Filing Research | NEE - NEXTERA ENERGY INC Institutional Holdings

Snapshot holdings

50 / 981 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.2MSH	$281.8M
2	Assenagon Asset Management S.A.	Shares	2.1MSH	$184.1M
3	DAVENPORT & Co LLC	Shares	1.9MSH	$171.5M
4	Ninety One UK Ltd	Shares	1.3MSH	$117.0M
5	Portman Square Capital LLP	PUT	1.3MSH	$116.6M
6	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.2MSH	$102.3M
7	D.A. DAVIDSON & CO.	Shares	1.0MSH	$91.8M
8	Quilter Plc	Shares	1.0MSH	$90.7M
9	Swedbank AB	Shares	1.0MSH	$90.7M
10	Union Bancaire Privee, UBP SA	Shares	1.0MSH	$88.2M
11	Robeco Institutional Asset Management B.V.	Shares	886.3KSH	$77.8M
12	MEITAV INVESTMENT HOUSE LTD	Shares	878.5KSH	$77.1M
13	Welch Group, LLC	Shares	858.2KSH	$75.3M
14	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	783.4KSH	$68.8M
15	EASTERN BANK	Shares	762.8KSH	$66.9M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	755.7KSH	$63.3M
17	Annex Advisory Services, LLC	Shares	711.0KSH	$62.4M
18	Rathbones Group PLC	Shares	672.1KSH	$59.0M
19	Vest Financial, LLC	Shares	654.7KSH	$57.5M
20	Czech National Bank	Shares	593.6KSH	$52.1M
21	IFM Investors Pty Ltd	Shares	590.9KSH	$51.9M
22	Fisher Funds Management LTD	Shares	582.9KSH	$51.2M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	544.6KSH	$47.8M
24	ARGENT CAPITAL MANAGEMENT LLC	Shares	528.6KSH	$46.4M
25	Mizuho Markets Cayman LP	Shares	517.7KSH	$45.4M
26	MIZUHO MARKETS AMERICAS LLC	Shares	517.2KSH	$45.4M
27	AVITY INVESTMENT MANAGEMENT INC.	Shares	500.6KSH	$43.9M
28	Tema ETFs LLC	Shares	482.9KSH	$42.4M
29	Mirae Asset Global Investments Co., Ltd.	Shares	481.3KSH	$42.2M
30	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	450.5KSH	$39.5M
31	Cardinal Capital Management, Inc.	Shares	439.0KSH	$38.5M
32	BENJAMIN EDWARDS INC	Shares	437.8KSH	$38.4M
33	ST GERMAIN D J CO INC	Shares	385.2KSH	$33.8M
34	ROCKLAND TRUST CO	Shares	375.7KSH	$33.0M
35	NORTHEAST INVESTMENT MANAGEMENT	Shares	374.7KSH	$32.9M
36	OFI INVEST ASSET MANAGEMENT	Shares	418.7KSH	$32.3M
37	Smith Salley Wealth Management	Shares	364.7KSH	$32.0M
38	AEGON ASSET MANAGEMENT UK PLC	Shares	355.9KSH	$31.2M
39	Quintet Private Bank (Europe) S.A.	Shares	351.6KSH	$30.9M
40	JOHNSON INVESTMENT COUNSEL INC	Shares	327.8KSH	$28.8M
41	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	325.2KSH	$28.5M
42	COUNTRY TRUST BANK	Shares	324.4KSH	$28.5M
43	Portman Square Capital LLP	Shares	322.8KSH	$28.3M
44	Arbejdsmarkedets Tillaegspension	Shares	321.3KSH	$28.2M
45	Apollon Wealth Management, LLC	Shares	315.9KSH	$27.7M
46	Police & Firemen's Retirement System of New Jersey	Shares	312.5KSH	$27.4M
47	Northside Capital Management, LLC	Shares	301.7KSH	$26.5M
48	Gradient Investments LLC	Shares	300.6KSH	$26.4M
49	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	297.6KSH	$26.1M
50	MassMutual Private Wealth & Trust, FSB	Shares	296.8KSH	$26.1M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,017 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+935.2K	+$76.1M	$184.1M
2	Mizuho Markets Cayman LP new	Shares	+517.7K	+$45.4M	$45.4M
3	Union Bancaire Privee, UBP SA added	Shares	+310.1K	+$24.5M	$88.2M
