NextEra Energy (NEE) Institutional Ownership

$74.25

+0.81 (+1.10%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 78.72%
Number of Institutional Buyers (last 12 months): 1624
Total Institutional Inflows (last 12 months): $9.69B

Number of Institutional Sellers (last 12 months): 1229
Total Institutional Outflows (last 12 months): $8.43B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Zimmermann Investment Management & Planning LLC	5,323	$377K	0.1%	N/A	0.000%
7/27/2024	Emfo LLC	18,637	$1.32M	1.2%	-5.1%	0.001%
7/26/2024	Breakwater Capital Group	8,105	$574K	0.1%	+8.7%	0.000%
7/26/2024	BLB&B Advisors LLC	188,215	$13.33M	0.7%	-3.8%	0.009%
7/26/2024	Conning Inc.	14,545	$1.03M	0.0%	+3.8%	0.001%
7/26/2024	Argonautica Private Wealth Management Inc.	30,022	$2.13M	0.7%	+0.7%	0.001%
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7/26/2024	Simmons Bank	112,935	$8.00M	0.6%	+0.7%	0.005%
7/26/2024	WealthShield Partners LLC	18,030	$1.28M	0.2%	+427.3%	0.001%
7/26/2024	Checchi Capital Advisers LLC	20,838	$1.48M	0.1%	+1.2%	0.001%
7/26/2024	Financial Connections Group Inc.	873	$61K	0.0%	-45.2%	0.000%
7/26/2024	Hall Capital Management Co. Inc.	30,743	$2.18M	1.0%	-11.8%	0.001%
7/26/2024	LS Investment Advisors LLC	57,301	$4.06M	0.6%	+1.5%	0.003%
7/26/2024	Bensler LLC	44,347	$3.14M	0.4%	-1.8%	0.002%
7/26/2024	Eagle Bay Advisors LLC	4,107	$291K	0.2%	-8.0%	0.000%
7/26/2024	Atomi Financial Group Inc.	24,184	$1.71M	0.1%	+22.3%	0.001%
7/26/2024	Granite Harbor Advisors Inc.	13,781	$976K	0.6%	+7.8%	0.001%
7/26/2024	Dearborn Partners LLC	241,560	$17.11M	0.7%	-0.4%	0.012%
7/26/2024	Saxony Capital Management LLC	5,153	$365K	0.4%	-7.1%	0.000%
7/26/2024	Railway Pension Investments Ltd	1,875,332	$132.79M	1.6%	-17.2%	0.091%
7/26/2024	Pioneer Trust Bank N A OR	88,470	$6.27M	1.7%	-1.2%	0.004%
7/26/2024	Signature Estate & Investment Advisors LLC	706,032	$49.99M	1.3%	+167.9%	0.034%
7/26/2024	Allspring Global Investments Holdings LLC	2,100,762	$148.76M	0.2%	-1.0%	0.102%
7/26/2024	State of Michigan Retirement System	2,812,698	$199.17M	1.0%	+0.0%	0.137%
7/26/2024	First Command Advisory Services Inc.	9,125	$646K	0.0%	-13.2%	0.000%
7/26/2024	Liontrust Investment Partners LLP	190,000	$13.45M	0.2%	N/A	0.009%
7/26/2024	Cohen Investment Advisors LLC	27,760	$1.97M	1.4%	-12.6%	0.001%
7/26/2024	Hyman Charles D	52,688	$3.73M	0.2%	-2.3%	0.003%
7/26/2024	St. Johns Investment Management Company LLC	11,226	$795K	0.4%	+2.0%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	7,387	$523K	0.1%	-10.2%	0.000%
7/26/2024	SlateStone Wealth LLC	103,225	$7.31M	0.8%	-25.0%	0.005%
7/26/2024	Bailard Inc.	68,822	$4.87M	0.1%	+2.8%	0.003%
7/26/2024	Verdence Capital Advisors LLC	30,618	$2.17M	0.2%	+8.8%	0.001%
7/26/2024	Paulson Wealth Management Inc.	7,028	$498K	0.1%	-17.4%	0.000%
7/26/2024	Bank of New York Mellon Corp	14,155,553	$1.00B	0.2%	-2.7%	0.689%
7/26/2024	Catalyst Financial Partners LLC	11,581	$820K	0.2%	+5.9%	0.001%
