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Disclosery

NEE NEXTERA ENERGY INC

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COM (common), issuer CIK 753308

2,987 managers (3,053 13F filers) reported a position in NEE shares at 2026-06-30, 1,765,617,291 shares in all. 151 filers opened a position and 149 filers sold out during the quarter.

Managers
2,987
13F filers
3,053
New
151
Added
1,409
Reduced
1,079
Sold out
149
Shares held by filers
1,765,617,291

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Daggs Nicole Jofficer (EVP, Human Res & Corp Svcs)2026-10-07-8,487 J$0Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Essex Financial Services, Inc.group of 2 filers holding53,478$4.69M-3,099Timeline
Core Alternative Capital53,062$4.66M1.39%-6,33913F-HRTimeline
Broderick Brian C53,015$4.65M0.72%+22,06113F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC52,692$4.62M0.44%013F-HRTimeline
TORTOISE CAPITAL ADVISORS, L.L.C.52,493$4.61M0.05%-1,66913F-HRTimeline
HORAN Wealth, LLC52,430$4.6M0.58%+1,30013F-HR/ATimeline
Castellan Group52,238$4.58M0.5%-1,85713F-HRTimeline
Global Wealth Management Investment Adv…52,178$4.58M0.65%+2,89113F-HRTimeline
Hunter Perkins Capital Management, LLC52,153$4.58M1.03%-22513F-HRTimeline
Y-Intercept (Hong Kong) Ltd52,105$4.57M0.09%new13F-HRTimeline
Violich Capital Management, Inc.52,022$4.57M0.5%-37513F-HRTimeline
Enhancing Capital LLC51,600$4.53M3.11%013F-HRTimeline
Aull & Monroe Investment Management Corp51,464$4.52M1.89%+30013F-HRTimeline
Financial Enhancement Group LLC51,418$4.51M0.54%+84413F-HRTimeline
Kinloch Capital, LLC51,190$4.49M1.64%+36213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.51,118$4.49M0.03%-12,90213F-HRTimelineGroup
PLIMOTH TRUST CO LLC50,922$4.47M0.89%-29813F-HRTimeline
Lineweaver Wealth Advisors, LLC50,864$4.46M0.53%+3,08113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,755$4.45M0.21%+1,72013F-HRTimeline
SOMERVILLE KURT F50,437$4.43M1.06%+5,41713F-HRTimeline
Coastal Bridge Advisors, LLC50,432$4.43M0.27%+1,88813F-HRTimeline
Somerset Group LLC50,300$4.42M3.11%+52913F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC50,399$4.42M1.16%-57313F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…50,000$4.39M0.27%013F-HRTimelineGroup
Clear Trail Advisors, LLC49,993$4.39M0.67%+6,58213F-HRTimeline
Davidson Capital Management Inc.49,651$4.36M0.7%+86713F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding49,445$4.34M-1,692Timeline
CWA Asset Management Group, LLC49,310$4.33M0.13%+24,36613F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …49,264$4.32M1.06%+2,10513F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD49,231$4.32M1.25%-32213F-HRTimeline
Rodgers Brothers Inc.49,158$4.31M0.42%-75013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC49,025$4.3M0.14%-1,94513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC48,866$4.29M0.02%-131,13813F-HR/ATimeline
WEATHERLY ASSET MANAGEMENT L. P.48,615$4.27M0.3%-33013F-HRTimeline
PFG Investments, LLC48,611$4.27M0.17%-8713F-HRTimeline
Intesa Sanpaolo S.p.A.group of 2 filers holding48,380$4.25M+17,506Timeline
PRAXIS INVESTMENT MANAGEMENT INC48,316$4.24M0.22%013F-HRTimeline
Jacobi Capital Management LLC48,252$4.24M0.21%+7813F-HRTimeline
Harrison Street Private Wealth LLC48,190$4.23M5.96%-3,66013F-HRTimeline
CUSHING ASSET MANAGEMENT, LP dba NXG IN…48,000$4.21M0.19%-47,00013F-HRTimeline
Ethic Inc.47,807$4.2M0.05%+1,89313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT47,676$4.18M0.06%-2,02513F-HR/ATimeline
