# NEXTERA ENERGY INC (NEE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NEE/

- Reporting holders: 149
- Reported value: $536.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $57.4M | 757,420 | 0.9% | 32 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $42.3M | 557,836 | 1.9% | 16 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $38.6M | 510,178 | 1.2% | 32 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $37.2M | 491,345 | 2.3% | 12 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $29.2M | 385,956 | 1.1% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $26.9M | 355,050 | 2.0% | 11 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $23.8M | 314,377 | 0.3% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $22.1M | 292,081 | 0.6% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $20.7M | 272,925 | 2.1% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $16.4M | 216,558 | 0.1% | 32 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $13.2M | 173,654 | 3.2% | 28 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $10.9M | 144,185 | 0.3% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.9M | 144,167 | 0.1% | 16 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $10.2M | 134,490 | 5.1% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $8.6M | 113,363 | 0.5% | 32 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $8.3M | 110,000 | 1.6% | 32 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $7.8M | 103,032 | 0.7% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $7.4M | 97,672 | 0.2% | 32 |
| [Gouws Capital LLC](https://holderbook.com/funds/1908828-gouws-capital-llc/) | $6.5M | 86,479 | 3.1% | 20 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $6.5M | 86,153 | 1.4% | 24 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $6.1M | 80,625 | 2.9% | 20 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $6.0M | 78,636 | 0.5% | 20 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $5.8M | 76,856 | 1.3% | 7 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $5.7M | 74,669 | 0.4% | 8 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $4.8M | 62,537 | 0.6% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 149 | $536.7M |
| Q2 2026 | 3,058 | $172.6B |
| Q1 2026 | 3,048 | $168.2B |
| Q4 2025 | 2,973 | $142.3B |
| Q3 2025 | 2,759 | $136.9B |
| Q2 2025 | 2,722 | $121.9B |
| Q1 2025 | 2,754 | $122.7B |
| Q4 2024 | 2,783 | $124.1B |
| Q3 2024 | 2,680 | $151.0B |
| Q2 2024 | 2,554 | $127.0B |
| Q1 2024 | 2,477 | $118.3B |
| Q4 2023 | 2,425 | $108.9B |