NextEra Energy Ownership 2024 | Who Owns NextEra Energy Now?
Institutional Ownership
49.10%
Insider Ownership
0.08%
Retail Ownership
50.82%
Institutional Holders
1.86K
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 | 9.82% | 0.25% | 199,010,011 | 331,877 | 0.17% | 12,718,729,833 | Mar 31, 2024 |
BLACKROCK INC. | 7.41% | 0.22% | 150,083,801 | 233,925 | 0.16% | 9,591,855,738 | Mar 31, 2024 |
STATE STREET CORP | 5.19% | 0.30% | 105,182,752 | -10,820,898 | -9.33% | 6,722,229,680 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 3.74% | 0.41% | 75,727,543 | -12,108,197 | -13.79% | 4,839,747,330 | Mar 31, 2024 |
MORGAN STANLEY | 2.80% | 0.29% | 56,714,319 | 7,216,929 | 14.58% | 3,624,612,298 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.01% | 0.24% | 40,679,761 | 1,947,937 | 5.03% | 2,592,088,211 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 1.59% | 0.19% | 32,194,569 | 2,299,844 | 7.69% | 2,057,554,871,000 | Mar 31, 2024 |
FMR LLC | 1.54% | 0.13% | 31,196,272 | 2,525,882 | 8.81% | 1,993,753,759 | Mar 31, 2024 |
WELLS FARGO & COMPANY/MN | 1.49% | 0.46% | 30,104,147 | 1,357,071 | 4.72% | 1,923,956,026,000 | Mar 31, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.40% | 0.22% | 28,273,671 | -749,685 | -2.58% | 1,806,972,000 | Mar 31, 2024 |
FRANKLIN RESOURCES INC | 1.25% | 0.51% | 25,402,769 | 2,934,058 | 13.06% | 1,623,490,967 | Mar 31, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.09% | 0.32% | 22,161,604 | -6,481,200 | -22.63% | 1,416,348,112 | Mar 31, 2024 |
NORTHERN TRUST CORP | 1.07% | 0.24% | 21,633,866 | -830,648 | -3.70% | 1,382,620,376 | Mar 31, 2024 |
LEGAL & GENERAL GROUP PLC | 1.04% | 0.32% | 21,154,894 | 105,272 | 0.50% | 1,352,006,742 | Mar 31, 2024 |
ROYAL BANK OF CANADA | 1.02% | 0.30% | 20,576,133 | 746,624 | 3.77% | 1,315,021,000 | Mar 31, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.02% | 0.39% | 20,574,176 | -803,420 | -3.76% | 1,327,927,904 | Mar 31, 2024 |
BANK OF NEW YORK MELLON CORP | 0.72% | 0.18% | 14,546,168 | -1,203,716 | -7.64% | 929,645,602 | Mar 31, 2024 |
UBS GROUP AG | 0.71% | 0.23% | 14,463,304 | 2,244,293 | 18.37% | 924,349,759 | Mar 31, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.70% | 0.75% | 14,196,033 | 216,724 | 1.55% | 907,262,045 | Mar 31, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.68% | 0.31% | 13,813,440 | 2,880,600 | 26.35% | 882,816,950 | Mar 31, 2024 |
NextEra Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 9.82% of the company's total share outstanding, currently valued at $12.72B. The top 10 institutional shareholders own together 36.98% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
COVALIS CAPITAL LLP | 0.09% | 15.05% | 1,908,784 | 1,681,573 | 740.09% | 121,990,385 | Mar 31, 2024 |
INHERENT GROUP, LP | 0.01% | 10.07% | 260,000 | 260,000 | 100.00% | 16,616,600 | Mar 31, 2024 |
AUSBIL INVESTMENT MANAGEMENT LTD | 0.01% | 9.40% | 296,067 | 15,379 | 5.48% | 18,764,726 | Mar 31, 2024 |
CLEARBRIDGE INVESTMENTS LTD | 0.23% | 8.34% | 4,582,141 | 71,428 | 1.58% | 292,844,631 | Mar 31, 2024 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0.01% | 6.92% | 195,218 | 54 | 0.03% | 12,476,372 | Mar 31, 2024 |
CAPRICORN FUND MANAGERS LTD | 0.01% | 6.24% | 162,259 | 57,017 | 54.18% | 10,369,973 | Mar 31, 2024 |
ASSET MANAGEMENT ADVISORS, LLC | 0.01% | 5.61% | 112,955 | 58,595 | 107.79% | 7,218,954 | Mar 31, 2024 |
SLOCUM, GORDON & CO LLP | 0.01% | 5.19% | 109,363 | 31,916 | 41.21% | 6,989,321 | Mar 31, 2024 |
ACCOUNT MANAGEMENT LLC | 0.00% | 4.91% | 71,155 | 1,500 | 2.15% | 4,547,516 | Mar 31, 2024 |
ROVIDA ADVISORS INC. | 0.01% | 4.44% | 200,000 | - | - | 12,772,000 | Mar 31, 2024 |
S.E.E.D. PLANNING GROUP LLC | 0.01% | 4.07% | 174,271 | 24,659 | 16.48% | 11,137,650 | Mar 31, 2024 |
BEACH INVESTMENT COUNSEL INC/PA | 0.03% | 3.89% | 518,824 | - | - | 31,513,000 | Mar 31, 2024 |
ZIMMER PARTNERS, LP | 0.14% | 3.74% | 2,735,200 | 2,703,200 | 8447.50% | 174,806,632 | Mar 31, 2024 |
OPUS INVESTMENT MANAGEMENT INC | 0.00% | 3.67% | 88,000 | - | - | 5,624,080 | Mar 31, 2024 |
COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | 0.01% | 3.56% | 256,145 | 256,145 | 100.00% | 16,370,227 | Mar 31, 2024 |
ANGELO GORDON & CO., L.P. | 0.01% | 3.53% | 166,200 | - | - | 10,621,842 | Mar 31, 2024 |
C WORLDWIDE GROUP HOLDING A/S | 0.24% | 3.53% | 4,844,103 | 1,003,237 | 26.12% | 309,587,000 | Mar 31, 2024 |
SPRING CAPITAL MANAGEMENT, LLC | 0.00% | 3.46% | 71,963 | -1,212 | -1.66% | 4,599,155 | Mar 31, 2024 |
MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD. | 0.00% | 3.42% | 1,494 | -5,523 | -78.71% | 95,482 | Mar 31, 2024 |
OSHER VAN DE VOORDE INVESTMENT MANAGEMENT | 0.01% | 3.41% | 228,445 | 65,031 | 39.80% | 14,599,920 | Mar 31, 2024 |
The largest NextEra Energy shareholder by % of total assets is COVALIS CAPITAL LLP. The company owns 1.91M shares of NextEra Energy (NEE), representing 15.05% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MORGAN STANLEY | 2.80% | 0.29% | 56,714,319 | 7,216,929 | 14.58% | 3,624,612,298 | Mar 31, 2024 |
0.23% | 1.14% | 4,735,387 | 4,735,387 | 100.00% | 303,064,768 | Mar 31, 2024 | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.21% | 0.05% | 4,156,400 | 4,156,400 | 100.00% | 265,635,524 | Mar 31, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.15% | 0.32% | 3,017,287 | 3,017,287 | 100.00% | 192,835,000 | Mar 31, 2024 |
FRANKLIN RESOURCES INC | 1.25% | 0.51% | 25,402,769 | 2,934,058 | 13.06% | 1,623,490,967 | Mar 31, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.68% | 0.31% | 13,813,440 | 2,880,600 | 26.35% | 882,816,950 | Mar 31, 2024 |
ZIMMER PARTNERS, LP | 0.14% | 3.74% | 2,735,200 | 2,703,200 | 8447.50% | 174,806,632 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 0.03% | 2,560,700 | 2,560,700 | 100.00% | 163,654,337 | Mar 31, 2024 |
FMR LLC | 1.54% | 0.13% | 31,196,272 | 2,525,882 | 8.81% | 1,993,753,759 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 1.59% | 0.19% | 32,194,569 | 2,299,844 | 7.69% | 2,057,554,871,000 | Mar 31, 2024 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 0.14% | 0.97% | 2,812,198 | 2,250,500 | 400.66% | 179,727,574 | Mar 31, 2024 |
UBS GROUP AG | 0.71% | 0.23% | 14,463,304 | 2,244,293 | 18.37% | 924,349,759 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.01% | 0.24% | 40,679,761 | 1,947,937 | 5.03% | 2,592,088,211 | Mar 31, 2024 |
D. E. SHAW & CO., INC. | 0.11% | 0.12% | 2,169,217 | 1,737,866 | 402.89% | 138,634,658 | Mar 31, 2024 |
DEUTSCHE BANK AG\ | 0.66% | 0.40% | 13,313,248 | 1,713,972 | 14.78% | 850,849,679 | Mar 31, 2024 |
COVALIS CAPITAL LLP | 0.09% | 15.05% | 1,908,784 | 1,681,573 | 740.09% | 121,990,385 | Mar 31, 2024 |
WELLS FARGO & COMPANY/MN | 0.09% | 0.03% | 1,830,000 | 1,510,400 | 472.59% | 116,955,300,000 | Mar 31, 2024 |
WELLS FARGO & COMPANY/MN | 1.49% | 0.46% | 30,104,147 | 1,357,071 | 4.72% | 1,923,956,026,000 | Mar 31, 2024 |
GQG PARTNERS LLC | 0.06% | 0.14% | 1,313,402 | 1,304,591 | 14806.39% | 83,939,548 | Mar 31, 2024 |
TD ASSET MANAGEMENT INC | 0.16% | 0.19% | 3,274,868 | 1,292,215 | 65.18% | 209,296,814 | Mar 31, 2024 |
