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NextEra Energy (NEE) Institutional Ownership

NextEra Energy logo
$67.64 +1.83 (+2.78%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for NextEra Energy (NYSE:NEE)

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
1849
Total
Institutional Inflows
(last 12 months)
$12.89B
Number of
Institutional Sellers
(last 12 months)
1278
Total
Institutional Outflows
(last 12 months)
$5.51B
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NEE Institutional Buying and Selling by Quarter

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NextEra Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Cardinal Capital Management Inc.445,802$31.60M1.1%+3.6%0.022%
4/14/2025Yousif Capital Management LLC362,401$25.69M0.3%-0.7%0.018%
4/14/2025Midland Wealth Advisors LLC5,030$357K0.0%-18.6%0.000%
4/14/2025Tounjian Advisory Partners LLC14,788$1.05M0.2%N/A0.001%
4/14/2025Northstar Advisory Group LLC5,380$381K0.2%-58.4%0.000%
4/14/2025Pallas Capital Advisors LLC75,206$5.33M0.2%+3.1%0.004%
4/14/2025Farther Finance Advisors LLC50,087$3.55M0.1%+30.4%0.002%
4/14/2025City Holding Co.53,238$3.77M0.5%-0.8%0.003%
4/14/2025Daymark Wealth Partners LLC42,248$3.00M0.1%+2.1%0.002%
4/14/2025CHICAGO TRUST Co NA18,754$1.33M0.2%-5.9%0.001%
4/14/2025CJM Wealth Advisers Ltd.13,577$962K0.3%+215.2%0.001%
4/14/2025Moss Adams Wealth Advisors LLC6,456$458K0.0%+29.9%0.000%
4/14/2025Greystone Financial Group LLC14,740$1.05M0.2%+1.3%0.001%
4/14/2025Baldwin Wealth Partners LLC MA294,608$20.89M1.5%+1.1%0.014%
4/14/2025Wesbanco Bank Inc.318,604$22.59M0.8%+2.5%0.015%
4/14/2025Outlook Wealth Advisors LLC2,943$209K0.1%-64.3%0.000%
4/14/2025First Citizens Bank & Trust Co.60,441$4.29M0.1%-11.7%0.003%
4/14/2025AHL Investment Management Inc.10,747$762K0.5%+14.8%0.001%
4/14/2025Abacus Planning Group Inc.13,982$991K0.2%-1.1%0.001%
4/14/2025Capital Investment Advisors LLC64,534$4.58M0.1%+3.4%0.003%
4/14/2025PFW Advisors LLC33,347$2.36M0.7%+0.9%0.002%
4/14/2025Tilia Fiduciary Partners Inc.28,768$2.04M1.4%N/A0.001%
4/14/2025Meridian Financial Partners LLC23,889$1.69M0.9%+1.3%0.001%
4/14/2025Bangor Savings Bank7,585$538K0.1%-16.9%0.000%
4/14/2025Kennebec Savings Bank7,742$549K0.6%+74.3%0.000%
4/14/2025Griffith & Werner Inc.5,296$375K0.2%-2.9%0.000%
4/14/2025City Center Advisors LLC5,285$375K0.4%+4.6%0.000%
4/14/2025Beach Investment Counsel Inc. PA349,117$24.75M3.6%-10.6%0.017%
4/14/2025Miracle Mile Advisors LLC15,125$1.07M0.0%+17.7%0.001%
4/14/2025ARS Wealth Advisors Group LLC9,664$685K0.1%-5.9%0.000%
4/14/2025Revolve Wealth Partners LLC5,036$357K0.1%+3.7%0.000%
4/14/2025Wedmont Private Capital16,023$1.05M0.1%+5.7%0.001%
4/14/2025Clean Yield Group6,996$496K0.2%-12.1%0.000%
4/14/2025Eagle Wealth Strategies LLC11,005$780K0.5%+1.6%0.001%
4/14/2025Gemmer Asset Management LLC5,794$411K0.0%+3.9%0.000%
4/14/2025Sunflower Bank N.A.4,526$321K0.1%+5.3%0.000%
4/11/2025 First City Capital Management Inc.3,742$265K0.2%-52.0%0.000%
4/11/2025 Piscataqua Savings Bank8,802$624K0.6%-3.8%0.000%
