Nextera Energy Inc (NEE) Ownership

66.56 ↑0.36 (0.54%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Nextera Energy Inc (NEE), owning a total of 198.7 million shares. Combined, the top 27 institutional holders of NEE own 54.50% of the company with a total of 1.1 billion shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of NEE by 30.3 million shares. 12 institutions bought 69,477,604 total additional shares and increased their ownership by an average of 76.30%. However 8 institutions sold 39,187,651 total shares and decreased their ownership by an average of 13.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Nextera Energy increased by a net total of 30,289,953 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.680%	0.125%	198,678,134	247,962	2023-12-31
BlackRock Inc	7.301%	-2.160%	149,849,876	-3,308,214	2023-12-31
State Street Corporation	5.652%	5.343%	116,003,650	5,883,429	2023-12-31
JPMorgan Chase & Co	4.280%	5.958%	87,835,740	4,939,046	2023-12-31
Morgan Stanley - Brokerage Accounts	2.412%	-4.866%	49,497,390	-2,531,648	2023-12-31
NORGES BANK	2.054%	27.032%	42,164,217	8,972,294	2023-12-31
Geode Capital Management, LLC	1.887%	3.328%	38,731,824	1,247,536	2023-12-31
Bank of America Corp	1.457%	-32.438%	29,894,725	-14,352,873	2023-12-31
T. Rowe Price Associates, Inc.	1.414%	7.774%	29,023,356	2,093,400	2023-12-31
Wells Fargo & Co	1.401%	-2.092%	28,747,076	-614,136	2023-12-31
FMR Inc	1.397%	9.062%	28,670,390	2,382,280	2023-12-31
Capital Research Global Investors	1.396%	749.924%	28,642,804	25,272,759	2023-12-31
Goldman Sachs Group Inc	1.304%	46.740%	26,755,674	8,522,257	2023-12-31
Franklin Resources Inc	1.095%	-14.304%	22,468,711	-3,750,262	2023-12-31
Northern Trust Corp	1.095%	-2.253%	22,464,514	-517,736	2023-12-31
Nuveen Asset Management, LLC	1.042%	16.931%	21,377,596	3,095,423	2023-12-31
Legal & General Group PLC	1.026%	37.716%	21,049,622	5,764,842	2023-12-31
Royal Bank of Canada	0.966%	5.627%	19,829,509	1,056,376	2023-12-31
Wellington Management Company LLP	0.795%	-43.724%	16,319,657	-12,679,747	2023-12-31
Bank of New York Mellon Corp	0.767%	-8.340%	15,749,884	-1,433,035	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.680%	0.125%	198,678,134	247,962	2023-12-31
BlackRock Inc	7.301%	-2.160%	149,849,876	-3,308,214	2023-12-31
State Street Corporation	5.652%	5.343%	116,003,650	5,883,429	2023-12-31
JPMorgan Chase & Co	4.280%	5.958%	87,835,740	4,939,046	2023-12-31
Morgan Stanley - Brokerage Accounts	2.412%	-4.866%	49,497,390	-2,531,648	2023-12-31
NORGES BANK	2.054%	27.032%	42,164,217	8,972,294	2023-12-31
Geode Capital Management, LLC	1.887%	3.328%	38,731,824	1,247,536	2023-12-31
OFI Invest Asset Management	1.748%	0.000%	35,368,543	35,368,543	2023-03-31
Bank of America Corp	1.457%	-32.438%	29,894,725	-14,352,873	2023-12-31
T. Rowe Price Associates, Inc.	1.414%	7.774%	29,023,356	2,093,400	2023-12-31
Wells Fargo & Co	1.401%	-2.092%	28,747,076	-614,136	2023-12-31
FMR Inc	1.397%	9.062%	28,670,390	2,382,280	2023-12-31
Capital Research Global Investors	1.396%	749.924%	28,642,804	25,272,759	2023-12-31
Goldman Sachs Group Inc	1.304%	46.740%	26,755,674	8,522,257	2023-12-31
Franklin Resources Inc	1.095%	-14.304%	22,468,711	-3,750,262	2023-12-31
Northern Trust Corp	1.095%	-2.253%	22,464,514	-517,736	2023-12-31
Nuveen Asset Management, LLC	1.042%	16.931%	21,377,596	3,095,423	2023-12-31
Legal & General Group PLC	1.026%	37.716%	21,049,622	5,764,842	2023-12-31
Royal Bank of Canada	0.966%	5.627%	19,829,509	1,056,376	2023-12-31
Neuberger Berman Group LLC	0.870%	-2.169%	17,852,149	-395,816	2023-09-30
Wellington Management Company LLP	0.795%	-43.724%	16,319,657	-12,679,747	2023-12-31
