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NextEra Energy (NEE) Institutional Ownership

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$70.85 +0.09 (+0.13%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for NextEra Energy (NYSE:NEE)

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
1669
Total
Institutional Inflows
(last 12 months)
$9.26B
Number of
Institutional Sellers
(last 12 months)
1200
Total
Institutional Outflows
(last 12 months)
$5.08B
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NEE Institutional Buying and Selling by Quarter

NextEra Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Harrell Investment Partners LLC34,458$2.47M0.7%+13.4%0.002%
1/21/2025Clarendon Private LLC9,018$646K0.7%N/A0.000%
1/21/2025Embree Financial Group8,433$605K0.1%+6.5%0.000%
1/21/2025Marshall Financial Group LLC11,729$841K0.2%+3.7%0.001%
1/21/2025Asio Capital LLC47,555$3.41M0.6%-1.7%0.002%
1/21/2025First Citizens Bank & Trust Co.68,436$4.91M0.1%-34.0%0.003%
1/21/2025Smith Chas P & Associates PA Cpas78,659$5.64M0.3%-4.6%0.004%
1/21/2025Moody Lynn & Lieberson LLC11,190$802K0.0%-4.6%0.001%
1/21/2025Alan B Lancz & Associates Inc.13,091$938K1.0%-7.8%0.001%
1/21/2025Arkfeld Wealth Strategies L.L.C.15,095$1.01M0.5%+1.5%0.001%
1/21/2025Flagship Harbor Advisors LLC28,346$2.03M0.1%-2.9%0.001%
1/21/2025Stewardship Advisors LLC3,617$259K0.1%+13.8%0.000%
1/21/2025Advocate Group LLC56,002$4.02M0.8%-1.9%0.003%
1/21/2025Vantage Wealth227,770$16.33M3.5%+0.7%0.011%
1/21/2025AEGON ASSET MANAGEMENT UK Plc779,708$55.90M0.7%+0.7%0.038%
1/21/2025CFS Investment Advisory Services LLC29,979$2.15M0.2%-2.0%0.001%
1/21/2025Tributary Capital Management LLC5,946$426K0.0%-5.1%0.000%
1/21/2025Grimes & Company Inc.14,954$1.07M0.0%+38.8%0.001%
1/21/2025Cyndeo Wealth Partners LLC119,868$8.59M0.6%+8.3%0.006%
1/21/2025Geneos Wealth Management Inc.115,478$8.28M0.3%+25.6%0.006%
1/21/2025Dynamic Advisor Solutions LLC32,147$2.31M0.1%+6.0%0.002%
1/21/2025Accel Wealth Management8,615$618K0.2%+1.7%0.000%
1/21/2025Fifth Third Bancorp2,044,780$146.59M0.5%-2.4%0.099%
1/21/2025DGS Capital Management LLC4,206$302K0.1%+6.6%0.000%
1/21/2025Chemung Canal Trust Co.6,136$440K0.1%-5.7%0.000%
1/21/2025AM Investment Strategies LLC3,041$218K0.1%-6.2%0.000%
1/21/2025Cottonwood Capital Advisors LLC3,681$264K0.2%+18.9%0.000%
1/21/2025Gradient Investments LLC369,512$26.49M0.5%+7.7%0.018%
1/21/2025CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT36,000$2.58M0.2%-29.4%0.002%
1/21/2025Curated Wealth Partners LLC6,460$463K0.1%+23.3%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.1,302$93K0.0%+334.0%0.000%
1/21/2025Exchange Traded Concepts LLC4,162$298K0.0%-11.0%0.000%
1/21/2025CX Institutional10,112$725K0.0%+16.4%0.000%
1/21/2025Southland Equity Partners LLC11,651$835K0.2%+62.2%0.001%
1/21/2025St. Johns Investment Management Company LLC12,014$861K0.4%+3.2%0.001%
1/21/2025Sound Income Strategies LLC24,036$1.72M0.1%+2.9%0.001%
1/21/2025LexAurum Advisors LLC2,932$210K0.0%+21.7%0.000%
1/21/2025RFG Advisory LLC78,782$5.65M0.2%+12.4%0.004%
1/21/2025Neumann Capital Management LLC6,134$440K0.1%+21.9%0.000%
1/21/2025McGlone Suttner Wealth Management Inc.6,432$461K0.1%-9.3%0.000%
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1/21/2025Brighton Jones LLC28,282$2.03M0.1%+7.0%0.001%
1/21/2025Seneca House Advisors62,629$4.49M1.8%+11.3%0.003%
1/17/2025 New Century Financial Group LLC8,473$610K0.3%-26.2%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC10,021$718K0.3%-3.8%0.000%
1/17/2025 Cardinal Capital Management Inc.430,416$30.86M1.0%-0.6%0.021%
