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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 9,719 | $621.2K | 0.33% | +1,006+11.5% | Added |
| Chesapeake Asset Management LLC | 9,714 | $620.8K | 0.62% | −2,177−18.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,713 | $620.8K | 0.09% | −271−2.7% | Reduced |
| Tandem Capital Management Corp | 9,685 | $619.0K | 0.35% | −470−4.6% | Reduced |
| Marcum Wealth, LLC | 9,681 | $618.7K | 0.06% | +1,179+13.9% | Added |
| Wedmont Private Capital | 9,452 | $618.0K | 0.05% | +494+5.5% | Added |
| Northstar Advisory Group, LLC | 8,284 | $617.8K | 0.37% | +3,485+72.6% | Added |
| Hamilton Wealth, LLC | 9,662 | $617.5K | 0.19% | +5,922+158.3% | Added |
| Hollencrest Capital Management | 9,646 | $616.5K | 0.03% | −255−2.6% | Reduced |
| Sonora Investment Management Group, LLC | 9,638 | $615.9K | 0.05% | −95−1.0% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 9,613 | $614.3K | 0.45% | −1,837−16.0% | Reduced |
| LifeSteps Financial, Inc. | 9,577 | $612.1K | 0.46% | −60−0.6% | Reduced |
| Piscataqua Savings Bank | 9,574 | $611.8K | 0.54% | −148−1.5% | Reduced |
| Sovereign Financial Group, Inc. | 9,548 | $610.2K | 0.16% | +741+8.4% | Added |
| Accurate Wealth Management, LLC | 9,484 | $609.8K | 0.18% | −99−1.0% | Reduced |
| Richardson Financial Services Inc. | 9,506 | $607.5K | 0.43% | +1,030+12.2% | Added |
| Integris Wealth Management, LLC | 9,472 | $605.4K | 0.17% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9,470 | $605.3K | 0.16% | +1,071+12.8% | Added |
| Bell Bank | 9,416 | $601.8K | 0.05% | −68−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 7,714 | $601.6K | 0.09% | −3,954−33.9% | Reduced |
| Wealthquest Corp | 9,383 | $599.7K | 0.06% | −2,961−24.0% | Reduced |
| Callan Capital, LLC | 9,381 | $599.5K | 0.05% | +683+7.9% | Added |
| CVA Family Office, LLC | 9,334 | $596.5K | 0.11% | −375−3.9% | Reduced |
| Advisor OS, LLC | 9,330 | $596.3K | 0.07% | +9,330 | New |
| Powell Investment Advisors, LLC | 9,330 | $596.3K | 0.31% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,322 | $595.8K | 0.01% | −170,719−94.8% | Reduced |
| Goepper Burkhardt LLC | 8,070 | $595.5K | 0.28% | +3,737+86.2% | Added |
| Inscription Capital, LLC | 9,310 | $595.0K | 0.10% | −458−4.7% | Reduced |
| Grandfield & Dodd, LLC | 9,296 | $594.1K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 9,292 | $593.9K | 0.02% | +200+2.2% | Added |
| Sage Mountain Advisors LLC | 9,274 | $592.7K | 0.06% | +1,697+22.4% | Added |
| Focused Wealth Management, Inc | 9,271 | $592.5K | 0.09% | −109−1.2% | Reduced |
| LCNB Corp | 9,245 | $590.8K | 0.21% | +333+3.7% | Added |
| Symmetry Partners, LLC | 9,238 | $590.0K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9,227 | $589.7K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 9,215 | $588.0K | 0.06% | −4,017−30.4% | Reduced |
| Marshall Wace, LLP | 9,175 | $586.4K | 0.00% | −5,523−37.6% | Reduced |
| Covenant Partners, LLC | 9,167 | $585.9K | 0.17% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 9,167 | $585.9K | 0.09% | +85+0.9% | Added |
| HTLF Bank | 9,145 | $584.5K | 0.07% | +242+2.7% | Added |
| Nilsine Partners, LLC | 9,128 | $583.4K | 0.08% | −489−5.1% | Reduced |
| West Michigan Advisors, LLC | 9,116 | $582.6K | 0.19% | −1,193−11.6% | Reduced |
| Duncker Streett & Co Inc | 9,115 | $582.5K | 0.12% | −576−5.9% | Reduced |
| Clean Yield Group | 9,110 | $582.2K | 0.23% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9,093 | $581.2K | 0.07% | +407+4.7% | Added |
| Bangor Savings Bank | 9,077 | $580.1K | 0.06% | −93−1.0% | Reduced |
| Morse Asset Management, Inc | 9,050 | $578.0K | 0.15% | −1,250−12.1% | Reduced |
| Signature Wealth Management Partners, LLC | 8,920 | $570.1K | 0.46% | +1,250+16.3% | Added |
| Keynote Financial Services LLC | 8,917 | $569.9K | 0.48% | +8,917 | New |
