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
According to SEC Form 13F-HR filings in this corpus, NEXTERA ENERGY INC ranks #148 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 15 institutions report $86.9M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 15
- institutions hold it
- $86.9M
- reported 13F value
- 97%
- held by top 5
- #148
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, NEXTERA ENERGY INC ranks #148 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 65339F101 · Q4 2025 $87M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-HEAVY #148/775
- HOLDERS-NARROW 15 filers
- CONC-DOM 97% top-5
- PHOTO-FINISH VANGUARD DIVIDEND
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: VANGUARD DIVIDEND
Read with: Ownership concentration guide - NEXTERA ENERGY INC's top-five holders account for 97% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · NEXTERA ENERGY INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
NEXTERA ENERGY INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
15 Top 34% higher than 66% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among NEXTERA ENERGY INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for NEXTERA ENERGY INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($86.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (15 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.