NEXTERA ENERGY INC (NEE) — Institutional Holders, Q2 2026 (page 11)
3,096 institutional investment managers reported a NEE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $159.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NEE 13F holders ranked 1,001–1,100 of 3,096
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | INFRASTRUCTURE CAPITAL ADVISORS#1001 · 37,443 sh | 37,443 | $3.3M | 0.19% | -6.2% |
| 1002 | CIDEL ASSET MANAGEMENT#1002 · 37,424 sh | 37,424 | $3.3M | 0.16% | +8.5% |
| 1003 | Icon Wealth Advisors#1003 · 37,032 sh | 37,032 | $3.3M | 0.20% | -10.7% |
| 1004 | ROMANO BROTHERS AND COMPANY#1004 · 36,691 sh | 36,691 | $3.2M | — | -0.8% |
| 1005 | Dorsey & Whitney#1005 · 36,660 sh | 36,660 | $3.2M | 0.16% | +4.1% |
| 1006 | PRIMORIS WEALTH ADVISORS#1006 · 36,597 sh | 36,597 | $3.2M | 1.46% | +3.7% |
| 1007 | TILIA FIDUCIARY PARTNERS#1007 · 36,515 sh | 36,515 | $3.2M | — | +4.6% |
| 1008 | BAR HARBOR WEALTH MANAGEMENT#1008 · 36,472 sh | 36,472 | $3.2M | — | +10.8% |
| 1009 | Smartleaf Asset Management#1009 · 36,104 sh | 36,104 | $3.2M | 0.10% | 0.0% |
| 1010 | NorthCrest Asset Manangement#1010 · 36,732 sh | 36,732 | $3.2M | — | +5.4% |
| 1011 | WD RUTHERFORD#1011 · 36,452 sh | 36,452 | $3.2M | — | +9.1% |
| 1012 | Legato Capital Management#1012 · 36,391 sh | 36,391 | $3.2M | 0.26% | -1.6% |
| 1013 | Apella Capital#1013 · 35,992 sh | 35,992 | $3.2M | — | -5.7% |
| 1014 | Verdence Capital Advisors#1014 · 36,180 sh | 36,180 | $3.2M | — | -0.3% |
| 1015 | Valmark Advisers#1015 · 36,179 sh | 36,179 | $3.2M | 0.03% | -3.1% |
| 1016 | HCR Wealth Advisors#1016 · 36,143 sh | 36,143 | $3.2M | — | -2.7% |
| 1017 | DEAN INVESTMENT ASSOCIATES#1017 · 36,139 sh | 36,139 | $3.2M | 0.42% | -5.9% |
| 1018 | Cordatus Wealth Management#1018 · 36,030 sh | 36,030 | $3.2M | — | -0.8% |
| 1019 | SWP Investment Management#1019 · 35,856 sh | 35,856 | $3.1M | 2.17% | +3.9% |
| 1020 | Triangle Securities Wealth Management#1020 · 35,800 sh | 35,800 | $3.1M | — | -2.9% |
| 1021 | Spire Wealth Management#1021 · 35,740 sh | 35,740 | $3.1M | 0.09% | -12.7% |
| 1022 | Knuff#1022 · 35,656 sh | 35,656 | $3.1M | 0.79% | +2.5% |
| 1023 | Flavin Financial Services#1023 · 35,638 sh | 35,638 | $3.1M | — | +2.9% |
| 1024 | Carmel Capital Partners#1024 · 35,599 sh | 35,599 | $3.1M | 1.03% | +1.3% |
| 1025 | Sound View Wealth Advisors Group#1025 · 35,594 sh | 35,594 | $3.1M | 0.19% | -21.8% |
| 1026 | Sulzberger Capital Advisors#1026 · 35,479 sh | 35,479 | $3.1M | — | +1.9% |
| 1027 | VestGen Advisors#1027 · 35,422 sh | 35,422 | $3.1M | 0.09% | -8.0% |
| 1028 | Jump Financial#1028 · 35,377 sh | 35,377 | $3.1M | 0.02% | +397.0% |
| 1029 | Mirabaud Asset Management Ltd#1029 · 34,926 sh | 34,926 | $3.1M | 2.58% | -33.0% |
| 1030 | Tulsa Wealth Advisors#1030 · 35,262 sh | 35,262 | $3.1M | 0.44% | +3.2% |
| 1031 | Greenfield Savings Bank#1031 · 35,223 sh | 35,223 | $3.1M | — | -0.2% |