1/17/2025 Avior Wealth Management LLC27,379$1.96M0.1%-1.0%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.94,985$6.81M0.3%+1.2%0.005%
1/17/2025 Bill Few Associates Inc.6,147$441K0.2%-7.4%0.000%
1/17/2025 Raleigh Capital Management Inc.5,299$380K0.1%-3.2%0.000%
1/17/2025 Adirondack Trust Co.27,145$1.95M0.7%-1.7%0.001%
1/17/2025 Mutual Advisors LLC23,803$1.70M0.0%+34.1%0.001%
1/17/2025 First PREMIER Bank1,000$72K0.0%-35.1%0.000%
1/17/2025 True North Advisors LLC42,060$3.02M0.7%N/A0.002%
1/17/2025 Wesbanco Bank Inc.310,879$22.29M0.8%+6.4%0.015%
1/17/2025 Bartlett & CO. Wealth Management LLC1,090,096$78.15M1.1%+1.8%0.053%
1/17/2025 GoalVest Advisory LLC8,962$642K0.2%-6.8%0.000%
1/17/2025 Baker Ellis Asset Management LLC11,666$836K0.1%+1.3%0.001%
1/17/2025 Marino Stram & Associates LLC2,833$203K0.0%N/A0.000%
1/17/2025 Dupont Capital Management Corp130,442$9.35M0.9%-21.3%0.006%
1/17/2025 Cetera Trust Company N.A5,104$366K0.2%+4.1%0.000%
1/17/2025 Park Place Capital Corp20,060$1.44M0.4%+3.8%0.001%
1/17/2025 Janney Capital Management LLC150,817$10.81M0.7%+260.8%0.007%
1/17/2025 Magnus Financial Group LLC8,303$595K0.1%-11.7%0.000%
1/17/2025 Daymark Wealth Partners LLC41,391$2.97M0.1%-1.5%0.002%
1/17/2025 Luts & Greenleigh Group Inc.5,904$423K0.4%+51.6%0.000%
1/17/2025 Albion Financial Group UT8,978$644K0.0%+2.1%0.000%
1/17/2025 Viking Fund Management LLC295,000$21.15M3.3%+10.1%0.014%
1/17/2025 Global Trust Asset Management LLC51,420$3.69M1.4%-6.0%0.003%
1/17/2025 Advisory Alpha LLC15,386$1.10M0.0%+5.0%0.001%
1/17/2025 Missouri Trust & Investment Co21,670$1.55M0.5%+4.2%0.001%
1/17/2025 Barlow Wealth Partners Inc.8,392$581K0.1%-25.9%0.000%
1/17/2025 XML Financial LLC16,970$1.22M0.1%+2.4%0.001%
1/17/2025 Nisa Investment Advisors LLC322,088$23.09M0.1%-6.0%0.016%
1/17/2025 Simon Quick Advisors LLC10,334$741K0.0%+3.3%0.001%
1/17/2025 Beaumont Financial Advisors LLC26,859$1.93M0.1%-2.2%0.001%
1/17/2025 MCF Advisors LLC21,211$1.52M0.1%+33.0%0.001%
1/17/2025 Bourgeon Capital Management LLC97,870$7.02M1.3%-1.0%0.005%
1/17/2025 Aspire Private Capital LLC10,003$717K0.2%+3.6%0.000%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.24,000$1.72M0.8%+41.2%0.001%
1/17/2025 Howard Capital Management Group LLC3,952$283K0.0%-98.7%0.000%
1/17/2025 Roberts Wealth Advisors LLC73,019$5.06M1.5%+5.5%0.004%
1/17/2025 Fort Washington Investment Advisors Inc. OH726,840$52.11M0.3%-5.5%0.035%
1/17/2025 Enclave Advisors LLC6,796$487K0.1%+2.8%0.000%
1/17/2025 Mogy Joel R Investment Counsel Inc.30,775$2.21M0.1%-7.0%0.001%
1/17/2025 Atomi Financial Group Inc.33,877$2.43M0.1%-45.8%0.002%
1/17/2025 Transform Wealth LLC3,152$226K0.0%N/A0.000%
1/17/2025 Chesley Taft & Associates LLC145,918$10.46M0.5%-1.5%0.007%
1/17/2025 Alpha Cubed Investments LLC696,223$49.91M2.3%+6.0%0.034%
1/17/2025 Clear Harbor Asset Management LLC6,383$458K0.0%+76.7%0.000%
1/17/2025 Segment Wealth Management LLC18,518$1.33M0.1%-5.3%0.001%
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1/16/2025 First United Bank & Trust10,141$727K0.3%-2.0%0.000%
1/16/2025 Charles Schwab Trust Co7,619$546K0.0%+2.3%0.000%
1/16/2025 Solidarity Wealth LLC76,331$5.47M1.4%+2.9%0.004%
1/16/2025 Aspiriant LLC11,114$797K0.0%+16.1%0.001%
1/16/2025 ARS Investment Partners LLC5,258$377K0.0%+35.7%0.000%
1/16/2025 Crossmark Global Holdings Inc.128,789$9.23M0.2%+15.1%0.006%
1/16/2025 Royal Fund Management LLC19,935$1.43M0.1%-56.9%0.001%
1/16/2025 Chesapeake Wealth Management29,119$2.09M0.7%-1.3%0.001%
1/16/2025 Sugar Maple Asset Management LLC386$28K0.0%N/A0.000%
1/16/2025 Mitchell & Pahl Private Wealth LLC37,881$2.72M1.3%+2.6%0.002%
(Data available from 1/1/2016 forward)