As of Mar 31 2024, NextEra Energy's largest institutional buyer is MORGAN STANLEY. The company purchased 7.22M stocks of NEE, valued at $3.62B.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 3.74% | 0.41% | 75,727,543 | -12,108,197 | -13.79% | 4,839,747,330 | Mar 31, 2024 |
STATE STREET CORP | 5.19% | 0.30% | 105,182,752 | -10,820,898 | -9.33% | 6,722,229,680 | Mar 31, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.40% | 0.09% | 8,081,179 | -8,238,478 | -50.48% | 516,468,149 | Mar 31, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.09% | 0.32% | 22,161,604 | -6,481,200 | -22.63% | 1,416,348,112 | Mar 31, 2024 |
PUBLIC INVESTMENT FUND | - | - | - | -6,368,004 | -100.00% | - | Mar 31, 2024 |
BARCLAYS PLC | 0.27% | 0.12% | 5,528,560 | -2,150,003 | -28.00% | 353,330,000 | Mar 31, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 0.09% | 0.17% | 1,869,637 | -2,103,746 | -52.95% | 119,488,501 | Mar 31, 2024 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | - | - | - | -1,587,388 | -100.00% | - | Mar 31, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.07% | 0.22% | 1,483,262 | -1,394,481 | -48.46% | 94,795,274 | Mar 31, 2024 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.06% | 0.19% | 1,214,900 | -1,378,499 | -53.15% | 77,644,261 | Mar 31, 2024 |
TWO SIGMA ADVISERS, LP | 0.13% | 0.39% | 2,603,800 | -1,301,500 | -33.33% | 166,408,858 | Mar 31, 2024 |
BANK OF NEW YORK MELLON CORP | 0.72% | 0.18% | 14,546,168 | -1,203,716 | -7.64% | 929,645,602 | Mar 31, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.05% | 0.19% | 1,018,500 | -1,098,900 | -51.90% | 65,092,335 | Mar 31, 2024 |
JANE STREET GROUP, LLC | 0.03% | 0.01% | 594,616 | -1,090,559 | -64.71% | 38,001,909 | Mar 31, 2024 |
DEKABANK DEUTSCHE GIROZENTRALE | 0.10% | 0.25% | 2,115,582 | -1,041,137 | -32.98% | 135,469,000 | Mar 31, 2024 |
LAURION CAPITAL MANAGEMENT LP | 0.02% | 0.25% | 470,000 | -1,000,000 | -68.03% | 30,037,700 | Mar 31, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.04% | 0.16% | 887,900 | -989,800 | -52.71% | 56,745,689 | Mar 31, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.28% | 0.22% | 5,698,197 | -932,924 | -14.07% | 364,171,770 | Mar 31, 2024 |
VONTOBEL HOLDING LTD. | 0.04% | 0.46% | 895,372 | -932,071 | -51.00% | 57,223,224 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.14% | 0.04% | 2,886,100 | -856,500 | -22.89% | 184,450,651 | Mar 31, 2024 |
As of Mar 31 2024, NextEra Energy's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -12.11M shares of NEE, valued at $4.84B.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
0.23% | 1.14% | 4,735,387 | 4,735,387 | 100.00% | 303,064,768 | Mar 31, 2024 | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.21% | 0.05% | 4,156,400 | 4,156,400 | 100.00% | 265,635,524 | Mar 31, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.15% | 0.32% | 3,017,287 | 3,017,287 | 100.00% | 192,835,000 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.13% | 0.03% | 2,560,700 | 2,560,700 | 100.00% | 163,654,337 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.01% | 765,906 | 765,906 | 100.00% | 48,949,052 | Mar 31, 2024 |
TWIN TREE MANAGEMENT, LP | 0.03% | 0.09% | 633,200 | 633,200 | 100.00% | 40,467,812 | Mar 31, 2024 |
SPIDERROCK ADVISORS, LLC | 0.02% | 0.60% | 402,091 | 402,091 | 100.00% | 24,193,815 | Mar 31, 2024 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 0.01% | 2.09% | 300,000 | 300,000 | 100.00% | 19,173,000 | Mar 31, 2024 |
INHERENT GROUP, LP | 0.01% | 10.07% | 260,000 | 260,000 | 100.00% | 16,616,600 | Mar 31, 2024 |
0.01% | 0.12% | 259,093 | 259,093 | 100.00% | 16,547,464 | Mar 31, 2024 | |
MEDIOLANUM INTERNATIONAL FUNDS LTD | 0.01% | 0.27% | 257,142 | 257,142 | 100.00% | 16,403,088 | Mar 31, 2024 |
COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | 0.01% | 3.56% | 256,145 | 256,145 | 100.00% | 16,370,227 | Mar 31, 2024 |
0.01% | 0.51% | 253,300 | 253,300 | 100.00% | 16,188,403 | Mar 31, 2024 | |
PECONIC PARTNERS LLC | 0.01% | 0.71% | 250,000 | 250,000 | 100.00% | 15,977,500 | Mar 31, 2024 |
EDGAR LOMAX CO/VA | 0.01% | 0.96% | 244,215 | 244,215 | 100.00% | 15,607,781 | Mar 31, 2024 |
PAYDEN & RYGEL INVESTMENT GROUP | 0.01% | 0.69% | 229,700 | 229,700 | 100.00% | 14,680,000 | Mar 31, 2024 |
0.01% | 0.46% | 228,900 | 228,900 | 100.00% | 14,628,999 | Mar 31, 2024 | |
WARATAH CAPITAL ADVISORS LTD. | 0.01% | 0.38% | 200,000 | 200,000 | 100.00% | 12,782,000 | Mar 31, 2024 |
MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) | 0.01% | 0.96% | 156,000 | 156,000 | 100.00% | 9,970,000 | Mar 31, 2024 |
COULTER & JUSTUS FINANCIAL SERVICES, LLC | 0.01% | 2.19% | 154,172 | 154,172 | 100.00% | 9,853,133 | Mar 31, 2024 |
0.01% | 1.49% | 153,538 | 153,538 | 100.00% | 9,812,635 | Mar 31, 2024 | |
BRYN MAWR TRUST CO | 0.01% | 0.35% | 142,570 | 142,570 | 100.00% | 9,111,663 | Mar 31, 2024 |
ARISTEIA CAPITAL LLC | 0.01% | 0.20% | 140,300 | 140,300 | 100.00% | 8,966,573 | Mar 31, 2024 |
TENERE CAPITAL LLC | 0.01% | 2.52% | 132,614 | 132,614 | 100.00% | 8,475,361 | Mar 31, 2024 |
BTC CAPITAL MANAGEMENT, INC. | 0.01% | 0.77% | 131,907 | 131,907 | 100.00% | 8,430,188 | Mar 31, 2024 |
SPINNAKER TRUST | 0.01% | 0.52% | 127,047 | 127,047 | 100.00% | 8,119,573 | Mar 31, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.01% | 0.26% | 120,000 | 120,000 | 100.00% | 7,669,200 | Mar 31, 2024 |
CYRUS J. LAWRENCE, LLC | 0.01% | 1.66% | 117,267 | 117,267 | 100.00% | 7,494,000 | Mar 31, 2024 |
QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.42% | 112,496 | 112,496 | 100.00% | 7,189,000 | Mar 31, 2024 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 0.01% | 0.77% | 110,000 | 110,000 | 100.00% | 7,030,100 | Mar 31, 2024 |
POINT72 EUROPE (LONDON) LLP | 0.01% | 0.62% | 109,100 | 109,100 | 100.00% | 6,972,581 | Mar 31, 2024 |
TENOR CAPITAL MANAGEMENT CO., L.P. | 0.00% | 0.10% | 98,200 | 98,200 | 100.00% | 6,275,962,000 | Mar 31, 2024 |
HAVERFORD FINANCIAL SERVICES, INC. | 0.00% | 1.80% | 97,680 | 97,680 | 100.00% | 6,242,729 | Mar 31, 2024 |
AVENTAIL CAPITAL GROUP, LP | 0.00% | 0.41% | 84,000 | 84,000 | 100.00% | 5,368,440 | Mar 31, 2024 |
WARATAH CAPITAL ADVISORS LTD. | 0.00% | 0.15% | 77,150 | 77,150 | 100.00% | 4,930,657 | Mar 31, 2024 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 0.00% | 1.14% | 75,392 | 75,392 | 100.00% | 4,817,431 | Mar 31, 2024 |
BUSEY WEALTH MANAGEMENT | 0.00% | 0.16% | 71,528 | 71,528 | 100.00% | 4,571,360 | Mar 31, 2024 |
COMMUNITY FINANCIAL SERVICES GROUP, LLC | 0.00% | 1.03% | 70,851 | 70,851 | 100.00% | 4,528,084 | Mar 31, 2024 |
RENCH WEALTH MANAGEMENT, INC. | 0.00% | 1.55% | 63,366 | 63,366 | 100.00% | 4,049,750 | Mar 31, 2024 |
KINLOCH CAPITAL, LLC | 0.00% | 2.08% | 63,353 | 63,353 | 100.00% | 4,048,890 | Mar 31, 2024 |
PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.21% | 61,029 | 61,029 | 100.00% | 3,900,364 | Mar 31, 2024 |
GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.43% | 60,664 | 60,664 | 100.00% | 3,877,036 | Mar 31, 2024 |