| 1032 | Brown Shipley& Ltd#1032 · 34,911 sh | 34,911 | $3.1M | — | +2.2% |
| 1033 | Williams Jones Wealth Management#1033 · 34,871 sh | 34,871 | $3.1M | 0.03% | +3.7% |
| 1034 | Legacy Financial Strategies#1034 · 34,846 sh | 34,846 | $3.1M | — | -9.9% |
| 1035 | Andrew Hill Investment Advisors#1035 · 38,527 sh | 38,527 | $3.1M | — | -21.0% |
| 1036 | CFS Investment Advisory Services#1036 · 34,473 sh | 34,473 | $3.0M | — | -0.5% |
| 1037 | BENDER ROBERT & ASSOCIATES#1037 · 34,692 sh | 34,692 | $3.0M | — | +2.2% |
| 1038 | CLIFFORD SWAN INVESTMENT COUNSEL#1038 · 34,673 sh | 34,673 | $3.0M | 0.10% | -1.3% |
| 1039 | Analyst IMS Investment Management Services Ltd.#1039 · 34,652 sh | 34,652 | $3.0M | 0.07% | -9.0% |
| 1040 | FIRST BUSINESS FINANCIAL SERVICES#1040 · 34,658 sh | 34,658 | $3.0M | 0.24% | +4.0% |
| 1041 | Center for Financial Planning#1041 · 34,543 sh | 34,543 | $3.0M | — | -1.9% |
| 1042 | RMB Capital Management#1042 · 34,480 sh | 34,480 | $3.0M | 0.05% | -8.9% |
| 1043 | CHAPIN DAVIS#1043 · 34,306 sh | 34,306 | $3.0M | — | +5.0% |
| 1044 | Capstone Wealth Management#1044 · 34,542 sh | 34,542 | $3.0M | 2.25% | 0.0% |
| 1045 | Granite Group Advisors#1045 · 34,182 sh | 34,182 | $3.0M | — | +9.7% |
| 1046 | CARY STREET PARTNERS FINANCIAL#1046 · 34,179 sh | 34,179 | $3.0M | 0.07% | +23.1% |
| 1047 | Meiji Yasuda Life Insurance#1047 · 34,164 sh | 34,164 | $3.0M | 0.10% | +0.7% |
| 1048 | 1ST SOURCE BANK#1048 · 34,052 sh | 34,052 | $3.0M | 0.14% | +1.5% |
| 1049 | Wills Financial Group#1049 · 34,000 sh | 34,000 | $3.0M | 1.09% | -1.1% |
| 1050 | Firestone Capital Management#1050 · 33,789 sh | 33,789 | $3.0M | 0.55% | +0.1% |
| 1051 | Compass Ion Advisors#1051 · 33,699 sh | 33,699 | $3.0M | — | 0.0% |
| 1052 | Finivi#1052 · 33,603 sh | 33,603 | $2.9M | — | +0.8% |
| 1053 | Newbridge Financial Services Group#1053 · 33,510 sh | 33,510 | $2.9M | — | +255.8% |
| 1054 | Ronald Blue#1054 · 33,463 sh | 33,463 | $2.9M | — | +0.4% |
| 1055 | Boston Partners#1055 · 33,416 sh | 33,416 | $2.9M | <0.01% | +52.4% |
| 1056 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1056 · 33,544 sh | 33,544 | $2.9M | 0.17% | +0.6% |
| 1057 | PITTENGER & ANDERSON#1057 · 32,995 sh | 32,995 | $2.9M | 0.10% | +45.2% |
| 1058 | SEARLE#1058 · 32,904 sh | 32,904 | $2.9M | 0.65% | +1.9% |
| 1059 | Argo Wealth Advisory#1059 · 32,904 sh | 32,904 | $2.9M | 1.59% | -3.7% |
| 1060 | CIM#1060 · 32,706 sh | 32,706 | $2.9M | 0.37% | +0.7% |
| 1061 | Integrated Advisors Network#1061 · 32,478 sh | 32,478 | $2.9M | — | -44.7% |
| 1062 | Laurion Capital Management#1062 · 32,437 sh | 32,437 | $2.8M | 0.07% | +185.9% |
| 1063 | MidFirst Bank#1063 · 32,414 sh | 32,414 | $2.8M | 0.20% | +1.8% |
| 1064 | Core Wealth Management#1064 · 32,276 sh | 32,276 | $2.8M | — | -0.3% |
| 1065 | Archer Investment#1065 · 32,185 sh | 32,185 | $2.8M | 0.56% | +1.6% |
| 1066 | GAM Holding AG#1066 · 32,109 sh | 32,109 | $2.8M | 0.22% | +1.2% |
