NEXTERA ENERGY INC (NEE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
149
Reporting holders
$536.7M
Reported value
0.0%
Calls
0.0%
Puts
-2,909
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EASTERN BANK | $57.4M | 757,420 | 0.87% | 32q | -0.7%-$406.0K |
| Quintet Private Bank (Europe) S.A. | $42.3M | 557,836 | 1.86% | 16q | +58.7%+$15.6M |
| ARGENT CAPITAL MANAGEMENT LLC | $38.6M | 510,178 | 1.23% | 32q | -3.5%-$1.4M |
| AVITY INVESTMENT MANAGEMENT INC. | $37.2M | 491,345 | 2.33% | 12q | -1.8%-$699.2K |
| ROCKLAND TRUST CO | $29.2M | 385,956 | 1.12% | 32q | +2.7%+$777.4K |
| CapWealth Advisors, LLC | $26.9M | 355,050 | 2.03% | 11q | HELD |
| Gradient Investments LLC | $23.8M | 314,377 | 0.34% | 32q | +4.6%+$1.0M |
| MassMutual Private Wealth & Trust, FSB | $22.1M | 292,081 | 0.58% | 32q | -1.6%-$359.7K |
| Bath Savings Trust Co | $20.7M | 272,925 | 2.14% | 32q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $16.4M | 216,558 | 0.11% | 32q | -2.2%-$360.8K |
| S.E.E.D. Planning Group LLC | $13.2M | 173,654 | 3.22% | 28q | +7.3%+$891.5K |
| Venture Visionary Partners LLC | $10.9M | 144,185 | 0.29% | 28q | +3.8%+$399.0K |
| Farther Finance Advisors, LLC | $10.9M | 144,167 | 0.08% | 16q | +3.0%+$318.8K |
| Ausbil Investment Management Ltd | $10.2M | 134,490 | 5.12% | 16q | HELD |
| YHB Investment Advisors, Inc. | $8.6M | 113,363 | 0.54% | 32q | +2.4%+$199.5K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $8.3M | 110,000 | 1.57% | 32q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.8M | 103,032 | 0.71% | 32q | -1.3%-$100.9K |
| PARK NATIONAL CORP /OH/ | $7.4M | 97,672 | 0.20% | 32q | -6.8%-$536.1K |
| Gouws Capital LLC | $6.5M | 86,479 | 3.10% | 20q | +2.0%+$129.5K |
| Stokes Capital Advisors, LLC | $6.5M | 86,153 | 1.43% | 24q | +1.8%+$112.7K |
| SPRING CAPITAL MANAGEMENT, LLC | $6.1M | 80,625 | 2.93% | 20q | +0.8%+$46.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $6.0M | 78,636 | 0.52% | 20q | +0.6%+$33.8K |
| TILIA FIDUCIARY PARTNERS, INC. | $5.8M | 76,856 | 1.34% | 7q | +110.5%+$3.1M |
| Stonebridge Financial Group, LLC | $5.7M | 74,669 | 0.42% | 8q | +2.3%+$127.5K |
| Financial Enhancement Group LLC | $4.8M | 62,537 | 0.55% | 32q | +21.6%+$856.8K |
| GAMMA Investing LLC | $4.5M | 59,904 | 0.15% | 12q | -1.2%-$56.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.1M | 54,578 | 0.05% | 32q | -3.9%-$167.1K |
| Apella Capital, LLC | $3.8M | 49,049 | 0.05% | 19q | +36.3%+$1.0M |
| Violich Capital Management, Inc. | $3.8M | 49,872 | 0.41% | 32q | -4.1%-$162.8K |
