NextEra Energy Ownership 2024 | Who Owns NextEra Energy Now?
Institutional Ownership
80.16%
Insider Ownership
0.08%
Retail Ownership
19.76%
Institutional Holders
2.49K
NextEra Energy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.79% | 0.27% | 200,913,462 | 1,903,451 | 0.96% | 14,226,682,269 | Jun 30, 2024 |
| BLACKROCK INC. | 7.33% | 0.24% | 150,307,672 | 223,871 | 0.15% | 10,643,286,221 | Jun 30, 2024 |
| STATE STREET CORP | 5.19% | 0.33% | 106,509,746 | 1,326,994 | 1.26% | 7,541,955,114,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 4.11% | 0.49% | 84,352,029 | 8,624,486 | 11.39% | 5,972,967,237 | Jun 30, 2024 |
| MORGAN STANLEY | 2.92% | 0.33% | 59,916,438 | 3,202,119 | 5.65% | 4,242,683,233 | Jun 30, 2024 |
| NORGES BANK | 2.38% | 0.52% | 48,858,767 | 48,858,767 | 100.00% | 3,459,689,291 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.03% | 0.26% | 41,598,044 | 918,283 | 2.26% | 2,936,415,869 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.69% | 0.75% | 34,637,210 | 9,234,441 | 36.35% | 2,452,660,839 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.63% | 0.21% | 33,530,407 | 1,335,838 | 4.15% | 2,374,288,072 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.54% | 0.54% | 31,650,766 | 1,546,619 | 5.14% | 2,241,190,733 | Jun 30, 2024 |
| FMR LLC | 1.42% | 0.13% | 29,225,773 | -1,970,499 | -6.32% | 2,069,476,948 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.06% | 0.26% | 21,797,279 | 163,413 | 0.76% | 1,543,465,325,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.04% | 0.34% | 21,298,642 | 143,748 | 0.68% | 1,508,155,272 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.02% | 0.32% | 20,904,317 | -1,257,287 | -5.67% | 1,480,240,574 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.98% | 0.42% | 20,133,716 | -440,460 | -2.14% | 1,448,219,916 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.96% | 0.17% | 19,646,099 | -8,627,572 | -30.51% | 1,391,141,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.95% | 0.31% | 19,535,697 | -1,040,436 | -5.06% | 1,383,322,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.82% | 0.29% | 16,781,527 | 2,318,223 | 16.03% | 1,188,299,927 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.81% | 1.21% | 16,677,608 | 16,033,771 | 2490.35% | 1,180,938,741 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.78% | 0.93% | 15,923,430 | 1,727,397 | 12.17% | 1,127,521,661 | Jun 30, 2024 |
NextEra Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 9.79% of the company's total share outstanding, currently valued at $14.23B. The top 10 institutional shareholders own together 38.62% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INHERENT GROUP, LP | 0.01% | 16.19% | 260,000 | - | - | 18,410,600 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS LTD | 0.22% | 9.51% | 4,598,725 | 16,584 | 0.36% | 325,635,717 | Jun 30, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | 0.01% | 7.68% | 235,028 | -61,039 | -20.62% | 16,642,333 | Jun 30, 2024 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.01% | 7.63% | 192,758 | -2,460 | -1.26% | 13,649,227 | Jun 30, 2024 |
| ASSET MANAGEMENT ADVISORS, LLC | 0.01% | 6.16% | 113,994 | 1,039 | 0.92% | 8,071,915 | Jun 30, 2024 |
| SLOCUM, GORDON & CO LLP | 0.01% | 5.69% | 107,973 | -1,390 | -1.27% | 7,645,533 | Jun 30, 2024 |
| ACCOUNT MANAGEMENT LLC | 0.00% | 5.60% | 69,705 | -1,450 | -2.04% | 4,935,811 | Jun 30, 2024 |
| COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | 0.02% | 4.80% | 331,145 | 75,000 | 29.28% | 23,448,377 | Jun 30, 2024 |
| S.E.E.D. PLANNING GROUP LLC | 0.01% | 4.17% | 162,022 | -12,249 | -7.03% | 11,472,750 | Jun 30, 2024 |
| OPUS INVESTMENT MANAGEMENT INC | 0.00% | 4.02% | 88,000 | - | - | 6,231,280 | Jun 30, 2024 |
| SPRING CAPITAL MANAGEMENT, LLC | 0.00% | 3.92% | 66,938 | -5,025 | -6.98% | 4,966,800 | Jun 30, 2024 |
| ANDREW HILL INVESTMENT ADVISORS, INC. | 0.00% | 3.84% | 65,442 | 14,386 | 28.18% | 4,633,995 | Jun 30, 2024 |
| TANDEM INVESTMENT ADVISORS, INC. | 0.07% | 3.79% | 1,345,676 | 6,705 | 0.50% | 95,287,000 | Jun 30, 2024 |
| OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | 0.01% | 3.71% | 227,500 | -945 | -0.41% | 16,109,275 | Jun 30, 2024 |
| ANGELO GORDON & CO., L.P. | 0.01% | 3.68% | 137,200 | -29,000 | -17.45% | 9,715,132 | Jun 30, 2024 |
| C WORLDWIDE GROUP HOLDING A/S | 0.23% | 3.62% | 4,724,426 | -119,677 | -2.47% | 334,537,000 | Jun 30, 2024 |
| GOUWS CAPITAL LLC | 0.00% | 3.57% | 70,448 | 1,175 | 1.70% | 4,988,423 | Jun 30, 2024 |
| BAUGH & ASSOCIATES, LLC | 0.00% | 3.57% | 91,970 | -4,042 | -4.21% | 6,876,784 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.10% | 3.51% | 2,067,138 | -47,587 | -2.25% | 146,374,042 | Jun 30, 2024 |
| VIKING FUND MANAGEMENT LLC | 0.01% | 3.40% | 268,000 | -12,000 | -4.29% | 18,977,080 | Jun 30, 2024 |
The largest NextEra Energy shareholder by % of total assets is INHERENT GROUP, LP. The company owns 260.00K shares of NextEra Energy (NEE), representing 16.19% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 2.38% | 0.52% | 48,858,767 | 48,858,767 | 100.00% | 3,459,689,291 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.81% | 1.21% | 16,677,608 | 16,033,771 | 2490.35% | 1,180,938,741 | Jun 30, 2024 |
| GQG PARTNERS LLC | 0.61% | 1.34% | 12,492,024 | 11,178,622 | 851.12% | 884,560,251 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.69% | 0.75% | 34,637,210 | 9,234,441 | 36.35% | 2,452,660,839 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 4.11% | 0.49% | 84,352,029 | 8,624,486 | 11.39% | 5,972,967,237 | Jun 30, 2024 |
| BARCLAYS PLC | 0.19% | 0.08% | 3,837,800 | 3,726,150 | 3337.35% | 271,754,000 | Jun 30, 2024 |
| FIL LTD | 0.24% | 0.35% | 4,959,320 | 3,545,247 | 250.71% | 351,169,450 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.58% | 0.24% | 11,953,405 | 3,259,587 | 37.49% | 846,420,609 | Jun 30, 2024 |
| MORGAN STANLEY | 2.92% | 0.33% | 59,916,438 | 3,202,119 | 5.65% | 4,242,683,233 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.75% | 0.18% | 15,348,363 | 2,811,477 | 22.43% | 1,086,817,574 | Jun 30, 2024 |
| UBS GROUP AG | 0.82% | 0.29% | 16,781,527 | 2,318,223 | 16.03% | 1,188,299,927 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.45% | 0.78% | 9,190,646 | 2,229,090 | 32.02% | 661,910,325 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.29% | 0.28% | 5,957,220 | 2,163,337 | 57.02% | 421,830,664 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.64% | 0.18% | 13,198,027 | 2,152,594 | 19.49% | 934,552,270 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.79% | 0.27% | 200,913,462 | 1,903,451 | 0.96% | 14,226,682,269 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.78% | 0.93% | 15,923,430 | 1,727,397 | 12.17% | 1,127,521,661 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.54% | 0.54% | 31,650,766 | 1,546,619 | 5.14% | 2,241,190,733 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.09% | 0.24% | 1,772,600 | 1,524,100 | 613.32% | 125,517,806 | Jun 30, 2024 |
