NextEra Energy Ownership | Who Owns NextEra Energy?
NextEra Energy Ownership Summary
NextEra Energy is owned by 77.77% institutional investors, 0.08% insiders, and 22.14% retail investors. Vanguard group is the largest institutional shareholder, holding 9.79% of NEE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in NextEra Energy shares.
NEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NextEra Energy | 77.77% | 0.08% | 22.14% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
| Idea | Nuclear Energy Stocks List | 61.11% | 3.72% | 35.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 200.91M | 9.79% | $14.23B |
| Blackrock | 150.31M | 7.33% | $10.64B |
| State street | 106.51M | 5.19% | $7.54B |
| Jpmorgan chase | 84.35M | 4.11% | $5.97B |
| Morgan stanley | 59.92M | 2.92% | $4.24B |
| Norges bank | 48.86M | 2.38% | $3.46B |
| Geode capital management | 41.60M | 2.03% | $2.94B |
| Franklin resources | 34.64M | 1.69% | $2.45B |
| Fmr | 29.23M | 1.42% | $2.07B |
| Northern trust | 21.80M | 1.06% | $1.54B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Inherent group, lp | 260.00K | 16.19% | $18.41M |
| Clearbridge investments | 4.60M | 9.51% | $325.64M |
| Ausbil investment management | 235.03K | 7.68% | $16.64M |
| Mark sheptoff financial planning | 192.76K | 7.63% | $13.65M |
| Asset management advisors | 113.99K | 6.16% | $8.07M |
| Slocum, gordon & co llp | 107.97K | 5.69% | $7.65M |
| Account management | 69.70K | 5.60% | $4.94M |
| S.e.e.d. planning group | 162.02K | 4.17% | $11.47M |
| Opus investment management | 88.00K | 4.02% | $6.23M |
| Spring capital management | 66.94K | 3.92% | $4.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 48.86M | 0.52% | 48.86M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 16.68M | 1.21% | 16.03M |
| Gqg partners | 12.49M | 1.34% | 11.18M |
| Franklin resources | 34.64M | 0.75% | 9.23M |
| Jpmorgan chase | 84.35M | 0.49% | 8.62M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 19.65M | 0.17% | -8.63M |
| Voya investment management | 2.99M | 0.24% | -4.07M |
| Amundi | 6.43M | 0.18% | -3.54M |
| Two sigma advisers, lp | - | - | -2.60M |
| D. e. shaw | 152.09K | 0.01% | -2.02M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 48.86M | 0.52% | 48.86M | $3.46B |
| Twin tree management, lp | 915.70K | 0.15% | 915.70K | $64.84M |
| Electron capital partners | 868.06K | 2.78% | 868.06K | $61.47M |
| Corebridge financial | 509.16K | 0.20% | 509.16K | $36.05M |
| Northwest & ethical investments | 341.24K | 0.69% | 341.24K | $24.16M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Frg family wealth advisors | -10.00 |
| Newsquare capital | -12.00 |
| Financial synergies wealth advisors | -15.00 |
| Fwl investment management | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 2,689 | 3.62% | 1,597,019,878 | -3.41% | 77 | 1.20% | 1,311 | -0.61% | 996 | 9.09% |
| Jun 30, 2024 | 2,546 | 1.39% | 1,650,803,711 | 4.97% | 80 | 1.34% | 1,295 | -1.52% | 900 | 5.02% |
| Mar 31, 2024 | 2,511 | 1.58% | 1,572,651,228 | -2.45% | 77 | 1.23% | 1,315 | 8.50% | 857 | -12.64% |
| Dec 31, 2023 | 2,472 | 4.04% | 1,612,151,764 | 2.72% | 79 | 1.32% | 1,212 | 4.57% | 981 | 10.47% |
| Sep 30, 2023 | 2,376 | -4.00% | 1,569,470,202 | -0.18% | 77 | 1.28% | 1,159 | -2.28% | 888 | -1.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 64.88M | 3.15% | -234.74K |
| Vanguard Institutional 500 Index Trust | 54.46M | 2.65% | 640.77K |
| The Utilities Select Sector SPDR® ETF | 30.81M | 1.50% | 114.56K |
| Fidelity 500 Index | 25.26M | 1.23% | -55.01K |
| SPDR® S&P 500® ETF Trust | 24.90M | 1.21% | -17.72K |
| iShares Core S&P 500 ETF | 22.87M | 1.11% | 35.21K |
| UBS Tax-Opt Digital Transformation theme | 17.31M | 0.84% | 17.31M |
| UBS HV Tax-Opt Global Selections - Agg | 17.31M | 0.84% | 17.31M |
| Vanguard Value Index Inv | 16.44M | 0.80% | 53.76K |
| Vanguard Institutional Index I | 13.06M | 0.63% | -6.42K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2024 | Daggs Nicole J | EVP, Human Res & Corp Svcs | Sell | $302.81K |
| Sep 16, 2024 | Sieving Charles E | EVP, Chief Legal | Sell | $3.19M |
| Aug 26, 2024 | Pimentel Armando Jr | Director, Pres & CEO of Sub | Sell | $7.95M |
| Aug 01, 2024 | Daggs Nicole J | EVP, Human Res & Corp Svcs | Sell | $50.65K |
| May 31, 2024 | Sieving Charles E | EVP, Chief Legal | Sell | $617.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | 2 | 1 |
| 2023 Q4 | 1 | 1 |
NEE Ownership FAQ
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