NextEra Energy (NEE) Institutional Ownership

$70.14
+1.29 (+1.87%)
(As of 05/3/2024 ET)

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

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
1619
Total
Institutional Inflows
(last 12 months)
$108.29B
Number of
Institutional Sellers
(last 12 months)
1272
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
5/4/2024Coulter & Justus Financial Services LLC154,172$9.85M2.2%N/A0.008%
5/4/2024Geneos Wealth Management Inc.95,522$6.11M0.3%+1,415.0%0.005%
5/4/2024DAVENPORT & Co LLC2,061,671$131.69M0.8%+2.5%0.100%
5/4/2024Team Hewins LLC13,495$862K0.1%-3.9%0.001%
5/4/2024Paulson Wealth Management Inc.8,512$544K0.2%N/A0.000%
5/4/2024Csenge Advisory Group25,860$1.65M0.1%-1.8%0.001%
5/4/2024Richardson Financial Services Inc.9,506$608K0.4%+12.2%0.000%
5/3/2024Signaturefd LLC50,376$3.22M0.1%-5.8%0.002%
5/3/2024FDx Advisors Inc.38,588$2.47M0.4%-3.2%0.002%
5/3/2024Essex Investment Management Co. LLC134,634$8.60M1.7%+42.7%0.007%
5/3/2024STAR Financial Bank3,745$239K0.2%-5.1%0.000%
5/3/2024Catalina Capital Group LLC4,185$267K0.1%N/A0.000%
5/3/2024Avidian Wealth Solutions LLC6,383$408K0.0%+29.1%0.000%
5/3/2024TFB Advisors LLC3,967$272K0.1%N/A0.000%
5/3/2024Mediolanum International Funds Ltd257,142$16.40M0.3%N/A0.013%
5/3/2024Larson Financial Group LLC1,330$85K0.0%+34.1%0.000%
5/3/2024Callan Capital LLC9,381$600K0.1%+7.9%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,762$1.07M0.1%+47.6%0.001%
5/3/2024Rehmann Capital Advisory Group19,087$1.22M0.1%+7.2%0.001%
5/3/2024Chevy Chase Trust Holdings LLC2,235,978$142.90M0.5%-13.3%0.109%
5/3/2024Commerce Bank808,613$51.68M0.3%-4.6%0.039%
5/3/2024Wellington Shields Capital Management LLC7,613$487K0.1%-5.6%0.000%
5/3/2024GSA Capital Partners LLP23,113$1.48M0.1%+228.9%0.001%
5/3/2024BI Asset Management Fondsmaeglerselskab A S537,798$34.37M0.6%+5.6%0.026%
5/3/2024Boomfish Wealth Group LLC20,839$1.33M0.9%+3.8%0.001%
5/3/2024United Community Bank16,283$1.04M0.4%+5.7%0.001%
5/3/2024CapWealth Advisors LLC14,846$949K0.1%N/A0.001%
5/3/2024Peoples Bank OH3,751$240K0.1%-3.7%0.000%
5/3/2024Proficio Capital Partners LLC11,930$762K0.1%+11.9%0.001%
5/3/2024Smith Salley Wealth Management270,053$17.26M1.3%-13.4%0.013%
5/3/2024Whittier Trust Co. of Nevada Inc.32,907$2.10M0.1%+2.4%0.002%
5/3/2024Patron Partners LLC13,163$841K0.5%+6.2%0.001%
5/3/2024Whittier Trust Co.62,121$3.97M0.1%-3.1%0.003%
5/2/2024Diversified LLC7,620$487K0.1%-2.9%0.000%
5/2/2024Salomon & Ludwin LLC7,170$458K0.0%+7.4%0.000%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC30,383$1.94M0.0%-11.7%0.001%
5/2/2024Financial Counselors Inc.41,430$2.65M0.0%-9.1%0.002%
5/2/2024Peregrine Asset Advisers Inc.6,561$419K0.2%+6.5%0.000%
5/2/2024Farrow Financial Inc.32,912$2.10M1.5%+6.9%0.002%
5/2/2024Mutual of America Capital Management LLC292,493$18.69M0.2%-1.2%0.014%
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5/2/2024Hudock Inc.12,160$777K0.2%-9.2%0.001%
5/2/2024Magnolia Capital Advisors LLC5,471$352K0.3%N/A0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC20,326$1.30M0.3%+1.5%0.001%
5/2/2024FinTrust Capital Advisors LLC12,996$831K0.2%+2.1%0.001%
5/2/2024Hartree Partners LP30,000$1.92M0.5%-4.8%0.001%
5/2/2024Wright Investors Service Inc.56,026$3.58M0.9%+1.0%0.003%
5/2/2024Daiwa Securities Group Inc.439,053$28.06M0.2%+34.8%0.021%
5/2/2024Graypoint LLC14,818$947K0.1%+18.3%0.001%
5/2/2024Haverford Trust Co1,232,549$78.77M0.8%+1,066.0%0.060%
5/2/2024Consolidated Planning Corp4,118$263K0.0%-16.7%0.000%
5/2/2024Pittenger & Anderson Inc.13,977$893K0.0%-5.4%0.001%
5/2/2024GSB Wealth Management LLC7,046$450K0.1%-3.3%0.000%
5/2/2024Quent Capital LLC5,015$320K0.0%+5.2%0.000%
5/2/2024Nordea Investment Management AB6,961,556$443.83M0.5%+22.3%0.339%
5/2/2024Slocum Gordon & Co LLP109,363$6.99M5.2%+41.2%0.005%
