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, Q2 2024
Institutional positions in Nextera Energy Inc as of Jun 30, 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
- 2,547
- +114 vs. Q1 2024
- Shares held
- 1.66B
- +39.6M (+2.4%) vs. Q1 2024
- Total value
- $117.5B
- +$14.0B (+13.5%) vs. Q1 2024
- New holders
- 235
- 1,109 more added
- Sold out
- 121
- 912 more reduced
34 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tanager Wealth Management LLP | 3,271 | $231.6K | 0.03% | +3,271 | New |
| Warwick Investment Management, Inc. | 3,277 | $232.0K | 0.05% | +3,277 | New |
| Rational Advisors LLC | 3,285 | $232.6K | 0.02% | +1,352+69.9% | Added |
| Meridian Financial, LLC | 3,302 | $233.8K | 0.17% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 3,303 | $233.9K | 0.14% | +3,303 | New |
| Angeles Wealth Management, LLC | 3,333 | $236.0K | 0.02% | +103+3.2% | Added |
| Sage Advisors, LLC | 3,336 | $236.2K | 0.19% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,336 | $236.2K | 0.10% | +3,336 | New |
| Wealthgarden F.S. LLC | 3,351 | $237.3K | 0.25% | +3,351 | New |
| Principal Street Partners, LLC | 3,353 | $237.4K | 0.04% | −70−2.0% | Reduced |
| FMFE Wealth Management, LLC | 3,357 | $237.7K | 0.22% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,364 | $238.2K | 0.08% | +3,364 | New |
| Capital Management Associates, Inc | 3,366 | $238.3K | 0.14% | +3,366 | New |
| Cottonwood Capital Advisors, LLC | 3,307 | $238.5K | 0.19% | −464−12.3% | Reduced |
| Dougherty Wealth Advisers LLC | 3,376 | $239.1K | 0.21% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,384 | $239.6K | 0.02% | −99−2.8% | Reduced |
| Garde Capital, Inc. | 3,390 | $240.0K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 3,392 | $240.2K | 0.08% | −63−1.8% | Reduced |
| Future Financial Wealth Managment LLC | 3,400 | $240.8K | 0.21% | −1,000−22.7% | Reduced |
| Citizens Business Bank | 3,409 | $241.4K | 0.05% | +184+5.7% | Added |
| Portland Global Advisors LLC | 3,412 | $241.6K | 0.03% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 3,414 | $241.8K | 0.21% | −1,008−22.8% | Reduced |
| Watershed Private Wealth LLC | 3,415 | $241.8K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 3,257 | $241.9K | 0.15% | +3,257 | New |
| Heartland Bank & Trust Co | 3,420 | $242.2K | 0.14% | +111+3.4% | Added |
| Sage Private Wealth Group, LLC | 3,429 | $242.8K | 0.20% | +3,429 | New |
| Harvey Investment Co LLC | 3,432 | $243.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of the South | 3,434 | $243.2K | 0.06% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 3,444 | $243.9K | 0.02% | −81−2.3% | Reduced |
| JB Capital LLC | 3,461 | $245.1K | 0.02% | +86+2.5% | Added |
| Trustmark National Bank Trust Department | 3,468 | $245.6K | 0.02% | −227−6.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,525 | $246.4K | 0.07% | −680−16.2% | Reduced |
| Versant Capital Management, Inc | 3,496 | $247.6K | 0.06% | −468−11.8% | Reduced |
| Certified Advisory Corp | 3,501 | $247.9K | 0.03% | −382−9.8% | Reduced |
| Regal Investment Advisors LLC | 3,503 | $248.0K | 0.02% | +346+11.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,514 | $248.8K | 0.15% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,522 | $249.4K | 0.15% | −147−4.0% | Reduced |
| Tyler-Stone Wealth Management | 3,525 | $249.6K | 0.10% | +10.0% | Added |
| DGS Capital Management, LLC | 3,531 | $250.0K | 0.07% | +204+6.1% | Added |
| Meridian Wealth Partners, LLC | 3,538 | $250.5K | 0.04% | +233+7.0% | Added |
| Etesian Wealth Advisors, Inc. | 3,555 | $251.7K | 0.14% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,559 | $252.0K | 0.01% | +3,559 | New |
| JJJ Advisors Inc. | 3,567 | $252.6K | 0.05% | −130−3.5% | Reduced |
| PBMares Wealth Management LLC | 3,575 | $253.1K | 0.06% | −492−12.1% | Reduced |
| Full Sail Capital, LLC | 3,577 | $253.3K | 0.02% | −298−7.7% | Reduced |
| Vertex Planning Partners, LLC | 3,577 | $253.3K | 0.07% | −253−6.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,580 | $253.5K | 0.03% | −297−7.7% | Reduced |
