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 |
|---|---|---|---|---|---|
| Somerset Group LLC | 52,009 | $3.32M | 3.12% | −4,188−7.5% | Reduced |
| Kingfisher Capital LLC | 51,986 | $3.32M | 0.80% | +504+1.0% | Added |
| Global Trust Asset Management, LLC | 51,536 | $3.29M | 1.35% | −1,008−1.9% | Reduced |
| Rockline Wealth Management, LLC | 51,353 | $3.28M | 1.15% | +992+2.0% | Added |
| Kovitz Investment Group Partners, LLC | 51,186 | $3.27M | 0.04% | +42,395+482.3% | Added |
| NEOS Investment Management LLC | 51,158 | $3.27M | 0.20% | +22,067+75.9% | Added |
| Abbrea Capital, LLC | 51,101 | $3.27M | 0.43% | −395−0.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 51,056 | $3.26M | 2.88% | +4,198+9.0% | Added |
| Moseley Investment Management Inc | 50,760 | $3.24M | 1.61% | +705+1.4% | Added |
| CSM Advisors, LLC | 50,542 | $3.23M | 0.21% | +3,090+6.5% | Added |
| Signaturefd, LLC | 50,376 | $3.22M | 0.07% | −3,091−5.8% | Reduced |
| City Holding Co | 50,338 | $3.22M | 0.48% | −2,616−4.9% | Reduced |
| American Assets Investment Management, LLC | 50,000 | $3.20M | 0.30% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 50,000 | $3.20M | 1.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 49,722 | $3.18M | 0.95% | +3,707+8.1% | Added |
| Summit Financial, LLC | 49,713 | $3.18M | 0.19% | +1,215+2.5% | Added |
| Trillium Asset Management, LLC | 49,671 | $3.17M | 0.08% | +42,899+633.5% | Added |
| Fred Alger Management, LLC | 48,972 | $3.13M | 0.02% | +2,528+5.4% | Added |
| James Investment Research Inc | 48,537 | $3.10M | 0.37% | +219+0.5% | Added |
| Berkshire Bank | 48,159 | $3.08M | 0.76% | +1,776+3.8% | Added |
| M. Kulyk & Associates, LLC | 48,151 | $3.08M | 0.71% | +506+1.1% | Added |
| Cincinnati Financial Corp | 48,000 | $3.07M | 0.07% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 48,000 | $3.07M | 0.65% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 47,547 | $3.04M | 0.72% | +790+1.7% | Added |
| Morton Community Bank | 47,516 | $3.04M | 0.87% | +5,875+14.1% | Added |
| Moloney Securities Asset Management, LLC | 47,322 | $3.02M | 0.46% | +6,184+15.0% | Added |
| Tyche Wealth Partners LLC | 47,307 | $3.02M | 0.74% | −8,703−15.5% | Reduced |
| TrueMark Investments, LLC | 47,269 | $3.02M | 2.77% | −369−0.8% | Reduced |
| Estabrook Capital Management | 47,260 | $3.02M | 0.47% | −361−0.8% | Reduced |
| Asio Capital, LLC | 47,167 | $3.01M | 0.64% | +2,700+6.1% | Added |
| Ledyard National Bank | 47,163 | $3.01M | 0.29% | −2,126−4.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 47,040 | $3.01M | 0.11% | −1,500−3.1% | Reduced |
| Horan Capital Advisors, LLC. | 47,026 | $3.01M | 1.07% | −844−1.8% | Reduced |
| Dillon & Associates Inc | 46,742 | $2.99M | 0.47% | +5,628+13.7% | Added |
| First Horizon Advisors, Inc. | 46,740 | $2.99M | 0.09% | −6,559−12.3% | Reduced |
| Bowen Hanes & Co Inc | 46,569 | $2.98M | 0.09% | +1,698+3.8% | Added |
| Wealthspire Advisors, LLC | 46,529 | $2.97M | 0.04% | −6,001−11.4% | Reduced |
| Nations Financial Group Inc, | 46,274 | $2.96M | 0.25% | −35−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 46,246 | $2.96M | 0.32% | −8,299−15.2% | Reduced |
| Goelzer Investment Management, Inc. | 46,095 | $2.95M | 0.17% | −1,046−2.2% | Reduced |
| Zions Bancorporation, N.A. | 46,026 | $2.94M | 0.22% | −664−1.4% | Reduced |
| Conscious Wealth Investments, LLC | 47,419 | $2.93M | 2.22% | +47,419 | New |
| Sagefield Capital LP | 45,732 | $2.92M | 0.36% | +45,732 | New |
| Richelieu Gestion PLC | 45,662 | $2.92M | 3.00% | +1,439+3.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 45,653 | $2.92M | 0.08% | +938+2.1% | Added |
| Orleans Capital Management Corp | 45,588 | $2.91M | 1.91% | +4,090+9.9% | Added |
| Bensler, LLC | 45,163 | $2.89M | 0.42% | +1,006+2.3% | Added |
| Alberta Investment Management Corp | 44,900 | $2.87M | 0.03% | −23,625−34.5% | Reduced |
| Premier Fund Managers Ltd | 45,000 | $2.87M | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 44,868 | $2.87M | 0.11% | +8,592+23.7% | Added |