| 1067 | IFG Advisory#1067 · 31,963 sh | 31,963 | $2.8M | 0.10% | New |
| 1068 | Strategic Financial Services#1068 · 31,822 sh | 31,822 | $2.8M | 0.12% | -1.1% |
| 1069 | GC Wealth Management RIA#1069 · 31,767 sh | 31,767 | $2.8M | 0.16% | -3.8% |
| 1070 | OneDigital Investment Advisors#1070 · 31,754 sh | 31,754 | $2.8M | 0.02% | +6.2% |
| 1071 | Shepherd Financial Partners#1071 · 31,716 sh | 31,716 | $2.8M | 0.23% | -1.1% |
| 1072 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1072 · 31,565 sh | 31,565 | $2.8M | 0.04% | +6.1% |
| 1073 | Waterloo Capital, L.P.#1073 · 31,553 sh | 31,553 | $2.8M | 0.16% | -4.7% |
| 1074 | SIG BROKERAGE#1074 · 31,508 sh | 31,508 | $2.8M | 0.05% | +31.3% |
| 1075 | INDEPENDENT FINANCIAL GROUP#1075 · 31,478 sh | 31,478 | $2.8M | — | +39.8% |
| 1076 | WEST MICHIGAN ADVISORS#1076 · 29,708 sh | 29,708 | $2.8M | 0.61% | 0.0% |
| 1077 | SYON CAPITAL#1077 · 31,356 sh | 31,356 | $2.8M | 0.12% | +4.7% |
| 1078 | Wellington Shields Capital Management#1078 · 31,300 sh | 31,300 | $2.7M | 0.35% | +10.2% |
| 1079 | TRED AVON FAMILY WEALTH#1079 · 31,229 sh | 31,229 | $2.7M | — | 0.0% |
| 1080 | First Western Bank#1080 · 31,165 sh | 31,165 | $2.7M | 0.13% | -7.7% |
| 1081 | Mutual Advisors#1081 · 31,144 sh | 31,144 | $2.7M | 0.05% | +2.5% |
| 1082 | Farrow Financial#1082 · 31,091 sh | 31,091 | $2.7M | 1.46% | +5.6% |
| 1083 | Cornerstone Wealth Management#1083 · 31,040 sh | 31,040 | $2.7M | 0.12% | +4.8% |
| 1084 | LAZARD ASSET MANAGEMENT#1084 · 68,421,838 sh | 68,421,838 | $2.7M | <0.01% | -0.3% |
| 1085 | Missouri & Investment#1085 · 31,255 sh | 31,255 | $2.7M | 0.74% | +7.1% |
| 1086 | Connecticut Wealth Management#1086 · 30,704 sh | 30,704 | $2.7M | — | +3.7% |
| 1087 | Boston Walden#1087 · 30,678 sh | 30,678 | $2.7M | 0.02% | 0.0% |
| 1088 | Stiles Financial Services#1088 · 30,557 sh | 30,557 | $2.7M | 0.67% | -0.6% |
| 1089 | Gerber Kawasaki Wealth & Investment Management#1089 · 30,529 sh | 30,529 | $2.7M | 0.07% | +3.0% |
| 1090 | Ascent Group#1090 · 30,432 sh | 30,432 | $2.7M | 0.08% | -24.6% |
| 1091 | M3 Wealth Management#1091 · 30,415 sh | 30,415 | $2.7M | 1.73% | +2.1% |
| 1092 | CONSCIOUS WEALTH INVESTMENTS#1092 · 30,295 sh | 30,295 | $2.7M | 1.37% | -1.0% |
| 1093 | WEALTH ALLIANCE#1093 · 30,300 sh | 30,300 | $2.7M | 0.22% | -9.4% |
| 1094 | Wealthcare Advisory Partners#1094 · 34,293 sh | 34,293 | $2.7M | — | -25.1% |
| 1095 | PUZO MICHAEL J#1095 · 30,272 sh | 30,272 | $2.7M | 0.69% | +172.4% |
| 1096 | ROWLANDMILLER & PARTNERS.ADV#1096 · 30,180 sh | 30,180 | $2.6M | 0.48% | +0.4% |
| 1097 | McMillan Office#1097 · 30,061 sh | 30,061 | $2.6M | 0.30% | 0.0% |
| 1098 | WILKINS INVESTMENT COUNSEL#1098 · 29,985 sh | 29,985 | $2.6M | 0.35% | 0.0% |
| 1099 | S#1099 · 29,940 sh | 29,940 | $2.6M | 0.15% | +4.2% |
| 1100 | TRANSCEND WEALTH COLLECTIVE#1100 · 29,930 sh | 29,930 | $2.6M | 0.18% | +9.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.