DIVERSIFIED TRUST CO47,625$4.18M0.07%-7,88613F-HRTimeline
Beacon Bank & Trust47,203$4.14M0.79%-1,82113F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO47,088$4.13M0.06%-1,55013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC47,041$4.13M0.06%+1,42813F-HRTimeline
Ethos Financial Group, LLC46,933$4.12M0.28%-5,21613F-HRTimeline
Ledyard National Bank46,931$4.12M0.33%-14913F-HRTimeline
Nordwand Advisors, LLC46,925$4.12M0.63%+73513F-HRTimeline
Tyche Wealth Partners LLC46,868$4.11M0.58%-1,10213F-HRTimeline
Gladstone Institutional Advisory LLC46,757$4.1M0.13%+1,15513F-HRTimeline
Joel Isaacson & Co., LLC46,746$4.1M0.12%+15513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC46,297$4.06M0.09%+76213F-HRTimelineGroup
Palisade Asset Management, LLC45,805$4.02M0.37%+4,08113F-HRTimeline
Gotham Asset Management, LLC45,739$4.01M0.01%+1,55413F-HRTimeline
HARBOUR INVESTMENTS, INC.45,659$4.01M0.05%-1,47213F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO45,590$4M0.16%+12,26013F-HRTimeline
Savvy Advisors, Inc.45,549$4M0.09%-1,48713F-HRTimeline
Beaumont Financial Advisors, LLC45,541$4M0.25%+8,65113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.45,491$3.99M0.04%-49813F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC45,054$3.95M0.67%+1,97013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP44,927$3.94M0.05%+7,26513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC44,758$3.93M0.2%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…44,573$3.91M0.01%-4,04513F-HRTimeline
Dynamic Advisor Solutions LLC44,463$3.9M0.11%+9,32213F-HRTimeline
Loudon Investment Management, LLC44,370$3.89M1.91%+26013F-HRTimeline
Douglass Winthrop Advisors, LLC44,356$3.89M0.07%+15,82313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding44,329$3.89M+6,430Timeline
Platform Technology Partners44,260$3.88M0.64%+2,32213F-HRTimeline
Blue Fin Capital, Inc.44,252$3.88M0.56%-11513F-HRTimeline
Holocene Advisors, LP44,031$3.86M0.01%-1,738,28813F-HRTimeline
HBK Sorce Advisory LLC44,959$3.86M0.08%+1,52613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding43,995$3.86M+3,600Timeline
Weiss Asset Management LPin group Weiss Asset Management LP43,980$3.86M0.04%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
RFG Advisory, LLC43,944$3.86M0.06%-78413F-HRTimeline
Estabrook Capital Management43,925$3.86M0.52%-1,86813F-HRTimeline
BLB&B Advisors, LLC43,835$3.85M0.14%-2,77113F-HRTimeline
Rossmore Private Capital42,949$3.77M0.31%013F-HRTimeline
RiverFront Investment Group, LLC42,910$3.77M0.05%+8,67813F-HRTimeline
Point Windward Advisors Inc.42,864$3.76M1.66%+70413F-HRTimeline
Slagle Financial, LLC42,860$3.76M1.13%+1,23513F-HRTimeline
SYCOMORE ASSET MANAGEMENT42,889$3.76M0.4%013F-HRTimeline
Caprock Group, LLC42,810$3.76M0.07%-3,33513F-HRTimeline
MCF Advisors LLC42,800$3.76M0.13%+5,57513F-HRTimeline
LS Investment Advisors, LLC42,597$3.74M0.51%-3,09913F-HRTimeline
Advisory Alpha, LLC42,470$3.73M0.09%+15,08713F-HRTimeline
Cohen Investment Advisors LLC42,420$3.72M1.67%-54813F-HRTimeline
Symphony Financial, Ltd. Co.41,997$3.72M0.41%+3,72513F-HRTimeline
Onex Canada Asset Management Inc.42,381$3.72M0.57%+3,66913F-HRTimeline
Smithfield Trust Co42,369$3.72M0.15%+63013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA42,096$3.69M0.7%+2,73913F-HRTimeline
Choate Investment Advisors41,944$3.68M0.06%-75513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC41,739$3.66M0.03%-3,15013F-HRTimeline
Campbell & CO Investment Adviser LLC41,732$3.66M0.19%new13F-HRTimeline
F/m Investments LLC41,649$3.66M0.19%-82313F-HRTimeline
