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NextEra Energy (NEE) Institutional Ownership

$80.02
+1.83 (+2.34%)
(As of 05/31/2024 ET)

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

Current
Institutional Ownership
Percentage
78.72%
Number of
Institutional Buyers
(last 12 months)
1596
Total
Institutional Inflows
(last 12 months)
$107.88B
Number of
Institutional Sellers
(last 12 months)
1226
Total
Institutional Outflows
(last 12 months)
$8.19B
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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
5/31/2024Granite Group Advisors LLC35,514$2.27M1.5%-0.7%0.002%
5/31/2024Maxwell Wealth Strategies Inc.6,798$434K0.2%N/A0.000%
5/30/2024Cambridge Trust Co.544,531$34.80M1.3%+2.0%0.027%
5/30/2024 Peninsula Wealth LLC4,031$258K0.0%N/A0.000%
5/29/2024 Pathway Financial Advisers LLC10,244$655K0.2%N/A0.000%
5/29/2024 Garde Capital Inc.3,390$216K0.0%-29.3%0.000%
5/28/2024 Teachers Retirement System of The State of Kentucky165,869$10.60M0.1%-4.1%0.008%
5/24/2024 Cetera Advisor Networks LLC272,494$17.42M0.1%+10.2%0.013%
5/24/2024 Cetera Advisors LLC164,746$10.53M0.1%+39.4%0.008%
5/24/2024 Cetera Investment Advisers535,687$34.24M0.1%+296.5%0.026%
5/24/2024 PGGM Investments618,825$39.55M0.6%+7.0%0.030%
5/24/2024 Northwest Bank & Trust Co11,671$782K0.7%-1.6%0.001%
5/23/2024 Community Trust & Investment Co.126,200$8.07M0.6%+4.1%0.006%
5/23/2024 Raelipskie Partnership15,548$994K0.6%+12.4%0.001%
5/22/2024 Cedar Point Capital Partners LLC4,943$316K0.2%N/A0.000%
5/22/2024 Beck Bode LLC182,690$11.68M2.4%+13.1%0.009%
5/22/2024 First City Capital Management Inc.7,992$511K0.3%-33.4%0.000%
5/22/2024 Orleans Capital Management Corp LA45,588$2.91M1.9%+9.9%0.002%
5/21/2024 Atria Investments Inc128,417$8.21M0.1%+2.3%0.006%
5/21/2024Sanibel Captiva Trust Company Inc.274,317$17.53M0.6%+14.9%0.013%
5/21/2024 LRI Investments LLC2,884$184K0.0%N/A0.000%
5/21/2024 Arrow Financial Corp14,953$956K0.1%-1.0%0.001%
5/20/2024Strategic Wealth Partners Ltd.101,424$6.48M0.7%+11.3%0.005%
5/20/2024 Pacific Center for Financial Services5,354$342K0.1%-42.6%0.000%
5/20/2024 Cim LLC33,084$2.11M0.3%+2.1%0.002%
5/17/2024 Citizens Financial Group Inc. RI191,356$12.23M0.4%-3.0%0.009%
5/17/2024 Shaolin Capital Management LLC816,092$52.16M0.5%+163.0%0.040%
5/17/2024 Advisory Resource Group5,553$355K0.1%N/A0.000%
5/17/2024 Heartland Bank & Trust Co3,309$211K0.1%N/A0.000%
5/17/2024 National Wealth Management Group LLC3,219$206K0.2%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.4,598$294K0.3%N/A0.000%
5/17/2024 XML Financial LLC16,603$1.06M0.1%+13.9%0.001%
5/17/2024 Zimmer Partners LP2,735,200$174.81M3.7%+8,447.5%0.133%
5/17/2024 WealthPlan Investment Management LLC120,870$7.73M1.2%+9.7%0.006%
5/17/2024 LBP AM SA198,541$12.69M0.5%-69.4%0.010%
5/17/2024 Tandem Capital Management Corp ADV9,685$619K0.4%-4.6%0.000%
5/17/2024 First Western Trust Bank59,108$3.78M0.2%-6.5%0.003%
5/17/2024 Jaffetilchin Investment Partners LLC66,114$4.23M0.4%-6.0%0.003%
5/17/2024 Hancock Whitney Corp25,412$1.62M0.1%-3.9%0.001%
5/17/2024 Tidal Investments LLC62,275$3.98M0.1%-18.8%0.003%
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5/17/2024 Creekmur Asset Management LLC898$57K0.0%-83.8%0.000%
5/17/2024 Motley Fool Asset Management LLC215,648$13.78M0.9%+283.7%0.010%
5/16/2024 California State Teachers Retirement System3,235,921$206.81M0.3%+0.1%0.158%
5/16/2024 Global Financial Private Client LLC2,329$148K0.1%+44.8%0.000%
5/16/2024 Meiji Yasuda Life Insurance Co56,846$3.63M0.1%+6.3%0.003%
5/16/2024 Levin Capital Strategies L.P.6,060$387K0.0%N/A0.000%
5/16/2024 B. Riley Wealth Advisors Inc.206,009$13.17M0.3%+11.5%0.010%
5/16/2024 Ancora Advisors LLC79,994$5.11M0.1%+10.6%0.004%
5/16/2024 Janus Henderson Group PLC311,948$19.93M0.0%-1.4%0.015%
5/16/2024 BROOKFIELD Corp ON 1,898,041$121.30M0.7%+87.9%0.092%
5/16/2024 BTG Pactual Global Asset Management Ltd8,655$553K0.1%N/A0.000%
5/16/2024 Bayesian Capital Management LP24,111$1.54M0.1%N/A0.001%
5/16/2024 Blackstone Inc.756,029$48.32M0.2%-0.9%0.037%
