NextEra Energy (NEE) Institutional Ownership

$68.86
+0.25 (+0.36%)
(As of 05/2/2024 ET)

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

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
1630
Total
Institutional Inflows
(last 12 months)
$108.53B
Number of
Institutional Sellers
(last 12 months)
1285
Total
Institutional Outflows
(last 12 months)
$8.75B
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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
5/2/2024Magnolia Capital Advisors LLC5,471$352K0.3%N/A0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC20,326$1.30M0.3%+1.5%0.001%
5/2/2024FinTrust Capital Advisors LLC12,996$831K0.2%+2.1%0.001%
5/2/2024Hartree Partners LP30,000$1.92M0.5%-4.8%0.001%
5/2/2024Wright Investors Service Inc.56,026$3.58M0.9%+1.0%0.003%
5/2/2024Daiwa Securities Group Inc.439,053$28.06M0.2%+34.8%0.021%
5/2/2024Graypoint LLC14,818$947K0.1%+18.3%0.001%
5/2/2024Haverford Trust Co1,232,549$78.77M0.8%+1,066.0%0.060%
5/2/2024Consolidated Planning Corp4,118$263K0.0%-16.7%0.000%
5/2/2024Pittenger & Anderson Inc.13,977$893K0.0%-5.4%0.001%
5/2/2024GSB Wealth Management LLC7,046$450K0.1%-3.3%0.000%
5/2/2024Quent Capital LLC5,015$320K0.0%+5.2%0.000%
5/2/2024Nordea Investment Management AB6,961,556$443.83M0.5%+22.3%0.339%
5/2/2024Slocum Gordon & Co LLP109,363$6.99M5.2%+41.2%0.005%
5/2/2024Lincoln National Corp57,318$3.66M0.1%+7.8%0.003%
5/2/2024Bryn Mawr Capital Management LLC43,148$2.76M0.2%+1.2%0.002%
5/2/2024Fidelis Capital Partners LLC16,867$1.08M0.2%-3.8%0.001%
5/2/2024Goelzer Investment Management Inc.46,095$2.95M0.2%-2.2%0.002%
5/2/2024St. Louis Trust Co19,298$1.23M0.2%+17.7%0.001%
5/2/2024Montgomery Investment Management Inc.33,460$2.14M0.8%+2.8%0.002%
5/2/2024Alliance Wealth Management Group4,031$258K0.1%+15.6%0.000%
5/2/2024BNP Paribas54,482$3.48M0.2%N/A0.003%
5/2/2024Choreo LLC35,386$2.26M0.1%+7.8%0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.90,701$5.80M0.3%+2.6%0.004%
5/2/2024Moloney Securities Asset Management LLC47,322$3.02M0.5%+15.0%0.002%
5/2/2024Hunter Associates Investment Management LLC13,904$887K0.1%+4.5%0.001%
5/2/2024Rockline Wealth Management LLC51,353$3.28M1.1%+2.0%0.002%
5/2/2024Valley Brook Capital Group Inc.17,240$1.10M0.9%-4.6%0.001%
5/2/2024Hollencrest Capital Management9,646$616K0.0%-2.6%0.000%
5/2/2024Palisade Asset Management LLC21,340$1.36M0.1%+5.9%0.001%
5/2/2024Greenwood Capital Associates LLC58,990$3.77M0.5%-59.4%0.003%
5/2/2024PDS Planning Inc13,200$844K0.1%+14.0%0.001%
5/2/2024Regent Peak Wealth Advisors LLC7,044$450K0.1%+4.8%0.000%
5/1/2024GLOBALT Investments LLC GA38,566$2.47M0.1%-4.3%0.002%
5/1/2024Paces Ferry Wealth Advisors LLC3,514$225K0.1%N/A0.000%
5/1/2024Stone Point Wealth LLC17,274$1.10M0.4%-13.4%0.001%
5/1/2024Resonant Capital Advisors LLC5,190$332K0.0%+24.7%0.000%
5/1/2024Connecticut Wealth Management LLC31,532$2.02M0.1%-5.3%0.002%
