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NextEra Energy (NEE) Institutional Ownership

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$83.97 -0.80 (-0.94%)
Closing price 03:59 PM Eastern
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$83.84 -0.13 (-0.15%)
As of 07:58 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)
1998
Total
Institutional Inflows
(last 12 months)
$17.04B
Number of
Institutional Sellers
(last 12 months)
1507
Total
Institutional Outflows
(last 12 months)
$8.10B
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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
10/21/2025SJS Investment Consulting Inc.12,167$918K0.1%+57,838.1%0.001%
10/21/2025Mayfair Advisory Group LLC3,122$236K0.1%N/A0.000%
10/21/2025SteelPeak Wealth LLC3,334$252K0.0%N/A0.000%
10/21/2025Retirement Guys Formula LLC15,327$1.16M0.4%+3.0%0.001%
10/21/2025Relyea Zuckerberg Hanson LLC6,418$484K0.1%-23.7%0.000%
10/21/2025Silver Oak Securities Incorporated23,092$1.74M0.1%+24.5%0.001%
10/21/2025PUREfi Wealth LLC13,575$1.03M0.8%+5.8%0.001%
10/21/2025Amplius Wealth Advisors LLC4,965$375K0.0%+10.7%0.000%
10/21/2025Generali Asset Management SPA SGR113,920$8.60M0.2%-2.6%0.006%
10/21/2025CapWealth Advisors LLC265,902$20.07M1.8%+1.7%0.013%
10/21/2025Golden State Equity Partners19,079$1.44M0.2%-19.5%0.001%
10/21/2025Mattern Capital Management LLC160,040$12.08M1.4%+12.3%0.008%
10/21/2025Guyasuta Investment Advisors Inc.5,891$445K0.0%-21.2%0.000%
10/21/2025Financial Consulate Inc.1,420$107K0.0%N/A0.000%
10/21/2025Salomon & Ludwin LLC2,542$204K0.0%+41.1%0.000%
10/21/2025E&G Advisors LP20,484$1.55M0.4%+7.5%0.001%
10/21/2025West Branch Capital LLC850$64K0.0%-12.7%0.000%
10/21/2025Ninety One North America Inc.340,644$25.72M1.2%+3.1%0.017%
10/21/2025Ninety One UK Ltd2,448,665$184.85M0.4%+2.0%0.119%
10/21/2025Romano Brothers AND Company39,017$2.95M0.3%-1.6%0.002%
10/21/2025Roberts Wealth Advisors LLC73,961$5.58M1.5%+1.2%0.004%
10/21/2025Mather Group LLC.11,168$843K0.0%+13.1%0.001%
10/20/2025Mattern Wealth Management LLC16,920$1.28M0.3%-5.2%0.001%
10/20/2025Pinnacle Wealth Management Advisory Group LLC25,261$1.91M0.1%-2.2%0.001%
10/20/2025Davidson Trust Co.22,188$1.68M0.7%+12.7%0.001%
10/20/2025Monarch Capital Management Inc.59,515$4.49M1.1%+1.4%0.003%
10/20/2025Croban17,109$1.29M0.9%+1.8%0.001%
10/20/2025Burns J W & Co. Inc. NY12,957$978K0.1%-4.6%0.001%
10/20/2025Accurate Wealth Management LLC7,723$583K0.1%-21.1%0.000%
10/20/2025Hennessy Advisors Inc.6,570$496K0.0%-37.8%0.000%
10/20/2025Trail Ridge Investment Advisors LLC20,240$1.53M0.7%+4.7%0.001%
10/20/2025Miracle Mile Advisors LLC30,358$2.29M0.0%+32.4%0.001%
10/20/2025Advocate Group LLC56,357$4.25M0.7%-0.5%0.003%
10/20/2025Nicholas Wealth LLC.43,250$3.27M1.4%+22.8%0.002%
10/20/2025Allspring Global Investments Holdings LLC2,416,891$190.14M0.3%+3.1%0.117%
10/20/2025Stonebridge Financial Group LLC70,195$5.30M0.5%+1.2%0.003%
10/20/2025Merit Financial Group LLC71,330$5.39M0.0%+0.3%0.003%
10/20/2025Hamilton Point Investment Advisors LLC102,037$7.70M1.2%+0.5%0.005%
10/20/2025Security National Bank98,008$7.40M1.1%+5.5%0.005%
10/20/2025Moody Lynn & Lieberson LLC7,701$581K0.0%-25.8%0.000%
10/20/2025Adirondack Trust Co.24,985$1.89M0.6%-1.3%0.001%
10/20/2025MFA Wealth Advisors LLC7,082$535K0.1%+5.4%0.000%
10/20/2025Consilium Wealth Advisory LLC2,741$207K0.1%N/A0.000%
10/20/2025Marietta Wealth Management LLC102,583$7.74M0.9%+2.9%0.005%
10/20/2025OMNI 360 Wealth Inc.7,070$534K0.3%-6.4%0.000%
10/20/2025Meridian Financial Partners LLC24,302$1.84M0.8%+0.7%0.001%
10/20/2025Brendel Financial Advisors LLC57,127$4.31M2.2%+4.0%0.003%
10/20/2025Aljian Capital Management LLC4,137$312K0.1%-10.3%0.000%
10/20/2025Oak Asset Management LLC11,659$880K0.3%+34.6%0.001%