CRESTLINE MANAGEMENT, LP | 0.00% | 0.34% | 59,500 | 59,500 | 100.00% | 3,802,645 | Mar 31, 2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.00% | 0.04% | 57,231 | 57,231 | 100.00% | 3,737,753 | Mar 31, 2024 |
HBK INVESTMENTS L P | 0.00% | 0.02% | 56,100 | 56,100 | 100.00% | 3,585,351 | Mar 31, 2024 |
BNP PARIBAS | 0.00% | 0.16% | 54,482 | 54,482 | 100.00% | 3,484,174 | Mar 31, 2024 |
CONSCIOUS WEALTH INVESTMENTS, LLC | 0.00% | 2.22% | 47,419 | 47,419 | 100.00% | 2,926,229 | Mar 31, 2024 |
SAGEFIELD CAPITAL LP | 0.00% | 0.36% | 45,732 | 45,732 | 100.00% | 2,922,732 | Mar 31, 2024 |
FAGAN ASSOCIATES, INC. | 0.00% | 0.52% | 43,345 | 43,345 | 100.00% | 2,770,179 | Mar 31, 2024 |
SIMPLICITY WEALTH,LLC | 0.00% | 0.07% | 43,148 | 43,148 | 100.00% | 2,757,574 | Mar 31, 2024 |
WINTON GROUP LTD | 0.00% | 0.19% | 41,630 | 41,630 | 100.00% | 2,660,573 | Mar 31, 2024 |
MEEDER ASSET MANAGEMENT INC | 0.00% | 0.14% | 34,800 | 34,800 | 100.00% | 2,224,068 | Mar 31, 2024 |
WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.00% | 1.81% | 30,868 | 30,868 | 100.00% | 1,973,503 | Mar 31, 2024 |
BANK OF HAWAII | 0.00% | 0.09% | 30,041 | 30,041 | 100.00% | 1,919,920 | Mar 31, 2024 |
WEALTH ADVISORY SOLUTIONS, LLC | 0.00% | 0.47% | 28,139 | 28,139 | 100.00% | 1,798,363 | Mar 31, 2024 |
SPEARS ABACUS ADVISORS LLC | 0.00% | 0.04% | 27,811 | 27,811 | 100.00% | 1,777,401 | Mar 31, 2024 |
0.00% | 0.23% | 25,691 | 25,691 | 100.00% | 1,620,602 | Mar 31, 2024 | |
BAYESIAN CAPITAL MANAGEMENT, LP | 0.00% | 0.15% | 24,111 | 24,111 | 100.00% | 1,540,934 | Mar 31, 2024 |
NORDEN GROUP LLC | 0.00% | 0.12% | 23,760 | 23,760 | 100.00% | 1,518,380 | Mar 31, 2024 |
SUMMIT GLOBAL INVESTMENTS | 0.00% | 0.09% | 19,786 | 19,786 | 100.00% | 1,265,000 | Mar 31, 2024 |
BARD ASSOCIATES INC | 0.00% | 0.45% | 19,466 | 19,466 | 100.00% | 1,244,073 | Mar 31, 2024 |
DAVIDSON TRUST CO | 0.00% | 0.66% | 17,711 | 17,711 | 100.00% | 1,131,910 | Mar 31, 2024 |
SOROS FUND MANAGEMENT LLC | 0.00% | 0.02% | 16,904 | 16,904 | 100.00% | 1,080,335 | Mar 31, 2024 |
HOHIMER WEALTH MANAGEMENT, LLC | 0.00% | 0.25% | 16,757 | 16,757 | 100.00% | 1,070,940 | Mar 31, 2024 |
IDAHO TRUST BANK | 0.00% | 0.96% | 15,623 | 15,623 | 100.00% | 998,489 | Mar 31, 2024 |
0.00% | 0.39% | 14,958 | 14,958 | 100.00% | 955,966 | Mar 31, 2024 | |
BANCO BTG PACTUAL S.A. | 0.00% | 0.16% | 14,896 | 14,896 | 100.00% | 952,003 | Mar 31, 2024 |
CAPWEALTH ADVISORS, LLC | 0.00% | 0.11% | 14,846 | 14,846 | 100.00% | 948,808 | Mar 31, 2024 |
GUIDANCE CAPITAL, INC | 0.00% | 0.34% | 14,749 | 14,749 | 100.00% | 925,472 | Mar 31, 2024 |
ARKFELD WEALTH STRATEGIES, L.L.C. | 0.00% | 0.46% | 13,158 | 13,158 | 100.00% | 842,262 | Mar 31, 2024 |
RIVER STREET ADVISORS LLC | 0.00% | 0.56% | 12,868 | 12,868 | 100.00% | 822,395 | Mar 31, 2024 |
0.00% | 0.38% | 12,720 | 12,720 | 100.00% | 812,935 | Mar 31, 2024 | |
TRADEWINDS, LLC. | 0.00% | 0.39% | 12,686 | 12,686 | 100.00% | 810,732 | Mar 31, 2024 |
JACKSON SQUARE CAPITAL, LLC | 0.00% | 0.19% | 11,583 | 11,583 | 100.00% | 740,270 | Mar 31, 2024 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 0.00% | 0.13% | 11,456 | 11,456 | 100.00% | 732,153 | Mar 31, 2024 |
EAGLE WEALTH STRATEGIES LLC | 0.00% | 0.59% | 11,426 | 11,426 | 100.00% | 724,152 | Mar 31, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.00% | 11,400 | 11,400 | 100.00% | 728,574 | Mar 31, 2024 |
CORNERSTONE ADVISORY, LLC | 0.00% | 0.10% | 11,103 | 11,103 | 100.00% | 709,593 | Mar 31, 2024 |
GUILD INVESTMENT MANAGEMENT, INC. | 0.00% | 0.89% | 10,848 | 10,848 | 100.00% | 693,296 | Mar 31, 2024 |
JMAC ENTERPRISES LLC | 0.00% | 0.13% | 10,731 | 10,731 | 100.00% | 685,793 | Mar 31, 2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | 0.00% | 0.08% | 10,468 | 10,468 | 100.00% | 663,462 | Mar 31, 2024 |
0.00% | 0.33% | 10,357 | 10,357 | 100.00% | 661,905 | Mar 31, 2024 | |
DELAP WEALTH ADVISORY, LLC | 0.00% | 0.26% | 9,907 | 9,907 | 100.00% | 633,150 | Mar 31, 2024 |
PISCATAQUA SAVINGS BANK | 0.00% | 0.54% | 9,574 | 9,574 | 100.00% | 611,773,000 | Mar 31, 2024 |
DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.03% | 8,961 | 8,961 | 100.00% | 567,964 | Mar 31, 2024 |
RIVERWATER PARTNERS LLC | 0.00% | 0.41% | 8,797 | 8,797 | 100.00% | 562,216 | Mar 31, 2024 |
BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD | 0.00% | 0.09% | 8,655 | 8,655 | 100.00% | 553,141 | Mar 31, 2024 |
NUMERAI GP LLC | 0.00% | 0.24% | 8,642 | 8,642 | 100.00% | 552,310 | Mar 31, 2024 |
PAULSON WEALTH MANAGEMENT INC. | 0.00% | 0.16% | 8,512 | 8,512 | 100.00% | 544,002 | Mar 31, 2024 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 0.00% | 0.04% | 8,120 | 8,120 | 100.00% | 518,949 | Mar 31, 2024 |
WEALTHSPAN PARTNERS, LLC | 0.00% | 0.28% | 7,531 | 7,531 | 100.00% | 481,285 | Mar 31, 2024 |
FOCUS FINANCIAL NETWORK, INC. | 0.00% | 0.02% | 7,445 | 7,445 | 100.00% | 476,525 | Mar 31, 2024 |
0.00% | 0.01% | 7,422 | 7,422 | 100.00% | 474,340 | Mar 31, 2024 | |
INTRACK INVESTMENT MANAGEMENT INC | 0.00% | 0.35% | 7,278 | 7,278 | 100.00% | 465,137 | Mar 31, 2024 |
0.00% | 0.07% | 6,895 | 6,895 | 100.00% | 514,230 | Mar 31, 2024 | |
OAK HILL WEALTH ADVISORS, LLC | 0.00% | 0.14% | 6,731 | 6,731 | 100.00% | 430,178 | Mar 31, 2024 |
PETIX & BOTTE CO | 0.00% | 0.10% | 6,306 | 6,306 | 100.00% | 403,017 | Mar 31, 2024 |
CYNOSURE MANAGEMENT, LLC | 0.00% | 0.07% | 6,302 | 6,302 | 100.00% | 402,761 | Mar 31, 2024 |
MCDANIEL TERRY & CO | 0.00% | 0.03% | 6,143 | 6,143 | 100.00% | 393,000 | Mar 31, 2024 |
LEVIN CAPITAL STRATEGIES, L.P. | 0.00% | 0.04% | 6,060 | 6,060 | 100.00% | 387,295 | Mar 31, 2024 |
NextEra Energy's largest new institutional shareholder by number of shares is , purchased 4.74M shares, valued at $303.06M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PUBLIC INVESTMENT FUND | - | - | - | -6,368,004 | -100.00% | - | Mar 31, 2024 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | - | - | - | -1,587,388 | -100.00% | - | Mar 31, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -829,566 | -100.00% | - | Mar 31, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -327,596 | -100.00% | - | Mar 31, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -300,000 | -100.00% | - | Mar 31, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -285,600 | -100.00% | - | Mar 31, 2024 |
SHAOLIN CAPITAL MANAGEMENT LLC | - | - | - | -250,000 | -100.00% | - | Mar 31, 2024 |
FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -207,910 | -100.00% | - | Mar 31, 2024 |
CHARTWELL INVESTMENT PARTNERS, LLC | - | - | - | -178,584 | -100.00% | - | Mar 31, 2024 |
EDMOND DE ROTHSCHILD HOLDING S.A. | - | - | - | -150,000 | -100.00% | - | Mar 31, 2024 |
FREEMONT MANAGEMENT S.A. | - | - | - | -111,900 | -100.00% | - | Mar 31, 2024 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -107,190 | -100.00% | - | Mar 31, 2024 |
POINT72 HONG KONG LTD | - | - | - | -106,304 | -100.00% | - | Mar 31, 2024 |
ANSON FUNDS MANAGEMENT LP | - | - | - | -100,000 | -100.00% | - | Mar 31, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -99,400 | -100.00% | - | Mar 31, 2024 |
SYMMETRY INVESTMENTS LP | - | - | - | -97,936 | -100.00% | - | Mar 31, 2024 |
