NEXTERA ENERGY INC NEE
COM · Common Stock · CUSIP 65339F101 · ISIN US65339F1012
American energy company
- SectorUtilities
- IndustryElectric Services
- HeadquartersJuno Beach, FL
- Founded1925
- Websitenexteraenergy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($638.2m this quarter). Holder counts are more reliable. Shares outstanding: 2.0bn as of 2023-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $74.51. Options: 51 managers hold calls ($1.3bn notional), 64 hold puts ($923.9m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,345 |
| Q4 2022 | 2,472 |
| Q1 2023 | 2,412 |
| Q2 2023 | 2,417 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 1,154 | 955 |
| Q1 2023 | 1,146 | 1,071 |
| Q2 2023 | 1,172 | 1,017 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $1.2bn | $1.1bn | 0.95 |
| Q4 2022 | $1.5bn | $1.6bn | 1.06 |
| Q1 2023 | $1.2bn | $1.1bn | 0.94 |
| Q2 2023 | $1.3bn | $923.9m | 0.74 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +6.2m |
| MORGAN STANLEY | Added | +4.0m |
| STATE STREET CORP | Added | +2.9m |
| CIBC Private Wealth Group LLC | Added | +2.8m |
| JPMORGAN CHASE & CO | Added | +2.8m |
| BARCLAYS PLC | Added | +2.2m |
| VANGUARD GROUP INC | Added | +2.1m |
| WELLS FARGO & COMPANY/MN | Added | +2.0m |
| BlackRock Inc. | Added | +1.9m |
| UBS Group AG | Added | +1.7m |
Biggest sellers
| FMR LLC | Reduced | -45.9m |
| OFI INVEST ASSET MANAGEMENT | Reduced | -34.9m |
| EP Wealth Advisors, LLC | Reduced | -6.5m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -5.2m |
| Sarasin & Partners LLP | Sold out | -3.7m |
| STRS OHIO | Reduced | -2.9m |
| MARSHALL WACE, LLP | Reduced | -2.9m |
| BANK OF AMERICA CORP /DE/ | Reduced | -2.8m |
| FRANKLIN RESOURCES INC | Reduced | -2.5m |
| J.P. Morgan Private Wealth Advisors LLC | Sold out | -2.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $209.8m2.8m shares |
| CITADEL ADVISORS LLC | Added | $207.2m2.8m shares |
| JANE STREET GROUP, LLC | Added | $161.0m2.2m shares |
| GOLDMAN SACHS GROUP INC | Added | $73.9m996.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $60.4m814.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $51.3m691.6k shares |
| Parallax Volatility Advisers, L.P. | Added | $50.9m685.5k shares |
| ROYAL BANK OF CANADA | Added | $47.0m634.1k shares |
| Laurion Capital Management LP | Added | $44.5m600.0k shares |
| SIMPLEX TRADING, LLC | Added | $43.7m589.1k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $114.5m1.5m shares |
| TWO SIGMA INVESTMENTS, LP | Reduced | $103.9m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $86.0m1.2m shares |
| JANE STREET GROUP, LLC | Reduced | $76.4m1.0m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $69.0m930.3k shares |
| ROYAL BANK OF CANADA | Unchanged | $42.7m575.0k shares |
| CITIGROUP INC | Added | $41.5m559.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $41.3m556.2k shares |
| Parallax Volatility Advisers, L.P. | Added | $32.2m433.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $31.5m424.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-10-27 | 8.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| JPMORGAN CHASE & CO 13G · institution new · filed 2026-05-13 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $2.6m | — |
| Q1 2022 | 5 | $5.8m | 1 | $367.3k | — |
| Q2 2022 | 2 | $705.6k | 0 | — | — |
| Q3 2022 | 1 | $1.0m | 1 | $826.4k | — |
| Q4 2022 | 0 | — | 3 | $4.0m | — |
| Q1 2023 | 6 | $1.9m | 0 | — | — |
| Q2 2023 | 1 | $1.0m | 1 | $299.6k | $299.6k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-14 | KETCHUM JOHN W Chairman, President & CEO, director | Bought plan | $1.0m13.6k shares |
| 2023-06-14 | Coffey Robert EVP, Nuclear Div & CNO | Sold plan | $299.6k4.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.35% of their portfolio | 196.5m $14.6bn | Added +2.1m |
| BlackRock Inc. 0.31% of their portfolio | 151.3m $11.2bn | Added +1.9m |
| STATE STREET CORP 0.43% of their portfolio | 111.5m $8.3bn | Added +2.9m |
| JPMORGAN CHASE & CO 0.64% of their portfolio | 75.4m $5.6bn | Added +2.8m |
| MORGAN STANLEY 0.37% of their portfolio | 50.8m $3.8bn | Added +4.0m |
| BANK OF AMERICA CORP /DE/ 0.36% of their portfolio | 41.4m $3.1bn | Reduced -2.8m |