5/1/2024Janney Capital Management LLC44,755$2.86M0.2%-4.1%0.002%
5/1/2024Blackhawk Capital Partners LLC.26,557$1.70M1.1%N/A0.001%
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5/1/2024CWS Financial Advisors LLC8,067$516K0.2%-15.1%0.000%
5/1/2024Blue Trust Inc.21,717$1.39M0.0%+2.3%0.001%
5/1/2024Centric Wealth Management12,419$832K0.3%N/A0.001%
5/1/2024Meitav Investment House Ltd.741,000$47.37M0.9%N/A0.036%
5/1/2024Alta Wealth Advisors LLC11,372$727K0.4%-1.7%0.001%
5/1/2024Ascent Wealth Partners LLC25,112$1.61M0.2%-5.7%0.001%
5/1/2024Horan Capital Advisors LLC.47,026$3.01M1.1%-1.8%0.002%
5/1/2024Baillie Gifford & Co.542,915$34.70M0.0%-13.8%0.026%
5/1/2024 Braun Stacey Associates Inc.283,828$18.14M0.7%+5.5%0.014%
5/1/2024 Mission Wealth Management LP28,830$1.84M0.0%-20.8%0.001%
5/1/2024 Wambolt & Associates LLC5,087$322K0.1%-58.4%0.000%
5/1/2024 Northcape Wealth Management LLC52,884$3.38M1.2%+180.3%0.003%
5/1/2024 Smith Group Asset Management LLC31,409$2.01M0.1%-29.7%0.002%
5/1/2024 Worth Financial Advisory Group LLC5,277$337K0.2%-17.7%0.000%
5/1/2024 Sequoia Financial Advisors LLC326,586$20.87M0.3%+3.4%0.016%
5/1/2024 Lineweaver Wealth Advisors LLC36,845$2.36M0.6%+8.1%0.002%
5/1/2024 Diversify Advisory Services LLC8,961$568K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC208,611$13.33M0.1%+7.1%0.010%
4/30/2024 Consolidated Portfolio Review Corp3,976$254K0.1%-66.7%0.000%
4/30/2024 J.W. Cole Advisors Inc.40,619$2.59M0.1%+8.2%0.002%
4/30/2024 Cutter & CO Brokerage Inc.13,458$860K0.2%+3.8%0.001%
4/30/2024 Vantage Investment Partners LLC208,087$13.29M1.2%+10.4%0.010%
4/30/2024 Granite Harbor Advisors Inc.12,778$817K0.6%+5.8%0.001%
4/30/2024 Retirement Systems of Alabama452,841$28.94M0.1%+0.1%0.022%
4/30/2024 TFC Financial Management Inc.3,392$217K0.0%+7.8%0.000%
4/30/2024 Hartline Investment Corp25,052$1.60M0.3%+79.0%0.001%
4/30/2024 Ables Iannone Moore & Associates Inc.9,912$633K0.5%+26.3%0.000%
4/30/2024 Norden Group LLC23,760$1.52M0.1%N/A0.001%
4/30/2024 Dillon & Associates Inc.46,742$2.99M0.5%+13.7%0.002%
4/30/2024 HB Wealth Management LLC135,826$8.68M0.1%+4.1%0.007%
4/30/2024 Turtle Creek Wealth Advisors LLC7,346$469K0.1%-86.0%0.000%
4/30/2024 Mitchell Sinkler & Starr PA37,949$2.43M0.6%-6.3%0.002%
4/30/2024 Haverford Financial Services Inc.97,680$6.24M1.8%N/A0.005%
4/30/2024 Cordatus Wealth Management LLC36,550$2.34M1.7%+4.0%0.002%
4/30/2024 Violich Capital Management Inc.53,600$3.43M0.5%+3.2%0.003%
4/30/2024 Asset Management Advisors LLC112,955$7.22M5.6%+107.8%0.005%
4/30/2024Concord Wealth Partners34,830$2.23M0.4%+23.0%0.002%
4/30/2024 Delta Financial Group Inc.8,888$568K0.2%+4.6%0.000%
4/30/2024 Private Wealth Management Group LLC713$46K0.0%+88.1%0.000%
4/30/2024 Naples Money Management LLC35,364$2.26M2.3%+2,953.9%0.002%
4/30/2024 Joel Isaacson & Co. LLC29,152$1.86M0.1%+14.9%0.001%