7/26/2024	Bristlecone Advisors LLC	35,388	$2.51M	0.2%	-2.7%	0.002%
7/26/2024	Salomon & Ludwin LLC	4,150	$294K	0.0%	-42.1%	0.000%
7/26/2024	TFG Advisers LLC	36,079	$2.56M	1.0%	-1.4%	0.002%
7/26/2024	Patten Group Inc.	33,080	$2.34M	0.6%	-2.4%	0.002%
7/26/2024	Catalyst Capital Advisors LLC	1,612	$114K	0.0%	+560.7%	0.000%
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7/25/2024	New Millennium Group LLC	1,265	$90K	0.1%	N/A	0.000%
7/25/2024	Hills Bank & Trust Co	18,626	$1.32M	0.1%	+3.6%	0.001%
7/25/2024	Cypress Capital Group	44,670	$3.16M	0.4%	+1.8%	0.002%
7/25/2024	Raymond James Trust N.A.	230,648	$16.33M	0.4%	+8.5%	0.011%
7/25/2024	Wedgewood Investors Inc. PA	6,277	$444K	0.5%	N/A	0.000%
7/25/2024	WD Rutherford LLC	22,666	$1.61M	0.8%	+9.2%	0.001%
7/25/2024	Highland Capital Management LLC	67,102	$4.75M	0.3%	+9.1%	0.003%
7/25/2024	Core Wealth Management Inc.	25,075	$1.78M	0.7%	+66.3%	0.001%
7/25/2024	AMG National Trust Bank	75,175	$5.32M	0.1%	+41.1%	0.004%
7/25/2024	Sigma Investment Counselors Inc.	60,028	$4.25M	0.2%	+7.7%	0.003%
7/25/2024	Independence Bank of Kentucky	48,776	$3.45M	0.9%	-1.9%	0.002%
7/25/2024	Optas LLC	4,088	$289K	0.1%	+21.4%	0.000%
7/25/2024	WT Asset Management Ltd	25,000	$1.77M	0.2%	N/A	0.001%
7/25/2024	Clear Creek Financial Management LLC	11,801	$836K	0.1%	+5.7%	0.001%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	26,637	$1.89M	0.2%	+25.0%	0.001%
7/25/2024	Spirit of America Management Corp NY	38,625	$2.74M	0.6%	+3.3%	0.002%
7/25/2024	Community Financial Services Group LLC	74,647	$5.29M	1.1%	+5.4%	0.004%
7/25/2024	Field & Main Bank	24,436	$1.73M	0.6%	+3.1%	0.001%
7/25/2024	Moody Lynn & Lieberson LLC	10,472	$742K	0.0%	-2.0%	0.001%
7/25/2024	Shelter Ins Retirement Plan	82,520	$5.84M	1.5%	N/A	0.004%
7/25/2024	Tanager Wealth Management LLP	3,271	$232K	0.0%	N/A	0.000%
7/25/2024	Baillie Gifford & Co.	337,235	$23.88M	0.0%	-37.9%	0.016%
7/25/2024	Lakeshore Financial Planning Inc.	2,968	$210K	0.1%	N/A	0.000%
7/25/2024	Fullcircle Wealth LLC	13,757	$1.04M	0.5%	N/A	0.001%
7/25/2024	Red Cedar Investment Management LLC	21,571	$1.53M	0.2%	N/A	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	810,928	$57.42M	0.4%	-2.2%	0.039%
7/25/2024	First Merchants Corp	96,268	$6.82M	0.3%	+4.1%	0.005%
7/25/2024	Nichols & Pratt Advisers LLP MA	4,621	$327K	0.0%	-14.8%	0.000%
7/25/2024	Bank of Stockton	12,721	$901K	0.3%	-5.3%	0.001%
7/25/2024	Beacon Capital Management LLC	1,693	$120K	0.0%	+522.4%	0.000%
7/25/2024	Monarch Capital Management Inc.	57,440	$4.07M	1.2%	-1.4%	0.003%
7/25/2024	Tributary Capital Management LLC	6,466	$458K	0.0%	-3.0%	0.000%
7/25/2024	Atlantic Union Bankshares Corp	105,471	$7.47M	0.5%	+90.2%	0.005%
7/24/2024	McAdam LLC	4,135	$293K	0.0%	+3.8%	0.000%
7/24/2024	Argent Capital Management LLC	627,033	$44.40M	1.3%	-1.3%	0.031%
7/24/2024	LRI Investments LLC	6,884	$487K	0.1%	+138.7%	0.000%
7/24/2024	EdgeRock Capital LLC	761	$54K	0.0%	N/A	0.000%
