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, Q3 2024
Institutional positions in Nextera Energy Inc as of Sep 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
- 2,668
- +158 vs. Q2 2024
- Shares held
- 1.65B
- +143.7M (+9.5%) vs. Q2 2024
- Total value
- $139.0B
- +$32.4B (+30.4%) vs. Q2 2024
- New holders
- 254
- 1,093 more added
- Sold out
- 96
- 1,019 more reduced
36 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,054 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Nextera Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 21,443 | $1.81M | 0.68% | −100−0.5% | Reduced |
| Bollard Group LLC | 21,494 | $1.82M | 0.05% | −2,189−9.2% | Reduced |
| Waterloo Capital, L.P. | 21,506 | $1.82M | 0.20% | +8,105+60.5% | Added |
| Klingman & Associates, LLC | 21,513 | $1.82M | 0.11% | +5,809+37.0% | Added |
| Altman Advisors, Inc. | 21,524 | $1.82M | 0.81% | +70.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 21,556 | $1.82M | 0.76% | +2,361+12.3% | Added |
| Ti-Trust, Inc | 21,655 | $1.83M | 1.31% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 21,668 | $1.83M | 1.15% | +1,472+7.3% | Added |
| Headinvest, LLC | 21,691 | $1.83M | 0.34% | −32−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,718 | $1.84M | 0.43% | −808−3.6% | Reduced |
| Castleview Partners, LLC | 21,722 | $1.84M | 1.06% | +7,343+51.1% | Added |
| SOA Wealth Advisors, LLC. | 21,790 | $1.84M | 0.35% | +656+3.1% | Added |
| Chicago Trust Co NA | 21,858 | $1.85M | 0.32% | +2,005+10.1% | Added |
| Norway Savings Bank | 21,879 | $1.85M | 1.00% | +431+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 21,916 | $1.85M | 0.07% | −1,955−8.2% | Reduced |
| Golden State Equity Partners | 22,018 | $1.86M | 0.29% | +945+4.5% | Added |
| Palisade Asset Management, LLC | 22,142 | $1.87M | 0.18% | +177+0.8% | Added |
| Bard Associates Inc | 22,154 | $1.87M | 0.64% | +2,675+13.7% | Added |
| Founders Financial Alliance, LLC | 22,188 | $1.88M | 0.52% | +12+0.1% | Added |
| Checchi Capital Advisers, LLC | 22,193 | $1.88M | 0.14% | +1,355+6.5% | Added |
| Enterprise Bank & Trust Co | 22,272 | $1.88M | 0.61% | +783+3.6% | Added |
| Bard Financial Services, Inc. | 22,285 | $1.88M | 0.22% | −750−3.3% | Reduced |
| Qtron Investments LLC | 22,319 | $1.89M | 0.26% | 00.0% | Unchanged |
| Hardy Reed LLC | 22,362 | $1.89M | 0.17% | +113+0.5% | Added |
| CoreCap Advisors, LLC | 22,375 | $1.89M | 0.09% | +920+4.3% | Added |
| Souders Financial Advisors | 22,399 | $1.89M | 0.26% | +30+0.1% | Added |
| Becker Capital Management Inc | 22,455 | $1.90M | 0.06% | +3,480+18.3% | Added |
| Curbstone Financial Management Corp | 22,464 | $1.90M | 0.41% | −38−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 22,357 | $1.90M | 0.07% | +1,512+7.3% | Added |
| DF Dent & Co Inc | 22,550 | $1.91M | 0.02% | +2,808+14.2% | Added |
| Fulton Bank, N.A. | 22,554 | $1.91M | 0.07% | −408−1.8% | Reduced |
| Mitchell Sinkler & Starr | 22,586 | $1.91M | 0.48% | −4,640−17.0% | Reduced |
| Hudson Canyon Capital Management | 22,633 | $1.91M | 1.24% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 22,709 | $1.92M | 0.86% | −40.0% | Reduced |
| Berkshire Asset Management LLC | 27,173 | $1.92M | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 22,776 | $1.93M | 1.12% | +69+0.3% | Added |
| McDonough Capital Management, Inc | 22,779 | $1.93M | 1.33% | +39+0.2% | Added |
| Sowell Financial Services LLC | 22,783 | $1.93M | 0.09% | −957−4.0% | Reduced |
| Merit Financial Group, LLC | 22,805 | $1.93M | 0.04% | −3,639−13.8% | Reduced |
| Arkadios Wealth Advisors | 22,834 | $1.93M | 0.11% | +5,196+29.5% | Added |
| Herold Advisors, Inc. | 22,841 | $1.93M | 0.42% | −200−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 22,923 | $1.94M | 0.59% | −2,267−9.0% | Reduced |
| Evergreen Capital Management LLC | 22,932 | $1.94M | 0.07% | +175+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 22,952 | $1.94M | 0.52% | +1,428+6.6% | Added |
| Oakworth Capital, Inc. | 22,957 | $1.94M | 0.13% | +1,304+6.0% | Added |
| Smartleaf Asset Management LLC | 22,986 | $1.94M | 0.24% | +4,873+26.9% | Added |
| Quadcap Wealth Management, LLC | 23,037 | $1.95M | 0.30% | −51−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 23,065 | $1.95M | 0.08% | −582−2.5% | Reduced |