| Avidian Wealth Enterprises, LLC | $3.2M | 41,686 | 0.09% | 12q | +0.6%+$19.1K |
| Brown Shipley& Co Ltd | $2.7M | 35,189 | 1.28% | 4q | +0.8%+$21.1K |
| CHAPIN DAVIS, INC. | $2.6M | 34,378 | 0.50% | 16q | HELD |
| Greenfield Savings Bank | $2.6M | 34,358 | 0.98% | 18q | -2.5%-$65.5K |
| Wedmont Private Capital | $2.5M | 32,452 | 0.06% | 20q | +27.9%+$548.3K |
| GoalVest Advisory LLC | $2.4M | 31,474 | 0.41% | 22q | +12.5%+$264.8K |
| SAPIENT CAPITAL LLC | $2.2M | 29,437 | 0.03% | 12q | -50.2%-$2.2M |
| General Partner, Inc. | $2.2M | 29,098 | 1.18% | 16q | HELD |
| PFW Advisors LLC | $2.2M | 29,064 | 0.65% | 14q | -1.4%-$30.1K |
| Valeo Financial Advisors, LLC | $2.2M | 28,715 | 0.05% | 32q | +9.2%+$183.9K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $2.0M | 26,450 | 0.05% | 10q | +5.5%+$104.3K |
| LAWOOD & CO | $2.0M | 26,098 | 1.37% | 4q | HELD |
| Mirador Capital Partners LP | $1.8M | 23,423 | 0.21% | 32q | +4.4%+$74.0K |
| EPIQ PARTNERS, LLC | $1.8M | 23,400 | 0.76% | 28q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $1.8M | 23,390 | 0.15% | 32q | +14.3%+$222.1K |
| Legacy Private Trust Co. | $1.7M | 22,059 | 0.09% | 14q | +15.4%+$223.4K |
| CoreCap Advisors, LLC | $1.6M | 21,307 | 0.05% | 19q | +0.8%+$12.3K |
| Vann Equity Management LLC | $1.6M | 20,899 | 0.94% | 3q | HELD |
| Grove Bank & Trust | $1.5M | 20,296 | 0.15% | 32q | +1.0%+$15.1K |
| Bangor Savings Bank | $1.5M | 19,984 | 0.12% | 32q | -4.1%-$64.0K |
| DAVIDSON TRUST CO | $1.5M | 19,625 | 0.59% | 28q | -8.2%-$133.5K |
| BENEDICT FINANCIAL ADVISORS INC | $1.5M | 19,215 | 0.29% | 32q | -2.0%-$29.5K |
| OxenFree Capital LLC | $1.4M | 18,318 | 0.62% | 3q | HELD |
| Breakwater Capital Group | $1.4M | 18,070 | 0.16% | 14q | +5.8%+$75.1K |
| Montecito Bank & Trust | $1.2M | 15,452 | 0.18% | 31q | HELD |
| Strong Retirement Solutions LLC | $1.2M | 15,445 | 0.66% | 4q | +12.3%+$128.5K |
| Atlas Brown,Inc. | $1.2M | 15,405 | 0.31% | 32q | +4.4%+$49.5K |
| Everhart Financial Group, Inc. | $1.2M | 15,280 | 0.07% | 24q | -9.3%-$118.8K |
| Coastline Trust Co | $1.1M | 13,959 | 0.10% | 32q | -13.2%-$160.8K |
| VISTA INVESTMENT PARTNERS LLC | $1.0M | 13,809 | 0.27% | 12q | -0.8%-$8.3K |
| Exchange Bank | $1.0M | 13,406 | 0.63% | 14q | -2.1%-$21.3K |
| STABLEFORD CAPITAL II LLC | $981.8K | 12,963 | 0.34% | 14q | +17.4%+$145.6K |
| Athena Wealth Management, LLC | $934.3K | 12,335 | 0.67% | 4q | +2.7%+$24.4K |
| Cooper Financial Group | $925.3K | 12,216 | 0.07% | 25q | -2.1%-$20.1K |
| Successful Portfolios LLC | $892.9K | 11,703 | 0.41% | 32q | HELD |