| LGT GROUP FOUNDATION | 0.07% | 1.69% | 1,514,482 | 1,371,982 | 962.79% | 107,240,471 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.63% | 0.21% | 33,530,407 | 1,335,838 | 4.15% | 2,374,288,072 | Jun 30, 2024 |
As of Jun 30 2024, NextEra Energy's largest institutional buyer is NORGES BANK. The company purchased 48.86M stocks of NEE, valued at $3.46B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.96% | 0.17% | 19,646,099 | -8,627,572 | -30.51% | 1,391,141,000 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.15% | 0.24% | 2,985,786 | -4,067,562 | -57.67% | 211,279,893 | Jun 30, 2024 |
| AMUNDI | 0.31% | 0.18% | 6,425,631 | -3,536,746 | -35.50% | 459,823,875 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.02% | 0.43% | 330,000 | -2,405,200 | -87.94% | 23,367,300 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.01% | 152,095 | -2,017,122 | -92.99% | 10,769,847 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.32% | 0.34% | 6,533,791 | -1,992,747 | -23.37% | 462,657,741 | Jun 30, 2024 |
| FMR LLC | 1.42% | 0.13% | 29,225,773 | -1,970,499 | -6.32% | 2,069,476,948 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -1,869,637 | -100.00% | - | Jun 30, 2024 |
| COVALIS CAPITAL LLP | 0.01% | 1.90% | 197,510 | -1,711,274 | -89.65% | 13,985,683 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.00% | 28,000 | -1,455,262 | -98.11% | 1,982,680 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.60% | 0.99% | 12,218,443 | -1,452,753 | -10.63% | 865,992,884 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.33% | 0.09% | 6,730,181 | -1,350,998 | -16.72% | 476,564,116 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.00% | 0.01% | 56,919 | -1,348,012 | -95.95% | 4,030,434 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 1.02% | 0.32% | 20,904,317 | -1,257,287 | -5.67% | 1,480,240,574 | Jun 30, 2024 |
| BARCLAYS PLC | 0.21% | 0.09% | 4,299,225 | -1,229,335 | -22.24% | 304,428,000 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.31% | 1.09% | 6,460,734 | -1,046,083 | -13.94% | 457,484,575 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.95% | 0.31% | 19,535,697 | -1,040,436 | -5.06% | 1,383,322,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -1,002,346 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -991,655 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.07% | 0.16% | 1,462,501 | -946,484 | -39.29% | 103,559,710 | Jun 30, 2024 |
As of Jun 30 2024, NextEra Energy's biggest institutional seller is PRICE T ROWE ASSOCIATES INC /MD/. The company sold -8.63M shares of NEE, valued at $1.39B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 2.38% | 0.52% | 48,858,767 | 48,858,767 | 100.00% | 3,459,689,291 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.04% | 0.15% | 915,700 | 915,700 | 100.00% | 64,840,715 | Jun 30, 2024 |
| ELECTRON CAPITAL PARTNERS, LLC | 0.04% | 2.78% | 868,058 | 868,058 | 100.00% | 61,467,187 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.20% | 509,156 | 509,156 | 100.00% | 36,053,336 | Jun 30, 2024 |
| 0.02% | 0.69% | 341,241 | 341,241 | 100.00% | 24,163,029 | Jun 30, 2024 | |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.27% | 339,634 | 339,634 | 100.00% | 24,049,000 | Jun 30, 2024 |
| AQR ARBITRAGE LLC | 0.01% | 0.48% | 262,264 | 262,264 | 100.00% | 18,570,914 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.03% | 201,511 | 201,511 | 100.00% | 14,268,994 | Jun 30, 2024 |
| LIONTRUST INVESTMENT PARTNERS LLP | 0.01% | 0.19% | 190,000 | 190,000 | 100.00% | 13,453,900 | Jun 30, 2024 |
| NISHKAMA CAPITAL, LLC | 0.01% | 1.00% | 184,241 | 184,241 | 100.00% | 13,046,105 | Jun 30, 2024 |
| VERITY & VERITY, LLC | 0.01% | 1.41% | 178,961 | 178,961 | 100.00% | 12,672,228 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.25% | 158,416 | 158,416 | 100.00% | 11,217,437 | Jun 30, 2024 |
| DNCA FINANCE | 0.01% | 0.94% | 154,000 | 154,000 | 100.00% | 10,904,740 | Jun 30, 2024 |
| BORNITE CAPITAL MANAGEMENT LP | 0.01% | 1.75% | 150,000 | 150,000 | 100.00% | 10,621,500 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.05% | 139,883 | 139,883 | 100.00% | 9,905,115 | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 0.01% | 0.08% | 120,724 | 120,724 | 100.00% | 8,548,000 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.01% | 0.29% | 114,326 | 114,326 | 100.00% | 8,095,424 | Jun 30, 2024 |
| MIRAE ASSET SECURITIES (USA) INC. | 0.01% | 0.34% | 102,115 | 102,115 | 100.00% | 7,230,763 | Jun 30, 2024 |
| MIRAE ASSET SECURITIES (USA) INC. | 0.00% | 0.34% | 101,300 | 101,300 | 100.00% | 7,173,053 | Jun 30, 2024 |
| 0.00% | 3.20% | 98,169 | 98,169 | 100.00% | 6,951,347 | Jun 30, 2024 | |
| 0.00% | 2.71% | 96,140 | 96,140 | 100.00% | 6,807,673 | Jun 30, 2024 | |
| BAROMETER CAPITAL MANAGEMENT INC. | 0.00% | 2.57% | 94,110 | 94,110 | 100.00% | 6,663,929 | Jun 30, 2024 |
| SHELTER INS RETIREMENT PLAN | 0.00% | 1.38% | 82,520 | 82,520 | 100.00% | 5,843,241 | Jun 30, 2024 |
| FOSTER VICTOR WEALTH ADVISORS, LLC | 0.00% | 0.44% | 72,773 | 72,773 | 100.00% | 5,232,399 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.08% | 69,981 | 69,981 | 100.00% | 143,597,000 | Jun 30, 2024 |
| SLAGLE FINANCIAL, LLC | 0.00% | 1.92% | 52,966 | 52,966 | 100.00% | 3,750,529 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.00% | 0.07% | 51,071 | 51,071 | 100.00% | 3,616,338 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.29% | 49,195 | 49,195 | 100.00% | 3,483,498 | Jun 30, 2024 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 0.00% | 0.75% | 40,000 | 40,000 | 100.00% | 2,832,400 | Jun 30, 2024 |
| MAN GROUP PLC | 0.00% | 0.01% | 39,500 | 39,500 | 100.00% | 2,796,995 | Jun 30, 2024 |
| NICOLA WEALTH MANAGEMENT LTD. | 0.00% | 0.24% | 38,500 | 38,500 | 100.00% | 2,726,185 | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | 0.00% | 0.57% | 36,361 | 36,361 | 100.00% | 2,574,714 | Jun 30, 2024 |
| BECK CAPITAL MANAGEMENT, LLC | 0.00% | 0.71% | 36,228 | 36,228 | 100.00% | 2,565,304 | Jun 30, 2024 |
| QUAERO CAPITAL S.A. | 0.00% | 3.39% | 35,165 | 35,165 | 100.00% | 2,490,034 | Jun 30, 2024 |
| PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.81% | 33,227 | 33,227 | 100.00% | 2,352,838 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.71% | 32,120 | 32,120 | 100.00% | 2,274,364 | Jun 30, 2024 |
| CAMARDA FINANCIAL ADVISORS, LLC | 0.00% | 0.87% | 31,315 | 31,315 | 100.00% | 2,217,406 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.12% | 31,041 | 31,041 | 100.00% | 2,198,013 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.11% | 30,757 | 30,757 | 100.00% | 2,177,903 | Jun 30, 2024 |
| SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 0.00% | 1.05% | 29,700 | 29,700 | 100.00% | 2,103,057 | Jun 30, 2024 |
| WORTH ASSET MANAGEMENT, LLC | 0.00% | 1.19% | 28,301 | 28,301 | 100.00% | 2,003,999 | Jun 30, 2024 |
| WT ASSET MANAGEMENT LTD | 0.00% | 0.17% | 25,000 | 25,000 | 100.00% | 1,770,250 | Jun 30, 2024 |
| DSC MERIDIAN CAPITAL LP | 0.00% | 0.55% | 24,565 | 24,565 | 100.00% | 1,739,000 | Jun 30, 2024 |
| PHOENIX WEALTH ADVISORS | 0.00% | 0.86% | 24,314 | 24,314 | 100.00% | 1,721,674 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.00% | 0.04% | 23,552 | 23,552 | 100.00% | 1,667,717 | Jun 30, 2024 |
| HARRELL INVESTMENT PARTNERS, LLC | 0.00% | 0.47% | 22,998 | 22,998 | 100.00% | 1,628,516 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.16% | 22,249 | 22,249 | 100.00% | 1,575,452 | Jun 30, 2024 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 0.00% | 0.21% | 21,571 | 21,571 | 100.00% | 1,527,443 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.31% | 21,073 | 21,073 | 100.00% | 1,492,213 | Jun 30, 2024 |
| 0.00% | 0.43% | 20,714 | 20,714 | 100.00% | 1,466,756 | Jun 30, 2024 | |
| EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.05% | 19,866 | 19,866 | 100.00% | 133,845 | Jun 30, 2024 |
| WEALTH ADVISORS OF TAMPA BAY, LLC | 0.00% | 0.63% | 19,195 | 19,195 | 100.00% | 1,359,203 | Jun 30, 2024 |
| INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.47% | 18,322 | 18,322 | 100.00% | 1,297,363 | Jun 30, 2024 |
| AMERICAN PLANNING SERVICES, INC. | 0.00% | 0.91% | 18,199 | 18,199 | 100.00% | 1,288,658 | Jun 30, 2024 |
| RICHARD C. YOUNG & CO., LTD. | 0.00% | 0.14% | 16,762 | 16,762 | 100.00% | 1,186,912 | Jun 30, 2024 |
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMENT SERVICES | 0.00% | 0.28% | 16,205 | 16,205 | 100.00% | 1,147,475 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.42% | 15,470 | 15,470 | 100.00% | 1,095,412 | Jun 30, 2024 |
| CONNECTIVE PORTFOLIO MANAGEMENT, LLC | 0.00% | 1.73% | 15,000 | 15,000 | 100.00% | 1,062,150 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.04% | 14,629 | 14,629 | 100.00% | 1,042,199 | Jun 30, 2024 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 0.00% | 0.02% | 14,628 | 14,628 | 100.00% | 1,035,809 | Jun 30, 2024 |
| ALAN B. LANCZ & ASSOCIATES, INC. | 0.00% | 1.00% | 14,291 | 14,291 | 100.00% | 1,011,946 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.51% | 13,757 | 13,757 | 100.00% | 1,037,385 | Jun 30, 2024 |
| BERRY WEALTH GROUP, LP | 0.00% | 0.77% | 13,586 | 13,586 | 100.00% | 962,055 | Jun 30, 2024 |
| BRIDGEWATER ADVISORS INC. | 0.00% | 0.12% | 13,268 | 13,268 | 100.00% | 974,402 | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.00% | 0.27% | 13,192 | 13,192 | 100.00% | 934,126 | Jun 30, 2024 |
| 0.00% | 0.05% | 13,098 | 13,098 | 100.00% | 927,208 | Jun 30, 2024 | |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.30% | 11,017 | 11,017 | 100.00% | 780,118 | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | 0.00% | 0.48% | 10,976 | 10,976 | 100.00% | 777,211 | Jun 30, 2024 |
| PERISSOS PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.68% | 10,755 | 10,755 | 100.00% | 761,583 | Jun 30, 2024 |
| STONEX GROUP INC. | 0.00% | 0.07% | 10,214 | 10,214 | 100.00% | 723,000 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.06% | 10,125 | 10,125 | 100.00% | 717,000 | Jun 30, 2024 |
| HBK INVESTMENTS L P | 0.00% | 0.00% | 10,000 | 10,000 | 100.00% | 708,100 | Jun 30, 2024 |
| MAXI INVESTMENTS CY LTD | 0.00% | 0.16% | 10,000 | 10,000 | 100.00% | 708,000 | Jun 30, 2024 |
| JADE CAPITAL ADVISORS, LLC | 0.00% | 0.50% | 10,000 | 10,000 | 100.00% | 708,100 | Jun 30, 2024 |
| CFO4LIFE GROUP, LLC | 0.00% | 0.13% | 9,962 | 9,962 | 100.00% | 705,432 | Jun 30, 2024 |
| JAG CAPITAL MANAGEMENT, LLC | 0.00% | 0.10% | 9,937 | 9,937 | 100.00% | 703,639 | Jun 30, 2024 |
| MAVEN SECURITIES LTD | 0.00% | 0.03% | 9,345 | 9,345 | 100.00% | 661,719 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.00% | 0.01% | 9,000 | 9,000 | 100.00% | 637,290 | Jun 30, 2024 |
| CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.26% | 8,800 | 8,800 | 100.00% | 623,128 | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | 0.00% | 0.08% | 8,475 | 8,475 | 100.00% | 600,394 | Jun 30, 2024 |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | 0.00% | 0.56% | 8,322 | 8,322 | 100.00% | 589,000 | Jun 30, 2024 |
| NOTTINGHAM ADVISORS, INC. | 0.00% | 0.07% | 8,319 | 8,319 | 100.00% | 589,068 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.23% | 7,859 | 7,859 | 100.00% | 556,496 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 7,700 | 7,700 | 100.00% | 545,237 | Jun 30, 2024 |
| BOWMAN & CO S.C. | 0.00% | 0.32% | 7,692 | 7,692 | 100.00% | 545,709 | Jun 30, 2024 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.00% | 0.47% | 7,627 | 7,627 | 100.00% | 540,068 | Jun 30, 2024 |
| FLOW STATE INVESTMENTS, L.P. | 0.00% | 0.17% | 7,514 | 7,514 | 100.00% | 532,066 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.00% | 0.12% | 7,513 | 7,513 | 100.00% | 532,024 | Jun 30, 2024 |
| 0.00% | 0.46% | 7,180 | 7,180 | 100.00% | 516,242 | Jun 30, 2024 | |
| VIGILARE WEALTH MANAGEMENT | 0.00% | 0.22% | 6,972 | 6,972 | 100.00% | 493,687 | Jun 30, 2024 |
| PETERSON WEALTH SERVICES | 0.00% | 0.17% | 6,930 | 6,930 | 100.00% | 490,690 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.02% | 6,497 | 6,497 | 100.00% | 460,078 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.00% | 0.13% | 6,321 | 6,321 | 100.00% | 447,590 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.53% | 6,277 | 6,277 | 100.00% | 444,474 | Jun 30, 2024 |
| 0.00% | 0.11% | 6,048 | 6,048 | 100.00% | 428,270 | Jun 30, 2024 | |
| SILVER LAKE ADVISORY, LLC | 0.00% | 0.06% | 5,987 | 5,987 | 100.00% | 423,962 | Jun 30, 2024 |
| PRIVATE CAPITAL MANAGEMENT LLC | 0.00% | 0.08% | 5,987 | 5,987 | 100.00% | 423,962 | Jun 30, 2024 |
| GUARDIAN CAPITAL ADVISORS LP | 0.00% | 0.05% | 5,900 | 5,900 | 100.00% | 430,110 | Jun 30, 2024 |
| OAK GROVE CAPITAL LLC | 0.00% | 0.07% | 5,800 | 5,800 | 100.00% | 410,698 | Jun 30, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP LTD. | 0.00% | 0.10% | 5,754 | 5,754 | 100.00% | 407,441 | Jun 30, 2024 |
NextEra Energy's largest new institutional shareholder by number of shares is NORGES BANK, purchased 48.86M shares, valued at $3.46B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -1,869,637 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -1,002,346 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -991,655 | -100.00% | - | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | - | - | - | -790,110 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -782,022 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -664,299 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -583,370 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -519,659 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -482,100 | -100.00% | - | Jun 30, 2024 |