5/2/2024Lincoln National Corp57,318$3.66M0.1%+7.8%0.003%
5/2/2024Bryn Mawr Capital Management LLC43,148$2.76M0.2%+1.2%0.002%
5/2/2024Fidelis Capital Partners LLC16,867$1.08M0.2%-3.8%0.001%
5/2/2024Goelzer Investment Management Inc.46,095$2.95M0.2%-2.2%0.002%
5/2/2024St. Louis Trust Co19,298$1.23M0.2%+17.7%0.001%
5/2/2024Montgomery Investment Management Inc.33,460$2.14M0.8%+2.8%0.002%
5/2/2024Alliance Wealth Management Group4,031$258K0.1%+15.6%0.000%
5/2/2024BNP Paribas54,482$3.48M0.2%N/A0.003%
5/2/2024Choreo LLC35,386$2.26M0.1%+7.8%0.002%
5/2/2024Tokio Marine Asset Management Co. Ltd.90,701$5.80M0.3%+2.6%0.004%
5/2/2024 Moloney Securities Asset Management LLC47,322$3.02M0.5%+15.0%0.002%
5/2/2024 Hunter Associates Investment Management LLC13,904$887K0.1%+4.5%0.001%
5/2/2024 Rockline Wealth Management LLC51,353$3.28M1.1%+2.0%0.002%
5/2/2024 Valley Brook Capital Group Inc.17,240$1.10M0.9%-4.6%0.001%
5/2/2024 Hollencrest Capital Management9,646$616K0.0%-2.6%0.000%
5/2/2024 Palisade Asset Management LLC21,340$1.36M0.1%+5.9%0.001%
5/2/2024 Greenwood Capital Associates LLC58,990$3.77M0.5%-59.4%0.003%
5/2/2024 PDS Planning Inc13,200$844K0.1%+14.0%0.001%
5/2/2024 Regent Peak Wealth Advisors LLC7,044$450K0.1%+4.8%0.000%
5/1/2024 GLOBALT Investments LLC GA38,566$2.47M0.1%-4.3%0.002%
5/1/2024 Paces Ferry Wealth Advisors LLC3,514$225K0.1%N/A0.000%
5/1/2024 Stone Point Wealth LLC17,274$1.10M0.4%-13.4%0.001%
5/1/2024 Resonant Capital Advisors LLC5,190$332K0.0%+24.7%0.000%
5/1/2024 Connecticut Wealth Management LLC31,532$2.02M0.1%-5.3%0.002%
5/1/2024 Janney Capital Management LLC44,755$2.86M0.2%-4.1%0.002%
5/1/2024 Blackhawk Capital Partners LLC.26,557$1.70M1.1%N/A0.001%
5/1/2024 CWS Financial Advisors LLC8,067$516K0.2%-15.1%0.000%
5/1/2024 Blue Trust Inc.21,717$1.39M0.0%+2.3%0.001%
5/1/2024 Centric Wealth Management12,419$832K0.3%N/A0.001%
5/1/2024 Meitav Investment House Ltd.741,000$47.37M0.9%N/A0.036%
5/1/2024 Alta Wealth Advisors LLC11,372$727K0.4%-1.7%0.001%
5/1/2024 Ascent Wealth Partners LLC25,112$1.61M0.2%-5.7%0.001%
5/1/2024 Horan Capital Advisors LLC.47,026$3.01M1.1%-1.8%0.002%
5/1/2024 Baillie Gifford & Co.542,915$34.70M0.0%-13.8%0.026%
5/1/2024 Braun Stacey Associates Inc.283,828$18.14M0.7%+5.5%0.014%
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5/1/2024 Mission Wealth Management LP28,830$1.84M0.0%-20.8%0.001%
5/1/2024 Wambolt & Associates LLC5,087$322K0.1%-58.4%0.000%
5/1/2024 Northcape Wealth Management LLC52,884$3.38M1.2%+180.3%0.003%
5/1/2024 Smith Group Asset Management LLC31,409$2.01M0.1%-29.7%0.002%
5/1/2024 Worth Financial Advisory Group LLC5,277$337K0.2%-17.7%0.000%
5/1/2024 Sequoia Financial Advisors LLC326,586$20.87M0.3%+3.4%0.016%
5/1/2024 Lineweaver Wealth Advisors LLC36,845$2.36M0.6%+8.1%0.002%
5/1/2024 Diversify Advisory Services LLC8,961$568K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC208,611$13.33M0.1%+7.1%0.010%
4/30/2024 Consolidated Portfolio Review Corp3,976$254K0.1%-66.7%0.000%
(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, 2,687 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 2,332 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), Mizuho Markets Americas LLC ($4.67M), and Nordea Investment Management AB ($4.44M).

How much institutional buying is happening at NextEra Energy?

Institutional investors have bought a total of 1,574,894,058 shares in the last 24 months. This purchase volume represents approximately $115.90B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,809 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 215,313,199 shares in the last 24 months. This volume of shares sold represents approximately $15.54B in transactions.


This page (NYSE:NEE) was last updated on 5/4/2024 by MarketBeat.com Staff

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