC | 26,400 | $1.69M | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26,366 | $1.69M | 0.13% | +279+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 26,346 | $1.68M | 0.51% | +9,277+54.3% | Added |
| D L Carlson Investment Group Inc | 26,183 | $1.67M | 0.33% | −1,320−4.8% | Reduced |
| Nvest Financial, LLC | 26,180 | $1.67M | 1.11% | +4,352+19.9% | Added |
| Csenge Advisory Group | 25,860 | $1.65M | 0.09% | −475−1.8% | Reduced |
| Cabot Wealth Management Inc | 25,735 | $1.64M | 0.21% | +25,735 | New |
| Thomasville National Bank | 25,595 | $1.64M | 0.13% | −62−0.2% | Reduced |
| Icon Advisers Inc | 25,800 | $1.64M | 0.36% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25,473 | $1.63M | 0.12% | +58+0.2% | Added |
| Hancock Whitney Corp | 25,412 | $1.62M | 0.06% | −1,041−3.9% | Reduced |
| Cascade Financial Partners, LLC | 25,691 | $1.62M | 0.23% | +25,691 | New |
| Roanoke Asset Management Corp | 25,335 | $1.62M | 0.53% | +3,755+17.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,303 | $1.62M | 0.09% | −6,724−21.0% | Reduced |
| Cladis Investment Advisory, LLC | 25,300 | $1.62M | 1.19% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25,251 | $1.61M | 0.33% | −206−0.8% | Reduced |
| Vident Advisory, LLC | 25,230 | $1.61M | 0.03% | +1,264+5.3% | Added |
| Ascent Wealth Partners, LLC | 25,112 | $1.60M | 0.24% | −1,531−5.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,052 | $1.60M | 0.28% | +8,220+48.8% | Added |
| Hartline Investment Corp | 25,052 | $1.60M | 0.28% | +11,059+79.0% | Added |
| MidWestOne Financial Group, Inc. | 24,950 | $1.59M | 0.29% | +13,003+108.8% | Added |
| Prostatis Group LLC | 24,900 | $1.59M | 0.60% | +2,353+10.4% | Added |
| Vectors Research Management, LLC | 24,710 | $1.58M | 0.45% | −4,858−16.4% | Reduced |
| Ransom Advisory, Ltd | 24,400 | $1.56M | 0.83% | +24,400 | New |
| Strategic Investment Advisors | 24,306 | $1.55M | 0.20% | +51+0.2% | Added |
| Valeo Financial Advisors, LLC | 23,310 | $1.55M | 0.06% | +7,992+52.2% | Added |
| NorthRock Partners, LLC | 24,185 | $1.55M | 0.06% | −1,936−7.4% | Reduced |
| Bayesian Capital Management, LP | 24,111 | $1.54M | 0.15% | +24,111 | New |
| Gs Investments, Inc. | 24,103 | $1.54M | 0.74% | −534−2.2% | Reduced |
| CWA Asset Management Group, LLC | 24,021 | $1.54M | 0.09% | +3,245+15.6% | Added |
| Dodge & Cox | 24,000 | $1.53M | 0.00% | 00.0% | Unchanged |
| Epiq Partners, LLC | 24,000 | $1.53M | 1.02% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 24,000 | $1.53M | 0.13% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 23,973 | $1.53M | 0.08% | −1,205−4.8% | Reduced |
| Summit Trail Advisors, LLC | 23,921 | $1.53M | 0.04% | +6,161+34.7% | Added |