| AEQUIM ALTERNATIVE INVESTMENTS LP | - | - | - | -426,900 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -425,735 | -100.00% | - | Jun 30, 2024 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | - | - | - | -300,000 | -100.00% | - | Jun 30, 2024 |
| MOTLEY FOOL ASSET MANAGEMENT LLC | - | - | - | -215,648 | -100.00% | - | Jun 30, 2024 |
| WARATAH CAPITAL ADVISORS LTD. | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| ROVIDA ADVISORS INC. | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -195,900 | -100.00% | - | Jun 30, 2024 |
| CAPRICORN FUND MANAGERS LTD | - | - | - | -162,259 | -100.00% | - | Jun 30, 2024 |
| MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) | - | - | - | -156,000 | -100.00% | - | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | - | - | - | -141,809 | -100.00% | - | Jun 30, 2024 |
| ARISTEIA CAPITAL LLC | - | - | - | -140,300 | -100.00% | - | Jun 30, 2024 |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | - | - | - | -120,870 | -100.00% | - | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -120,000 | -100.00% | - | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | - | - | - | -116,635 | -100.00% | - | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -109,100 | -100.00% | - | Jun 30, 2024 |
| BEACON HARBOR WEALTH ADVISORS, INC. | - | - | - | -104,390 | -100.00% | - | Jun 30, 2024 |
| TENOR CAPITAL MANAGEMENT CO., L.P. | - | - | - | -98,200 | -100.00% | - | Jun 30, 2024 |
| POINTSTATE CAPITAL LP | - | - | - | -83,223 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -82,751 | -100.00% | - | Jun 30, 2024 |
| DUPREE FINANCIAL GROUP, LLC | - | - | - | -67,938 | -100.00% | - | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -60,664 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | - | - | - | -60,615 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -57,318 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -53,386 | -100.00% | - | Jun 30, 2024 |
| VALICENTI ADVISORY SERVICES INC | - | - | - | -52,853 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -44,900 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -44,281 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -42,000 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -41,630 | -100.00% | - | Jun 30, 2024 |
| BENDER ROBERT & ASSOCIATES | - | - | - | -37,841 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -34,800 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -32,310 | -100.00% | - | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -31,409 | -100.00% | - | Jun 30, 2024 |
| ADVENT CAPITAL MANAGEMENT /DE/ | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| HARTREE PARTNERS, LP | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -24,111 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -23,113 | -100.00% | - | Jun 30, 2024 |
| COLLABORATIVE HOLDINGS MANAGEMENT LP | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -19,786 | -100.00% | - | Jun 30, 2024 |
| SKAANA MANAGEMENT L.P. | - | - | - | -19,000 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -18,233 | -100.00% | - | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -16,904 | -100.00% | - | Jun 30, 2024 |
| IDAHO TRUST BANK | - | - | - | -15,623 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -15,339 | -100.00% | - | Jun 30, 2024 |
| BANCO BTG PACTUAL S.A. | - | - | - | -14,896 | -100.00% | - | Jun 30, 2024 |
| WEXFORD CAPITAL LP | - | - | - | -13,766 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -13,495 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -13,041 | -100.00% | - | Jun 30, 2024 |
| HOGE FINANCIAL SERVICES, LLC | - | - | - | -12,665 | -100.00% | - | Jun 30, 2024 |
| WRAPMANAGER INC | - | - | - | -12,146 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -11,400 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -11,372 | -100.00% | - | Jun 30, 2024 |
| OTTER CREEK ADVISORS, LLC | - | - | - | -11,000 | -100.00% | - | Jun 30, 2024 |
| ABLE FINANCIAL GROUP, LLC | - | - | - | -10,288 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -10,219 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -10,130 | -100.00% | - | Jun 30, 2024 |
| CORNELL POCHILY INVESTMENT ADVISORS, INC. | - | - | - | -10,031 | -100.00% | - | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -9,907 | -100.00% | - | Jun 30, 2024 |
| BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -8,900 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | - | - | - | -8,868 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -8,642 | -100.00% | - | Jun 30, 2024 |
| BANQUE PICTET & CIE SA | - | - | - | -8,370 | -100.00% | - | Jun 30, 2024 |
| HARMONY ASSET MANAGEMENT LLC | - | - | - | -8,228 | -100.00% | - | Jun 30, 2024 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | - | - | - | -8,120 | -100.00% | - | Jun 30, 2024 |
| EMERALD ADVISORS, LLC | - | - | - | -7,601 | -100.00% | - | Jun 30, 2024 |
| PICTET & CIE (EUROPE) SA | - | - | - | -7,171 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -6,731 | -100.00% | - | Jun 30, 2024 |
| CAPITAL WEALTH PLANNING, LLC | - | - | - | -6,654 | -100.00% | - | Jun 30, 2024 |
| CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -6,601 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -6,370 | -100.00% | - | Jun 30, 2024 |
| PETIX & BOTTE CO | - | - | - | -6,306 | -100.00% | - | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | - | - | - | -6,060 | -100.00% | - | Jun 30, 2024 |
| WORTH FINANCIAL ADVISORY GROUP, LLC | - | - | - | -5,277 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -5,239 | -100.00% | - | Jun 30, 2024 |
| CRESCENT GROVE ADVISORS, LLC | - | - | - | -5,193 | -100.00% | - | Jun 30, 2024 |
| SIGNAL ADVISORS WEALTH, LLC | - | - | - | -5,167 | -100.00% | - | Jun 30, 2024 |
| NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | - | - | - | -5,128 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| ISAM FUNDS (UK) LTD | - | - | - | -4,484 | -100.00% | - | Jun 30, 2024 |
| SEELAUS ASSET MANAGEMENT LLC | - | - | - | -4,060 | -100.00% | - | Jun 30, 2024 |
| PENINSULA WEALTH, LLC | - | - | - | -4,031 | -100.00% | - | Jun 30, 2024 |
| SIGNATURE WEALTH MANAGEMENT GROUP | - | - | - | -3,861 | -100.00% | - | Jun 30, 2024 |
| BAY RIVERS GROUP | - | - | - | -3,825 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| BARINGS LLC | - | - | - | -3,636 | -100.00% | - | Jun 30, 2024 |
| PATTON FUND MANAGEMENT, INC. | - | - | - | -3,627 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -3,578 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH FINANCIAL SERVICES, LLC | - | - | - | -3,526 | -100.00% | - | Jun 30, 2024 |