4/30/2024 Vest Financial LLC647,320$41.37M1.1%+31.4%0.032%
4/30/2024 Signet Investment Advisory Group Inc.53,868$3.44M1.9%+12.3%0.003%
4/30/2024 Arkadios Wealth Advisors14,728$941K0.1%-3.2%0.001%
4/30/2024 Tandem Investment Advisors Inc.1,338,971$85.57M3.3%+6.4%0.065%
4/30/2024 Camden National Bank154,545$9.88M1.7%-1.3%0.008%
4/30/2024 Caprock Group LLC17,228$1.10M0.1%+36.5%0.001%
4/30/2024 Naples Global Advisors LLC86,649$5.54M0.6%+15.6%0.004%
4/30/2024 Perigon Wealth Management LLC61,957$3.96M0.1%-20.4%0.003%
4/30/2024 Mayflower Financial Advisors LLC14,797$946K0.1%-89.0%0.001%
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4/30/2024 Argent Capital Management LLC635,153$40.59M1.2%+248.2%0.031%
4/30/2024 Hazlett Burt & Watson Inc.2,711$173K0.1%+37.7%0.000%
4/30/2024 OFI Invest Asset Management480,972$28.46M0.8%+5.6%0.023%
4/30/2024 Renaissance Investment Group LLC77,088$4.93M1.1%-2.1%0.004%
4/30/2024 Stock Yards Bank & Trust Co.570,340$36.45M1.2%+1.4%0.028%
4/29/2024Commonwealth Equity Services LLC3,017,287$192.84M0.3%+1.8%0.147%
4/29/2024 Mcdaniel Terry & Co.6,143$393K0.0%N/A0.000%
4/29/2024 FAS Wealth Partners Inc.37,653$2.41M0.2%+4.1%0.002%
4/29/2024 Field & Main Bank23,699$1.51M0.6%+3.6%0.001%
4/29/2024 Greenleaf Trust121,651$7.78M0.1%+9.8%0.006%
(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, 2,687 institutional investors and hedge funds held shares of NextEra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($12.07B), Geode Capital Management LLC ($2.71B), Norges Bank ($2.56B), Northern Trust Corp ($1.36B), Capital Research Global Investors ($1.12B), Pictet Asset Management SA ($942.81M), and Bank of New York Mellon Corp ($929.65M).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 2,334 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), Vanguard Group Inc. ($9.58M), EP Wealth Advisors LLC ($7.75M), Public Investment Fund ($6.37M), Mizuho Markets Americas LLC ($4.67M), and Nordea Investment Management AB ($4.44M).

How much institutional buying is happening at NextEra Energy?

Institutional investors have bought a total of 1,574,941,343 shares in the last 24 months. This purchase volume represents approximately $115.92B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,813 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 ($26.17M), Artisan Partners Limited Partnership ($12.36M), California Public Employees Retirement System ($6.36M), Sarasin & Partners LLP ($4.49M), Bank of New York Mellon Corp ($4.45M), and abrdn plc ($3.71M).

How much institutional selling is happening at NextEra Energy?

Institutional investors have sold a total of 214,988,932 shares in the last 24 months. This volume of shares sold represents approximately $15.52B in transactions.


This page (NYSE:NEE) was last updated on 5/2/2024 by MarketBeat.com Staff

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