NEE NextEra Energy, Inc.
NextEra Energy, Inc. (NEE) Institutional Ownership
What the institutions did with NEE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EASTERN BANK | 757.4K | 24.9% |
| ARGENT CAPITAL MANAGEMENT LLC | 510.2K | 16.8% |
| ROCKLAND TRUST CO | 386.0K | 12.7% |
| CapWealth Advisors, LLC | 355.1K | 11.7% |
| MassMutual Private Wealth & Trust, FSB | 292.1K | 9.6% |
| NEVILLE RODIE & SHAW INC | 169.0K | 5.5% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 110.0K | 3.6% |
| PARK NATIONAL CORP /OH/ | 97.7K | 3.2% |
| Stonebridge Financial Group, LLC | 74.7K | 2.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 54.6K | 1.8% |
| Violich Capital Management, Inc. | 49.9K | 1.6% |
| GoalVest Advisory LLC | 31.5K | 1.0% |
| General Partner, Inc. | 29.1K | 1.0% |
| CX Institutional | 19.7K | 0.6% |
| Montecito Bank & Trust | 15.5K | 0.5% |
| Coastline Trust Co | 14.0K | 0.5% |
| Gladwyn Financial Advisors, Inc. | 9.1K | 0.3% |
| Partnership Wealth Management, LLC | 8.0K | 0.3% |
| Versant Capital Management, Inc | 7.3K | 0.2% |
| Heartwood Wealth Advisors LLC | 7.2K | 0.2% |
| Boltwood Capital Management | 7.0K | 0.2% |
| Adelphi Trust Co | 6.7K | 0.2% |
| TOMPKINS FINANCIAL CORP | 5.5K | 0.2% |
| Rosenberg Matthew Hamilton | 3.9K | 0.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3.8K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 528.6K | 510.2K | -18.4K |
| ROCKLAND TRUST CO | Increased | 375.7K | 386.0K | +10.3K |
| PARK NATIONAL CORP /OH/ | Reduced | 104.8K | 97.7K | -7.1K |
| EASTERN BANK | Reduced | 762.8K | 757.4K | -5.4K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 296.8K | 292.1K | -4.7K |
| GoalVest Advisory LLC | Increased | 28.0K | 31.5K | +3.5K |
| COLLECTIVE FAMILY OFFICE LLC | Sold Out | 2.4K | 0 | -2.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 56.8K | 54.6K | -2.2K |
| Violich Capital Management, Inc. | Reduced | 52.0K | 49.9K | -2.2K |
| Coastline Trust Co | Reduced | 16.1K | 14.0K | -2.1K |
| CX Institutional | Reduced | 21.4K | 19.7K | -1.7K |
| Stonebridge Financial Group, LLC | Increased | 73.0K | 74.7K | +1.7K |
| Versant Capital Management, Inc | Increased | 6.1K | 7.3K | +1.2K |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 28 | 1.0K | +993 |
| CapWealth Advisors, LLC | Reduced | 356.0K | 355.1K | -992 |
| NEVILLE RODIE & SHAW INC | Reduced | 169.6K | 169.0K | -600 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 3.4K | 3.8K | +403 |
| Adelphi Trust Co | Increased | 6.4K | 6.7K | +271 |
| First Citizens Financial Corp | Reduced | 3.5K | 3.3K | -182 |
| Heartwood Wealth Advisors LLC | Increased | 7.0K | 7.2K | +149 |
| Boltwood Capital Management | Increased | 6.9K | 7.0K | +145 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 3.3K | 3.2K | -110 |
| TOMPKINS FINANCIAL CORP | Increased | 5.4K | 5.5K | +108 |
| Rosenberg Matthew Hamilton | Reduced | 3.9K | 3.9K | -84 |
| Central Pacific Bank - Trust Division | Reduced | 747 | 672 | -75 |
| Montecito Bank & Trust | Reduced | 15.5K | 15.5K | -65 |
| Olistico Wealth, LLC | Increased | 2.5K | 2.5K | +40 |
| Planning Strategies Inc. | Increased | 324 | 339 | +15 |
| Noble Wealth Management PBC | Reduced | 269 | 256 | -13 |
| Roxbury Financial LLC | Increased | 1.1K | 1.1K | +5 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.