| JACKSON HOLE CAPITAL PARTNERS, LLC | - | - | - | -3,437 | -100.00% | - | Jun 30, 2024 |
NextEra Energy's largest sold out institutional shareholder by shares sold is ARTISAN PARTNERS LIMITED PARTNERSHIP, sold -1.87M shares, valued at -, as of undefined.
NextEra Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 6.70% | 4,500,000 | - | - | Feb 29, 2024 |
| Matrix Advisors Funds Trust | 5.35% | 29,200 | 4,200 | 16.80% | Mar 31, 2024 |
| Collaborative Investment Series Trust | 4.80% | 750,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 4.17% | 478,284 | 53,723 | 12.65% | Jan 31, 2024 |
| Tax-Managed Value Portfolio | 4.06% | 392,766 | - | - | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 4.00% | 2,047,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 3.35% | 1,750,000 | - | - | Mar 31, 2024 |
| CUTLER TRUST | 3.25% | 75,049 | 75,049 | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.73% | 1,422,343 | - | - | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 2.71% | 1,938,973 | -125,000 | -6.06% | Dec 29, 2023 |
| MP63 FUND INC | 2.54% | 27,023 | 200 | 0.75% | Feb 29, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 2.43% | 5,065,926 | 1,441,342 | 39.77% | Feb 29, 2024 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 2.43% | 423,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.33% | 1,218,000 | - | - | Mar 31, 2024 |
| Stock Portfolio | 2.29% | 140,832 | 17,435 | 14.13% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.28% | 1,190,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.20% | 1,150,000 | - | - | Mar 31, 2024 |
| Capital Group Dividend Value ETF | 2.19% | 1,300,988 | 397,081 | 43.93% | Feb 29, 2024 |
| CAPITAL MANAGEMENT INVESTMENT TRUST | 2.06% | 7,500 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.04% | 1,066,000 | - | - | Mar 31, 2024 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 1.95% | 506,680 | -91,650 | -15.32% | Mar 31, 2024 |
| DNP SELECT INCOME FUND INC | 1.92% | 15,000,000 | - | - | Jan 31, 2024 |
| GABELLI GROWTH FUND | 1.91% | 108,100 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.88% | 981,000 | - | - | Mar 31, 2024 |
| KAVILCO INC/WA/ | 1.74% | 12,680 | 12,680 | - | Mar 31, 2021 |
| DUFF & PHELPS UTILITY & CORPORATE BOND TRUST INC | 1.58% | 5,000,000 | - | - | Jan 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 1.53% | 771,501 | -16,653 | -2.11% | Mar 31, 2021 |
| BNY Mellon Sustainable U.S. Equity Fund, Inc. | 1.51% | 109,556 | 109,556 | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 1.50% | 18,349,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 1.49% | 10,000,000 | - | - | Jan 31, 2024 |
| CALVERT IMPACT FUND INC | 1.42% | 16,515,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 1.34% | 3,503,000 | - | - | Mar 31, 2024 |
| Gabelli ESG Fund, Inc. | 1.34% | 10,900 | -500 | -4.39% | Dec 29, 2023 |
| Eaton Vance Enhanced Equity Income Fund | 1.29% | 161,834 | 16,917 | 11.67% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 1.28% | 7,000,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 1.28% | 7,400,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 1.26% | 5,500,000 | - | - | Jan 31, 2024 |
| TOCQUEVILLE TRUST | 1.26% | 175,000 | - | - | Jan 31, 2024 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 1.23% | 131,402 | 7,178 | 5.78% | Mar 31, 2024 |
| BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. | 1.22% | 163,102 | 79,759 | 95.70% | Mar 31, 2024 |
| AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 1.16% | 543,413 | 80,064 | 17.28% | Jan 31, 2024 |
| CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | 1.15% | 81,000 | - | - | Feb 29, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 1.15% | 13,057 | - | - | Mar 31, 2023 |
| LORD ABBETT RESEARCH FUND INC | 1.11% | 1,066,434 | 96,077 | 9.90% | Feb 29, 2024 |
| ELFUN TRUSTS | 1.09% | 1,190,800 | - | - | Mar 31, 2024 |
| JOHNSON MUTUAL FUNDS TRUST | 1.06% | 30,275,000 | 3,095,000 | 11.39% | Mar 31, 2024 |
| 2nd Vote Funds | 1.01% | 9,571 | - | - | Jun 30, 2023 |
| BNY Mellon Large Cap Securities Fund, Inc. | 0.98% | 408,746 | - | - | Mar 31, 2024 |
| Connors Funds | 0.97% | 10,305 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.94% | 19,778,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 0.93% | 4,799,896 | -238,842 | -4.74% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.91% | 750,000 | - | - | Dec 31, 2023 |
| LORD ABBETT AFFILIATED FUND INC | 0.91% | 1,279,326 | - | - | Jan 31, 2024 |
| PIONEER EQUITY INCOME FUND | 0.89% | 197,220 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 0.88% | 180,000 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.88% | 11,350,000 | - | - | Jan 31, 2024 |
| Kayne Anderson NextGen Energy & Infrastructure, Inc. | 0.87% | 240,161 | 44,516 | 22.75% | Aug 31, 2023 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.87% | 656,363 | -23,806 | -3.50% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.86% | 450,000 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 0.86% | 431,458 | - | - | Mar 28, 2024 |
| FIDELITY MAGELLAN FUND | 0.84% | 6,634,994 | - | - | Mar 31, 2024 |
| T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.84% | 1,558,464 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.84% | 316,351 | - | - | Mar 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 0.83% | 100,000 | - | - | Sep 30, 2020 |
| ALGER INSTITUTIONAL FUNDS | 0.83% | 214,863 | - | - | Jan 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.78% | 1,322,990 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| AMERICAN MUTUAL FUND | 0.75% | 6,974,326 | 2,060,643 | 41.94% | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.74% | 865,000 | - | - | Mar 28, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.74% | 85,057 | - | - | Mar 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.73% | 41,025 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.72% | 375,000 | - | - | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.71% | 25,996,827 | -5,063,605 | -16.30% | Mar 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.71% | 1,859,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.69% | 570,000 | - | - | Dec 31, 2023 |
| JNL INVESTORS SERIES TRUST | 0.68% | 2,284,000 | - | - | Sep 30, 2020 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.67% | 3,915,000 | - | - | Feb 29, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.66% | 825,614 | -66,310 | -7.43% | Mar 31, 2024 |
| INVESTMENT CO OF AMERICA | 0.65% | 10,180,249 | -6,263 | -0.06% | Mar 31, 2024 |
| DNP SELECT INCOME FUND INC | 0.64% | 5,000,000 | - | - | Jan 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.64% | 24,935,351 | -530,880 | -2.08% | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.64% | 18,838 | - | - | Mar 31, 2024 |
