NextEra Energy (NEE) Institutional Ownership

$66.90
+0.34 (+0.51%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
1622
Total
Institutional Inflows
(last 12 months)
$108.65B
Number of
Institutional Sellers
(last 12 months)
1275
Total
Institutional Outflows
(last 12 months)
$8.68B
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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
4/26/2024 Mesirow Financial Investment Management Inc.19,185$1.23M0.0%N/A0.001%
4/26/2024Patrick M Sweeney & Associates Inc.4,347$278K0.2%+5.1%0.000%
4/26/2024MONECO Advisors LLC11,764$752K0.1%-2.1%0.001%
4/26/2024Sigma Investment Counselors Inc.55,745$3.56M0.2%+2.1%0.003%
4/26/2024KG&L Capital Management LLC11,022$704K0.3%+38.5%0.001%
4/26/2024Verdence Capital Advisors LLC28,145$1.80M0.2%+13.5%0.001%
4/26/2024Robinson Smith Wealth Advisors LLC5,919$378K0.4%-2.8%0.000%
4/26/2024Davies Financial Advisors Inc.3,445$220K0.2%N/A0.000%
4/26/2024Emerald Advisors LLC7,601$486K0.1%-5.9%0.000%
4/26/2024Tritonpoint Wealth LLC6,221$398K0.0%+9.3%0.000%
4/26/2024Bogart Wealth LLC68,624$4.39M0.2%-11.2%0.003%
4/25/2024Jacobsen Capital Management3,441$220K0.1%N/A0.000%
4/25/2024Lindbrook Capital LLC7,103$454K0.0%-19.8%0.000%
4/25/2024New York State Teachers Retirement System2,015,953$128.84M0.3%-2.2%0.098%
4/25/2024Mendota Financial Group LLC1,800$115K0.1%-34.3%0.000%
4/25/2024Center for Financial Planning Inc.33,973$2.17M0.3%-0.6%0.002%
4/25/2024Bank of New York Mellon Corp14,546,168$929.65M0.2%-7.6%0.709%
4/25/2024Villere ST Denis J & Co. LLC4,450$284K0.0%-25.2%0.000%
4/25/2024Strategy Asset Managers LLC5,515$352K0.1%+21.5%0.000%
4/25/2024Osborne Partners Capital Management LLC3,196$204K0.0%-10.3%0.000%
4/25/2024Equitable Trust Co.33,137$2.12M0.1%+2.0%0.002%
4/25/2024Schnieders Capital Management LLC58,077$3.71M0.8%+6.5%0.003%
4/25/2024Smith Chas P & Associates PA Cpas96,210$6.15M0.4%-83.9%0.005%
4/25/2024Advocate Group LLC52,625$3.36M0.7%+58.8%0.003%
4/25/2024Capital Investment Advisory Services LLC18,883$1.21M0.1%+3.1%0.001%
4/25/2024HTLF Bank9,145$584K0.1%+2.7%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 726,663$46.44M0.2%-0.4%0.035%
4/25/2024L.M. Kohn & Company13,770$880K0.2%+49.7%0.001%
4/25/2024Center For Asset Management LLC32,597$2.08M1.7%+9.3%0.002%
4/25/2024Benedict Financial Advisors Inc.16,994$1.09M0.3%+15.7%0.001%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund88,834$5.68M0.1%-17.7%0.004%
4/25/2024Investment Advisory Services Inc. TX ADV8,868$567K0.2%+3.1%0.000%
4/25/2024Armor Investment Advisors LLC12,435$795K0.4%+5.3%0.001%
4/25/2024Aaron Wealth Advisors LLC6,144$393K0.1%+17.5%0.000%
4/25/2024Eudaimonia Partners LLC13,638$872K0.2%-54.9%0.001%
4/25/2024 Valeo Financial Advisors LLC23,310$1.55M0.0%+52.2%0.001%
4/25/2024Telos Capital Management Inc.11,430$730K0.1%-1.9%0.001%
4/25/2024Argus Investors Counsel Inc.23,386$1.50M0.9%-20.0%0.001%
4/25/2024 Keb Asset Management LLC4,567$292K0.1%-7.3%0.000%
4/25/2024 Summit Financial LLC49,713$3.18M0.2%+2.5%0.002%
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4/24/2024 Krilogy Financial LLC22,617$1.45M0.1%-3.7%0.001%
4/24/2024 Polaris Capital Management LLC523,464$33.46M1.7%+42.0%0.026%
4/24/2024 CENTRAL TRUST Co208,304$13.31M0.3%-1.3%0.010%
4/24/2024 V Square Quantitative Management LLC15,028$960K0.2%+126.8%0.001%
4/24/2024 Alta Advisers Ltd5,500$352K0.2%+7.8%0.000%
4/24/2024 Berkshire Bank48,159$3.08M0.8%+3.8%0.002%
4/24/2024 Pinnacle Wealth Management Group Inc.3,354$214K0.2%N/A0.000%
4/24/2024 Adams Diversified Equity Fund Inc.288,300$18.43M0.7%+49.5%0.014%
4/24/2024 Premier Path Wealth Partners LLC19,395$1.24M0.2%+8.5%0.001%
4/24/2024 Conscious Wealth Investments LLC47,419$2.93M2.2%N/A0.002%
4/24/2024 Simplicity Wealth LLC43,148$2.76M0.1%N/A0.002%
4/24/2024 Archford Capital Strategies LLC42,592$2.72M0.5%+1.2%0.002%
4/24/2024 NBT Bank N A NY74,175$4.74M0.3%-1.8%0.004%
4/24/2024 First Fiduciary Investment Counsel Inc.149,840$9.58M2.0%+8.6%0.007%