| Premier Path Wealth Partners, LLC | 23,119 | $1.95M | 0.31% | −829−3.5% | Reduced |
| Acadian Asset Management LLC | 23,371 | $1.97M | 0.01% | −32,242−58.0% | Reduced |
| Sound Income Strategies, LLC | 23,359 | $1.97M | 0.13% | −3,828−14.1% | Reduced |
| Lokken Investment Group LLC | 23,397 | $1.98M | 0.82% | +790+3.5% | Added |
| Meridian Financial Partners LLC | 23,435 | $1.98M | 1.00% | +76+0.3% | Added |
| Cascade Financial Partners, LLC | 23,685 | $1.98M | 0.25% | −1,960−7.6% | Reduced |
| Waldron Private Wealth LLC | 23,494 | $1.99M | 0.08% | +5,228+28.6% | Added |
| Axq Capital, LP | 23,547 | $1.99M | 0.60% | +23,547 | New |
| Azimuth Capital Investment Management LLC | 23,580 | $1.99M | 0.08% | −1,275−5.1% | Reduced |
| Dodge & Cox | 23,600 | $1.99M | 0.00% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 5,000 | $2.00M | 3.91% | −10,000−66.7% | Reduced |
| Hancock Whitney Corp | 23,680 | $2.00M | 0.06% | −1,313−5.3% | Reduced |
| Prostatis Group LLC | 23,694 | $2.00M | 0.66% | −3,521−12.9% | Reduced |
| WD Rutherford LLC | 23,705 | $2.00M | 0.98% | +1,039+4.6% | Added |
| Mount Yale Investment Advisors, LLC | 23,786 | $2.01M | 0.19% | −471−1.9% | Reduced |
| Claro Advisors LLC | 23,875 | $2.02M | 0.26% | +2,373+11.0% | Added |
| Syon Capital LLC | 23,896 | $2.02M | 0.18% | +155+0.7% | Added |
| Mill Capital Management, LLC | 24,000 | $2.03M | 0.16% | 00.0% | Unchanged |
| Gs Investments, Inc. | 24,070 | $2.03M | 0.91% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 24,071 | $2.03M | 0.33% | −1,108−4.4% | Reduced |
| MidWestOne Financial Group, Inc. | 24,118 | $2.04M | 0.28% | −2,617−9.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,163 | $2.04M | 0.06% | +997+4.3% | Added |
| Epiq Partners, LLC | 24,200 | $2.05M | 1.13% | +200+0.8% | Added |
| Strategic Investment Advisors | 24,228 | $2.05M | 0.22% | −219−0.9% | Reduced |
| Phoenix Wealth Advisors | 24,260 | $2.05M | 0.95% | −54−0.2% | Reduced |
| First Business Financial Services, Inc. | 24,307 | $2.05M | 0.21% | +2,716+12.6% | Added |
| Cobblestone Capital Advisors LLC | 24,330 | $2.06M | 0.12% | +535+2.2% | Added |
| TrinityPoint Wealth, LLC | 24,339 | $2.06M | 0.30% | +642+2.7% | Added |
| Csenge Advisory Group | 25,158 | $2.06M | 0.11% | −1,310−4.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,372 | $2.06M | 0.44% | −4,264−14.9% | Reduced |
| Lakeview Capital Partners, LLC | 24,612 | $2.08M | 0.33% | +1,038+4.4% | Added |
| Koshinski Asset Management, Inc. | 24,631 | $2.08M | 0.18% | −708−2.8% | Reduced |
| Connecticut Wealth Management, LLC | 24,729 | $2.09M | 0.10% | −365−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 24,760 | $2.09M | 0.21% | −4,046−14.0% | Reduced |
| D L Carlson Investment Group Inc | 24,786 | $2.10M | 0.38% | −1,308−5.0% | Reduced |
| Prudent Man Advisors, LLC | 24,929 | $2.11M | 0.70% | +515+2.1% | Added |
| Great Diamond Partners, LLC | 24,932 | $2.11M | 0.54% | −4,117−14.2% | Reduced |
| Wealth Advisory Solutions, LLC | 25,045 | $2.12M | 0.58% | −3,219−11.4% | Reduced |
| Illinois Municipal Retirement Fund | 25,059 | $2.12M | 0.03% | +17,411+227.7% | Added |
| Westpac Banking Corp | 25,134 | $2.12M | 0.14% | +904+3.7% | Added |
| Jefferies Financial Group Inc. | 25,204 | $2.13M | 0.03% | +10,072+66.6% | Added |
| Shell Asset Management Co | 25,216 | $2.13M | 0.09% | +25,216 | New |
| Field & Main Bank | 25,260 | $2.14M | 0.76% | +824+3.4% | Added |
| Bank of Hawaii | 25,285 | $2.14M | 0.09% | −1,714−6.3% | Reduced |
| Cladis Investment Advisory, LLC | 25,300 | $2.14M | 1.48% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,321 | $2.14M | 0.32% | −360−1.4% | Reduced |
| Trium Capital LLP | 25,402 | $2.15M | 0.99% | +2,370+10.3% | Added |
| Robertson Stephens Wealth Management, LLC | 25,441 | $2.15M | 0.08% | +3,953+18.4% | Added |
| North Star Investment Management Corp. | 25,500 | $2.16M | 0.15% | +56+0.2% | Added |
| Vise Technologies, Inc. | 25,525 | $2.16M | 0.27% | +9,508+59.4% | Added |
| Paragon Private Wealth Management, LLC | 25,620 | $2.17M | 1.07% | +5,802+29.3% | Added |
| Cabot Wealth Management Inc | 25,661 | $2.17M | 0.27% | −78−0.3% | Reduced |