| Index Funds | 0.64% | 5,321 | -104 | -1.92% | Mar 31, 2024 |
| Natixis ETF Trust II | 0.63% | 11,225 | - | - | Mar 31, 2024 |
| T. Rowe Price Growth & Income Fund, Inc. | 0.63% | 626,936 | 477,032 | 318.22% | Dec 31, 2020 |
| OSI ETF Trust | 0.62% | 108,303 | - | - | Mar 31, 2022 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.62% | 33,955 | -9,903 | -22.58% | Feb 29, 2024 |
| PPM Funds | 0.62% | 500,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.60% | 51,755,000 | - | - | Mar 28, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.59% | 192,900 | 58,200 | 43.21% | Dec 31, 2023 |
| THOMPSON IM FUNDS INC | 0.59% | 9,285,000 | - | - | Feb 29, 2024 |
| REAVES UTILITY INCOME FUND | 0.59% | 518,000 | -582,000 | -52.91% | Jan 31, 2024 |
NextEra Energy's largest mutual fund holder by % of total assets is "TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC", owning 4.50M shares, compromising 6.70% of its total assets.
NextEra Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 2,491 | -0.36% |
| 31 Mar, 24 | 2,500 | 1.54% |
| 31 Dec, 23 | 2,462 | 4.06% |
| 30 Sep, 23 | 2,366 | -4.09% |
| 30 Jun, 23 | 2,467 | 0.49% |
| 31 Mar, 23 | 2,455 | -2.58% |
| 31 Dec, 22 | 2,520 | 4.91% |
| 30 Sep, 22 | 2,402 | 1.95% |
| 30 Jun, 22 | 2,356 | -2.40% |
| 31 Mar, 22 | 2,414 | -0.98% |
| 31 Dec, 21 | 2,438 | 10.47% |
| 30 Sep, 21 | 2,207 | 0.23% |
| 30 Jun, 21 | 2,202 | 0.18% |
| 31 Mar, 21 | 2,198 | 0.96% |
| 31 Dec, 20 | 2,177 | 11.01% |
| 30 Sep, 20 | 1,961 | 4.09% |
| 30 Jun, 20 | 1,884 | 1.84% |
| 31 Mar, 20 | 1,850 | 1.54% |
| 31 Dec, 19 | 1,822 | 8.58% |
| 30 Sep, 19 | 1,678 | 2.44% |
| 30 Jun, 19 | 1,638 | 0.18% |
| 31 Mar, 19 | 1,635 | 3.48% |
| 31 Dec, 18 | 1,580 | 7.92% |
| 30 Sep, 18 | 1,464 | 1.24% |
| 30 Jun, 18 | 1,446 | 0.28% |
| 31 Mar, 18 | 1,442 | 2.27% |
| 31 Dec, 17 | 1,410 | 10.68% |
| 30 Sep, 17 | 1,274 | 1.68% |
| 30 Jun, 17 | 1,253 | 1.29% |
| 31 Mar, 17 | 1,237 | 1.64% |
| 31 Dec, 16 | 1,217 | 3.22% |
| 30 Sep, 16 | 1,179 | -0.67% |
| 30 Jun, 16 | 1,187 | 0.17% |
| 31 Mar, 16 | 1,185 | 5.15% |
| 31 Dec, 15 | 1,127 | 2.36% |
| 30 Sep, 15 | 1,101 | 3.28% |
| 30 Jun, 15 | 1,066 | -0.93% |
| 31 Mar, 15 | 1,076 | - |
| 31 Dec, 14 | 1,076 | 4.98% |
| 30 Sep, 14 | 1,025 | -0.10% |
| 30 Jun, 14 | 1,026 | 2.19% |
| 31 Mar, 14 | 1,004 | 3.61% |
| 31 Dec, 13 | 969 | 6.25% |
| 30 Sep, 13 | 912 | 2.70% |
| 30 Jun, 13 | 888 | 145.30% |
| 31 Mar, 13 | 362 | 5.54% |
| 31 Dec, 12 | 343 | 6.52% |
| 30 Sep, 12 | 322 | 0.63% |
| 30 Jun, 12 | 320 | 5.26% |
| 31 Mar, 12 | 304 | 3.40% |
| 31 Dec, 11 | 294 | 15.75% |
| 30 Sep, 11 | 254 | 4.96% |
| 30 Jun, 11 | 242 | -0.41% |
| 31 Mar, 11 | 243 | -1.62% |
| 31 Dec, 10 | 247 | 11.26% |
| 30 Sep, 10 | 222 | 9.36% |
| 30 Jun, 10 | 203 | 6666.67% |
| 31 Mar, 10 | 3 | 200.00% |
| 31 Dec, 09 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 06 | 1 | - |
As of 30 Jun 24, 2,491 institutions are holding NextEra Energy's shares, representing a decrease of -0.36% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,644,478,592 | 4.60% |
| 31 Mar, 24 | 1,572,122,108 | -2.47% |
| 31 Dec, 23 | 1,611,986,321 | 2.74% |
| 30 Sep, 23 | 1,569,025,748 | -0.20% |
| 30 Jun, 23 | 1,572,130,673 | -2.25% |
| 31 Mar, 23 | 1,608,261,130 | 4.05% |
| 31 Dec, 22 | 1,545,648,014 | -0.07% |
| 30 Sep, 22 | 1,546,784,211 | 0.91% |
| 30 Jun, 22 | 1,532,791,878 | 1.29% |
| 31 Mar, 22 | 1,513,240,284 | -0.25% |
| 31 Dec, 21 | 1,517,048,648 | 0.99% |
| 30 Sep, 21 | 1,502,182,043 | 0.67% |
| 30 Jun, 21 | 1,492,227,063 | -0.17% |
| 31 Mar, 21 | 1,494,719,968 | -1.33% |
| 31 Dec, 20 | 1,514,837,527 | 296.66% |
| 30 Sep, 20 | 381,898,255 | 0.21% |
| 30 Jun, 20 | 381,083,104 | -0.61% |
| 31 Mar, 20 | 383,417,380 | -0.01% |
| 31 Dec, 19 | 383,474,599 | 0.14% |
| 30 Sep, 19 | 382,957,104 | 3.22% |
| 30 Jun, 19 | 371,024,083 | 0.16% |
| 31 Mar, 19 | 370,435,967 | 0.23% |
| 31 Dec, 18 | 369,586,363 | 0.07% |
| 30 Sep, 18 | 369,311,410 | 0.72% |
| 30 Jun, 18 | 366,667,040 | 0.92% |
| 31 Mar, 18 | 363,324,823 | 1.02% |
| 31 Dec, 17 | 359,652,055 | -0.35% |
| 30 Sep, 17 | 360,920,647 | 0.06% |
| 30 Jun, 17 | 360,720,055 | -1.12% |
| 31 Mar, 17 | 364,802,078 | 0.99% |
| 31 Dec, 16 | 361,241,568 | 3.57% |
| 30 Sep, 16 | 348,798,322 | -0.11% |
| 30 Jun, 16 | 349,165,710 | -2.22% |
| 31 Mar, 16 | 357,090,387 | 4.43% |
| 31 Dec, 15 | 341,931,647 | -0.23% |
| 30 Sep, 15 | 342,712,706 | 2.38% |
| 30 Jun, 15 | 334,747,696 | 1.42% |
| 31 Mar, 15 | 330,067,777 | 1.06% |
| 31 Dec, 14 | 326,599,858 | 1.55% |
| 30 Sep, 14 | 321,605,542 | 0.56% |
| 30 Jun, 14 | 319,811,286 | 0.75% |
| 31 Mar, 14 | 317,424,547 | 0.40% |
| 31 Dec, 13 | 316,151,638 | 4.78% |
| 30 Sep, 13 | 301,725,477 | 2.03% |
| 30 Jun, 13 | 295,728,948 | 168.89% |
| 31 Mar, 13 | 109,981,541 | -6.75% |
| 31 Dec, 12 | 117,941,195 | 7.72% |
| 30 Sep, 12 | 109,484,157 | -17.21% |
| 30 Jun, 12 | 132,242,282 | 11.69% |
| 31 Mar, 12 | 118,403,429 | -3.60% |
| 31 Dec, 11 | 122,828,653 | 16.11% |
| 30 Sep, 11 | 105,790,680 | -6.56% |
| 30 Jun, 11 | 113,215,591 | -93.64% |
| 31 Mar, 11 | 1,780,646,986 | 1971.39% |
| 31 Dec, 10 | 85,963,719 | -8.01% |
| 30 Sep, 10 | 93,453,287 | 7.53% |
| 30 Jun, 10 | 86,906,106 | 109618.85% |
| 31 Mar, 10 | 79,208 | 552.72% |
| 31 Dec, 09 | 12,135 | - |
| 31 Dec, 06 | 54,837 | -73.15% |
| 30 Sep, 06 | 204,265 | - |
NextEra Energy (NEE) has 1.64B shares outstanding as of 30 Jun 24, up 4.60% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 80.16% | 1.33% |
| 31 Mar, 24 | 77.59% | 1.23% |
| 31 Dec, 23 | 79.38% | 1.32% |
| 30 Sep, 23 | 77.54% | 1.28% |
| 30 Jun, 23 | 77.70% | 1.23% |
| 31 Mar, 23 | 79.48% | 1.31% |
| 31 Dec, 22 | 77.79% | 1.26% |
| 30 Sep, 22 | 78.43% | 1.29% |
| 30 Jun, 22 | 78.01% | 1.31% |
| 31 Mar, 22 | 77.03% | 1.29% |
| 31 Dec, 21 | 77.30% | 1.33% |
| 30 Sep, 21 | 76.14% | 1.33% |
| 30 Jun, 21 | 75.75% | 1.30% |
| 31 Mar, 21 | 76.20% | 1.28% |
| 31 Dec, 20 | 77.29% | 1.27% |
| 30 Sep, 20 | 77.98% | 1.29% |
| 30 Jun, 20 | 77.82% | 1.27% |
| 31 Mar, 20 | 78.34% | 1.27% |
| 31 Dec, 19 | 78.42% | 1.28% |
| 30 Sep, 19 | 78.35% | 1.31% |
| 30 Jun, 19 | 77.47% | 1.29% |
| 31 Mar, 19 | 77.45% | 1.30% |
| 31 Dec, 18 | 77.32% | 1.27% |
| 30 Sep, 18 | 78.06% | 1.29% |
| 30 Jun, 18 | 77.83% | 1.31% |
| 31 Mar, 18 | 77.07% | 1.32% |
| 31 Dec, 17 | 76.36% | 1.29% |
| 30 Sep, 17 | 76.89% | 1.29% |
| 30 Jun, 17 | 77.09% | 1.27% |
| 31 Mar, 17 | 78.03% | 1.31% |
| 31 Dec, 16 | 77.03% | 1.37% |
| 30 Sep, 16 | 75.04% | 1.33% |
| 30 Jun, 16 | 75.01% | 1.25% |
| 31 Mar, 16 | 77.39% | 1.41% |
| 31 Dec, 15 | 74.17% | 1.31% |
| 30 Sep, 15 | 75.25% | 1.33% |
| 30 Jun, 15 | 75.14% | 1.39% |
| 31 Mar, 15 | 73.63% | 1.39% |
| 31 Dec, 14 | 72.86% | 1.34% |
| 30 Sep, 14 | 73.68% | 1.37% |
| 30 Jun, 14 | 73.29% | 1.38% |
| 31 Mar, 14 | 72.78% | 1.38% |
| 31 Dec, 13 | 72.68% | 1.43% |
| 30 Sep, 13 | 71.20% | 1.47% |