4	Fideuram Asset Management (Ireland) dac added	Shares	+204.2K	+$18.3M	$21.4M
5	Brookstone Capital Management added	Shares	+131.3K	+$11.3M	$14.5M
6	Mayflower Financial Advisors, LLC added	Shares	+119.8K	+$10.4M	$11.8M
7	Tema ETFs LLC added	Shares	+135.5K	+$10.1M	$42.4M
8	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+108.4K	+$9.5M	$9.5M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+141.8K	+$9.3M	$63.3M
10	Strong Tower Advisory Services new	Shares	+99.6K	+$8.7M	$8.7M
11	Apollon Wealth Management, LLC added	Shares	+97.3K	+$7.4M	$27.7M
12	Quilter Plc added	Shares	+125.0K	+$6.3M	$90.7M
13	MEITAV INVESTMENT HOUSE LTD added	Shares	+105.2K	+$5.3M	$77.1M
14	Robeco Institutional Asset Management B.V. added	Shares	+101.8K	+$4.9M	$77.8M
15	Envestnet Portfolio Solutions, Inc. added	Shares	+59.4K	+$4.8M	$11.3M
16	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+58.4K	+$4.6M	$14.0M
17	Y-Intercept (Hong Kong) Ltd new	Shares	+52.1K	+$4.6M	$4.6M
18	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+51.7K	+$4.5M	$4.5M
19	Annex Advisory Services, LLC added	Shares	+86.6K	+$4.4M	$62.4M
20	Birch Hill Investment Advisors LLC added	Shares	+59.4K	+$4.4M	$19.8M
21	CUTLER INVESTMENT COUNSEL LLC added	Shares	+51.0K	+$3.8M	$16.3M
22	Gradient Investments LLC added	Shares	+53.1K	+$3.4M	$26.4M
23	IFM Investors Pty Ltd added	Shares	+66.4K	+$3.1M	$51.9M
24	Arbejdsmarkedets Tillaegspension added	Shares	+44.8K	+$2.5M	$28.2M
25	BENJAMIN EDWARDS INC added	Shares	+50.9K	+$2.5M	$38.4M
26	Mirae Asset Global Investments Co., Ltd. added	Shares	+53.2K	+$2.5M	$42.2M
27	Sava Infond d.o.o. added	Shares	+29.0K	+$2.4M	$5.1M
28	HM PAYSON & CO added	Shares	+30.1K	+$2.3M	$8.0M
29	Merit Financial Group, LLC added	Shares	+28.3K	+$2.0M	$10.4M
30	CWA Asset Management Group, LLC added	Shares	+24.4K	+$2.0M	$4.3M
31	Avanza Fonder AB added	Shares	+22.5K	+$1.9M	$2.5M
32	Trium Capital LLP new	Shares	+21.1K	+$1.9M	$1.9M
33	Mirador Capital Partners LP added	Shares	+18.9K	+$1.6M	$2.0M
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+34.3K	+$1.5M	$28.5M
35	Cannon Advisors, Inc. added	Shares	+16.8K	+$1.5M	$1.8M
36	Benin Management CORP added	Shares	+17.3K	+$1.5M	$2.3M
37	CV Advisors LLC new	Shares	+16.0K	+$1.4M	$1.4M
38	Intesa Sanpaolo Wealth Management added	Shares	+15.9K	+$1.4M	$2.0M
39	Bangor Savings Bank added	Shares	+14.0K	+$1.2M	$1.8M
40	TrueMark Investments, LLC added	Shares	+20.8K	+$1.2M	$13.0M
41	Pacific Point Advisors, LLC added	Shares	+14.1K	+$1.2M	$2.5M
42	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+14.4K	+$1.0M	$5.6M
43	PROFFITT & GOODSON INC added	Shares	+9.1K	+$795.3K	$830.0K
44	Procyon Advisors, LLC added	Shares	+10.0K	+$776.4K	$2.6M
45	Formidable Asset Management, LLC trimmed	Shares	-183	+$775.3K	$5.8M
46	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+9.7K	+$757.2K	$2.5M
47	SAX WEALTH ADVISORS, LLC added	Shares	+5.3K	+$755.7K	$2.5M
48	TECTONIC ADVISORS LLC new	Shares	+7.8K	+$688.7K	$688.7K
49	Laurel Wealth Advisors LLC new	Shares	+7.3K	+$639.8K	$639.8K
50	Dynamic Advisor Solutions LLC added	Shares	+9.3K	+$638.7K	$3.9M

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