L & S ADVISORS INC | - | - | - | -91,734 | -100.00% | - | Mar 31, 2024 |
FJ INVESTMENTS, LLC | - | - | - | -91,478 | -100.00% | - | Mar 31, 2024 |
E. OHMAN J:OR ASSET MANAGEMENT AB | - | - | - | -81,100 | -100.00% | - | Mar 31, 2024 |
CAXTON ASSOCIATES LP | - | - | - | -79,043 | -100.00% | - | Mar 31, 2024 |
CREDIT AGRICOLE S A | - | - | - | -70,000 | -100.00% | - | Mar 31, 2024 |
MAGNETAR FINANCIAL LLC | - | - | - | -56,902 | -100.00% | - | Mar 31, 2024 |
JCIC ASSET MANAGEMENT INC. | - | - | - | -56,580 | -100.00% | - | Mar 31, 2024 |
MACH-1 FINANCIAL GROUP, LLC | - | - | - | -56,254 | -100.00% | - | Mar 31, 2024 |
GRANITE BAY WEALTH MANAGEMENT, LLC | - | - | - | -55,390 | -100.00% | - | Mar 31, 2024 |
OCCIDENTAL ASSET MANAGEMENT, LLC | - | - | - | -34,430 | -100.00% | - | Mar 31, 2024 |
ANDRA AP-FONDEN | - | - | - | -32,600 | -100.00% | - | Mar 31, 2024 |
BRIDGEWATER ASSOCIATES, LP | - | - | - | -31,937 | -100.00% | - | Mar 31, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -31,757 | -100.00% | - | Mar 31, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -31,421 | -100.00% | - | Mar 31, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -29,200 | -100.00% | - | Mar 31, 2024 |
SAGEVIEW ADVISORY GROUP, LLC | - | - | - | -26,471 | -100.00% | - | Mar 31, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -25,599 | -100.00% | - | Mar 31, 2024 |
EISLER CAPITAL (US) LLC | - | - | - | -24,500 | -100.00% | - | Mar 31, 2024 |
HIGH NOTE WEALTH, LLC | - | - | - | -23,320 | -100.00% | - | Mar 31, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -23,197 | -100.00% | - | Mar 31, 2024 |
LAIDLAW WEALTH MANAGEMENT LLC | - | - | - | -22,588 | -100.00% | - | Mar 31, 2024 |
BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -22,516 | -100.00% | - | Mar 31, 2024 |
MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -22,065 | -100.00% | - | Mar 31, 2024 |
FIRST TRUST BANK, LTD. | - | - | - | -21,802 | -100.00% | - | Mar 31, 2024 |
PRIVATE ADVISORY GROUP LLC | - | - | - | -21,648 | -100.00% | - | Mar 31, 2024 |
TERRA NOVA ASSET MANAGEMENT LLC | - | - | - | -20,657 | -100.00% | - | Mar 31, 2024 |
CLEAR STREET MARKETS LLC | - | - | - | -20,000 | -100.00% | - | Mar 31, 2024 |
MARATHON TRADING INVESTMENT MANAGEMENT LLC | - | - | - | -18,780 | -100.00% | - | Mar 31, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -17,492 | -100.00% | - | Mar 31, 2024 |
MAN GROUP PLC | - | - | - | -16,300 | -100.00% | - | Mar 31, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -15,782 | -100.00% | - | Mar 31, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -15,200 | -100.00% | - | Mar 31, 2024 |
SCOTT & SELBER, INC. | - | - | - | -14,855 | -100.00% | - | Mar 31, 2024 |
ENTROPY TECHNOLOGIES, LP | - | - | - | -14,495 | -100.00% | - | Mar 31, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -13,700 | -100.00% | - | Mar 31, 2024 |
ARLINGTON CAPITAL MANAGEMENT, INC. | - | - | - | -12,820 | -100.00% | - | Mar 31, 2024 |
JARISLOWSKY, FRASER LTD | - | - | - | -12,498 | -100.00% | - | Mar 31, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -12,468 | -100.00% | - | Mar 31, 2024 |
CARLSON CAPITAL MANAGEMENT | - | - | - | -12,418 | -100.00% | - | Mar 31, 2024 |
M HOLDINGS SECURITIES, INC. | - | - | - | -12,152 | -100.00% | - | Mar 31, 2024 |
IPG INVESTMENT ADVISORS LLC | - | - | - | -12,041 | -100.00% | - | Mar 31, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -11,629 | -100.00% | - | Mar 31, 2024 |
CONSILIUM WEALTH ADVISORY, LLC | - | - | - | -10,732 | -100.00% | - | Mar 31, 2024 |
AFS FINANCIAL GROUP, LLC | - | - | - | -10,668 | -100.00% | - | Mar 31, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -10,523 | -100.00% | - | Mar 31, 2024 |
WESTHAMPTON CAPITAL, LLC | - | - | - | -10,410 | -100.00% | - | Mar 31, 2024 |
OAK THISTLE LLC | - | - | - | -10,379 | -100.00% | - | Mar 31, 2024 |
BARDEN CAPITAL MANAGEMENT, INC. | - | - | - | -9,921 | -100.00% | - | Mar 31, 2024 |
INSCRIPTION CAPITAL, LLC | - | - | - | -9,768 | -100.00% | - | Mar 31, 2024 |
CALAMOS WEALTH MANAGEMENT LLC | - | - | - | -9,000 | -100.00% | - | Mar 31, 2024 |
STERLING GROUP WEALTH MANAGEMENT, LLC | - | - | - | -8,351 | -100.00% | - | Mar 31, 2024 |
SCISSORTAIL WEALTH MANAGEMENT, LLC | - | - | - | -7,949 | -100.00% | - | Mar 31, 2024 |
POWER CORP OF CANADA | - | - | - | -7,790 | -100.00% | - | Mar 31, 2024 |
NATIXIS | - | - | - | -7,625 | -100.00% | - | Mar 31, 2024 |
ALPHA FAMILY TRUST | - | - | - | -7,520 | -100.00% | - | Mar 31, 2024 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | - | - | - | -7,500 | -100.00% | - | Mar 31, 2024 |
OAK HILL WEALTH ADVISORS, LLC | - | - | - | -6,825 | -100.00% | - | Mar 31, 2024 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | - | - | - | -6,824 | -100.00% | - | Mar 31, 2024 |
EAGLE STRATEGIES LLC | - | - | - | -6,605 | -100.00% | - | Mar 31, 2024 |
ARVEST TRUST CO N A | - | - | - | -6,552 | -100.00% | - | Mar 31, 2024 |
WEST FAMILY INVESTMENTS, INC. | - | - | - | -6,475 | -100.00% | - | Mar 31, 2024 |
GLASSMAN WEALTH SERVICES | - | - | - | -6,324 | -100.00% | - | Mar 31, 2024 |
FOX RUN MANAGEMENT, L.L.C. | - | - | - | -6,183 | -100.00% | - | Mar 31, 2024 |
MQS MANAGEMENT LLC | - | - | - | -6,092 | -100.00% | - | Mar 31, 2024 |
SECURE ASSET MANAGEMENT, LLC | - | - | - | -5,611 | -100.00% | - | Mar 31, 2024 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | - | - | - | -5,574 | -100.00% | - | Mar 31, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -5,411 | -100.00% | - | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -5,383 | -100.00% | - | Mar 31, 2024 |
REDWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -5,331 | -100.00% | - | Mar 31, 2024 |
WOODTRUST FINANCIAL CORP | - | - | - | -5,304 | -100.00% | - | Mar 31, 2024 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | - | - | - | -5,115 | -100.00% | - | Mar 31, 2024 |
LVW ADVISORS, LLC | - | - | - | -5,057 | -100.00% | - | Mar 31, 2024 |
ADVISOR RESOURCE COUNCIL | - | - | - | -4,863 | -100.00% | - | Mar 31, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -4,782 | -100.00% | - | Mar 31, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -4,780 | -100.00% | - | Mar 31, 2024 |
CALTON & ASSOCIATES, INC. | - | - | - | -4,496 | -100.00% | - | Mar 31, 2024 |
JT STRATFORD LLC | - | - | - | -4,367 | -100.00% | - | Mar 31, 2024 |
REDHAWK WEALTH ADVISORS, INC. | - | - | - | -4,366 | -100.00% | - | Mar 31, 2024 |
FAIRFIELD, BUSH & CO. | - | - | - | -4,282 | -100.00% | - | Mar 31, 2024 |
USA FINANCIAL PORTFORMULAS CORP | - | - | - | -4,274 | -100.00% | - | Mar 31, 2024 |
180 WEALTH ADVISORS, LLC | - | - | - | -4,182 | -100.00% | - | Mar 31, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -4,102 | -100.00% | - | Mar 31, 2024 |
KOSS-OLINGER CONSULTING, LLC | - | - | - | -4,096 | -100.00% | - | Mar 31, 2024 |
O'BRIEN WEALTH PARTNERS LLC | - | - | - | -4,094 | -100.00% | - | Mar 31, 2024 |
NextEra Energy's largest sold out institutional shareholder by shares sold is PUBLIC INVESTMENT FUND, sold -6.37M shares, valued at -, as of undefined.