| 30 Jun, 13 | 69.64% | 10.38% |
| 31 Mar, 13 | 25.90% | 3.35% |
| 31 Dec, 12 | 27.82% | 4.16% |
| 30 Sep, 12 | 25.87% | 2.64% |
| 30 Jun, 12 | 31.28% | 3.84% |
| 31 Mar, 12 | 28.53% | 3.32% |
| 31 Dec, 11 | 29.31% | 4.56% |
| 30 Sep, 11 | 25.35% | 3.53% |
| 30 Jun, 11 | 26.81% | 0.01% |
| 31 Mar, 11 | 425.99% | 100.72% |
| 31 Dec, 10 | 20.57% | 3.98% |
| 30 Sep, 10 | 22.74% | 5.03% |
| 30 Jun, 10 | 21.25% | 92723145.83% |
| 31 Mar, 10 | 0.00% | 915214.29% |
| 31 Dec, 09 | 0.00% | - |
| 31 Dec, 06 | 0.00% | 2071.32% |
| 30 Sep, 06 | 0.01% | - |
As of 30 Jun 24, NextEra Energy is held by 80.16% institutional shareholders, representing a 1.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 1,262 | -3.59% |
| 31 Mar, 24 | 1,309 | 8.27% |
| 31 Dec, 23 | 1,209 | 4.86% |
| 30 Sep, 23 | 1,153 | -2.45% |
| 30 Jun, 23 | 1,182 | 0.85% |
| 31 Mar, 23 | 1,172 | -9.29% |
| 31 Dec, 22 | 1,292 | 15.25% |
| 30 Sep, 22 | 1,121 | -1.06% |
| 30 Jun, 22 | 1,133 | -5.43% |
| 31 Mar, 22 | 1,198 | -7.92% |
| 31 Dec, 21 | 1,301 | 23.90% |
| 30 Sep, 21 | 1,050 | -7.41% |
| 30 Jun, 21 | 1,134 | 0.89% |
| 31 Mar, 21 | 1,124 | -45.44% |
| 31 Dec, 20 | 2,060 | 119.85% |
| 30 Sep, 20 | 937 | 4.34% |
| 30 Jun, 20 | 898 | 11.97% |
| 31 Mar, 20 | 802 | -6.96% |
| 31 Dec, 19 | 862 | 7.35% |
| 30 Sep, 19 | 803 | 6.64% |
| 30 Jun, 19 | 753 | -3.09% |
| 31 Mar, 19 | 777 | 1.30% |
| 31 Dec, 18 | 767 | 22.33% |
| 30 Sep, 18 | 627 | -0.16% |
| 30 Jun, 18 | 628 | 5.55% |
| 31 Mar, 18 | 595 | -8.32% |
| 31 Dec, 17 | 649 | 31.64% |
| 30 Sep, 17 | 493 | -6.63% |
| 30 Jun, 17 | 528 | 3.13% |
| 31 Mar, 17 | 512 | -6.06% |
| 31 Dec, 16 | 545 | 22.47% |
| 30 Sep, 16 | 445 | -13.76% |
| 30 Jun, 16 | 516 | -3.37% |
| 31 Mar, 16 | 534 | 9.20% |
| 31 Dec, 15 | 489 | -4.12% |
| 30 Sep, 15 | 510 | 25.31% |
| 30 Jun, 15 | 407 | -4.01% |
| 31 Mar, 15 | 424 | -9.79% |
| 31 Dec, 14 | 470 | 20.51% |
| 30 Sep, 14 | 390 | -4.65% |
| 30 Jun, 14 | 409 | - |
| 31 Mar, 14 | 409 | 0.25% |
| 31 Dec, 13 | 408 | 12.71% |
| 30 Sep, 13 | 362 | -43.44% |
| 30 Jun, 13 | 640 | 255.56% |
| 31 Mar, 13 | 180 | 7.14% |
| 31 Dec, 12 | 168 | 5.66% |
| 30 Sep, 12 | 159 | 8.16% |
| 30 Jun, 12 | 147 | -5.77% |
| 31 Mar, 12 | 156 | -4.88% |
| 31 Dec, 11 | 164 | 19.71% |
| 30 Sep, 11 | 137 | 8.73% |
| 30 Jun, 11 | 126 | -0.79% |
| 31 Mar, 11 | 127 | -3.05% |
| 31 Dec, 10 | 131 | 6.50% |
| 30 Sep, 10 | 123 | -37.88% |
| 30 Jun, 10 | 198 | 6500.00% |
| 31 Mar, 10 | 3 | 200.00% |
| 31 Dec, 09 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 06 | 1 | - |
1,262 institutional shareholders have increased their position in NEE stock as of 30 Jun 24 compared to 1,309 in the previous quarter (a -3.59% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 885 | 3.51% |
| 31 Mar, 24 | 855 | -12.22% |
| 31 Dec, 23 | 974 | 10.18% |
| 30 Sep, 23 | 884 | -1.78% |
| 30 Jun, 23 | 900 | -0.33% |
| 31 Mar, 23 | 903 | 6.24% |
| 31 Dec, 22 | 850 | -3.41% |
| 30 Sep, 22 | 880 | 4.64% |
| 30 Jun, 22 | 841 | 1.69% |
| 31 Mar, 22 | 827 | 9.25% |
| 31 Dec, 21 | 757 | -1.30% |
| 30 Sep, 21 | 767 | 9.26% |
| 30 Jun, 21 | 702 | -7.51% |
| 31 Mar, 21 | 759 | 1514.89% |
| 31 Dec, 20 | 47 | -93.25% |
| 30 Sep, 20 | 696 | 4.19% |
| 30 Jun, 20 | 668 | -10.93% |
| 31 Mar, 20 | 750 | 19.62% |
| 31 Dec, 19 | 627 | 11.57% |
| 30 Sep, 19 | 562 | -0.71% |
| 30 Jun, 19 | 566 | - |
| 31 Mar, 19 | 566 | 5.79% |
| 31 Dec, 18 | 535 | 3.88% |
| 30 Sep, 18 | 515 | 0.39% |
| 30 Jun, 18 | 513 | -12.61% |
| 31 Mar, 18 | 587 | 16.93% |
| 31 Dec, 17 | 502 | 0.60% |
| 30 Sep, 17 | 499 | 9.91% |
| 30 Jun, 17 | 454 | -7.16% |
| 31 Mar, 17 | 489 | 7.95% |
| 31 Dec, 16 | 453 | -9.04% |
| 30 Sep, 16 | 498 | 15.81% |
| 30 Jun, 16 | 430 | -5.08% |
| 31 Mar, 16 | 453 | 14.97% |
| 31 Dec, 15 | 394 | 10.36% |
| 30 Sep, 15 | 357 | -13.14% |
| 30 Jun, 15 | 411 | -5.08% |
| 31 Mar, 15 | 433 | 8.79% |
| 31 Dec, 14 | 398 | -0.75% |
| 30 Sep, 14 | 401 | -0.25% |
| 30 Jun, 14 | 402 | -0.50% |
| 31 Mar, 14 | 404 | 5.76% |
| 31 Dec, 13 | 382 | 4.09% |
| 30 Sep, 13 | 367 | 138.31% |
| 30 Jun, 13 | 154 | 20.31% |
| 31 Mar, 13 | 128 | 2.40% |
| 31 Dec, 12 | 125 | 20.19% |
| 30 Sep, 12 | 104 | -14.05% |
| 30 Jun, 12 | 121 | 8.04% |
| 31 Mar, 12 | 112 | 33.33% |
| 31 Dec, 11 | 84 | 13.51% |
| 30 Sep, 11 | 74 | -2.63% |
| 30 Jun, 11 | 76 | -3.80% |
| 31 Mar, 11 | 79 | -4.82% |
| 31 Dec, 10 | 83 | 15.28% |
| 30 Sep, 10 | 72 | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 31 Dec, 06 | - | - |
| 30 Sep, 06 | - | - |
885 institutional shareholders have reduced their position in NEE stock as of 30 Jun 24 compared to 855 in the previous quarter (a 3.51% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 2,491 | -0.36% | 1,644,478,592 | 4.60% | 80.16% | 1.33% | 1,262 | -3.59% | 885 | 3.51% |
| 31 Mar, 24 | 2,500 | 1.54% | 1,572,122,108 | -2.47% | 77.59% | 1.23% | 1,309 | 8.27% | 855 | -12.22% |
| 31 Dec, 23 | 2,462 | 4.06% | 1,611,986,321 | 2.74% | 79.38% | 1.32% | 1,209 | 4.86% | 974 | 10.18% |
| 30 Sep, 23 | 2,366 | -4.09% | 1,569,025,748 | -0.20% | 77.54% | 1.28% | 1,153 | -2.45% | 884 | -1.78% |
| 30 Jun, 23 | 2,467 | 0.49% | 1,572,130,673 | -2.25% | 77.70% | 1.23% | 1,182 | 0.85% | 900 | -0.33% |
| 31 Mar, 23 | 2,455 | -2.58% | 1,608,261,130 | 4.05% | 79.48% | 1.31% | 1,172 | -9.29% | 903 | 6.24% |
| 31 Dec, 22 | 2,520 | 4.91% | 1,545,648,014 | -0.07% | 77.79% | 1.26% | 1,292 | 15.25% | 850 | -3.41% |
| 30 Sep, 22 | 2,402 | 1.95% | 1,546,784,211 | 0.91% | 78.43% | 1.29% | 1,121 | -1.06% | 880 | 4.64% |
| 30 Jun, 22 | 2,356 | -2.40% | 1,532,791,878 | 1.29% | 78.01% | 1.31% | 1,133 | -5.43% | 841 | 1.69% |
| 31 Mar, 22 | 2,414 | -0.98% | 1,513,240,284 | -0.25% | 77.03% | 1.29% | 1,198 | -7.92% | 827 | 9.25% |
| 31 Dec, 21 | 2,438 | 10.47% | 1,517,048,648 | 0.99% | 77.30% | 1.33% | 1,301 | 23.90% | 757 | -1.30% |
| 30 Sep, 21 | 2,207 | 0.23% | 1,502,182,043 | 0.67% | 76.14% | 1.33% | 1,050 | -7.41% | 767 | 9.26% |
| 30 Jun, 21 | 2,202 | 0.18% | 1,492,227,063 | -0.17% | 75.75% | 1.30% | 1,134 | 0.89% | 702 | -7.51% |
| 31 Mar, 21 | 2,198 | 0.96% | 1,494,719,968 | -1.33% | 76.20% | 1.28% | 1,124 | -45.44% | 759 | 1514.89% |
| 31 Dec, 20 | 2,177 | 11.01% | 1,514,837,527 | 296.66% | 77.29% | 1.27% | 2,060 | 119.85% | 47 | -93.25% |
| 30 Sep, 20 | 1,961 | 4.09% | 381,898,255 | 0.21% | 77.98% | 1.29% | 937 | 4.34% | 696 | 4.19% |
| 30 Jun, 20 | 1,884 | 1.84% | 381,083,104 | -0.61% | 77.82% | 1.27% | 898 | 11.97% | 668 | -10.93% |
| 31 Mar, 20 | 1,850 | 1.54% | 383,417,380 | -0.01% | 78.34% | 1.27% | 802 | -6.96% | 750 | 19.62% |
| 31 Dec, 19 | 1,822 | 8.58% | 383,474,599 | 0.14% | 78.42% | 1.28% | 862 | 7.35% | 627 | 11.57% |
| 30 Sep, 19 | 1,678 | 2.44% | 382,957,104 | 3.22% | 78.35% | 1.31% | 803 | 6.64% | 562 | -0.71% |
| 30 Jun, 19 | 1,638 | 0.18% | 371,024,083 | 0.16% | 77.47% | 1.29% | 753 | -3.09% | 566 | - |