4/24/2024 Childress Capital Advisors LLC4,906$314K0.1%-8.4%0.000%
4/24/2024 Avitas Wealth Management LLC38,231$2.44M0.4%+1.0%0.002%
4/24/2024 Spire Wealth Management139,207$8.90M0.4%-2.0%0.007%
4/24/2024 First Pacific Financial9,772$625K0.2%+10.0%0.000%
4/24/2024 Bar Harbor Wealth Management102,461$6.55M0.4%-1.1%0.005%
4/24/2024 Assenagon Asset Management S.A.1,404,931$89.79M0.2%+59.5%0.068%
4/23/2024 Godsey & Gibb Inc.1,895$121K0.0%-24.2%0.000%
4/23/2024 Charter Oak Capital Management LLC14,163$905K0.1%+7.0%0.001%
4/23/2024Busey Bank71,528$4.57M0.2%-0.7%0.003%
4/23/2024 BSW Wealth Partners6,194$396K0.1%+16.5%0.000%
4/23/2024 Bfsg LLC86,260$5.51M0.7%-4.2%0.004%
4/23/2024 Eads & Heald Wealth Management21,084$1.35M0.6%-15.9%0.001%
4/23/2024 Cornell Pochily Investment Advisors Inc.10,031$641K0.3%+14.2%0.000%
4/23/2024 Covenant Asset Management LLC5,567$356K0.1%-62.0%0.000%
4/23/2024 Fishman Jay A Ltd. MI39,215$2.51M0.3%-22.6%0.002%
4/23/2024 Louisiana State Employees Retirement System119,400$7.63M0.1%-3.8%0.006%
4/23/2024 Sage Mountain Advisors LLC9,274$593K0.1%+22.4%0.000%
4/23/2024 United Asset Strategies Inc.20,269$1.30M0.1%-7.2%0.001%
4/23/2024 Wealth Advisory Solutions LLC28,139$1.80M0.5%N/A0.001%
4/23/2024 WASHINGTON TRUST Co348,284$22.26M0.8%+1.4%0.017%
4/23/2024 Venturi Wealth Management LLC28,194$1.80M0.1%-3.9%0.001%
4/23/2024 Community Financial Services Group LLC70,851$4.53M1.0%N/A0.003%
4/23/2024 Amalgamated Bank420,127$26.85M0.2%-13.6%0.020%
4/23/2024 Gradient Investments LLC465,942$29.78M0.7%+15.1%0.023%
4/23/2024 New Mexico Educational Retirement Board103,332$6.60M0.2%-1.8%0.005%
4/23/2024 Tyche Wealth Partners LLC47,307$3.02M0.7%-15.5%0.002%
4/23/2024 Fifth Third Bancorp2,079,186$132.88M0.5%-1.4%0.101%
4/23/2024 McAdam LLC3,985$255K0.0%+9.2%0.000%
4/23/2024 Wesbanco Bank Inc.229,604$14.67M0.6%+21.5%0.011%
4/23/2024 Summit Trail Advisors LLC23,921$1.53M0.0%+34.7%0.001%
4/23/2024 Regatta Capital Group LLC3,197$204K0.0%N/A0.000%
4/23/2024 Stablepoint Partners LLC112,100$7.16M1.5%+13.4%0.005%
4/23/2024 Duncker Streett & Co. Inc.9,115$583K0.1%-5.9%0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA57,231$3.74M0.0%+15.7%0.003%
4/23/2024 Arcadia Investment Management Corp MI21,962$1.40M0.2%-17.2%0.001%
4/23/2024 Strategic Blueprint LLC7,252$463K0.0%+16.3%0.000%
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Find out why right here (and see what you can do to get in too with just a few dollars).
4/23/2024 KLR Investment Advisors LLC8,714$569K0.4%+26.6%0.000%
4/23/2024 Bank of Stockton13,437$859K0.3%-2.3%0.001%
4/23/2024 Revisor Wealth Management LLC6,311$394K0.2%+60.1%0.000%
4/23/2024 Hanson & Doremus Investment Management4,288$274K0.0%-8.4%0.000%
4/23/2024 Wealth Effects LLC12,464$797K0.3%+178.6%0.001%
4/23/2024 Stonegate Investment Group LLC117,628$7.52M0.2%N/A0.006%
4/23/2024 Sutton Place Investors LLC10,219$653K0.3%+10.2%0.000%
4/23/2024 Sapient Capital LLC40,512$2.59M0.1%-3.7%0.002%
4/23/2024 Wendell David Associates Inc.240,114$15.35M1.6%+2.1%0.012%
4/22/2024 Bristlecone Advisors LLC36,364$2.32M0.2%+2.7%0.002%
(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, 2,684 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 2,324 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), Alphinity Investment Management Pty Ltd ($5.03M), and Mizuho Markets Americas LLC ($4.67M).

How much institutional buying is happening at NextEra Energy?

Institutional investors have bought a total of 1,573,196,455 shares in the last 24 months. This purchase volume represents approximately $115.87B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,815 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 214,668,030 shares in the last 24 months. This volume of shares sold represents approximately $15.53B in transactions.


This page (NYSE:NEE) was last updated on 4/26/2024 by MarketBeat.com Staff

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