4/11/2025 Sulzberger Capital Advisors Inc.34,200$2.42M3.2%-17.5%0.002%
4/11/2025 Princeton Global Asset Management LLC50,874$3.61M0.7%+1.0%0.002%
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4/11/2025 AAFMAA Wealth Management & Trust LLC19,535$1.39M0.6%N/A0.001%
4/11/2025 Pine Haven Investment Counsel Inc6,210$440K0.4%+4.1%0.000%
4/11/2025 Gateway Investment Advisers LLC83,806$5.94M0.1%-22.5%0.004%
4/11/2025 Seneca House Advisors65,429$4.64M1.9%+4.5%0.003%
4/11/2025 Stokes Capital Advisors LLC83,907$5.95M1.5%+6.6%0.004%
4/11/2025 Independence Bank of Kentucky54,231$3.84M0.6%+5.7%0.003%
4/11/2025 KFG Wealth Management LLC13,785$977K0.2%+21.2%0.001%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV12,924$916K0.1%+141.4%0.001%
4/11/2025 City State Bank10,647$755K0.2%-17.7%0.001%
4/11/2025 Congress Asset Management Co.206,481$14.64M0.1%+1.7%0.010%
4/11/2025 Radnor Capital Management LLC14,588$1.03M0.2%+3.7%0.001%
4/11/2025 Impact Capital Partners LLC13,573$962K0.3%-56.3%0.001%
4/11/2025 Horizon Wealth Management LLC8,228$583K0.1%+36.9%0.000%
4/11/2025 First National Corp MA ADV6,437$456K0.1%-2.7%0.000%
4/11/2025 Constitution Capital LLC81,005$5.74M3.2%+5.3%0.004%
4/11/2025 Chemistry Wealth Management LLC3,359$238K0.1%-5.9%0.000%
4/11/2025 Pines Wealth Management LLC19,136$1.36M0.6%+7.8%0.001%
4/11/2025 Pitti Group Wealth Management LLC5,705$404K0.4%N/A0.000%
4/11/2025 Sandbox Financial Partners LLC14,476$1.03M0.4%-2.7%0.001%
4/11/2025 Procyon Advisors LLC13,409$951K0.1%+6.3%0.001%
4/11/2025 Permanent Capital Management LP7,112$504K0.1%+16.7%0.000%
4/11/2025 Magnus Financial Group LLC8,024$569K0.1%-3.4%0.000%
4/11/2025 Stablepoint Partners LLC127,391$9.03M1.6%+5.6%0.006%
4/11/2025 Avity Investment Management Inc.497,950$35.30M2.9%+12.3%0.024%
4/11/2025 Generali Investments Management Co LLC7,986$566K0.2%+4.8%0.000%
4/11/2025 Enclave Advisors LLC7,803$553K0.1%+14.8%0.000%
4/11/2025 Ullmann Wealth Partners Group LLC6,837$485K0.1%-6.5%0.000%
4/11/2025 Foster Group Inc.3,198$227K0.0%N/A0.000%
4/11/2025 Fjell Capital LLC15,388$1.09M1.1%+15.6%0.001%
4/11/2025 Vest Financial LLC803,135$56.93M0.9%+12.4%0.039%
4/11/2025 Annex Advisory Services LLC13,369$948K0.0%-2.5%0.001%
4/11/2025 Oak Asset Management LLC8,574$608K0.2%+8.2%0.000%
4/10/2025 Breakwater Capital Group12,612$894K0.2%+31.4%0.001%
4/10/2025 Chatham Capital Group Inc.10,391$737K0.1%-36.1%0.001%
4/10/2025 Charles Schwab Trust Co6,979$495K0.0%-8.4%0.000%
4/10/2025 Chesley Taft & Associates LLC147,479$10.46M0.5%+1.1%0.007%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.46,920$3.33M0.6%+24.0%0.002%
4/10/2025 Steigerwald Gordon & Koch Inc.245,245$17.39M1.9%+0.1%0.012%
4/10/2025 Lake Street Private Wealth LLC7,018$498K0.1%+52.9%0.000%
4/10/2025 Gilman Hill Asset Management LLC10,241$726K0.1%-4.1%0.000%
4/10/2025 Fermata Advisors LLC7,506$532K0.1%+74.7%0.000%
4/10/2025 Naples Global Advisors LLC94,807$6.72M0.6%+2.3%0.005%
4/10/2025 LS Investment Advisors LLC53,153$3.77M0.6%-3.3%0.003%