| KLR Investment Advisors, LLC | 8,714 | $569.1K | 0.41% | +1,831+26.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,892 | $568.3K | 0.06% | +536+6.4% | Added |
| Delta Financial Group, Inc. | 8,888 | $568.0K | 0.17% | +392+4.6% | Added |
| Diversify Advisory Services, LLC | 8,961 | $568.0K | 0.03% | +8,961 | New |
| Investment Advisory Services Inc | 8,868 | $566.7K | 0.21% | +270+3.1% | Added |
| 9258 Wealth Management, LLC | 8,867 | $566.7K | 0.09% | −10.0% | Reduced |
| Pring Turner Capital Group Inc | 8,860 | $566.2K | 0.41% | 00.0% | Unchanged |
| SFM, LLC | 8,830 | $564.3K | 0.43% | +224+2.6% | Added |
| Bremer Bank National Association | 8,804 | $562.7K | 0.10% | +1,331+17.8% | Added |
| Riverwater Partners LLC | 8,797 | $562.2K | 0.41% | +8,797 | New |
| Albion Financial Group | 8,794 | $562.0K | 0.04% | −199−2.2% | Reduced |
| Triton Wealth Management, PLLC | 8,513 | $561.3K | 0.39% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 8,768 | $560.4K | 0.37% | +2,987+51.7% | Added |
| Legacy Wealth Asset Management, LLC | 8,755 | $559.5K | 0.16% | +328+3.9% | Added |
| Capital Advisors Inc | 8,733 | $558.1K | 0.01% | −17−0.2% | Reduced |
| Arden Trust Co | 8,693 | $555.6K | 0.08% | +9+0.1% | Added |
| First National Corp | 9,120 | $554.0K | 0.14% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 8,655 | $553.1K | 0.18% | +8,655 | New |
| Numerai GP LLC | 8,642 | $552.3K | 0.24% | +8,642 | New |
| Fiduciary Group LLC | 8,635 | $551.9K | 0.06% | +340+4.1% | Added |
| Magnus Financial Group LLC | 8,606 | $550.0K | 0.07% | +114+1.3% | Added |
| HGK Asset Management Inc | 8,600 | $549.6K | 0.11% | −400−4.4% | Reduced |
| Palogic Value Management, L.P. | 8,566 | $547.5K | 0.24% | +1,124+15.1% | Added |
| FMA Wealth Management, LLC | 8,556 | $546.8K | 0.45% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,539 | $545.7K | 0.13% | −1,107−11.5% | Reduced |
| Aspiriant, LLC | 8,539 | $545.7K | 0.02% | +623+7.9% | Added |
| KC Investment Advisors, LLC | 8,520 | $544.5K | 0.28% | −268−3.0% | Reduced |
| Paulson Wealth Management Inc. | 8,512 | $544.0K | 0.16% | +8,512 | New |
| Insight Folios Inc | 8,511 | $543.9K | 0.22% | +546+6.9% | Added |
| Pinnacle West Asset Management, Inc. | 8,495 | $543.0K | 0.43% | −30−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 8,437 | $539.2K | 0.06% | +464+5.8% | Added |
| Semus Wealth Partners LLC | 8,435 | $539.0K | 0.45% | −653−7.2% | Reduced |
| StoneX Group Inc. | 8,406 | $537.3K | 0.05% | −2,939−25.9% | Reduced |
| Lake Street Financial LLC | 8,396 | $536.6K | 0.07% | +6+0.1% | Added |
| Outlook Wealth Advisors, LLC | 8,395 | $536.5K | 0.17% | −3,080−26.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 8,202 | $536.3K | 0.25% | −4,826−37.0% | Reduced |
| Banque Pictet & Cie SA | 8,370 | $534.9K | 0.01% | +8,370 | New |
| Private Capital Management, LLC | 8,342 | $533.1K | 0.06% | −435−5.0% | Reduced |
| Phillips Wealth Planners LLC | 8,632 | $532.6K | 0.61% | +1,746+25.4% | Added |
| Steele Capital Management, Inc. | 8,325 | $532.1K | 0.03% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 6,798 | $531.5K | 0.27% | +6,798 | New |
| Commerzbank Aktiengesellschaft | 8,284 | $530.0K | 0.02% | +2,467+42.4% | Added |
| Aviso Wealth Management | 8,289 | $529.7K | 0.33% | +1,885+29.4% | Added |
| United Bank | 8,265 | $528.2K | 0.06% | −1,028−11.1% | Reduced |
| GYL Financial Synergies, LLC | 8,254 | $527.5K | 0.04% | −708−7.9% | Reduced |
| Horizon Wealth Management, LLC | 8,248 | $527.2K | 0.14% | +2,586+45.7% | Added |
| Harmony Asset Management LLC | 8,228 | $525.9K | 0.22% | −3,900−32.2% | Reduced |
| Alpha Omega Wealth Management LLC | 8,227 | $525.8K | 0.10% | +960+13.2% | Added |
| Schrum Private Wealth Management LLC | 8,217 | $525.2K | 0.48% | +2,029+32.8% | Added |
| Mill Creek Capital Advisors, LLC | 8,211 | $524.8K | 0.01% | −8,308−50.3% | Reduced |
| Balboa Wealth Partners | 8,160 | $521.5K | 0.17% | −1,520−15.7% | Reduced |