| 31 Mar, 19 | 1,635 | 3.48% | 370,435,967 | 0.23% | 77.45% | 1.30% | 777 | 1.30% | 566 | 5.79% |
| 31 Dec, 18 | 1,580 | 7.92% | 369,586,363 | 0.07% | 77.32% | 1.27% | 767 | 22.33% | 535 | 3.88% |
| 30 Sep, 18 | 1,464 | 1.24% | 369,311,410 | 0.72% | 78.06% | 1.29% | 627 | -0.16% | 515 | 0.39% |
| 30 Jun, 18 | 1,446 | 0.28% | 366,667,040 | 0.92% | 77.83% | 1.31% | 628 | 5.55% | 513 | -12.61% |
| 31 Mar, 18 | 1,442 | 2.27% | 363,324,823 | 1.02% | 77.07% | 1.32% | 595 | -8.32% | 587 | 16.93% |
| 31 Dec, 17 | 1,410 | 10.68% | 359,652,055 | -0.35% | 76.36% | 1.29% | 649 | 31.64% | 502 | 0.60% |
| 30 Sep, 17 | 1,274 | 1.68% | 360,920,647 | 0.06% | 76.89% | 1.29% | 493 | -6.63% | 499 | 9.91% |
| 30 Jun, 17 | 1,253 | 1.29% | 360,720,055 | -1.12% | 77.09% | 1.27% | 528 | 3.13% | 454 | -7.16% |
| 31 Mar, 17 | 1,237 | 1.64% | 364,802,078 | 0.99% | 78.03% | 1.31% | 512 | -6.06% | 489 | 7.95% |
| 31 Dec, 16 | 1,217 | 3.22% | 361,241,568 | 3.57% | 77.03% | 1.37% | 545 | 22.47% | 453 | -9.04% |
| 30 Sep, 16 | 1,179 | -0.67% | 348,798,322 | -0.11% | 75.04% | 1.33% | 445 | -13.76% | 498 | 15.81% |
| 30 Jun, 16 | 1,187 | 0.17% | 349,165,710 | -2.22% | 75.01% | 1.25% | 516 | -3.37% | 430 | -5.08% |
| 31 Mar, 16 | 1,185 | 5.15% | 357,090,387 | 4.43% | 77.39% | 1.41% | 534 | 9.20% | 453 | 14.97% |
| 31 Dec, 15 | 1,127 | 2.36% | 341,931,647 | -0.23% | 74.17% | 1.31% | 489 | -4.12% | 394 | 10.36% |
| 30 Sep, 15 | 1,101 | 3.28% | 342,712,706 | 2.38% | 75.25% | 1.33% | 510 | 25.31% | 357 | -13.14% |
| 30 Jun, 15 | 1,066 | -0.93% | 334,747,696 | 1.42% | 75.14% | 1.39% | 407 | -4.01% | 411 | -5.08% |
| 31 Mar, 15 | 1,076 | - | 330,067,777 | 1.06% | 73.63% | 1.39% | 424 | -9.79% | 433 | 8.79% |
| 31 Dec, 14 | 1,076 | 4.98% | 326,599,858 | 1.55% | 72.86% | 1.34% | 470 | 20.51% | 398 | -0.75% |
| 30 Sep, 14 | 1,025 | -0.10% | 321,605,542 | 0.56% | 73.68% | 1.37% | 390 | -4.65% | 401 | -0.25% |
| 30 Jun, 14 | 1,026 | 2.19% | 319,811,286 | 0.75% | 73.29% | 1.38% | 409 | - | 402 | -0.50% |
| 31 Mar, 14 | 1,004 | 3.61% | 317,424,547 | 0.40% | 72.78% | 1.38% | 409 | 0.25% | 404 | 5.76% |
| 31 Dec, 13 | 969 | 6.25% | 316,151,638 | 4.78% | 72.68% | 1.43% | 408 | 12.71% | 382 | 4.09% |
| 30 Sep, 13 | 912 | 2.70% | 301,725,477 | 2.03% | 71.20% | 1.47% | 362 | -43.44% | 367 | 138.31% |
| 30 Jun, 13 | 888 | 145.30% | 295,728,948 | 168.89% | 69.64% | 10.38% | 640 | 255.56% | 154 | 20.31% |
| 31 Mar, 13 | 362 | 5.54% | 109,981,541 | -6.75% | 25.90% | 3.35% | 180 | 7.14% | 128 | 2.40% |
| 31 Dec, 12 | 343 | 6.52% | 117,941,195 | 7.72% | 27.82% | 4.16% | 168 | 5.66% | 125 | 20.19% |
| 30 Sep, 12 | 322 | 0.63% | 109,484,157 | -17.21% | 25.87% | 2.64% | 159 | 8.16% | 104 | -14.05% |
| 30 Jun, 12 | 320 | 5.26% | 132,242,282 | 11.69% | 31.28% | 3.84% | 147 | -5.77% | 121 | 8.04% |
| 31 Mar, 12 | 304 | 3.40% | 118,403,429 | -3.60% | 28.53% | 3.32% | 156 | -4.88% | 112 | 33.33% |
| 31 Dec, 11 | 294 | 15.75% | 122,828,653 | 16.11% | 29.31% | 4.56% | 164 | 19.71% | 84 | 13.51% |
| 30 Sep, 11 | 254 | 4.96% | 105,790,680 | -6.56% | 25.35% | 3.53% | 137 | 8.73% | 74 | -2.63% |
| 30 Jun, 11 | 242 | -0.41% | 113,215,591 | -93.64% | 26.81% | 0.01% | 126 | -0.79% | 76 | -3.80% |
| 31 Mar, 11 | 243 | -1.62% | 1,780,646,986 | 1971.39% | 425.99% | 100.72% | 127 | -3.05% | 79 | -4.82% |
| 31 Dec, 10 | 247 | 11.26% | 85,963,719 | -8.01% | 20.57% | 3.98% | 131 | 6.50% | 83 | 15.28% |
| 30 Sep, 10 | 222 | 9.36% | 93,453,287 | 7.53% | 22.74% | 5.03% | 123 | -37.88% | 72 | - |
| 30 Jun, 10 | 203 | 6666.67% | 86,906,106 | 109618.85% | 21.25% | 92723145.83% | 198 | 6500.00% | - | - |
| 31 Mar, 10 | 3 | 200.00% | 79,208 | 552.72% | 0.00% | 915214.29% | 3 | 200.00% | - | - |
| 31 Dec, 09 | 1 | - | 12,135 | - | 0.00% | - | 1 | - | - | - |
| 31 Dec, 06 | 1 | - | 54,837 | -73.15% | 0.00% | 2071.32% | 1 | - | - | - |
| 30 Sep, 06 | 1 | - | 204,265 | - | 0.01% | - | 1 | - | - | - |
NextEra Energy Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of NextEra Energy's stock was made by Daggs Nicole J on Aug 01 2024, selling 658 shares at $76.97 per share (valued at $50.65K).
NextEra Energy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | 2 | 50.00% |
| Q2 2024 | 10 | 4 | 250.00% |
| Q1 2024 | 61 | 26 | 234.62% |
| Q4 2023 | 9 | 3 | 300.00% |
| Q3 2023 | 9 | 1 | 900.00% |
| Q2 2023 | 8 | 3 | 266.67% |
| Q1 2023 | 64 | 30 | 213.33% |
| Q4 2022 | 16 | 9 | 177.78% |
| Q3 2022 | 14 | 4 | 350.00% |
| Q2 2022 | 18 | 3 | 600.00% |
| Q1 2022 | 75 | 34 | 220.59% |
| Q4 2021 | 12 | 8 | 150.00% |
| Q3 2021 | 4 | 3 | 133.33% |
| Q2 2021 | 6 | 22 | 27.27% |
| Q1 2021 | 59 | 31 | 190.32% |
| Q4 2020 | 10 | 21 | 47.62% |
| Q3 2020 | 4 | 15 | 26.67% |
| Q2 2020 | 4 | 28 | 14.29% |
| Q1 2020 | 69 | 59 | 116.95% |
| Q4 2019 | 2 | 3 | 66.67% |
1 total buy trades, and 2 total sell trades (buy/sell ratio of 0.50%) were made by NextEra Energy's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 2 | - |
| Q1 2024 | 2 | 1 | 200.00% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 4 | - | - |
| Q2 2023 | 2 | 1 | 200.00% |
| Q1 2023 | 7 | - | - |
| Q4 2022 | - | 7 | - |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | 4 | - | - |
| Q1 2022 | 5 | 1 | 500.00% |
| Q4 2021 | - | 5 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 12 | - |
| Q1 2021 | - | 7 | - |
| Q4 2020 | - | 11 | - |
| Q3 2020 | - | 13 | - |
| Q2 2020 | - | 26 | - |
| Q1 2020 | 4 | 29 | 13.79% |
| Q4 2019 | - | 3 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of NextEra Energy's stocks.
NEE Ownership FAQ
Who Owns NextEra Energy?
NextEra Energy is owned by institutional shareholders (80.16%), insiders (0.08%), and public (19.76%). The largest institutional shareholder of NextEra Energy is VANGUARD GROUP INC (9.79% of total shares) and the top mutual fund owner is TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC (6.70% of total shares).
Who are the major institutional shareholders of NextEra Energy?
NextEra Energy's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, JPMORGAN CHASE & CO, and MORGAN STANLEY. The top five shareholders own together 29.34% of the company's share outstanding.
How many NextEra Energy shareholders are there?
As of Jun 2024, there are 2,491 institutional shareholders of NextEra Energy.
What percentage of NextEra Energy is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 200.91M shares of NextEra Energy, representing 9.79% of the company's total shares outstanding, valued at $14.23B (as of Jun 2024).
What percentage of NextEra Energy is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 150.31M shares of NextEra Energy (NEE), compromising 7.33% of the company, valued at $10.64B.
What percentage of NextEra Energy is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of NextEra Energy. The company owns 106.51M of the company's shares outstanding (worth $7.54T).