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
- 2,669
- +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
- 1,020 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 | 3,055 | $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, 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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 2,753 | $232.7K | 0.09% | +2,753 | New |
| Loomis Sayles & Co L P | 2,756 | $233.0K | 0.00% | +199+7.8% | Added |
| Destination Wealth Management | 2,762 | $233.4K | 0.01% | +2,762 | New |
| Madrona Financial Services, LLC | 2,762 | $233.5K | 0.06% | −77−2.7% | Reduced |
| Wheelhouse Advisory Group LLC | 2,763 | $233.6K | 0.15% | +2,763 | New |
| North Star Asset Management Inc | 2,765 | $233.7K | 0.01% | +2,765 | New |
| Monte Financial Group, LLC | 2,765 | $233.7K | 0.10% | +2,765 | New |
| 49 Wealth Management, LLC | 2,770 | $234.1K | 0.04% | +2,770 | New |
| Coastal Investment Advisors, Inc. | 2,828 | $234.5K | 0.11% | −3,754−57.0% | Reduced |
| Sterling Group Wealth Management, LLC | 2,780 | $235.0K | 0.12% | +2,780 | New |
| United Advisor Group, LLC | 2,780 | $235.0K | 0.05% | +2,780 | New |
| Catalytic Wealth RIA, LLC | 2,794 | $236.2K | 0.04% | −220−7.3% | Reduced |
| Financial Security Advisor, Inc. | 2,795 | $236.3K | 0.06% | −136−4.6% | Reduced |
| Broderick Brian C | 2,798 | $236.5K | 0.05% | +2,798 | New |
| Wellspring Financial Advisors, LLC | 2,798 | $236.5K | 0.03% | −404−12.6% | Reduced |
| Scholtz & Company, LLC | 2,800 | $236.7K | 0.11% | +2,800 | New |
| Veritas Investment Partners (UK) Ltd. | 2,810 | $237.5K | 0.00% | +2,810 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,811 | $237.6K | 0.02% | +2,811 | New |
| Orion Capital Management LLC | 2,813 | $237.8K | 0.12% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,816 | $238.1K | 0.13% | −25,485−90.0% | Reduced |
| Mayfair Advisory Group, LLC | 2,847 | $238.7K | 0.15% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,825 | $238.8K | 0.04% | −154−5.2% | Reduced |
| Axiom Advisory, LLC | 3,072 | $239.7K | 0.00% | +96+3.2% | Added |
| ORG Partners LLC | 2,837 | $240.1K | 0.04% | −271−8.7% | Reduced |
| Valley National Advisers Inc | 2,854 | $241.0K | 0.04% | −1,837−39.2% | Reduced |
| Safeguard Financial, LLC | 2,855 | $241.3K | 0.06% | −1,097−27.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,860 | $241.8K | 0.00% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,861 | $241.9K | 0.12% | +2,861 | New |
| McLean Asset Management Corp | 2,890 | $242.3K | 0.07% | +32+1.1% | Added |
| Satovsky Asset Management LLC | 2,876 | $243.1K | 0.05% | +2,876 | New |
| Financial Advisors, LLC | 2,880 | $243.4K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,882 | $244.0K | 0.09% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,897 | $244.9K | 0.10% | +568+24.4% | Added |
| Strategic Investment Solutions, Inc. | 2,897 | $244.9K | 0.07% | +66+2.3% | Added |
| Northeast Financial Consultants Inc | 2,898 | $245.0K | 0.01% | +2,898 | New |
| Auxano Advisors, LLC | 2,903 | $245.4K | 0.06% | −164−5.3% | Reduced |
| Windsor Advisory Group, LLC | 2,904 | $245.5K | 0.28% | +2,904 | New |
| Omnia Family Wealth, LLC | 2,909 | $245.9K | 0.11% | +2,909 | New |
| Oxford Asset Management LLP | 2,912 | $246.2K | 0.20% | +2,912 | New |
| IFG Advisors, LLC | 2,914 | $246.3K | 0.05% | −14−0.5% | Reduced |
| Callan Family Office, LLC | 2,921 | $246.9K | 0.04% | +2,921 | New |
| Merriman Wealth Management, LLC | 2,924 | $247.2K | 0.01% | +18+0.6% | Added |
| Pinnacle Family Advisors, LLC | 2,928 | $247.5K | 0.13% | +2,928 | New |
| Bray Capital Advisors | 2,933 | $247.9K | 0.06% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,945 | $248.9K | 0.01% | +2,945 | New |
| Frazier Financial Advisors, LLC | 2,948 | $249.2K | 0.19% | −2,211−42.9% | Reduced |
| Power Wealth Management LLC | 2,949 | $249.3K | 0.11% | +12+0.4% | Added |
