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NextEra Energy (NEE) Institutional Ownership

NextEra Energy logo
$66.27 -0.98 (-1.46%)
As of 03:17 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)
1848
Total
Institutional Inflows
(last 12 months)
$12.77B
Number of
Institutional Sellers
(last 12 months)
1303
Total
Institutional Outflows
(last 12 months)
$5.48B
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NEE Institutional Buying and Selling by Quarter

NextEra Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025U.S. Capital Wealth Advisors LLC52,289$3.71M0.1%-1.5%0.003%
4/29/2025Financial Counselors Inc.207,029$14.68M0.2%+86.7%0.010%
4/29/2025Raleigh Capital Management Inc.703$50K0.0%-86.7%0.000%
4/29/2025YANKCOM Partnership11,095$787K0.4%+129.1%0.001%
4/29/2025Callan Capital LLC12,344$875K0.1%+6.4%0.001%
4/29/2025TD Private Client Wealth LLC103,844$7.36M0.2%+4.4%0.005%
4/29/2025Heritage Wealth Management Inc.13,680$970K0.3%-27.8%0.001%
4/29/2025Roffman Miller Associates Inc. PA14,794$1.05M0.1%-7.0%0.001%
4/29/2025Hexagon Capital Partners LLC16,312$1.16M0.2%+3.1%0.001%
4/29/2025Chilton Capital Management LLC3,315$235K0.0%+8.2%0.000%
4/29/2025Traveka Wealth LLC3,966$281K0.2%N/A0.000%
4/29/2025Rice Partnership LLC13,608$965K0.2%-80.3%0.001%
4/29/2025Tradewinds LLC.11,091$786K0.2%-1.7%0.001%
4/29/2025Jackson Wealth Management LLC116,349$8.25M1.0%+3.3%0.006%
4/29/2025McGlone Suttner Wealth Management Inc.7,184$509K0.1%+11.7%0.000%
4/29/2025Sierra Ocean LLC879$62K0.0%+36.9%0.000%
4/29/2025NORTHSTAR ASSET MANAGEMENT Co LLC15,421$1.09M0.3%-1.9%0.001%
4/29/2025Core Alternative Capital88,312$6.26M1.5%-17.7%0.004%
4/29/2025Novare Capital Management LLC117,753$8.35M0.7%+4.5%0.006%
4/29/2025Adell Harriman & Carpenter Inc.53,559$3.80M0.3%-11.8%0.003%
4/29/2025Concurrent Investment Advisors LLC120,586$8.55M0.2%+31.9%0.006%
4/29/2025Simmons Bank113,352$8.04M0.6%-2.2%0.006%
4/29/2025HM Payson & Co.62,594$4.44M0.1%+0.6%0.003%
4/29/2025DT Investment Partners LLC16,465$1.17M0.1%-14.3%0.001%
4/29/2025Bank of New York Mellon Corp14,240,235$1.01B0.2%-2.0%0.692%
4/29/2025World Investment Advisors93,688$6.64M0.2%+4.1%0.005%
4/29/2025Truist Financial Corp1,197,706$84.91M0.1%-3.3%0.058%
4/29/2025Capital Investment Advisory Services LLC18,873$1.34M0.1%+1.5%0.001%
4/29/2025Impax Asset Management Group plc37,562$2.66M0.0%+15.9%0.002%
4/29/2025Strategic Blueprint LLC8,893$630K0.0%+30.5%0.000%
4/29/2025Brookstone Capital Management35,757$2.54M0.0%-59.1%0.002%
4/29/2025Catalyst Capital Advisors LLC4,075$289K0.0%-16.4%0.000%
4/29/2025Global Wealth Management Investment Advisory Inc.43,971$3.12M0.6%+7.0%0.002%
4/29/2025Nichols & Pratt Advisers LLP MA3,337$237K0.0%-11.6%0.000%
4/29/2025Wedgewood Investors Inc. PA5,997$425K0.5%-4.5%0.000%
4/29/2025Harel Insurance Investments & Financial Services Ltd.3,094$219K0.0%+137.6%0.000%
4/29/2025IFM Investors Pty Ltd631,456$44.76M0.4%+6.3%0.031%
4/29/2025OneDigital Investment Advisors LLC31,631$2.24M0.0%+2.9%0.002%
4/29/2025Hartline Investment Corp34,461$2.44M0.3%+108.2%0.002%
4/29/2025Avantax Planning Partners Inc.18,351$1.30M0.0%-1.8%0.001%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/29/2025 Silver Oak Securities Incorporated21,649$1.53M0.1%-1.7%0.001%
4/29/2025 Cohen Investment Advisors LLC36,209$2.57M1.5%+4.8%0.002%
4/29/2025Aviance Capital Partners LLC8,980$637K0.1%-2.3%0.000%
4/29/2025Conning Inc.14,089$999K0.0%+1.1%0.001%
4/29/2025Davidson Trust Co.20,728$1.47M0.7%-6.3%0.001%
4/29/2025Onyx Bridge Wealth Group LLC3,540$251K0.0%-27.0%0.000%
4/29/2025 Goelzer Investment Management Inc.48,520$3.44M0.2%+5.0%0.002%
4/29/2025Palisade Capital Management LP160,323$11.37M0.3%+2.3%0.008%
4/29/2025Checchi Capital Advisers LLC23,098$1.64M0.1%+4.3%0.001%
4/28/2025 Castle Wealth Management LLC19,861$1.41M0.6%+3.1%0.001%
4/28/2025 North Capital Inc.1,257$89K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.605,495$42.92M0.3%+1.2%0.029%
4/28/2025 Principal Financial Group Inc.5,577,340$395.38M0.2%-1.4%0.271%
4/28/2025 Xcel Wealth Management LLC64,234$4.55M1.4%+10.1%0.003%
4/28/2025 Tandem Investment Advisors Inc.1,373,491$97.37M3.4%+1.1%0.067%