10/20/2025Sax Wealth Advisors LLC19,380$1.46M0.1%+0.6%0.001%
10/20/2025Smith Salley Wealth Management350,912$26.49M1.4%+3.9%0.017%
10/20/2025Forefront Wealth Partners LLC5,851$442K0.1%N/A0.000%
10/20/2025Ascent Group LLC56,213$4.24M0.2%+6.2%0.003%
10/20/2025Great Diamond Partners LLC31,348$2.37M0.5%N/A0.002%
10/20/2025McGlone Suttner Wealth Management Inc.4,921$371K0.1%-31.2%0.000%
10/20/2025Baron Wealth Management LLC5,645$426K0.1%-2.7%0.000%
10/20/2025Sivia Capital Partners LLC6,190$467K0.1%+11.3%0.000%
10/20/2025Weaver Capital Management LLC14,850$1.12M0.2%+12.2%0.001%
10/20/2025Diversified Trust Co31,965$2.41M0.0%-11.9%0.002%
10/20/2025Armbruster Capital Management Inc.4,947$373K0.1%-7.5%0.000%
10/20/2025YANKCOM Partnership13,549$1.02M0.5%+21.0%0.001%
10/20/2025Segment Wealth Management LLC21,083$1.59M0.1%-9.2%0.001%
10/20/2025LVW Advisors LLC16,289$1.23M0.1%+21.9%0.001%
10/20/2025Mirova US LLC3,835,334$289.53M2.9%-3.9%0.186%
10/20/2025Continuum Advisory LLC16,753$1.27M0.1%+20.0%0.001%
10/20/2025Rooted Wealth Advisors Inc.3,671$294K0.1%+33.5%0.000%
10/20/2025Analyst IMS Investment Management Services Ltd.37,760$2.85M0.1%-2.5%0.002%
10/20/2025Pure Financial Advisors LLC11,322$855K0.0%+31.7%0.001%
10/20/2025Tripletail Wealth Management LLC300$25K0.0%N/A0.000%
10/17/2025Fortitude Family Office LLC1,901$144K0.0%-12.5%0.000%
10/17/2025Farmers & Merchants Investments Inc.115,719$8.74M0.2%-17.2%0.006%
10/17/2025Copeland Capital Management LLC10,614$801K0.0%-7.1%0.001%
10/17/2025Fort Washington Investment Advisors Inc. OH730,549$55.15M0.3%-3.5%0.035%
10/17/2025Boston Trust Walden Corp31,562$2.38M0.0%-0.5%0.002%
10/17/2025Plimoth Trust Co. LLC57,005$4.30M1.0%-0.4%0.003%
10/17/2025Constitution Capital LLC93,333$7.05M3.3%+24.0%0.005%
10/17/2025Nixon Peabody Trust Co.113,013$8.53M0.6%+0.4%0.005%
10/17/2025Atlas Brown Inc.14,608$1.10M0.3%+5.4%0.001%
10/17/2025Petros Family Wealth LLC8,778$663K0.6%-5.1%0.000%
10/17/2025HM Payson & Co.62,508$4.72M0.1%-2.3%0.003%
10/17/2025Annex Advisory Services LLC44,577$3.37M0.1%-3.6%0.002%
10/17/2025SS&H Financial Advisors Inc.22,893$1.73M0.5%-5.0%0.001%
10/17/2025Ullmann Wealth Partners Group LLC6,949$525K0.1%-5.2%0.000%
10/17/2025FLC Capital Advisors23,803$1.80M0.3%+0.9%0.001%
10/17/2025Ethic Inc.37,012$2.79M0.0%-4.7%0.002%
10/17/2025Slocum Gordon & Co LLP108,881$8.22M6.6%+0.6%0.005%
10/17/2025Mattson Financial Services LLC38,523$2.91M0.7%+1.9%0.002%
10/17/2025Traveka Wealth LLC2,676$202K0.1%N/A0.000%
10/17/2025Chesapeake Asset Management LLC10,497$792K0.7%+1.8%0.001%
10/17/2025Archford Capital Strategies LLC22,434$1.69M0.2%-10.2%0.001%
10/17/2025Coastwise Capital Group LLC6,848$517K0.4%+7.4%0.000%
10/17/2025Permanent Capital Management LP7,112$537K0.1%N/A0.000%
10/17/2025Everpar Advisors LLC5,342$403K0.2%+4.4%0.000%
10/17/2025Indiana Trust & Investment Management Co14,619$1.10M0.3%-1.7%0.001%
10/17/2025Fire Capital Management LLC12,423$938K0.5%+1.2%0.001%
10/17/2025Valley National Advisers Inc.2,755$207K0.0%-18.0%0.000%
10/17/2025Worth Asset Management LLC2,895$219K0.1%N/A0.000%
10/17/2025J. L. Bainbridge & Co. Inc.121,192$9.15M0.8%-1.2%0.006%
10/17/2025Perigon Wealth Management LLC129,907$9.81M0.2%+85.7%0.006%
10/17/2025Paradiem LLC164,804$12.44M2.9%+14.9%0.008%
(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, 2,998 institutional investors and hedge funds held shares of NextEra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($14.78B), Geode Capital Management LLC ($3.16B), Norges Bank ($2.38B), Northern Trust Corp ($1.66B), Goldman Sachs Group Inc. ($1.51B), GQG Partners LLC ($1.22B), and Charles Schwab Investment Management Inc. ($1.17B).Learn more on NextEra Energy's institutional investors.