| NORGES BANK 0.54% of their portfolio | 36.7m $2.7bn | Added +1.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.32% of their portfolio | 36.7m $2.7bn | Added +1.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.43% of their portfolio | 30.2m $2.2bn | Added +324.5k |
| WELLS FARGO & COMPANY/MN 0.62% of their portfolio | 28.7m $2.1bn | Added +2.0m |
| FMR LLC 0.17% of their portfolio | 27.6m $2.0bn | Reduced -45.9m |
| NORTHERN TRUST CORP 0.32% of their portfolio | 22.5m $1.7bn | Reduced -599.2k |
| FRANKLIN RESOURCES INC 0.78% of their portfolio | 22.2m $1.7bn | Reduced -2.5m |
| Nuveen Asset Management, LLC 0.48% of their portfolio | 18.5m $1.4bn | Added +527.5k |
| Bank of New York Mellon Corp 0.29% of their portfolio | 18.3m $1.4bn | Reduced -1.1m |
| NEUBERGER BERMAN GROUP LLC 1.21% of their portfolio | 18.2m $1.4bn | Reduced -145.4k |
| ROYAL BANK OF CANADA 0.37% of their portfolio | 17.9m $1.3bn | Added +561.5k |
| CIBC Private Wealth Group LLC 1.44% of their portfolio | 17.8m $1.3bn | Added +2.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.18% of their portfolio | 17.2m $1.3bn | Added +6.2m |
| Legal & General Group Plc 0.38% of their portfolio | 15.7m $1.2bn | Added +941.2k |
| UBS Group AG 0.46% of their portfolio | 14.4m $1.1bn | Added +1.7m |
| Capital International Investors 0.25% of their portfolio | 14.0m $1.0bn | Reduced -4.1k |
| DEUTSCHE BANK AG\ 0.53% of their portfolio | 13.6m $1.0bn | Added +1.7m |
| GOLDMAN SACHS GROUP INC 0.24% of their portfolio | 12.7m $943.4m | Reduced -1.0m |
| PICTET ASSET MANAGEMENT SA 1.10% of their portfolio | 12.6m $931.7m | Added +324.9k |
| AMERIPRISE FINANCIAL INC 0.26% of their portfolio | 11.3m $836.4m | Added +151.9k |
| Artisan Partners Limited Partnership 1.27% of their portfolio | 10.7m $791.4m | Reduced -441.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% of their portfolio | 10.2m $757.1m | Added +160.2k |
| Fisher Asset Management, LLC 0.40% of their portfolio | 9.7m $716.8m | Added +146.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.35% of their portfolio | 9.4m $727.7m | Unchanged |
| California Public Employees Retirement System 0.56% of their portfolio | 8.8m $654.2m | Reduced -42.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.21% of their portfolio | 8.6m $635.4m | Added +18.6k |
| Amundi 0.32% of their portfolio | 8.5m $633.6m | Reduced -1.1m |
| BESSEMER GROUP INC 1.15% of their portfolio | 7.3m $542.4m | Added +1.3m |
| Swiss National Bank 0.37% of their portfolio | 7.3m $542.2m | Reduced -578.5k |
| PNC Financial Services Group, Inc. 0.45% of their portfolio | 7.1m $524.7m | Reduced -56.0k |
| 1832 Asset Management L.P. 0.93% of their portfolio | 6.5m $479.5m | Added +161.3k |
| PUBLIC INVESTMENT FUND 1.21% of their portfolio | 6.4m $472.5m | Unchanged |
| COHEN & STEERS, INC. 0.95% of their portfolio | 6.1m $451.8m | Reduced -126.7k |
| Clearbridge Investments, LLC 0.39% of their portfolio | 5.8m $432.2m | Added +987.0k |
| Mitsubishi UFJ Trust & Banking Corp 1.00% of their portfolio | 5.8m $431.3m | Added +199.4k |
| Bahl & Gaynor LLC 2.55% of their portfolio | 5.6m $418.7m | Reduced -826.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.28% of their portfolio | 5.5m $406.7m | Reduced -15.4k |
| ALLIANCEBERNSTEIN L.P. 0.16% of their portfolio | 5.2m $388.7m | Added +111.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.29% of their portfolio | 5.1m $375.2m | Reduced -600.8k |
| Invesco Ltd. 0.10% of their portfolio | 5.0m $371.8m | Added +374.3k |
| JENNISON ASSOCIATES LLC 0.30% of their portfolio | 5.0m $368.4m | Reduced -1.1m |
| Alphinity Investment Management Pty Ltd 5.87% of their portfolio | 4.9m $361.2m | Added +957.1k |
| Ensign Peak Advisors, Inc 0.73% of their portfolio | 4.8m $357.8m | Reduced -165.5k |
| Capital Research Global Investors 0.09% of their portfolio | 4.5m $333.6m | Reduced -1.6m |
| C WorldWide Group Holding A/S 4.25% of their portfolio | 4.4m $329.0m | Reduced -172.5k |
| Ninety One UK Ltd 0.96% of their portfolio | 4.4m $328.5m | Added +711.2k |
| RAYMOND JAMES & ASSOCIATES 0.26% of their portfolio | 4.3m $315.5m | Reduced -309.7k |