NextEra Energy Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 26.69% | 19,778,000 | - | - | Jan 31, 2024 |
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 |
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 |
VANGUARD VALLEY FORGE FUNDS | 2.89% | 1,422,343 | - | - | Dec 31, 2023 |
BlackRock Utilities, Infrastructure & Power Opportunities Trust | 2.77% | 598,330 | 15,100 | 2.59% | Dec 31, 2023 |
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 |
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 |
Stock Portfolio | 2.05% | 123,397 | 25,857 | 26.51% | Dec 31, 2023 |
GABELLI GROWTH FUND | 1.91% | 108,100 | - | - | Dec 29, 2023 |
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 1.83% | 1,359,605 | - | - | Jan 31, 2024 |
Voya VARIABLE FUNDS | 1.80% | 592,307 | 102,057 | 20.82% | Dec 31, 2023 |
ELFUN TRUSTS | 1.78% | 1,190,800 | 127,400 | 11.98% | Dec 31, 2023 |
KAVILCO INC/WA/ | 1.74% | 12,680 | 12,680 | - | Mar 31, 2021 |
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 |
JOHN HANCOCK PREMIUM DIVIDEND FUND | 1.49% | 10,000,000 | - | - | Jan 31, 2024 |
Gabelli ESG Fund, Inc. | 1.34% | 10,900 | -500 | -4.39% | Dec 29, 2023 |
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 |
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 |
FIDELITY MAGELLAN FUND | 1.11% | 6,634,994 | - | - | Dec 31, 2023 |
LORD ABBETT RESEARCH FUND INC | 1.11% | 1,066,434 | 96,077 | 9.90% | Feb 29, 2024 |
2nd Vote Funds | 1.01% | 9,571 | - | - | Jun 30, 2023 |
Natixis ETF Trust II | 1.00% | 11,225 | -1,497 | -11.77% | Dec 31, 2023 |
SELECT SECTOR SPDR TRUST | 0.99% | 31,060,432 | 440,783 | 1.44% | Dec 31, 2023 |
BNY Mellon Large Cap Securities Fund, Inc. | 0.98% | 408,746 | - | - | Mar 31, 2024 |
Connors Funds | 0.97% | 10,305 | - | - | Feb 29, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.96% | 124,224 | 30,470 | 32.50% | Dec 31, 2023 |
TAX-MANAGED GROWTH PORTFOLIO | 0.94% | 316,351 | - | - | 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 |
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 |
Eaton Vance Enhanced Equity Income Fund | 0.86% | 144,917 | 32,668 | 29.10% | Dec 31, 2023 |
ALGER INSTITUTIONAL FUNDS | 0.83% | 214,863 | - | - | Jan 31, 2024 |
PIONEER SERIES TRUST XI | 0.79% | 431,458 | - | - | Dec 29, 2023 |
AMERICAN MUTUAL FUND | 0.75% | 6,974,326 | 2,060,643 | 41.94% | Jan 31, 2024 |
SPIRIT OF AMERICA INVESTMENT FUND INC | 0.73% | 41,025 | - | - | Feb 29, 2024 |
INVESTMENT CO OF AMERICA | 0.68% | 10,186,512 | 8,995,243 | 755.10% | Dec 31, 2023 |
SPDR S&P 500 ETF TRUST | 0.64% | 25,466,231 | 2,884,960 | 12.78% | Dec 31, 2023 |
Index Funds | 0.64% | 5,425 | 2,347 | 76.25% | Dec 31, 2023 |
T. Rowe Price Growth & Income Fund, Inc. | 0.63% | 626,936 | 477,032 | 318.22% | Dec 31, 2020 |
T. Rowe Price Value Fund, Inc. | 0.62% | 5,038,738 | 871,811 | 20.92% | Dec 31, 2023 |
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 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.60% | 1,558,464 | - | - | Dec 31, 2023 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.60% | 1,322,990 | - | - | Dec 31, 2023 |
SIT LARGE CAP GROWTH FUND INC | 0.60% | 13,100 | - | - | Dec 29, 2023 |
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 |
Cushing Mutual Funds Trust | 0.59% | 16,915 | - | - | Aug 31, 2023 |
Emerge ETF Trust | 0.58% | 764 | 186 | 32.18% | Apr 28, 2023 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.58% | 891,924 | -40,788 | -4.37% | Dec 31, 2023 |
SEI Exchange Traded Funds | 0.54% | 7,660 | - | - | Dec 31, 2023 |
Calamos Long/Short Equity & Dynamic Income Trust | 0.53% | 740,000 | - | - | Jan 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.53% | 85,057 | -39,558 | -31.74% | Dec 31, 2023 |
LMP CAPITAL & INCOME FUND INC. | 0.52% | 154,200 | - | - | Feb 29, 2024 |
QUAKER INVESTMENT TRUST | 0.52% | 8,500 | - | - | Dec 31, 2023 |
GOLDMAN SACHS MLP & ENERGY RENAISSANCE FUND | 0.51% | 69,076 | - | - | May 31, 2023 |
Pioneer Series Trust III | 0.50% | 145,241 | - | - | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.50% | 14,937,676 | -8,181 | -0.05% | Dec 31, 2023 |
Engine No. 1 ETF Trust | 0.50% | 29,560 | -326 | -1.09% | Jan 31, 2024 |
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.49% | 80,469 | -252 | -0.31% | Dec 31, 2023 |
T. Rowe Price Equity Income Fund, Inc. | 0.49% | 2,005,000 | 125,000 | 6.65% | Dec 31, 2023 |
AB EQUITY INCOME FUND INC | 0.48% | 48,260 | - | - | Feb 29, 2024 |
EATON VANCE SPECIAL INVESTMENT TRUST | 0.48% | 519,094 | - | - | Jan 31, 2024 |
Neuberger Berman MLP & Energy Income Fund Inc. | 0.47% | 150,000 | - | - | Feb 29, 2024 |
Rimrock Funds Trust | 0.46% | 55,000 | - | - | Feb 28, 2023 |
Federated Hermes Equity Income Fund, Inc. | 0.46% | 67,088 | - | - | Feb 29, 2024 |
CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | 0.45% | 32,000 | - | - | Feb 29, 2024 |
GABELLI UTILITY TRUST | 0.45% | 190,300 | -6,200 | -3.16% | Dec 29, 2023 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.44% | 343,000 | - | - | Dec 31, 2023 |
NICHOLAS EQUITY INCOME FUND, INC. | 0.43% | 118,470 | - | - | Dec 31, 2023 |
Capital Group U.S. Equity Fund | 0.42% | 14,276 | - | - | Jan 31, 2024 |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.41% | 358,180 | - | - | Jan 31, 2024 |
Pinnacle Capital Management Funds Trust | 0.41% | 21,100 | - | - | Jan 31, 2024 |
TOUCHSTONE FUNDS GROUP TRUST | 0.41% | 10,000,000 | - | - | Dec 31, 2023 |
Kayne Anderson Energy Infrastructure Fund, Inc. | 0.40% | 400,094 | - | - | Feb 29, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.39% | 4,075,304 | 471,168 | 13.07% | Jan 31, 2024 |
PIONEER SERIES TRUST XII | 0.39% | 281,037 | - | - | Feb 29, 2024 |
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10 | 0.38% | 22,411 | -255 | -1.13% | Dec 31, 2022 |
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 | 0.37% | 30,141 | -1,860 | -5.81% | Dec 31, 2022 |
John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.37% | 8,200 | 900 | 12.33% | Jan 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.36% | 593,024 | 26,352 | 4.65% | Dec 31, 2023 |
HERZFELD CARIBBEAN BASIN FUND INC | 0.36% | 40,697 | 20,843 | 104.98% | Dec 31, 2023 |
ALLSPRING UTILITIES & HIGH INCOME FUND | 0.35% | 181,090 | - | - | Feb 29, 2024 |
SPARROW FUNDS | 0.35% | 1,245 | - | - | Feb 29, 2024 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.34% | 265,000 | - | - | Dec 31, 2023 |
NextEra Energy's largest mutual fund holder by % of total assets is "AMERICAN CENTURY CAPITAL PORTFOLIOS INC", owning 19.78M shares, compromising 26.69% of its total assets.