4/28/2025 Oregon Public Employees Retirement Fund176,667$12.52M0.2%+0.2%0.009%
4/28/2025 Meritage Portfolio Management5,551$394K0.0%+3.7%0.000%
4/28/2025 Buffington Mohr McNeal4,756$337K0.1%-80.6%0.000%
4/28/2025 Resonant Capital Advisors LLC6,951$493K0.0%+19.0%0.000%
4/28/2025 Global Strategic Investment Solutions LLC3,988$283K0.0%-6.5%0.000%
4/28/2025 Teacher Retirement System of Texas396,057$28.08M0.1%+226.7%0.019%
4/28/2025 Revisor Wealth Management LLC6,348$450K0.2%+121.4%0.000%
4/28/2025 Strategic Financial Concepts LLC3,129$222K0.0%+10.5%0.000%
4/28/2025 Private Trust Co. NA44,855$3.18M0.3%+5.2%0.002%
4/28/2025 Arlington Trust Co LLC3,721$264K0.1%-8.4%0.000%
4/28/2025 Alley Investment Management Company LLC196,816$13.95M1.8%+0.6%0.010%
4/28/2025 Yelin Lapidot Holdings Management Ltd.4,223$299K0.1%-18.3%0.000%
4/28/2025 Pinnacle Financial Partners Inc66,365$4.71M0.1%-3.2%0.003%
4/28/2025 Fiduciary Group LLC8,066$572K0.1%-2.3%0.000%
4/28/2025 Miller Howard Investments Inc. NY120,153$8.52M0.3%+8.1%0.006%
4/28/2025 Moody Lynn & Lieberson LLC10,285$729K0.0%-8.1%0.000%
4/28/2025 Aaron Wealth Advisors LLC8,263$586K0.1%+2.1%0.000%
4/28/2025 Coastline Trust Co6,865$487K0.1%-2.6%0.000%
4/28/2025 Detalus Advisors LLC6,912$490K0.2%+3.3%0.000%
4/28/2025 Klingenstein Fields & Co. LP156,747$11.11M0.5%+0.8%0.008%
4/28/2025 Harbour Trust & Investment Management Co119,718$8.49M1.0%+3.1%0.006%
4/28/2025 Keybank National Association OH1,491,692$105.75M0.4%-2.3%0.072%
4/28/2025 Pictet North America Advisors SA10,100$716K0.1%-7.3%0.000%
4/28/2025 Rossby Financial LCC10,641$703K0.3%-7.2%0.001%
4/28/2025 DAVENPORT & Co LLC2,012,743$142.44M0.8%+0.7%0.098%
4/28/2025 Provident Co of the Employees of the Hebrew University LTD24,742$1.75M2.0%N/A0.001%
4/28/2025 Summit Trail Advisors LLC39,884$2.83M0.1%+23.1%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd408,267$28.94M0.3%+2.4%0.020%
4/28/2025 Clear Creek Financial Management LLC19,222$1.36M0.1%+18.8%0.001%
4/28/2025 Cidel Asset Management Inc.32,824$2.33M0.2%-7.8%0.002%
4/28/2025 BLB&B Advisors LLC195,682$13.87M0.7%+4.1%0.010%
4/28/2025 Vontobel Holding Ltd.875,282$62.05M0.2%-7.1%0.043%
4/28/2025 Astoria Portfolio Advisors LLC.7,060$475K0.2%+57.0%0.000%
4/25/2025 Mather Group LLC.12,607$894K0.0%+47.7%0.001%
4/25/2025 Heritage Investment Group Inc.5,626$399K0.1%-4.8%0.000%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
4/25/2025 Alta Advisers Ltd10,770$763K0.3%+56.8%0.001%
4/25/2025 Hixon Zuercher LLC94,631$6.71M2.4%+4.2%0.005%
4/25/2025 Smith Salley Wealth Management326,969$23.18M1.5%+11.6%0.016%
4/25/2025 Barnes Dennig Private Wealth Management LLC700$50K0.1%N/A0.000%
4/25/2025 Riverstone Advisors LLC3,173$225K0.1%-5.8%0.000%
4/25/2025 Koshinski Asset Management Inc.20,863$1.48M0.1%-8.7%0.001%
4/25/2025 J.Safra Asset Management Corp6,267$444K0.0%+12.5%0.000%
4/25/2025 Essex LLC4,269$303K0.1%N/A0.000%
4/25/2025 RedJay Asset Management Inc.10,000$709K0.4%N/A0.000%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA14,843$1.05M0.4%-1.5%0.001%
(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, 2,941 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 ($1.01B), 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), Mizuho Markets Americas LLC ($5.05M), Nordea Investment Management AB ($5.04M), and M&G Plc ($4.74M).

How much institutional buying is happening at NextEra Energy?

Institutional investors have bought a total of 1,656,193,882 shares in the last 24 months. This purchase volume represents approximately $121.03B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,858 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), Bank of New York Mellon Corp ($4.53M), Legal & General Group Plc ($4.47M), and Mitsubishi UFJ Trust & Banking Corp ($4.46M).

How much institutional selling is happening at NextEra Energy?

Institutional investors have sold a total of 207,512,221 shares in the last 24 months. This volume of shares sold represents approximately $14.23B in transactions.


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This page (NYSE:NEE) was last updated on 4/30/2025 by MarketBeat.com Staff
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