Stock ownership · SEC 13F · Q4 2025

NEXTERA ENERGY INC

A breakdown of NEXTERA ENERGY INC's institutional base (CUSIP 65339F101): the holders, the concentration among them, and what changed last quarter.

$86.9M
Reported value
15
Institutions
97%
Top-5 share

The verdict

15 institutional filers report $86.9M of NEXTERA ENERGY INC on their books as of Q4 2025. NEXTERA ENERGY INC is a position with modest but real institutional breadth, and that ownership is held overwhelmingly by a small core of institutions.

15
institutions hold it
$86.9M
reported 13F value
97%
held by top 5
#92
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$86.9M

Institutional 13F value

Institutions

15

Reporting holders

Top-5 concentration

97%

Held by 5 largest

New buyers

12

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%97%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 66.0%

NEXTERA ENERGY INC is more widely held than about 66% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of NEXTERA ENERGY INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a NEXTERA ENERGY INC position has held steady from 15 to 15 over the last 8 quarters of 13F filings.

5101520253035 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 15
Distinct 13F filers holding NEXTERA ENERGY INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 GROUPAMA ASSET MANAGMENT 751,748 $60.4M 69.4%
2 Pacer Advisors, Inc. 204,171 $16.4M 18.9%
3 Anchor Investment Management, LLC 53,176 $4.3M 4.9%
4 MidFirst Bank 32,586 $2.6M 3.0%
5 Astoria Portfolio Advisors LLC. 6,858 $645K 0.7%
6 DiPaolo Financial Group, Inc. 6,489 $521K 0.6%
7 BDFS Capital LLC 5,613 $451K 0.5%
8 CHELSEA COUNSEL CO 4,920 $395K 0.5%
9 Ketron Financial 4,794 $385K 0.4%
10 Tempo Wealth, LLC 3,408 $274K 0.3%
11 DGS Capital Management, LLC 3,337 $268K 0.3%
12 TD Capital Management LLC 3,009 $242K 0.3%
13 Strategic Investment Solutions, Inc. /IL 946 $76K 0.1%
14 Bell Investment Advisors, Inc 738 $59K 0.1%
15 SG Trading Solutions, LLC 9,830 $789 0.0%

Latest Quarter Activity · Q4 2025

What the data says about NEXTERA ENERGY INC

A handful of institutions account for most of the reported institutional float here.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold NEXTERA ENERGY INC?
NEXTERA ENERGY INC is held by 15 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of NEXTERA ENERGY INC?
Institutions report $86.9M of NEXTERA ENERGY INC as of Q4 2025.
How concentrated is ownership of NEXTERA ENERGY INC?
The top five institutional holders account for 97% of the reported institutional value in NEXTERA ENERGY INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of NEXTERA ENERGY INC?
GROUPAMA ASSET MANAGMENT is the largest reported holder of NEXTERA ENERGY INC with $60.4M across 751,748 shares as of Q4 2025.
Where does this NEXTERA ENERGY INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.