Avidian Wealth Enterprises, LLC41,434$3.64M0.1%+48313F-HRTimeline
Independence Bank of Kentucky41,434$3.64M0.41%-5,36613F-HRTimeline
TWIN CAPITAL MANAGEMENT INC41,432$3.64M0.4%-29213F-HRTimeline
Americana Partners, LLC41,219$3.62M0.08%+12,20813F-HRTimeline
AMG National Trust Bank41,134$3.61M0.07%-29,40213F-HRTimeline
Principle Wealth Partners LLC41,082$3.61M0.18%+1,64413F-HRTimeline
Signal Advisors Wealth, LLC40,999$3.6M0.19%+5,93313F-HRTimeline
FIRST MERCHANTS CORP40,871$3.59M0.13%-52,21613F-HRTimeline
Chancellor Financial Group WB LP40,505$3.56M2.2%+1113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC40,309$3.54M0.77%+4,57013F-HRTimeline
McKinley Carter Wealth Services, Inc.40,031$3.51M0.18%+1,05213F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$3.51M0.97%013F-HRTimeline
Foundations Investment Advisors, LLC39,939$3.51M0.04%+17,26813F-HRTimeline
Elefante Mark B39,867$3.5M1.51%+8,97113F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC39,829$3.5M1.28%+60713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …39,792$3.49M0.18%-3,17813F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC39,712$3.49M0.95%-61013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Delaney Dennis R39,580$3.47M1.11%+9,09013F-HRTimeline
Banco de Sabadell, S.A39,508$3.47M2.04%+54513F-HRTimeline
Mission Creek Capital Partners, Inc.39,485$3.47M0.61%+3,48313F-HRTimeline
Covington Investment Advisors Inc.39,431$3.46M0.45%+4813F-HRTimeline
CONNABLE OFFICE INC39,430$3.46M0.3%+5913F-HRTimeline
Illinois Municipal Retirement Fund39,141$3.44M0.04%+13,96713F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA39,099$3.43M1.77%+4,08013F-HRTimeline
FIRST AMERICAN BANK39,002$3.42M0.19%+8,08813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC38,933$3.42M0.06%-38,04613F-HRTimeline
Orange Investment Advisors, Inc.38,900$3.41M0.41%-1,99313F-HRTimeline
TCW GROUP INCin group TCW GROUP INC38,839$3.41M0.02%+40313F-HRTimelineGroup
Western Wealth Management, LLC38,790$3.4M0.11%+81013F-HRTimeline
Heritage Trust Co38,705$3.4M0.29%-4,42613F-HRTimeline
SkyOak Wealth, LLC38,646$3.39M0.55%-53213F-HRTimeline
Caliber Wealth Management, LLC / KS38,314$3.36M0.32%+77913F-HRTimeline
Fisher Asset Management, LLC38,176$3.35M<0.01%+2,90613F-HRTimeline
Modus Advisors, LLC38,057$3.34M0.82%+79513F-HRTimeline
American Trust38,015$3.34M0.26%-4,29513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,932$3.33M0.07%-70713F-HRTimelineGroup
Drucker Wealth 3.0, LLC37,818$3.32M0.52%-70813F-HRTimeline
PRIVATE TRUST CO NA37,805$3.32M0.27%+1,14713F-HRTimeline
Patten Group, Inc.37,780$3.32M0.52%+6,73313F-HRTimeline
BRIGHTON JONES LLC37,564$3.3M0.06%+50913F-HRTimeline
Ballentine Partners, LLC37,480$3.29M0.04%-26713F-HRTimeline
Gryphon Financial Partners LLC37,448$3.29M0.29%+3,73413F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC37,443$3.29M0.26%-2,47713F-HRTimeline
CIDEL ASSET MANAGEMENT INC37,424$3.28M0.16%+2,92513F-HRTimeline
Icon Wealth Advisors, LLC37,032$3.25M0.2%-4,45513F-HRTimeline
ROMANO BROTHERS AND COMPANY36,691$3.22M0.32%-28113F-HRTimeline
Dorsey & Whitney Trust CO LLC36,660$3.22M0.16%+1,43513F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC36,597$3.21M1.46%+1,31713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.36,515$3.2M1.52%+1,59713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT36,472$3.2M0.17%+3,56513F-HRTimelineGroup
Smartleaf Asset Management LLC36,104$3.2M0.1%013F-HRTimeline
NorthCrest Asset Manangement, LLC36,732$3.2M0.08%+1,87413F-HRTimeline
WD RUTHERFORD LLC36,452$3.2M1.16%+3,03313F-HRTimeline