| BARCLAYS PLC 0.19% of their portfolio | 4.0m $295.7m | Added +2.2m |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 4.0m $293.4m | Added +100.7k |
| LORD, ABBETT & CO. LLC 0.50% of their portfolio | 3.9m $291.3m | Added +2.5k |
| RHUMBLINE ADVISERS 0.32% of their portfolio | 3.9m $289.5m | Added +50.3k |
| BANK OF MONTREAL /CAN/ 0.11% of their portfolio | 3.9m $293.9m | Added +41.1k |
| Corient Private Wealth LP 0.66% of their portfolio | 3.8m $285.2m | Added +186.7k |
| Aberdeen Group plc 0.65% of their portfolio | 3.8m $280.0m | Added +161.4k |
| CREDIT SUISSE AG/ 0.27% of their portfolio | 3.7m $271.3m | Reduced -189.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.37% of their portfolio | 3.6m $267.0m | Added +97.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.40% of their portfolio | 3.6m $265.9m | Added +108.0k |
| MACQUARIE GROUP LTD 0.30% of their portfolio | 3.6m $263.8m | Reduced -871.0k |
| ClearBridge Investments Ltd 7.35% of their portfolio | 3.5m $260.6m | Added +1.6m |
| ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio | 3.5m $259.1m | Added +171.7k |
| STIFEL FINANCIAL CORP 0.34% of their portfolio | 3.4m $249.9m | Reduced -99.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.35% of their portfolio | 3.4m $249.6m | Reduced -7.9k |
| TD Asset Management Inc 0.28% of their portfolio | 3.3m $248.0m | Reduced -613.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 3.3m $245.7m | Reduced -563.1k |
| TWO SIGMA INVESTMENTS, LP 0.65% of their portfolio | 3.3m $242.0m | Added +1.1m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.37% of their portfolio | 3.2m $237.2m | Reduced -5.2m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.30% of their portfolio | 3.2m $234.9m | Reduced -160.3k |
| National Pension Service 0.37% of their portfolio | 3.1m $228.3m | Added +306.2k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.40% of their portfolio | 2.9m $216.5m | Added +51.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1.69% of their portfolio | 2.9m $215.6m | Added +284.2k |
| GABELLI FUNDS LLC 1.60% of their portfolio | 2.9m $211.6m | Reduced -97.2k |
| PRUDENTIAL FINANCIAL INC 0.30% of their portfolio | 2.8m $204.3m | Added +717.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.41% of their portfolio | 2.7m $200.4m | Added +20.5k |
| CITIGROUP INC 0.26% of their portfolio | 2.7m $198.7m | Reduced -278.2k |
| Chevy Chase Trust Holdings, LLC 0.73% of their portfolio | 2.6m $195.5m | Reduced -36.1k |
| Mirova US LLC 3.21% of their portfolio | 2.6m $192.9m | Added +64.4k |
| TWO SIGMA ADVISERS, LP 0.48% of their portfolio | 2.6m $190.4m | Added +598.4k |
| Cullen Capital Management, LLC 1.70% of their portfolio | 2.6m $190.4m | Reduced -14.8k |
| ProShare Advisors LLC 0.53% of their portfolio | 2.5m $183.3m | Added +140.8k |
| US BANCORP \DE\ 0.30% of their portfolio | 2.5m $183.3m | Reduced -38.9k |
| DekaBank Deutsche Girozentrale 0.40% of their portfolio | 2.4m $179.5m | Reduced -8.0k |
| Russell Investments Group, Ltd. 0.35% of their portfolio | 2.4m $178.9m | Added +86.8k |
| TRUIST FINANCIAL CORP 0.30% of their portfolio | 2.4m $178.4m | Added +31.9k |
| Railway Pension Investments Ltd 1.75% of their portfolio | 2.4m $175.4m | Unchanged |
| Korea Investment CORP 0.47% of their portfolio | 2.3m $168.6m | Added +136.2k |
| APG Asset Management N.V. 0.31% of their portfolio | 2.2m $152.5m | Added +132.8k |
| HighTower Advisors, LLC 0.32% of their portfolio | 2.2m $164.2m | Added +139.6k |
| FIFTH THIRD BANCORP 0.72% of their portfolio | 2.2m $163.7m | Reduced -19.9k |
| TORONTO DOMINION BANK 0.12% of their portfolio | 2.2m $162.6m | Added +926.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.36% of their portfolio | 2.2m $161.9m | Reduced -53.4k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.94% of their portfolio | 2.1m $159.3m | Reduced -40.5k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2.83% of their portfolio | 2.1m $158.0m | Reduced -236.5k |
| SEI INVESTMENTS CO 0.27% of their portfolio | 2.1m $157.6m | Reduced -158.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.35% of their portfolio | 2.1m $157.4m | Reduced -66.6k |