| Sound Income Strategies, LLC | $808.4K | 10,449 | 0.04% | 32q | -35.3%-$441.7K |
| Legacy Wealth Asset Management, LLC | $728.2K | 9,614 | 0.16% | 24q | HELD |
| ATWOOD & PALMER INC | $726.8K | 9,596 | 0.04% | 32q | HELD |
| RTD Financial Advisors, Inc. | $719.2K | 9,496 | 0.08% | 15q | -0.6%-$4.5K |
| Gladwyn Financial Advisors, Inc. | $689.5K | 9,103 | 0.44% | 6q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $674.6K | 8,907 | 0.10% | 19q | +1.2%+$8.2K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $656.4K | 8,666 | 0.34% | 12q | -4.5%-$30.8K |
| ANB BANK | $634.7K | 8,380 | 0.23% | 6q | +10.6%+$60.9K |
| Gerald Baker Financial Group LLC | $627.3K | 8,282 | 0.18% | 3q | +0.8%+$4.8K |
| New Covenant Trust Company, N.A. | $617.7K | 8,156 | 0.43% | 11q | +14.6%+$78.6K |
| Douglas Lane & Associates, LLC | $611.7K | 8,076 | 0.01% | 29q | -4.3%-$27.3K |
| Partnership Wealth Management, LLC | $605.9K | 8,000 | 0.43% | 12q | HELD |
| Canandaigua National Trust Co of Florida | $598.1K | 7,897 | 0.33% | 8q | +49.1%+$197.1K |
| Crumly & Associates Inc. | $583.9K | 7,709 | 0.10% | 7q | HELD |
| Kaizen Financial Strategies | $574.4K | 7,584 | 0.23% | 5q | +11.0%+$57.0K |
| Plan A Wealth LLC | $557.2K | 7,357 | 0.20% | 7q | +1.1%+$6.3K |
| Versant Capital Management, Inc | $553.2K | 7,304 | 0.05% | 32q | +19.8%+$91.4K |
| Heartwood Wealth Advisors LLC | $543.2K | 7,172 | 0.04% | 28q | +2.1%+$11.3K |
| Boltwood Capital Management | $531.8K | 7,022 | 0.12% | 32q | +2.1%+$11.0K |
| Adelphi Trust Co | $508.2K | 6,710 | 0.33% | 4q | +4.2%+$20.5K |
| MFA WEALTH ADVISORS, LLC | $505.6K | 6,676 | 0.09% | 7q | +5.6%+$26.7K |
| Bill Few Associates, Inc. | $503.3K | 6,644 | 0.10% | 20q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $500.8K | 6,613 | 0.12% | 8q | +0.6%+$3.0K |
| Dominguez Wealth Management Solutions, Inc. | $500.4K | 6,607 | 0.28% | 16q | -0.6%-$3.0K |
| Wealth Enhancement Trust Services, Inc. | $484.6K | 6,398 | 0.05% | 4q | -60.3%-$735.5K |
| Bank of New Hampshire | $461.8K | 6,097 | 0.10% | 22q | -4.9%-$23.9K |
| Pacifica Partners Inc. | $443.0K | 5,803 | 0.13% | 28q | +16.7%+$63.5K |
| Veracity Capital LLC | $433.0K | 5,717 | 0.12% | 28q | -1.1%-$4.8K |
| Taylor & Morgan Wealth Management, LLC | $415.2K | 5,482 | 0.20% | 20q | HELD |
| TOMPKINS FINANCIAL CORP | $414.4K | 5,471 | 0.03% | 27q | +2.0%+$8.2K |
| City Center Advisors, LLC | $401.0K | 5,295 | 0.31% | 11q | +0.6%+$2.3K |
| Hummer Financial Advisory Services Inc | $394.2K | 5,205 | 0.26% | 28q | HELD |
| GoalFusion Wealth Management, LLC | $352.9K | 4,660 | 0.14% | 19q | HELD |