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

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

Which institutional investors have been buying NextEra Energy's stock?

Of the 2,628 institutional investors that purchased NextEra Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($124.98M), Vanguard Group Inc. ($12.21M), GQG Partners LLC ($7.66M), Assenagon Asset Management S.A. ($6.93M), International Assets Investment Management LLC ($5.98M), Amundi ($5.83M), and Schroder Investment Management Group ($5.73M).

How much institutional buying is happening at NextEra Energy?

Institutional investors have bought a total of 236,781,723 shares in the last 24 months. This purchase volume represents approximately $17.04B in transactions.

Which of NextEra Energy's major shareholders have been selling company stock?

Of the 1,506 institutional investors that sold NextEra Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Boston Partners ($10.51M), Alliancebernstein L.P. ($6.82M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($6.43M), Legal & General Group Plc ($4.01M), International Assets Investment Management LLC ($3.83M), 1832 Asset Management L.P. ($3.69M), and Mitsubishi UFJ Trust & Banking Corp ($3.64M).

How much institutional selling is happening at NextEra Energy?

Institutional investors have sold a total of 113,339,819 shares in the last 24 months. This volume of shares sold represents approximately $8.11B in transactions.



This page (NYSE:NEE) was last updated on 10/21/2025 by MarketBeat.com Staff
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