NextEra Energy Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 1,858 | -23.44% |
31 Dec, 23 | 2,427 | 3.76% |
30 Sep, 23 | 2,339 | -4.14% |
30 Jun, 23 | 2,440 | 0.78% |
31 Mar, 23 | 2,421 | -2.89% |
31 Dec, 22 | 2,493 | 4.92% |
30 Sep, 22 | 2,376 | 1.76% |
30 Jun, 22 | 2,335 | -2.18% |
31 Mar, 22 | 2,387 | -1.24% |
31 Dec, 21 | 2,417 | 10.57% |
30 Sep, 21 | 2,186 | 0.18% |
30 Jun, 21 | 2,182 | 0.18% |
31 Mar, 21 | 2,178 | 0.93% |
31 Dec, 20 | 2,158 | 11.24% |
30 Sep, 20 | 1,940 | 4.13% |
30 Jun, 20 | 1,863 | 1.86% |
31 Mar, 20 | 1,829 | 1.33% |
31 Dec, 19 | 1,805 | 8.54% |
30 Sep, 19 | 1,663 | 2.53% |
30 Jun, 19 | 1,622 | 0.12% |
31 Mar, 19 | 1,620 | 3.25% |
31 Dec, 18 | 1,569 | 8.21% |
30 Sep, 18 | 1,450 | 1.05% |
30 Jun, 18 | 1,435 | 0.91% |
31 Mar, 18 | 1,422 | 2.45% |
31 Dec, 17 | 1,388 | 10.60% |
30 Sep, 17 | 1,255 | 1.37% |
30 Jun, 17 | 1,238 | 1.48% |
31 Mar, 17 | 1,220 | 1.50% |
31 Dec, 16 | 1,202 | 3.09% |
30 Sep, 16 | 1,166 | -0.68% |
30 Jun, 16 | 1,174 | 0.26% |
31 Mar, 16 | 1,171 | 4.83% |
31 Dec, 15 | 1,117 | 2.67% |
30 Sep, 15 | 1,088 | 2.93% |
30 Jun, 15 | 1,057 | -0.84% |
31 Mar, 15 | 1,066 | 0.19% |
31 Dec, 14 | 1,064 | 4.83% |
30 Sep, 14 | 1,015 | -0.29% |
30 Jun, 14 | 1,018 | 2.21% |
31 Mar, 14 | 996 | 3.75% |
31 Dec, 13 | 960 | 6.19% |
30 Sep, 13 | 904 | 2.73% |
30 Jun, 13 | 880 | 144.44% |
31 Mar, 13 | 360 | 5.57% |
31 Dec, 12 | 341 | 6.56% |
30 Sep, 12 | 320 | 0.63% |
30 Jun, 12 | 318 | 5.30% |
31 Mar, 12 | 302 | 3.42% |
31 Dec, 11 | 292 | 23.21% |
30 Sep, 11 | 237 | 4.87% |
30 Jun, 11 | 226 | -1.31% |
31 Mar, 11 | 229 | 1.33% |
31 Dec, 10 | 226 | 10.24% |
30 Sep, 10 | 205 | 9.63% |
30 Jun, 10 | 187 | 6133.33% |
31 Mar, 10 | 3 | 200.00% |
31 Dec, 09 | 1 | - |
31 Dec, 06 | 1 | - |
30 Sep, 06 | 1 | - |
As of 31 Mar 24, 1,858 institutions are holding NextEra Energy's shares, representing a decrease of -23.44% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 994,805,941 | -38.24% |
31 Dec, 23 | 1,610,738,125 | 2.82% |
30 Sep, 23 | 1,566,563,642 | 2.10% |
30 Jun, 23 | 1,534,349,461 | -2.14% |
31 Mar, 23 | 1,567,930,870 | 1.58% |
31 Dec, 22 | 1,543,530,397 | -0.16% |
30 Sep, 22 | 1,545,959,284 | 0.91% |
30 Jun, 22 | 1,532,078,777 | 1.37% |
31 Mar, 22 | 1,511,347,091 | -0.29% |
31 Dec, 21 | 1,515,702,906 | 1.10% |
30 Sep, 21 | 1,499,253,306 | 0.67% |
30 Jun, 21 | 1,489,281,384 | -0.09% |
31 Mar, 21 | 1,490,635,770 | -1.27% |
31 Dec, 20 | 1,509,856,456 | 296.51% |
30 Sep, 20 | 380,790,171 | 0.29% |
30 Jun, 20 | 379,687,788 | -0.80% |
31 Mar, 20 | 382,762,017 | -0.06% |
31 Dec, 19 | 383,002,343 | 0.21% |
30 Sep, 19 | 382,209,824 | 3.15% |
30 Jun, 19 | 370,539,527 | 0.24% |
31 Mar, 19 | 369,662,204 | 0.09% |
31 Dec, 18 | 369,331,960 | 0.09% |
30 Sep, 18 | 369,015,878 | 0.70% |
30 Jun, 18 | 366,449,047 | 1.04% |
31 Mar, 18 | 362,673,924 | 1.04% |
31 Dec, 17 | 358,931,085 | -0.37% |
30 Sep, 17 | 360,261,206 | 0.03% |
30 Jun, 17 | 360,149,013 | -1.09% |
31 Mar, 17 | 364,123,007 | 1.00% |
31 Dec, 16 | 360,530,519 | 3.69% |
30 Sep, 16 | 347,693,148 | -0.18% |
30 Jun, 16 | 348,336,796 | -2.10% |
31 Mar, 16 | 355,819,357 | 4.32% |
31 Dec, 15 | 341,095,131 | -0.22% |
30 Sep, 15 | 341,840,134 | 2.50% |
30 Jun, 15 | 333,511,283 | 1.38% |
31 Mar, 15 | 328,958,247 | 1.03% |
31 Dec, 14 | 325,588,469 | 1.69% |
30 Sep, 14 | 320,169,020 | 0.47% |
30 Jun, 14 | 318,657,518 | 0.56% |
31 Mar, 14 | 316,880,321 | 0.52% |
31 Dec, 13 | 315,236,259 | 5.09% |
30 Sep, 13 | 299,961,601 | 1.76% |
30 Jun, 13 | 294,780,307 | 168.66% |
31 Mar, 13 | 109,723,087 | -6.76% |
31 Dec, 12 | 117,684,211 | 7.76% |
30 Sep, 12 | 109,213,776 | -17.26% |
30 Jun, 12 | 131,993,396 | 11.71% |
31 Mar, 12 | 118,162,307 | -3.61% |
31 Dec, 11 | 122,584,596 | 20.83% |
30 Sep, 11 | 101,454,475 | -8.52% |
30 Jun, 11 | 110,906,789 | -93.75% |
31 Mar, 11 | 1,774,527,799 | 2082.11% |
31 Dec, 10 | 81,321,574 | -6.51% |
30 Sep, 10 | 86,981,867 | 3.02% |
30 Jun, 10 | 84,433,322 | 106496.96% |
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 994.81M shares outstanding as of 31 Mar 24, down -38.24% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 49.10% | 0.78% |
31 Dec, 23 | 79.32% | 1.32% |
30 Sep, 23 | 77.42% | 1.35% |
30 Jun, 23 | 75.83% | 1.26% |
31 Mar, 23 | 77.49% | 1.28% |
31 Dec, 22 | 77.68% | 1.26% |
30 Sep, 22 | 78.39% | 1.29% |
30 Jun, 22 | 77.98% | 1.32% |
31 Mar, 22 | 76.93% | 1.29% |
31 Dec, 21 | 77.23% | 1.34% |
30 Sep, 21 | 75.99% | 1.33% |
30 Jun, 21 | 75.60% | 1.31% |
31 Mar, 21 | 76.00% | 1.28% |
31 Dec, 20 | 77.03% | 20.39% |
30 Sep, 20 | 19.44% | 5.17% |
30 Jun, 20 | 19.38% | 5.07% |
31 Mar, 20 | 19.55% | 5.10% |
31 Dec, 19 | 19.58% | 5.12% |
30 Sep, 19 | 19.55% | 5.23% |
30 Jun, 19 | 19.34% | 5.18% |
31 Mar, 19 | 19.32% | 5.18% |
31 Dec, 18 | 19.32% | 5.08% |
30 Sep, 18 | 19.50% | 5.16% |
30 Jun, 18 | 19.45% | 5.26% |
31 Mar, 18 | 19.23% | 5.30% |
31 Dec, 17 | 19.05% | 5.17% |
30 Sep, 17 | 19.19% | 5.18% |
30 Jun, 17 | 19.24% | 5.08% |
31 Mar, 17 | 19.47% | 5.27% |
31 Dec, 16 | 19.22% | 5.50% |
30 Sep, 16 | 18.70% | 5.34% |
30 Jun, 16 | 18.71% | 5.03% |
31 Mar, 16 | 19.28% | 5.63% |
31 Dec, 15 | 18.50% | 5.25% |
30 Sep, 15 | 18.76% | 5.36% |
30 Jun, 15 | 18.72% | 5.56% |
31 Mar, 15 | 18.35% | 5.56% |
31 Dec, 14 | 18.16% | 5.40% |
30 Sep, 14 | 18.34% | 5.50% |
30 Jun, 14 | 18.26% | 5.53% |
31 Mar, 14 | 18.16% | 5.53% |
31 Dec, 13 | 18.12% | 5.79% |
30 Sep, 13 | 17.69% | 5.88% |
30 Jun, 13 | 17.35% | 41.59% |
31 Mar, 13 | 6.46% | 13.42% |
31 Dec, 12 | 6.94% | 16.67% |
30 Sep, 12 | 6.45% | 10.59% |
30 Jun, 12 | 7.81% | 15.41% |
31 Mar, 12 | 7.12% | 13.31% |
31 Dec, 11 | 7.31% | 19.81% |
30 Sep, 11 | 6.08% | 14.10% |