Legato Capital Management LLC36,391$3.19M0.26%-60913F-HRTimeline
Apella Capital, LLC35,992$3.18M0.04%-2,16413F-HRTimeline
Verdence Capital Advisors LLC36,180$3.18M0.17%-9313F-HRTimeline
Valmark Advisers, Inc.36,179$3.18M0.03%-1,14913F-HRTimeline
HCR Wealth Advisors36,143$3.17M0.28%-1,01513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…36,139$3.17M0.42%-2,25413F-HR/ATimelineGroup
Cordatus Wealth Management LLC36,030$3.16M0.69%-30113F-HRTimeline
SWP Investment Management LLC35,856$3.15M2.17%+1,34013F-HRTimeline
Triangle Securities Wealth Management35,800$3.14M0.62%-1,07313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Spire Wealth Managementin group Spire Wealth Management35,740$3.14M0.09%-5,19613F-HRTimelineGroup
Knuff & Co LLC35,656$3.13M0.79%+87113F-HRTimeline
Flavin Financial Services, Inc.35,638$3.13M1.78%+98813F-HRTimeline
Carmel Capital Partners, LLC35,599$3.12M1.03%+44113F-HRTimeline
Sound View Wealth Advisors Group, LLC35,594$3.12M0.19%-9,90513F-HRTimeline
Sulzberger Capital Advisors, Inc.35,479$3.11M3.04%+66713F-HRTimeline
VestGen Advisors, LLC35,422$3.11M0.09%-3,06713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC35,377$3.11M0.03%+28,25913F-HRTimelineGroup
Mirabaud Asset Management Ltd34,926$3.1M2.58%-17,21613F-HRTimeline
Tulsa Wealth Advisors, INC35,262$3.09M0.44%+1,10613F-HRTimeline
Greenfield Savings Bank35,223$3.09M1.17%-7513F-HRTimeline
Brown Shipley& Co Ltd34,911$3.06M1.59%+75413F-HRTimeline
Williams Jones Wealth Management, LLC.34,871$3.06M0.03%+1,23313F-HRTimeline
Legacy Financial Strategies, LLC34,846$3.06M0.47%-3,84813F-HRTimeline
CFS Investment Advisory Services, LLC34,473$3.05M0.2%-16213F-HRTimeline
BENDER ROBERT & ASSOCIATES34,692$3.04M0.63%+74513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC34,673$3.04M0.1%-46713F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…34,652$3.04M0.07%-3,42613F-HRTimelineGroup
First Business Financial Services, Inc.34,658$3.04M0.24%+1,33413F-HRTimeline
Center for Financial Planning, Inc.34,543$3.03M0.28%-66613F-HRTimeline
Curi Capital, LLC34,480$3.03M0.05%-3,37613F-HRTimeline
CHAPIN DAVIS, INC.34,306$3.01M0.53%+1,63413F-HRTimeline
Capstone Wealth Management, Inc.34,542$3M2.25%+813F-HRTimeline
Granite Group Advisors, LLC34,182$3M1.78%+3,02213F-HRTimeline
1ST SOURCE BANK34,052$2.99M0.14%+50413F-HRTimeline
Parkside Financial Bank & Trust34,043$2.99M0.2%+81713F-HRTimeline
Wills Financial Group LLC34,000$2.98M1.09%-36313F-HRTimeline
Firestone Capital Management33,789$2.97M0.55%+1913F-HRTimeline
Compass Ion Advisors, LLC33,699$2.96M0.25%+313F-HRTimeline
Finivi Inc.33,603$2.95M1.51%+25113F-HRTimeline
NFSG Corp33,510$2.94M0.36%+24,09313F-HRTimeline
Blue Trust, Inc.33,463$2.94M0.03%+13013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33,544$2.9M0.17%+20713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding32,997$2.9M+731Timeline
PITTENGER & ANDERSON INC32,995$2.9M0.1%+10,27013F-HRTimeline
SEARLE & CO.32,904$2.89M0.65%+60013F-HRTimeline
Argo Wealth Advisory, LLC32,904$2.89M1.59%-1,24713F-HRTimeline
CIM, LLC32,706$2.87M0.37%+22813F-HRTimeline
Integrated Advisors Network LLC32,478$2.85M0.13%-26,20213F-HRTimeline
Laurion Capital Management LP32,437$2.85M0.21%+21,09313F-HRTimeline
MidFirst Bank32,414$2.84M0.2%+56713F-HRTimeline
Core Wealth Management, Inc.32,276$2.83M0.8%-10213F-HRTimeline
Archer Investment Corp32,185$2.82M0.54%+50113F-HR/ATimeline

Events

  • Daggs Nicole J disposed of 8,487 NEE shares on 2026-10-07, Form 4 filed 2026-10-09. 0002006041-26-000006

    Accepted , ingested