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NextEra Energy (NEE) Institutional Ownership

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$88.24 -0.10 (-0.11%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$88.27 +0.03 (+0.03%)
As of 06:07 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
2072
Total
Institutional Inflows
(last 12 months)
$13.49B
Number of
Institutional Sellers
(last 12 months)
1538
Total
Institutional Outflows
(last 12 months)
$8.20B
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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
7/2/2026 Asset Management Advisors LLC115,311$10.12M5.6%-0.2%0.006%
7/2/2026 MassMutual Private Wealth & Trust FSB296,830$26.05M0.7%-2.4%0.014%
7/2/2026 Versant Capital Management Inc6,097$535K0.0%-12.5%0.000%
7/2/2026 Hilltop National Bank6,367$559K0.1%+5.6%0.000%
7/2/2026 CX Institutional21,432$1.88M0.1%-2.8%0.001%
7/2/2026 SWP Investment Management LLC35,856$3.15M2.2%+3.9%0.002%
7/2/2026 First County Bank CT 4,566$401K0.2%-8.8%0.000%
7/1/2026 Adelphi Trust Co6,439$565K0.4%+2.8%0.000%
7/1/2026 Eastern Bank762,781$66.95M1.0%+4.7%0.037%
7/1/2026 Trust Co of the South5,322$467K0.1%+4.0%0.000%
6/22/2026Sapient Capital LLC30,793$2.86M0.0%-27.8%0.001%
6/15/2026Lombard Odier Asset Management Europe Ltd285,698$26.54M0.2%-14.9%0.014%
6/10/2026FAS Wealth Partners Inc.54,903$5.10M0.3%+4.4%0.003%
6/9/2026Rathbones Group PLC529,981$49.23M0.2%+40.3%0.025%
6/9/2026Robinswood Financial LLC542$50K0.1%N/A0.000%
6/8/2026First National Bank of Mount Dora Trust Investment Services16,319$1.52M0.3%-68.8%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co58,006$5.39M0.2%-1.1%0.003%
6/8/2026Farmers National Bank69,715$6.48M1.4%+1.0%0.003%
6/4/2026Evansbrook LLC13,099$1.22M0.8%+1.6%0.001%
6/3/2026Wealthquest Corp7,918$735K0.1%+3.5%0.000%
6/3/2026Parallel Advisors LLC138,671$12.88M0.2%+2.4%0.007%
6/3/2026NewEdge Advisors LLC441,582$41.01M0.1%-5.9%0.021%
6/2/2026Optiver Holding B.V.485$45K0.0%-80.5%0.000%
6/1/2026First Nebraska Trust Co4,022$374K0.0%N/A0.000%
6/1/2026Flagship Wealth Advisors LLC5,058$470K0.2%-3.1%0.000%
6/1/2026Foguth Wealth Management LLC.3,900$339K0.0%+26.2%0.000%
6/1/2026Concorde Asset Management LLC2,331$217K0.1%N/A0.000%
6/1/2026Financial Solutions Advisory Group Inc.6,791$631K0.1%N/A0.000%
6/1/2026Dala Group LLC16,428$1.53M1.3%N/A0.001%
6/1/2026Keel Point LLC12,047$1.12M0.1%-11.7%0.001%
5/29/2026Ipsen Advisor Group LLC6,547$608K0.4%+2.2%0.000%
5/29/2026Asset Dedication LLC3,260$303K0.0%-15.3%0.000%
5/28/2026Cozad Asset Management Inc.16,520$1.53M0.1%+1.1%0.001%
5/28/2026Blue Fin Capital Inc.44,367$4.12M0.7%+2.1%0.002%
5/27/2026Allen Capital Group LLC14,134$1.31M0.1%-4.1%0.001%
5/27/2026Security Financial Services INC.2,720$253K0.0%-35.4%0.000%
5/26/2026Glenmede Trust Co. NA831,840$77.26M0.4%-5.0%0.040%
5/26/2026Axiom Investment Management LLC343$32K0.0%N/A0.000%
5/22/2026Summitry LLC290,017$26.94M1.0%+4,854.2%0.014%
5/22/2026Groupama Asset Managment778,379$72.30M1.0%+3.5%0.037%
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5/22/2026WNY Asset Management LLC4,871$452K0.0%N/A0.000%
5/22/2026Segall Bryant & Hamill LLC130,979$12.01M0.1%N/A0.006%
5/22/2026Verus Capital Partners LLC2,233$207K0.0%N/A0.000%
5/21/2026Argent Capital Management LLC576,293$53.53M1.7%-8.0%0.028%
5/21/2026CTC Alternative Strategies Ltd.2,300$214K0.5%N/A0.000%
5/21/2026Vestor Capital LLC707$66K0.0%-59.6%0.000%
5/21/2026Groupe la Francaise311,219$28.73M0.4%+5,444.6%0.015%
5/20/2026Arete Wealth Advisors LLC27,728$2.58M0.2%+825.5%0.001%
5/20/2026Union Heritage Capital LLC22,500$2.09M0.8%N/A0.001%
5/20/2026SOA Wealth Advisors LLC.21,364$1.98M0.2%-3.9%0.001%
5/20/2026Boothe Investment Group Inc.9,538$886K0.3%+6.1%0.000%
5/19/2026Front Row Advisors LLC11,210$1.04M0.4%+1.8%0.001%
5/19/2026Western Wealth Management LLC37,980$3.53M0.1%+44.7%0.002%
5/19/2026Mascagni Wealth Management Inc.2,280$212K0.2%N/A0.000%
5/19/2026Sonoma Allocations LLC4,776$447K0.2%-12.7%0.000%
5/19/2026Orographic Financial Advisors LLC3,420$317K0.2%N/A0.000%
5/19/2026Silicon Valley Capital Partners494$46K0.0%+9,780.0%0.000%
5/19/2026Paragon Private Wealth Management LLC11,712$1.09M0.3%-2.0%0.001%
5/19/2026Edgestream Partners L.P.7,729$718K0.0%-43.2%0.000%
5/19/2026Kentucky Retirement Systems35,558$3.04M0.1%-72.5%0.002%
5/19/2026Chesapeake Wealth Management28,542$2.65M0.8%+2.0%0.001%
5/19/2026Cim LLC32,478$3.02M0.4%-0.8%0.002%
5/19/2026Bull Harbor Capital LLC2,362$219K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI10,419$968K0.1%+15.7%0.000%
5/19/2026Ashton Thomas Securities LLC14,653$1.36M0.2%+40.7%0.001%
5/19/2026Arkadios Wealth Advisors176,167$16.36M0.3%+3.5%0.008%
5/19/2026South Dakota Investment Council130,003$12.08M0.2%-0.4%0.006%
5/19/2026Altshuler Shaham Ltd1,172,972$108.95M1.7%+21.1%0.056%
5/19/2026Arete Wealth Advisors LLC27,728$2.58M0.2%+825.5%0.001%
5/19/2026Opal Capital LLC125,057$11.62M2.1%-8.0%0.006%
5/18/2026Sunbelt Securities Inc.18,203$1.69M0.1%-0.9%0.001%
5/18/2026Amundi9,097,263$844.98M0.2%-7.7%0.436%
5/18/2026Constant Guidance Financial LLC2,303$214K0.1%N/A0.000%
5/18/2026EverSource Wealth Advisors LLC14,147$1.31M0.0%+12.0%0.001%
5/18/2026California State Teachers Retirement System2,645,770$245.74M0.3%-2.8%0.127%
5/18/2026Resources Management Corp CT ADV221,991$20.62M2.7%-0.6%0.011%
5/18/2026Rithm Capital Corp.13,150$1.22M1.8%+9.6%0.001%
5/18/2026Electron Capital Partners LLC2,040,030$189.48M7.4%+15.4%0.098%
5/18/2026Empowered Funds LLC147,149$13.67M0.1%+17.2%0.007%
5/18/2026Energy Income Partners LLC817,507$75.93M1.2%+1.3%0.039%
5/18/2026Evelyn Partners Investment Management LLP463,794$43.08M1.2%+14.3%0.022%
5/18/2026Evelyn Partners Investment Management Services Ltd30,436$2.83M0.3%+19.4%0.001%
5/18/2026Evercore Wealth Management LLC174,857$16.24M0.3%+1.3%0.008%
5/16/2026KCM Investment Advisors LLC353,566$32.84M1.1%-2.1%0.017%
5/16/2026Glen Eagle Advisors LLC74,298$6.90M1.0%-6.4%0.004%
5/16/2026Excelsior Advisor Network LLC16,017$1.49M0.6%+288.8%0.001%
5/16/2026Quantinno Capital Management LP946,616$87.92M0.1%+18.8%0.045%
5/16/2026BROOKFIELD Corp ON 2,067,489$192.03M0.3%-0.2%0.099%
5/16/2026Castleark Management LLC6,650$618K0.0%+85.2%0.000%
5/16/2026Family Manage LLC34,939$3.25M0.4%N/A0.002%
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5/15/2026Gateway Wealth Partners LLC11,200$1.04M0.0%+271.6%0.001%
5/15/2026Blue Chip Partners LLC181,546$16.86M1.2%+2.0%0.009%
5/15/2026Quadcap Wealth Management LLC17,610$1.64M0.2%+0.9%0.001%
5/15/2026Cypress Capital Group15,022$1.40M0.2%-1.5%0.001%
5/15/2026OMERS ADMINISTRATION Corp105,636$9.81M0.1%+36.3%0.005%
5/15/2026FreeGulliver LLC2,623$244K0.1%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT103,769$9.64M0.1%+0.9%0.005%
5/15/2026Lombard Odier Asset Management Switzerland SA172,336$16.01M0.6%+37.1%0.008%
5/15/2026Lombard Odier Asset Management Europe Ltd285,698$26.54M1.4%-14.9%0.014%
5/15/2026Aristotle Atlantic Partners LLC148,219$13.77M0.6%-48.7%0.007%


NEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,234 institutional investors and hedge funds held shares of NextEra Energy. The most heavily invested institutionals were Vanguard Group Inc. ($17.34B), Geode Capital Management LLC ($3.78B), Norges Bank ($2.82B), Northern Trust Corp ($1.77B), Goldman Sachs Group Inc. ($1.51B), Price T Rowe Associates Inc. MD ($1.47B), and Deutsche Bank AG ($1.39B).Learn more on NextEra Energy's institutional investors.

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

Of the 2,829 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 ($117.90M), Vanguard Group Inc. ($12.83M), Amundi ($7.61M), Assenagon Asset Management S.A. ($6.37M), GQG Partners LLC ($6.35M), Boston Partners ($5.30M), and Schroder Investment Management Group ($4.65M).

Institutional investors have bought a total of 176,493,990 shares in the last 24 months. This purchase volume represents approximately $13.49B in transactions.

Of the 1,538 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 ($10.53M), Wellington Management Group LLP ($7.36M), Amundi ($4.88M), Two Sigma Investments LP ($3.99M), Lombard Odier Asset Management Europe Ltd ($3.95M), Assenagon Asset Management S.A. ($3.87M), and 1832 Asset Management L.P. ($3.69M).

Institutional investors have sold a total of 107,425,038 shares in the last 24 months. This volume of shares sold represents approximately $8.20B in transactions.



This page (NYSE:NEE) was last updated on 7/6/2026 by MarketBeat.com Staff.
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