NEE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEE shares?

During the previous two years, 2,760 institutional investors and hedge funds held shares of NextEra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($12.72B), Geode Capital Management LLC ($3.57B), Norges Bank ($2.56B), Legal & General Group Plc ($1.51B), Northern Trust Corp ($1.36B), Charles Schwab Investment Management Inc. ($1.12B), and Bank of New York Mellon Corp ($1.00B).Learn more on NEE's institutional investors.

What percentage of NextEra Energy stock is owned by institutional investors?

78.72% of NextEra Energy stock is owned by institutional investors. Learn more on NEE's institutional investor holdings.

Which institutional investors have been buying NextEra Energy stock?

Of the 2,365 institutional investors that purchased NextEra Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.32B), Norges Bank ($42.16M), EP Wealth Advisors LLC ($7.72M), International Assets Investment Management LLC ($6.00M), Nordea Investment Management AB ($5.33M), Mizuho Markets Americas LLC ($5.05M), and M&G Plc ($4.74M).

How much institutional buying is happening at NextEra Energy?

Institutional investors have bought a total of 1,567,363,567 shares in the last 24 months. This purchase volume represents approximately $114.92B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,796 institutional investors that sold NextEra Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($35.05M), Fisher Asset Management LLC ($19.41M), Artisan Partners Limited Partnership ($11.55M), Bank of New York Mellon Corp ($4.24M), Assenagon Asset Management S.A. ($3.91M), Sarasin & Partners LLP ($3.89M), and International Assets Investment Management LLC ($3.82M).

How much institutional selling is happening at NextEra Energy?

Institutional investors have sold a total of 182,374,940 shares in the last 24 months. This volume of shares sold represents approximately $12.65B in transactions.



This page (NYSE:NEE) was last updated on 1/22/2025 by MarketBeat.com Staff
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