30 Jun, 11 | 6.57% | 0.06% |
31 Mar, 11 | 106.13% | 448.65% |
31 Dec, 10 | 4.86% | 17.37% |
30 Sep, 10 | 5.29% | 19.86% |
30 Jun, 10 | 5.16% | 22521212.50% |
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 31 Mar 24, NextEra Energy is held by 49.10% institutional shareholders, representing a 0.78% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 990 | -16.95% |
31 Dec, 23 | 1,192 | 4.56% |
30 Sep, 23 | 1,140 | -2.56% |
30 Jun, 23 | 1,170 | 0.52% |
31 Mar, 23 | 1,164 | -9.35% |
31 Dec, 22 | 1,284 | 15.57% |
30 Sep, 22 | 1,111 | -1.24% |
30 Jun, 22 | 1,125 | -5.22% |
31 Mar, 22 | 1,187 | -8.13% |
31 Dec, 21 | 1,292 | 24.23% |
30 Sep, 21 | 1,040 | -7.14% |
30 Jun, 21 | 1,120 | 0.18% |
31 Mar, 21 | 1,118 | -45.30% |
31 Dec, 20 | 2,044 | 120.26% |
30 Sep, 20 | 928 | 4.15% |
30 Jun, 20 | 891 | 12.78% |
31 Mar, 20 | 790 | -7.93% |
31 Dec, 19 | 858 | 7.25% |
30 Sep, 19 | 800 | 6.52% |
30 Jun, 19 | 751 | -2.47% |
31 Mar, 19 | 770 | 1.05% |
31 Dec, 18 | 762 | 22.31% |
30 Sep, 18 | 623 | -0.64% |
30 Jun, 18 | 627 | 5.38% |
31 Mar, 18 | 595 | -7.18% |
31 Dec, 17 | 641 | 31.35% |
30 Sep, 17 | 488 | -7.05% |
30 Jun, 17 | 525 | 3.96% |
31 Mar, 17 | 505 | -7.34% |
31 Dec, 16 | 545 | 23.58% |
30 Sep, 16 | 441 | -14.53% |
30 Jun, 16 | 516 | -2.64% |
31 Mar, 16 | 530 | 8.38% |
31 Dec, 15 | 489 | -3.17% |
30 Sep, 15 | 505 | 24.38% |
30 Jun, 15 | 406 | -3.56% |
31 Mar, 15 | 421 | -9.27% |
31 Dec, 14 | 464 | 19.90% |
30 Sep, 14 | 387 | -5.38% |
30 Jun, 14 | 409 | -0.49% |
31 Mar, 14 | 411 | 0.74% |
31 Dec, 13 | 408 | 12.40% |
30 Sep, 13 | 363 | -42.83% |
30 Jun, 13 | 635 | 256.74% |
31 Mar, 13 | 178 | 4.71% |
31 Dec, 12 | 170 | 9.68% |
30 Sep, 12 | 155 | 6.90% |
30 Jun, 12 | 145 | -6.45% |
31 Mar, 12 | 155 | -9.36% |
31 Dec, 11 | 171 | 31.54% |
30 Sep, 11 | 130 | 10.17% |
30 Jun, 11 | 118 | -4.07% |
31 Mar, 11 | 123 | 3.36% |
31 Dec, 10 | 119 | -0.83% |
30 Sep, 10 | 120 | -34.07% |
30 Jun, 10 | 182 | 5966.67% |
31 Mar, 10 | 3 | 200.00% |
31 Dec, 09 | 1 | - |
31 Dec, 06 | 1 | - |
30 Sep, 06 | 1 | - |
990 institutional shareholders have increased their position in NEE stock as of 31 Mar 24 compared to 1,192 in the previous quarter (a -16.95% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 631 | -34.20% |
31 Dec, 23 | 959 | 9.85% |
30 Sep, 23 | 873 | -2.35% |
30 Jun, 23 | 894 | 1.02% |
31 Mar, 23 | 885 | 5.23% |
31 Dec, 22 | 841 | -3.56% |
30 Sep, 22 | 872 | 4.43% |
30 Jun, 22 | 835 | 1.95% |
31 Mar, 22 | 819 | 9.35% |
31 Dec, 21 | 749 | -1.32% |
30 Sep, 21 | 759 | 8.27% |
30 Jun, 21 | 701 | -6.53% |
31 Mar, 21 | 750 | 1530.43% |
31 Dec, 20 | 46 | -93.31% |
30 Sep, 20 | 688 | 4.72% |
30 Jun, 20 | 657 | -11.81% |
31 Mar, 20 | 745 | 19.77% |
31 Dec, 19 | 622 | 12.07% |
30 Sep, 19 | 555 | -0.72% |
30 Jun, 19 | 559 | -0.18% |
31 Mar, 19 | 560 | 5.66% |
31 Dec, 18 | 530 | 4.13% |
30 Sep, 18 | 509 | -0.39% |
30 Jun, 18 | 511 | -11.13% |
31 Mar, 18 | 575 | 15.69% |
31 Dec, 17 | 497 | 1.02% |
30 Sep, 17 | 492 | 9.58% |
30 Jun, 17 | 449 | -7.23% |
31 Mar, 17 | 484 | 9.26% |
31 Dec, 16 | 443 | -10.14% |
30 Sep, 16 | 493 | 16.55% |
30 Jun, 16 | 423 | -5.37% |
31 Mar, 16 | 447 | 14.32% |
31 Dec, 15 | 391 | 10.76% |
30 Sep, 15 | 353 | -13.05% |
30 Jun, 15 | 406 | -5.36% |
31 Mar, 15 | 429 | 8.61% |
31 Dec, 14 | 395 | -0.75% |
30 Sep, 14 | 398 | 0.76% |
30 Jun, 14 | 395 | -0.75% |
31 Mar, 14 | 398 | 5.85% |
31 Dec, 13 | 376 | 4.16% |
30 Sep, 13 | 361 | 135.95% |
30 Jun, 13 | 153 | 19.53% |
31 Mar, 13 | 128 | 4.92% |
31 Dec, 12 | 122 | 15.09% |
30 Sep, 12 | 106 | -12.40% |
30 Jun, 12 | 121 | 8.04% |
31 Mar, 12 | 112 | 41.77% |
31 Dec, 11 | 79 | 16.18% |
30 Sep, 11 | 68 | -5.56% |
30 Jun, 11 | 72 | -4.00% |
31 Mar, 11 | 75 | -3.85% |
31 Dec, 10 | 78 | 23.81% |
30 Sep, 10 | 63 | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | - |
31 Dec, 09 | - | - |
31 Dec, 06 | - | - |
30 Sep, 06 | - | - |
631 institutional shareholders have reduced their position in NEE stock as of 31 Mar 24 compared to 959 in the previous quarter (a -34.20% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 1,858 | -23.44% | 994,805,941 | -38.24% | 49.10% | 0.78% | 990 | -16.95% | 631 | -34.20% |
31 Dec, 23 | 2,427 | 3.76% | 1,610,738,125 | 2.82% | 79.32% | 1.32% | 1,192 | 4.56% | 959 | 9.85% |
30 Sep, 23 | 2,339 | -4.14% | 1,566,563,642 | 2.10% | 77.42% | 1.35% | 1,140 | -2.56% | 873 | -2.35% |
30 Jun, 23 | 2,440 | 0.78% | 1,534,349,461 | -2.14% | 75.83% | 1.26% | 1,170 | 0.52% | 894 | 1.02% |
31 Mar, 23 | 2,421 | -2.89% | 1,567,930,870 | 1.58% | 77.49% | 1.28% | 1,164 | -9.35% | 885 | 5.23% |
31 Dec, 22 | 2,493 | 4.92% | 1,543,530,397 | -0.16% | 77.68% | 1.26% | 1,284 | 15.57% | 841 | -3.56% |
30 Sep, 22 | 2,376 | 1.76% | 1,545,959,284 | 0.91% | 78.39% | 1.29% | 1,111 | -1.24% | 872 | 4.43% |
30 Jun, 22 | 2,335 | -2.18% | 1,532,078,777 | 1.37% | 77.98% | 1.32% | 1,125 | -5.22% | 835 | 1.95% |
31 Mar, 22 | 2,387 | -1.24% | 1,511,347,091 | -0.29% | 76.93% | 1.29% | 1,187 | -8.13% | 819 | 9.35% |
31 Dec, 21 | 2,417 | 10.57% | 1,515,702,906 | 1.10% | 77.23% | 1.34% | 1,292 | 24.23% | 749 | -1.32% |
30 Sep, 21 | 2,186 | 0.18% | 1,499,253,306 | 0.67% | 75.99% | 1.33% | 1,040 | -7.14% | 759 | 8.27% |
30 Jun, 21 | 2,182 | 0.18% | 1,489,281,384 | -0.09% | 75.60% | 1.31% | 1,120 | 0.18% | 701 | -6.53% |
31 Mar, 21 | 2,178 | 0.93% | 1,490,635,770 | -1.27% | 76.00% | 1.28% | 1,118 | -45.30% | 750 | 1530.43% |
31 Dec, 20 | 2,158 | 11.24% | 1,509,856,456 | 296.51% | 77.03% | 20.39% | 2,044 | 120.26% | 46 | -93.31% |
30 Sep, 20 | 1,940 | 4.13% | 380,790,171 | 0.29% | 19.44% | 5.17% | 928 | 4.15% | 688 | 4.72% |
30 Jun, 20 | 1,863 | 1.86% | 379,687,788 | -0.80% | 19.38% | 5.07% | 891 | 12.78% | 657 | -11.81% |