| Leisure Capital Management | 3,593 | $254.4K | 0.12% | +43+1.2% | Added |
| BIP Wealth, LLC | 3,597 | $254.7K | 0.02% | −300−7.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,606 | $255.3K | 0.02% | −1,500−29.4% | Reduced |
| Concentric Wealth Management, LLC | 3,612 | $255.8K | 0.07% | −16−0.4% | Reduced |
| Clear Harbor Asset Management, LLC | 3,612 | $255.8K | 0.02% | +90+2.6% | Added |
| Rockport Wealth LLC | 3,617 | $256.1K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,558 | $256.6K | 0.01% | −20−0.6% | Reduced |
| Pacifica Partners Inc. | 3,577 | $256.9K | 0.11% | +52+1.5% | Added |
| J.Safra Asset Management Corp | 3,653 | $258.7K | 0.03% | +936+34.4% | Added |
| Sunburst Financial Group, LLC | 3,656 | $258.8K | 0.07% | −2−0.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 3,660 | $259.2K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 3,660 | $259.2K | 0.15% | +3,660 | New |
| First Hawaiian Bank | 3,685 | $260.9K | 0.01% | −145−3.8% | Reduced |
| Advantage Trust Co | 3,685 | $260.9K | 0.19% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 3,691 | $261.0K | 0.19% | +70+1.9% | Added |
| BCK Partners, Inc. | 3,687 | $261.1K | 0.13% | +135+3.8% | Added |
| Flaharty Asset Management, LLC | 3,690 | $261.3K | 0.04% | −1,727−31.9% | Reduced |
| Davies Financial Advisors, Inc. | 3,690 | $261.3K | 0.24% | +245+7.1% | Added |
| Hazlett, Burt & Watson, Inc. | 3,741 | $262.0K | 0.13% | +1,030+38.0% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,726 | $263.8K | 0.06% | −374−9.1% | Reduced |
| Significant Wealth Partners LLC | 3,727 | $263.9K | 0.15% | +7+0.2% | Added |
| Papp L Roy & Associates | 3,731 | $264.2K | 0.03% | −450−10.8% | Reduced |
| GW Henssler & Associates Ltd | 3,731 | $264.2K | 0.02% | +123+3.4% | Added |
| Invera Wealth Advisors, LLC | 3,540 | $264.4K | 0.27% | +3,540 | New |
| Wimmer Associates 1, LLC | 3,750 | $265.5K | 0.14% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 3,753 | $265.8K | 0.17% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 3,758 | $266.1K | 0.10% | +83+2.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,761 | $266.3K | 0.14% | +441+13.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,762 | $266.4K | 0.16% | +459+13.9% | Added |
| Apriem Advisors | 3,771 | $267.0K | 0.03% | −41−1.1% | Reduced |
| Sittner & Nelson, LLC | 3,776 | $267.4K | 0.13% | −200−5.0% | Reduced |
| Mengis Capital Management, Inc. | 3,780 | $267.7K | 0.05% | −1,064−22.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,786 | $268.1K | 0.11% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,787 | $268.2K | 0.04% | +3,787 | New |
| New Republic Capital, LLC | 3,790 | $268.4K | 0.13% | −97−2.5% | Reduced |
| Bruce G. Allen Investments, LLC | 3,791 | $268.4K | 0.23% | +280+8.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,800 | $269.0K | 0.22% | +3,800 | New |
| Opal Wealth Advisors, LLC | 3,815 | $270.1K | 0.09% | +3,815 | New |
| Aprio Wealth Management, LLC | 3,827 | $271.0K | 0.05% | +547+16.7% | Added |
| Exeter Financial, LLC | 3,828 | $271.1K | 0.13% | −396−9.4% | Reduced |
| Gratus Wealth Advisors, LLC | 3,770 | $271.4K | 0.05% | +50+1.3% | Added |
| Kepos Capital LP | 3,842 | $272.0K | 0.11% | −1,927−33.4% | Reduced |
| Revisor Wealth Management LLC | 3,857 | $273.1K | 0.19% | −2,454−38.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,857 | $273.1K | 0.08% | +684+21.6% | Added |
| Mirador Capital Partners LP | 3,859 | $273.3K | 0.05% | −1,520−28.3% | Reduced |
| Stonekeep Investments, LLC | 3,861 | $273.4K | 0.22% | +3,861 | New |
| Highview Capital Management LLC | 3,864 | $273.6K | 0.11% | 00.0% | Unchanged |
| Jacobsen Capital Management | 3,864 | $273.6K | 0.12% | +423+12.3% | Added |
| First Nebraska Trust Co | 3,872 | $274.2K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,875 | $274.4K | 0.11% | −125−3.1% | Reduced |
| Austin Wealth Management, LLC | 3,674 | $274.4K | 0.06% | +16+0.4% | Added |
| Cedrus LLC | 3,876 | $274.5K | 0.14% | −125−3.1% | Reduced |
| ARS Investment Partners, LLC | 3,876 | $274.5K | 0.03% | +2+0.1% | Added |