| Janney Capital Management LLC | 44,755 | $2.86M | 0.19% | −1,918−4.1% | Reduced |
| Providence Wealth Advisors, LLC | 19,286 | $2.85M | 2.43% | +17,816+1,212.0% | Added |
| Brown Miller Wealth Management, LLC | 44,269 | $2.83M | 1.25% | +8,340+23.2% | Added |
| Quadrature Capital Ltd | 44,281 | $2.83M | 0.05% | −89,937−67.0% | Reduced |
| Cypress Capital Group | 43,888 | $2.80M | 0.34% | −2,253−4.9% | Reduced |
| Integrated Wealth Concepts LLC | 43,345 | $2.77M | 0.04% | +3,859+9.8% | Added |
| Fagan Associates, Inc. | 43,345 | $2.77M | 0.52% | +43,345 | New |
| Bleakley Financial Group, LLC | 43,342 | $2.77M | 0.08% | +925+2.2% | Added |
| WSFS Capital Management, LLC | 43,148 | $2.76M | 0.16% | +519+1.2% | Added |
| Simplicity Wealth,LLC | 43,148 | $2.76M | 0.07% | +43,148 | New |
| Jacobi Capital Management LLC | 43,116 | $2.76M | 0.25% | +3,744+9.5% | Added |
| Principal Securities, Inc. | 42,908 | $2.74M | 0.09% | +3,249+8.2% | Added |
| Harbour Investment Management LLC | 42,866 | $2.74M | 1.29% | +321+0.8% | Added |
| Horizon Investments, LLC | 42,779 | $2.73M | 0.07% | +1,060+2.5% | Added |
| Sycomore Asset Management | 47,210 | $2.73M | 0.60% | +9,000+23.6% | Added |
| Archford Capital Strategies, LLC | 42,592 | $2.72M | 0.46% | +507+1.2% | Added |
| J. W. Coons Advisors, LLC | 42,584 | $2.72M | 0.62% | −200−0.5% | Reduced |
| Strategic Planning Group, LLC | 42,108 | $2.69M | 0.67% | +7,893+23.1% | Added |
| Baker Avenue Asset Management, LP | 42,070 | $2.69M | 0.11% | +462+1.1% | Added |
| Legacy Financial Strategies, LLC | 41,861 | $2.68M | 0.69% | +14,383+52.3% | Added |
| Transcend Wealth Collective, LLC | 41,838 | $2.67M | 0.21% | +3,495+9.1% | Added |
| Winton Group Ltd | 41,630 | $2.66M | 0.19% | +41,630 | New |
| Romano Brothers and Company | 41,595 | $2.66M | 0.36% | +1,405+3.5% | Added |
| Smithfield Trust Co | 41,483 | $2.66M | 0.14% | −285−0.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 41,510 | $2.65M | 0.18% | −41,510−50.0% | Reduced |
| Financial Counselors Inc | 41,430 | $2.65M | 0.04% | −4,170−9.1% | Reduced |
| Blue Fin Capital, Inc. | 41,373 | $2.64M | 0.59% | +519+1.3% | Added |
| Firestone Capital Management | 41,237 | $2.64M | 0.73% | +307+0.8% | Added |
| Cubic Asset Management, LLC | 41,196 | $2.63M | 0.62% | +2,160+5.5% | Added |
| Laird Norton Trust Company, LLC | 41,171 | $2.63M | 0.36% | 00.0% | Unchanged |
| Archer Investment Corp | 40,869 | $2.61M | 0.79% | −192−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 40,619 | $2.59M | 0.13% | +3,085+8.2% | Added |
| Sapient Capital LLC | 40,512 | $2.59M | 0.06% | −1,575−3.7% | Reduced |
| Old Second National Bank of Aurora | 40,509 | $2.59M | 0.67% | +36,163+832.1% | Added |
| Americana Partners, LLC | 40,441 | $2.58M | 0.22% | +2,153+5.6% | Added |
| SkyOak Wealth, LLC | 40,284 | $2.57M | 0.62% | −102−0.3% | Reduced |
| Mattern Wealth Management LLC | 40,267 | $2.57M | 0.63% | −1,726−4.1% | Reduced |
| Equitable Holdings, Inc. | 40,168 | $2.57M | 0.03% | +192+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 40,000 | $2.56M | 0.32% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.56M | 0.60% | 00.0% | Unchanged |
| Connable Office Inc | 39,917 | $2.55M | 0.29% | −300−0.7% | Reduced |
| Capital Analysts, LLC | 39,894 | $2.55M | 0.12% | +7,494+23.1% | Added |
| BKD Wealth Advisors, LLC | 39,344 | $2.51M | 0.06% | +10,195+35.0% | Added |
| Moneta Group Investment Advisors LLC | 39,308 | $2.51M | 0.04% | +4,382+12.5% | Added |
| Buckley Wealth Management, LLC | 39,262 | $2.51M | 0.80% | +6,017+18.1% | Added |
| Fishman Jay A Ltd | 39,215 | $2.51M | 0.28% | −11,425−22.6% | Reduced |
| Modera Wealth Management, LLC | 39,023 | $2.49M | 0.04% | −3,633−8.5% | Reduced |
| HCR Wealth Advisors | 38,883 | $2.49M | 0.38% | −285−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 38,831 | $2.48M | 0.13% | +2,177+5.9% | Added |
| Colonial Trust Co | 38,625 | $2.47M | 0.46% | +3,456+9.8% | Added |