31 Mar, 20 | 1,829 | 1.33% | 382,762,017 | -0.06% | 19.55% | 5.10% | 790 | -7.93% | 745 | 19.77% |
31 Dec, 19 | 1,805 | 8.54% | 383,002,343 | 0.21% | 19.58% | 5.12% | 858 | 7.25% | 622 | 12.07% |
30 Sep, 19 | 1,663 | 2.53% | 382,209,824 | 3.15% | 19.55% | 5.23% | 800 | 6.52% | 555 | -0.72% |
30 Jun, 19 | 1,622 | 0.12% | 370,539,527 | 0.24% | 19.34% | 5.18% | 751 | -2.47% | 559 | -0.18% |
31 Mar, 19 | 1,620 | 3.25% | 369,662,204 | 0.09% | 19.32% | 5.18% | 770 | 1.05% | 560 | 5.66% |
31 Dec, 18 | 1,569 | 8.21% | 369,331,960 | 0.09% | 19.32% | 5.08% | 762 | 22.31% | 530 | 4.13% |
30 Sep, 18 | 1,450 | 1.05% | 369,015,878 | 0.70% | 19.50% | 5.16% | 623 | -0.64% | 509 | -0.39% |
30 Jun, 18 | 1,435 | 0.91% | 366,449,047 | 1.04% | 19.45% | 5.26% | 627 | 5.38% | 511 | -11.13% |
31 Mar, 18 | 1,422 | 2.45% | 362,673,924 | 1.04% | 19.23% | 5.30% | 595 | -7.18% | 575 | 15.69% |
31 Dec, 17 | 1,388 | 10.60% | 358,931,085 | -0.37% | 19.05% | 5.17% | 641 | 31.35% | 497 | 1.02% |
30 Sep, 17 | 1,255 | 1.37% | 360,261,206 | 0.03% | 19.19% | 5.18% | 488 | -7.05% | 492 | 9.58% |
30 Jun, 17 | 1,238 | 1.48% | 360,149,013 | -1.09% | 19.24% | 5.08% | 525 | 3.96% | 449 | -7.23% |
31 Mar, 17 | 1,220 | 1.50% | 364,123,007 | 1.00% | 19.47% | 5.27% | 505 | -7.34% | 484 | 9.26% |
31 Dec, 16 | 1,202 | 3.09% | 360,530,519 | 3.69% | 19.22% | 5.50% | 545 | 23.58% | 443 | -10.14% |
30 Sep, 16 | 1,166 | -0.68% | 347,693,148 | -0.18% | 18.70% | 5.34% | 441 | -14.53% | 493 | 16.55% |
30 Jun, 16 | 1,174 | 0.26% | 348,336,796 | -2.10% | 18.71% | 5.03% | 516 | -2.64% | 423 | -5.37% |
31 Mar, 16 | 1,171 | 4.83% | 355,819,357 | 4.32% | 19.28% | 5.63% | 530 | 8.38% | 447 | 14.32% |
31 Dec, 15 | 1,117 | 2.67% | 341,095,131 | -0.22% | 18.50% | 5.25% | 489 | -3.17% | 391 | 10.76% |
30 Sep, 15 | 1,088 | 2.93% | 341,840,134 | 2.50% | 18.76% | 5.36% | 505 | 24.38% | 353 | -13.05% |
30 Jun, 15 | 1,057 | -0.84% | 333,511,283 | 1.38% | 18.72% | 5.56% | 406 | -3.56% | 406 | -5.36% |
31 Mar, 15 | 1,066 | 0.19% | 328,958,247 | 1.03% | 18.35% | 5.56% | 421 | -9.27% | 429 | 8.61% |
31 Dec, 14 | 1,064 | 4.83% | 325,588,469 | 1.69% | 18.16% | 5.40% | 464 | 19.90% | 395 | -0.75% |
30 Sep, 14 | 1,015 | -0.29% | 320,169,020 | 0.47% | 18.34% | 5.50% | 387 | -5.38% | 398 | 0.76% |
30 Jun, 14 | 1,018 | 2.21% | 318,657,518 | 0.56% | 18.26% | 5.53% | 409 | -0.49% | 395 | -0.75% |
31 Mar, 14 | 996 | 3.75% | 316,880,321 | 0.52% | 18.16% | 5.53% | 411 | 0.74% | 398 | 5.85% |
31 Dec, 13 | 960 | 6.19% | 315,236,259 | 5.09% | 18.12% | 5.79% | 408 | 12.40% | 376 | 4.16% |
30 Sep, 13 | 904 | 2.73% | 299,961,601 | 1.76% | 17.69% | 5.88% | 363 | -42.83% | 361 | 135.95% |
30 Jun, 13 | 880 | 144.44% | 294,780,307 | 168.66% | 17.35% | 41.59% | 635 | 256.74% | 153 | 19.53% |
31 Mar, 13 | 360 | 5.57% | 109,723,087 | -6.76% | 6.46% | 13.42% | 178 | 4.71% | 128 | 4.92% |
31 Dec, 12 | 341 | 6.56% | 117,684,211 | 7.76% | 6.94% | 16.67% | 170 | 9.68% | 122 | 15.09% |
30 Sep, 12 | 320 | 0.63% | 109,213,776 | -17.26% | 6.45% | 10.59% | 155 | 6.90% | 106 | -12.40% |
30 Jun, 12 | 318 | 5.30% | 131,993,396 | 11.71% | 7.81% | 15.41% | 145 | -6.45% | 121 | 8.04% |
31 Mar, 12 | 302 | 3.42% | 118,162,307 | -3.61% | 7.12% | 13.31% | 155 | -9.36% | 112 | 41.77% |
31 Dec, 11 | 292 | 23.21% | 122,584,596 | 20.83% | 7.31% | 19.81% | 171 | 31.54% | 79 | 16.18% |
30 Sep, 11 | 237 | 4.87% | 101,454,475 | -8.52% | 6.08% | 14.10% | 130 | 10.17% | 68 | -5.56% |
30 Jun, 11 | 226 | -1.31% | 110,906,789 | -93.75% | 6.57% | 0.06% | 118 | -4.07% | 72 | -4.00% |
31 Mar, 11 | 229 | 1.33% | 1,774,527,799 | 2082.11% | 106.13% | 448.65% | 123 | 3.36% | 75 | -3.85% |
31 Dec, 10 | 226 | 10.24% | 81,321,574 | -6.51% | 4.86% | 17.37% | 119 | -0.83% | 78 | 23.81% |
30 Sep, 10 | 205 | 9.63% | 86,981,867 | 3.02% | 5.29% | 19.86% | 120 | -34.07% | 63 | - |
30 Jun, 10 | 187 | 6133.33% | 84,433,322 | 106496.96% | 5.16% | 22521212.50% | 182 | 5966.67% | - | - |
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 Dunne Michael on May 16 2024, selling 3,768 shares at $77.05 per share (valued at $290.32K).
NextEra Energy Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 5 | 1 | 500.00% |
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% |
Q3 2019 | 4 | 21 | 19.05% |
5 total buy trades, and 1 total sell trades (buy/sell ratio of 5.00%) were made by NextEra Energy's insiders, as of Q2 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
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 | - |
Q3 2019 | - | 18 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of NextEra Energy's stocks.
NEE Ownership FAQ
Who Owns NextEra Energy?
NextEra Energy is owned by institutional shareholders (49.10%), insiders (0.08%), and public (50.82%). The largest institutional shareholder of NextEra Energy is VANGUARD GROUP INC (9.82% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (26.69% 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 28.96% of the company's share outstanding.
How many NextEra Energy shareholders are there?
As of Mar 2024, there are 1,858 institutional shareholders of NextEra Energy.
What percentage of NextEra Energy is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 199.01M shares of NextEra Energy, representing 9.82% of the company's total shares outstanding, valued at $12.72B (as of Mar 2024).
What percentage of NextEra Energy is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 150.08M shares of NextEra Energy (NEE), compromising 7.41% of the company, valued at $9.59B.
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 105.18M of the company's shares outstanding (worth $6.72B).