7/24/2024	Family Firm Inc.	566	$40K	0.0%	N/A	0.000%
7/24/2024	Keynote Financial Services LLC	8,557	$606K	0.5%	-4.0%	0.000%
7/24/2024	Tower Bridge Advisors	68,201	$4.83M	0.4%	+16.3%	0.003%
7/24/2024	Grove Bank & Trust	17,226	$1.22M	0.2%	-8.0%	0.001%
7/24/2024	Retirement Systems of Alabama	453,208	$32.09M	0.1%	+0.1%	0.022%
7/24/2024	West Oak Capital LLC	58,868	$4.17M	1.7%	+3.8%	0.003%
7/24/2024	Alta Wealth Advisors LLC	13,791	$977K	0.5%	+21.3%	0.001%
7/24/2024	Horizon Bancorp Inc. IN	2,272	$161K	0.1%	+13.9%	0.000%
7/24/2024	Quotient Wealth Partners LLC	10,198	$722K	0.0%	-6.8%	0.000%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	519,410	$36.78M	0.4%	+18.3%	0.025%
7/24/2024	Lebenthal Global Advisors LLC	12,845	$910K	0.2%	-2.3%	0.001%
7/24/2024	Everhart Financial Group Inc.	11,802	$836K	0.2%	+66.4%	0.001%
7/24/2024	Premier Path Wealth Partners LLC	23,948	$1.70M	0.3%	+23.5%	0.001%
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7/24/2024	Charter Oak Capital Management LLC	13,456	$953K	0.1%	-5.0%	0.001%
7/24/2024	Catalina Capital Group LLC	9,683	$686K	0.3%	+131.4%	0.000%
7/24/2024	Bowman & Co S.C.	7,692	$546K	0.3%	N/A	0.000%
7/24/2024	BCK Partners Inc.	3,687	$261K	0.1%	+3.8%	0.000%
7/24/2024	Diversified LLC	8,706	$616K	0.1%	+14.3%	0.000%
7/24/2024	Slagle Financial LLC	52,966	$3.75M	1.9%	N/A	0.003%
7/24/2024	Avalon Capital Management	3,364	$238K	0.1%	N/A	0.000%
7/24/2024	L. Roy Papp & Associates LLP	3,731	$264K	0.0%	-10.8%	0.000%
7/24/2024	Cornerstone Wealth Group LLC	16,991	$1.20M	0.1%	+19.1%	0.001%
7/24/2024	New York State Teachers Retirement System	1,930,499	$136.70M	0.3%	-4.2%	0.094%

(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, 2,705 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 ($2.71B), Norges Bank ($2.56B), Northern Trust Corp ($1.36B), Bank of New York Mellon Corp ($1.00B), Pictet Asset Management SA ($942.81M), and Alliancebernstein L.P. ($879.39M).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 2,337 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 ($7.77M), Vanguard Group Inc. ($6.41M), Public Investment Fund ($6.37M), M&G Plc ($4.74M), and Mizuho Markets Americas LLC ($4.67M).

How much institutional buying is happening at NextEra Energy?: Institutional investors have bought a total of 1,578,199,679 shares in the last 24 months. This purchase volume represents approximately $115.74B in transactions.
Which NextEra Energy major shareholders have been selling company stock?: Of the 1,795 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 ($5.99M), Sarasin & Partners LLP ($4.49M), Bank of New York Mellon Corp ($4.24M), and Assenagon Asset Management S.A. ($4.01M).
How much institutional selling is happening at NextEra Energy?: Institutional investors have sold a total of 206,367,932 shares in the last 24 months. This volume of shares sold represents approximately $14.58B in transactions.