| Anchor Capital Advisors LLC | 2,955 | $249.8K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,968 | $250.9K | 0.02% | +2,968 | New |
| Net Worth Advisory Group | 2,969 | $250.9K | 0.07% | +2,969 | New |
| Scientech Research LLC | 2,979 | $251.8K | 0.05% | +2,979 | New |
| Appleton Partners Inc | 2,991 | $253.0K | 0.02% | −130−4.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,994 | $253.1K | 0.11% | +26+0.9% | Added |
| Williamson Legacy Group, LLC | 2,996 | $253.3K | 0.17% | +2,996 | New |
| Lawson Kroeker Investment Management Inc | 3,000 | $253.6K | 0.05% | −1,300−30.2% | Reduced |
| Cornerstone Capital, Inc. | 3,000 | $253.6K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,204 | $254.3K | 0.11% | −48−1.5% | Reduced |
| Northwest Wealth Management, LLC | 3,014 | $254.8K | 0.06% | +17+0.6% | Added |
| Marco Investment Management LLC | 3,018 | $255.1K | 0.02% | −150−4.7% | Reduced |
| Live Oak Investment Partners | – | $255.4K | 0.20% | – | – |
| Cannon Wealth Management Services, LLC | 3,048 | $257.6K | 0.24% | +3,048 | New |
| Trustmark National Bank Trust Department | 3,059 | $258.6K | 0.02% | −409−11.8% | Reduced |
| Vicus Capital | 3,070 | $259.5K | 0.02% | −2,771−47.4% | Reduced |
| Ogorek Anthony Joseph | 3,086 | $260.0K | 0.09% | +7+0.2% | Added |
| GDS Wealth Management | 3,081 | $260.4K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,088 | $261.0K | 0.01% | +81+2.7% | Added |
| Elgethun Capital Management | 3,094 | $261.5K | 0.06% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 3,095 | $261.6K | 0.19% | −212−6.4% | Reduced |
| Second Line Capital, LLC | 3,097 | $261.8K | 0.07% | +139+4.7% | Added |
| Wintrust Investments LLC | 3,110 | $262.0K | 0.19% | −26,889−89.6% | Reduced |
| Twin Lakes Capital Management, LLC | 3,100 | $262.0K | 0.17% | +5+0.2% | Added |
| Sage Rhino Capital LLC | 3,109 | $262.8K | 0.06% | +18+0.6% | Added |
| Capital Advisors, Ltd. LLC | 3,112 | $263.0K | 0.03% | −12−0.4% | Reduced |
| Wolverine Trading, LLC | 3,123 | $264.0K | 0.01% | −49,952−94.1% | Reduced |
| Wealthgarden F.S. LLC | 3,140 | $265.4K | 0.26% | −211−6.3% | Reduced |
| Marathon Capital Management | 3,150 | $266.3K | 0.06% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,150 | $266.3K | 0.04% | +3,150 | New |
| Connors Investor Services Inc | 3,165 | $267.5K | 0.03% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 3,177 | $268.6K | 0.08% | +3,177 | New |
| Madison Wealth Partners, Inc | 3,190 | $269.7K | 0.08% | +3,190 | New |
| Riggs Asset Managment Co. Inc. | 3,192 | $269.8K | 0.07% | +4+0.1% | Added |
| Tanager Wealth Management LLP | 3,181 | $269.9K | 0.04% | −90−2.8% | Reduced |
| Granite Investment Partners, LLC | 3,200 | $270.5K | 0.01% | 00.0% | Unchanged |
| New World Advisors LLC | 3,200 | $270.5K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,200 | $270.5K | 0.05% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,206 | $271.0K | 0.20% | 00.0% | Unchanged |
| Centennial Bank | 3,208 | $271.2K | 0.12% | 00.0% | Unchanged |
| Private Client Services, LLC | 3,208 | $271.2K | 0.15% | +3,208 | New |
| Investment Partners, Ltd. | 3,217 | $271.9K | 0.11% | −1,761−35.4% | Reduced |
| Crew Capital Management, Ltd. | 3,217 | $271.9K | 0.22% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 3,219 | $272.1K | 0.06% | 00.0% | Unchanged |
| Papp L Roy & Associates | 3,221 | $272.3K | 0.03% | −510−13.7% | Reduced |
| Affinity Capital Advisors, LLC | 3,223 | $272.5K | 0.05% | 00.0% | Unchanged |
| Citizens Business Bank | 3,225 | $272.6K | 0.06% | −184−5.4% | Reduced |
| Planning Capital Management Corp | 3,225 | $272.6K | 0.18% | +384+13.5% | Added |
| Planning Directions Inc | 3,232 | $273.2K | 0.16% | +3,232 | New |
| NBW Capital LLC | 3,236 | $273.5K | 0.05% | +343+11.9% | Added |
| Am Investment Strategies LLC | 3,242 | $274.0K | 0.07% | +93+3.0% | Added |
| Creative Financial Designs Inc | 3,247 | $274.5K | 0.02% | −3,341−50.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,247 | $274.5K | 0.04% | +116+3.7% | Added |