| Bullock Wealth Management Group | $352.5K | 4,617 | 0.15% | 11q | -15.1%-$62.5K |
| ARMSTRONG ADVISORY GROUP, INC | $350.1K | 4,622 | 0.02% | 16q | HELD |
| Castle Rock Wealth Management, LLC | $345.7K | 4,439 | 0.07% | 29q | +0.9%+$3.0K |
Showing the largest 100 of 155 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 149 | $536.7M | 7,082,678 | 2 | 61 | 49 | 0.0% |
| Q2 2026 | 3,058 | $172.6B | 1,919,688,295 | 154 | 1,275 | 937 | 2.3% |
| Q1 2026 | 3,048 | $168.2B | 1,772,688,467 | 233 | 1,145 | 1,011 | 2.3% |
| Q4 2025 | 2,973 | $142.3B | 1,734,165,726 | 181 | 1,052 | 926 | 2.4% |
| Q3 2025 | 2,759 | $136.9B | 1,774,148,259 | 176 | 1,017 | 972 | 2.4% |
| Q2 2025 | 2,722 | $121.9B | 1,702,655,128 | 134 | 1,084 | 905 | 3.1% |
| Q1 2025 | 2,754 | $122.7B | 1,688,179,672 | 151 | 1,082 | 965 | 2.6% |
| Q4 2024 | 2,783 | $124.1B | 1,687,655,850 | 122 | 977 | 910 | 2.6% |
| Q3 2024 | 2,680 | $151.0B | 1,735,579,914 | 216 | 956 | 906 | 3.1% |
| Q2 2024 | 2,554 | $127.0B | 1,753,046,993 | 193 | 1,008 | 834 | 2.2% |
| Q1 2024 | 2,477 | $118.3B | 1,815,125,555 | 169 | 1,045 | 825 | 1.9% |
| Q4 2023 | 2,425 | $108.9B | 1,756,617,467 | 139 | 872 | 963 | 2.0% |
| Q3 2023 | 2,318 | $94.9B | 1,622,714,272 | 109 | 929 | 821 | 2.0% |
| Q2 2023 | 2,422 | $119.6B | 1,587,456,757 | 100 | 945 | 820 | 1.5% |
| Q1 2023 | 2,416 | $129.0B | 1,666,479,651 | 100 | 931 | 818 | 1.5% |
| Q4 2022 | 2,483 | $133.7B | 1,570,176,530 | 134 | 880 | 763 | 1.9% |
| Q3 2022 | 2,348 | $123.9B | 1,554,905,125 | 133 | 847 | 781 | 1.5% |
| Q2 2022 | 2,314 | $121.0B | 1,539,916,385 | 85 | 909 | 753 | 1.5% |
| Q1 2022 | 2,371 | $130.3B | 1,520,510,380 | 115 | 935 | 755 | 1.3% |
| Q4 2021 | 2,401 | $145.6B | 1,528,357,882 | 147 | 818 | 692 | 2.1% |
| Q3 2021 | 2,154 | $120.2B | 1,507,926,054 | 102 | 796 | 689 | 1.5% |
| Q2 2021 | 2,150 | $111.8B | 1,499,798,089 | 104 | 919 | 644 | 1.7% |
| Q1 2021 | 2,151 | $115.5B | 1,502,831,219 | 125 | 902 | 694 | 1.7% |
| Q4 2020 | 2,139 | $121.3B | 1,532,507,601 | 144 | 1,771 | 42 | 2.3% |
| Q3 2020 | 1,915 | $107.3B | 383,299,583 | 143 | 700 | 637 | 1.6% |
| Q2 2020 | 1,842 | $93.3B | 382,782,569 | 121 | 699 | 618 | 1.3% |
| Q1 2020 | 1,804 | $94.4B | 388,322,279 | 135 | 585 | 705 | 1.1% |
| Q4 2019 | 1,786 | $95.7B | 391,526,797 | 80 | 564 | 563 | 1.0% |
| Q3 2019 | 1,639 | $91.0B | 387,249,071 | 105 | 608 | 506 | 1.0% |
| Q2 2019 | 1,601 | $77.4B | 374,089,872 | 95 | 570 | 517 | 1.1% |
| Q1 2019 | 1,591 | $72.3B | 371,773,120 | 110 | 583 | 517 | 0.8% |
| Q4 2018 | 1,547 | $66.2B | 378,924,482 | 11 | 27 | 19 | 0.7% |