4/10/2025 Warren Street Wealth Advisors LLC5,056$358K0.1%+5.8%0.000%
4/10/2025 Clare Market Investments LLC7,192$510K0.1%+13.1%0.000%
4/10/2025 Johnson & White Wealth Management LLC9,751$691K0.4%+2.1%0.000%
4/10/2025 Benson Investment Management Company Inc.62,440$4.43M1.9%N/A0.003%
4/10/2025 Wealth Alliance Advisory Group LLC17,595$1.25M0.3%+25.0%0.001%
4/10/2025 Nixon Peabody Trust Co.112,452$7.97M0.7%+0.5%0.005%
4/10/2025 Sendero Wealth Management LLC2,897$205K0.0%N/A0.000%
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The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we believe are in immediate danger.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
4/10/2025 Financial Advisory Partners LLC60,550$4.29M1.4%-2.2%0.003%
4/10/2025 Northside Capital Management LLC6,518$462K0.1%+98.8%0.000%
4/10/2025 Benin Management CORP8,008$568K0.2%-5.3%0.000%
4/10/2025 Greenfield Savings Bank35,408$2.51M1.2%+0.8%0.002%
4/10/2025 Strategic Planning Group LLC64,696$4.59M0.9%+26.5%0.003%
4/10/2025 Contravisory Investment Management Inc.87,486$6.20M1.3%-3.2%0.004%
4/10/2025 Accel Wealth Management8,456$599K0.2%-1.8%0.000%
4/10/2025 Apella Capital LLC7,557$511K0.0%+66.7%0.000%
4/10/2025 Triangle Securities Wealth Management35,544$2.52M0.6%+5.5%0.002%
4/10/2025 Hennion & Walsh Asset Management Inc.40,294$2.86M0.1%+97.9%0.002%
(Data available from 1/1/2016 forward)

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NEE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NEE shares?

During the previous two years, 2,939 institutional investors and hedge funds held shares of NextEra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($14.72B), Norges Bank ($3.48B), Geode Capital Management LLC ($3.13B), Northern Trust Corp ($1.66B), Legal & General Group Plc ($1.12B), Bank of New York Mellon Corp ($1.04B), and Charles Schwab Investment Management Inc. ($977.19M).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 2,531 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 ($90.77M), EP Wealth Advisors LLC ($7.72M), International Assets Investment Management LLC ($5.99M), Nordea Investment Management AB ($5.24M), 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 1,660,331,440 shares in the last 24 months. This purchase volume represents approximately $121.37B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,846 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 ($10.47M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($6.19M), Legal & General Group Plc ($4.47M), Mitsubishi UFJ Trust & Banking Corp ($4.46M), and Bank of New York Mellon Corp ($4.24M).

How much institutional selling is happening at NextEra Energy?

Institutional investors have sold a total of 207,163,743 shares in the last 24 months. This volume of shares sold represents approximately $14.22B in transactions.


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This page (NYSE:NEE) was last updated on 4/14/2025 by MarketBeat.com Staff
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