5/16/2024 Waverly Advisors LLC16,601$1.06M0.0%+128.2%0.001%
5/16/2024 Kinloch Capital LLC63,353$4.05M2.1%N/A0.003%
5/16/2024 Silvercrest Asset Management Group LLC67,456$4.31M0.0%+2.2%0.003%
5/16/2024 Captrust Financial Advisors284,508$18.18M0.1%-23.9%0.014%
5/16/2024 Zurich Insurance Group Ltd FI790,110$50.50M0.5%+12.0%0.038%
5/15/2024 SVB Wealth LLC325,653$20.81M0.5%-4.7%0.016%
5/15/2024 Mount Yale Investment Advisors LLC141,067$9.02M0.7%+2.2%0.007%
5/15/2024 Beaird Harris Wealth Management LLC2,544$163K0.0%+97.5%0.000%
5/15/2024 Talisman Wealth Advisors LLC13,940$891K1.1%+1.3%0.001%
5/15/2024 Public Employees Retirement System of Ohio972,545$62.16M0.2%-5.5%0.047%
5/15/2024 Public Employees Retirement Association of Colorado292,775$18.71M0.1%-3.8%0.014%
5/15/2024 Energy Income Partners LLC105,049$6.71M0.1%-86.0%0.005%
5/15/2024 Morse Asset Management Inc9,050$578K0.1%-12.1%0.000%
5/15/2024 Ceeto Capital Group LLC11,000$703K0.3%+57.1%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund67,708$4.33M0.3%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems155,813$9.96M0.3%-5.1%0.008%
5/15/2024 BOKF NA110,048$6.98M0.1%-24.0%0.005%
5/15/2024 Bank of Nova Scotia Trust Co.12,846$821K0.1%-4.7%0.001%
5/15/2024 Epoch Investment Partners Inc.1,289,975$82.44M0.4%-12.4%0.063%
5/15/2024 LRI Investments LLC6,895$441K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.5,698,197$364.17M0.2%-14.1%0.277%
5/15/2024 Linscomb Wealth Inc.87,721$5.61M0.3%+5.8%0.004%
5/15/2024 Truvestments Capital LLC62,552$4.00M1.5%+20.9%0.003%
5/15/2024 Quadrature Capital Ltd44,281$2.83M0.0%-67.0%0.002%
5/15/2024 Huber Capital Management LLC29,601$1.89M0.4%-5.1%0.001%
5/15/2024 Stonebridge Capital Advisors LLC8,029$513K0.0%+1.8%0.000%
5/15/2024 Senator Investment Group LP19,629$1.25M0.1%+191.1%0.001%
5/14/2024 Canada Pension Plan Investment Board4,035,425$257.90M0.3%-11.9%0.196%
5/14/2024 Toronto Dominion Bank716,062$45.76M0.1%-41.7%0.035%
5/14/2024 Capital International Inc. CA 59,439$3.80M0.1%+4.9%0.003%
5/14/2024 Cadence Bank12,332$788K0.1%-2.3%0.001%
5/14/2024 Stamos Capital Partners L.P.87,030$5.56M1.3%+1.2%0.004%
5/14/2024 Rodgers Brothers Inc.55,846$3.57M0.5%-0.7%0.003%
5/14/2024 Advisors Asset Management Inc.319,085$20.39M0.4%-14.2%0.016%
5/14/2024 Axxcess Wealth Management LLC202,683$12.95M0.4%+15.7%0.010%
5/14/2024 EP Wealth Advisors LLC1,209,966$77.33M0.9%+1.3%0.059%
5/14/2024 Freestone Capital Holdings LLC161,075$10.29M0.4%+22.2%0.008%
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5/14/2024 Covington Investment Advisors Inc.61,576$3.94M0.7%-12.6%0.003%
5/14/2024 CreativeOne Wealth LLC28,204$1.80M0.1%+56.0%0.001%
5/14/2024 Delap Wealth Advisory LLC9,907$633K0.3%N/A0.000%
5/14/2024 LGT Group Foundation142,500$9.11M0.2%-5.9%0.007%
5/14/2024 Shell Asset Management Co.27,167$1.74M0.1%-44.2%0.001%
5/14/2024 Mattern Wealth Management LLC40,267$2.57M0.6%-4.1%0.002%
5/14/2024 Mattern Capital Management LLC145,500$9.30M1.3%+8.7%0.007%
5/14/2024 Payden & Rygel Investment Group229,700$14.68M0.7%N/A0.011%
5/14/2024 Crewe Advisors LLC5,258$336K0.0%N/A0.000%
5/14/2024 Evermay Wealth Management LLC22,234$1.42M0.2%+2.8%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, 2,680 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), Pictet Asset Management SA ($942.81M), Bank of New York Mellon Corp ($929.65M), 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 2,316 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 1,575,703,905 shares in the last 24 months. This purchase volume represents approximately $115.59B in transactions.

Which NextEra Energy major shareholders have been selling company stock?

Of the 1,786 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 ($3.85M), and abrdn plc ($3.40M).

How much institutional selling is happening at NextEra Energy?

Institutional investors have sold a total of 203,528,755 shares in the last 24 months. This volume of shares sold represents approximately $14.40B in transactions.


This page (NYSE:NEE) was last updated on 6/1/2024 by MarketBeat.com Staff

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