Bank of New York Mellon Corp	0.767%	-8.340%	15,749,884	-1,433,035	2023-12-31
Macquarie Group Ltd	0.722%	229.954%	14,603,382	10,177,495	2023-06-30
Artisan Partners Limited Partnership	0.714%	-6.964%	14,442,067	-1,081,088	2022-12-31
Capital Research & Mgmt Co - Division 3	0.693%	-0.029%	14,025,029	-4,114	2023-06-30
UBS Group AG	0.664%	-5.553%	13,618,359	-800,755	2023-09-30
Deutsche Bank AG	0.669%	6.975%	13,532,957	882,316	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Nextera Energy Inc (NEE), owning a total of 63.5 million shares. Combined, the top 31 mutual fund holders of NEE own 27.09% of the company with a total of 555.3 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of NEE by 2.1 million shares. 1 funds bought 35,500 total additional shares and increased their ownership by an average of 0.36%. However 4 funds sold 2,175,840 total shares and decreased their ownership by an average of 5.15%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Nextera Energy decreased by a net total of -2,140,340 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Utilities Select Sector SPDR® ETF	1.262%	-0.294%	25,920,509	-76,318	2024-03-31
SPDR® S&P 500 ETF Trust	1.204%	-0.772%	24,742,907	-192,444	2024-03-31
State St S&P 500® Indx SL Cl III	0.485%	0.358%	9,965,211	35,500	2024-03-31
JPM US Equity Income-Composite	0.383%	-19.429%	7,871,219	-1,898,061	2024-03-31
Blackrock Eq Idx Fund CF	0.357%	-0.123%	7,325,495	-9,017	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.090%	-0.217%	63,489,838	-138,035	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.050%	3.537%	62,572,727	2,137,540	2023-03-31
Vanguard Institutional 500 Index Trust	2.493%	1.023%	51,226,005	518,715	2024-02-29
Vanguard 500 Index Investor	2.408%	0.562%	48,732,395	272,091	2023-08-31
Utilities Select Sector SPDR® ETF	1.262%	-0.294%	25,920,509	-76,318	2024-03-31
SPDR® S&P 500 ETF Trust	1.204%	-0.772%	24,742,907	-192,444	2024-03-31
Fidelity 500 Index	1.198%	1.017%	24,607,045	247,607	2024-02-29
Fidelity® 500 Index	1.149%	0.640%	23,581,950	150,067	2023-11-30
iShares Core S&P 500 ETF	1.035%	0.740%	21,268,285	156,288	2024-03-28
Vanguard Value Index Inv	0.823%	0.458%	16,897,394	77,009	2024-02-29
Vanguard Institutional Index I	0.658%	-0.403%	13,515,590	-54,724	2024-02-29
Vanguard Utilities ETF	0.605%	-0.376%	12,429,669	-46,891	2024-02-29
Vanguard Dividend Appreciation ETF	0.576%	0.642%	11,837,447	75,465	2024-02-29
American Funds Invmt Co of Amer A	0.496%	755.097%	10,186,512	8,995,243	2023-12-31
Capital Group Investment Co of Amer Comp	0.496%	755.097%	10,186,512	8,995,243	2023-12-31
JPM US Equity Income-MA	0.496%	98,949.100%	10,166,402	10,156,138	2023-09-30
State St S&P 500® Indx SL Cl III	0.485%	0.358%	9,965,211	35,500	2024-03-31
JPMorgan Equity Income I	0.450%	-1.693%	9,248,375	-159,248	2024-02-29
JPMorgan US Equity L	0.447%	0.000%	9,175,201	0	2024-01-31
JPM US Equity-MA	0.447%	74,313.600%	9,175,201	9,162,871	2023-12-31
Vanguard High Dividend Yield ETF	0.440%	0.061%	9,030,190	5,510	2024-02-29
Franklin Utilities Fund A1	0.438%	0.000%	9,000,000	0	2024-02-29
Franklin Utilities A1	0.438%	0.000%	9,000,000	0	2024-02-29
Vanguard Equity-Income Inv	0.409%	-7.181%	8,385,497	-648,730	2023-09-30
JPM US Equity Income-Composite	0.383%	-19.429%	7,871,219	-1,898,061	2024-03-31
Fidelity® Magellan®	0.369%	2.794%	7,474,904	203,200	2023-02-28
CREF Stock R1	0.357%	-0.224%	7,330,988	-16,488	2024-02-29
Blackrock Eq Idx Fund CF	0.357%	-0.123%	7,325,495	-9,017	2024-03-31
Vanguard Dividend Growth Inv	0.349%	0.000%	7,166,381	0	2023-09-30
Capital Group American Mutual Comp	0.340%	379.607%	6,974,326	5,520,151	2023-12-31
Blackrock Equity Index Non-Lendable	0.343%	0.000%	6,823,012	6,823,012	2022-06-30