Who holds NEEticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

NEXTERA ENERGY INC · COM · quarter ended 2026-03-31 · 52 members disclosed NEE ↗

2,512

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$147B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,251

addsholders whose share count rose or who opened the position (new + add), by shares

204

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of NEE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$16.6B	178,829,484	+2,029,110	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$12.6B	135,383,754	—	no prior
3	STATE STREET CORP	$11.1B	119,667,918	+1,085,136	add
4	JPMORGAN CHASE & CO	$10.3B	111,988,240	+9,951,611	add
5	MORGAN STANLEY	$6.0B	64,751,882	−918,558	trim
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$5.6B	60,413,784	—	no prior
7	GEODE CAPITAL MANAGEMENT, LLC	$4.5B	48,320,084	+1,048,065	add
8	FRANKLIN RESOURCES INC	$4.3B	46,529,576	+253,137	add
9	Capital Research Global Investors	$3.3B	35,659,943	+6,108,228	add
10	FMR LLC	$3.1B	33,897,033	+1,928,808	add
11	BANK OF AMERICA CORP /DE/	$2.9B	31,352,695	−1,186,905	trim
12	WELLS FARGO & COMPANY/MN	$2.6B	28,493,032	−485,558	trim
13	UBS Group AG	$2.2B	23,356,209	+4,927,126	add
14	NORTHERN TRUST CORP	$2.1B	22,176,123	+95,591	add
15	ROYAL BANK OF CANADA	$1.8B	19,364,181	−763,613	trim
16	DEUTSCHE BANK AG\	$1.6B	17,710,767	+429,410	add
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.6B	17,515,154	+294,524	add
18	Legal & General Group Plc	$1.5B	16,610,766	−121,621	trim
19	Nuveen, LLC	$1.5B	16,466,114	−988,173	trim
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	15,406,260	+2,335,223	add
21	Neuberger Berman Group LLC	$1.3B	13,813,261	+12,091	add
22	Bank of New York Mellon Corp	$1.2B	13,335,717	−107,415	trim
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.2B	13,192,071	+6,696,568	add
24	RAYMOND JAMES FINANCIAL INC	$1.2B	13,090,611	+218,572	add
25	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1B	12,110,984	+913,915	add
26	VANGUARD FIDUCIARY TRUST CO	$1.1B	11,723,509	—	no prior
27	Pictet Asset Management Holding SA	$896M	9,648,920	+394,898	add
28	GQG Partners LLC	$860M	9,258,727	−605,557	trim
29	Amundi	$845M	9,097,263	−763,068	trim
30	AMERIPRISE FINANCIAL INC	$702M	7,556,312	+164,323	add
31	NORDEA INVESTMENT MANAGEMENT AB	$683M	7,461,725	+1,698,278	add
32	Invesco Ltd.	$669M	7,207,559	+292,451	add
33	CIBC Bancorp USA Inc.	$576M	6,205,330	—	no prior
34	Swiss National Bank	$561M	6,043,500	+400,300	add
35	JENNISON ASSOCIATES LLC	$547M	5,888,264	−44,576	trim
36	FIL Ltd	$541M	5,828,725	−543,871	trim
37	ENVESTNET ASSET MANAGEMENT INC	$513M	5,520,650	+458,437	add
38	BAHL & GAYNOR INC	$488M	5,249,543	−110,189	trim
39	National Pension Service	$473M	5,097,519	+5,097,519	new
40	ALLIANCEBERNSTEIN L.P.	$465M	5,791,740	−557,407	trim
41	Mitsubishi UFJ Asset Management Co., Ltd.	$462M	4,976,254	+351,422	add
42	CANADA PENSION PLAN INVESTMENT BOARD	$451M	4,859,090	+1,098,270	add
43	DIMENSIONAL FUND ADVISORS LP	$448M	4,829,027	+150,943	add
44	Ensign Peak Advisors, Inc	$435M	4,683,802	−169,023	trim
45	BANK OF MONTREAL /CAN/	$434M	4,670,849	−1,610,642	trim
46	PRINCIPAL FINANCIAL GROUP INC	$428M	4,609,761	−235,445	trim
47	Sumitomo Mitsui Trust Group, Inc.	$425M	4,577,087	−197,193	trim
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$425M	4,570,516	−158,320	trim
49	Vanguard Global Advisers, LLC	$422M	4,544,595	—	no prior
50	WELLINGTON MANAGEMENT GROUP LLP	$390M	4,196,104	−292,616	trim
51	LPL Financial LLC	$379M	4,083,216	+104,559	add
52	M&G Plc	$375M	4,034,446	−744,401	trim
53	BARCLAYS PLC	$368M	3,958,258	+452,743	add
54	VANGUARD ASSET MANAGEMENT, Ltd	$364M	3,922,400	—	no prior
55	CITIGROUP INC	$350M	3,769,590	+188,229	add
56	Clearbridge Investments, LLC	$344M	3,698,673	−708,334	trim
57	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$337M	3,631,835	−480,336	trim
58	Mirova US LLC	$337M	3,623,477	−98,734	trim
59	HSBC HOLDINGS PLC	$324M	3,493,007	−4,040,265	trim
60	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$317M	3,408,264	−307,667	trim
61	Mariner, LLC	$297M	3,193,065	+26,958	add
62	Capital World Investors	$290M	3,119,004	+658,201	add
63	Mitsubishi UFJ Trust & Banking Corp	$289M	3,108,876	−222,569	trim
64	STIFEL FINANCIAL CORP	$265M	2,849,628	−96,875	trim
65	US BANCORP \DE\	$261M	2,811,759	+28,016	add
66	MACKENZIE FINANCIAL CORP	$240M	2,584,342	+747,400	add
67	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$238M	2,567,809	+1,120,480	add
68	Rockefeller Capital Management L.P.	$238M	2,560,302	+393,161	add
69	HighTower Advisors, LLC	$237M	2,548,903	+85,082	add
70	Aberdeen Group plc	$234M	2,517,935	−12,783	trim
71	Employees Provident Fund Board	$232M	2,500,000	−500,000	trim
72	BNP Paribas Asset Management Holding S.A.	$230M	2,479,100	−297,157	trim
73	Cullen Capital Management, LLC	$225M	2,427,317	−32,736	trim
74	LGT Group Foundation	$225M	2,423,663	+647,579	add
75	FIFTH THIRD BANCORP	$220M	2,365,160	+764,702	add
76	Allspring Global Investments Holdings, LLC	$218M	2,348,462	−170,043	trim
77	Railway Pension Investments Ltd	$216M	2,328,732	−189,000	trim
78	AVIVA PLC	$216M	2,324,975	+21,723	add
79	ProShare Advisors LLC	$212M	2,285,191	−17,642	trim
80	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$211M	2,268,759	−521,709	trim
81	Universal- Beteiligungs- und Servicegesellschaft mbH	$210M	2,265,422	+66,990	add
82	COMMONWEALTH EQUITY SERVICES, LLC	$204M	2,191,696	−36,092	trim
83	Empower Advisory Group, LLC	$196M	2,108,480	+40,719	add
84	BROOKFIELD Corp /ON/	$192M	2,067,489	−3,444	trim
85	Chevy Chase Trust Holdings, LLC	$190M	2,044,445	−12,262	trim
86	Electron Capital Partners, LLC	$189M	2,040,030	+272,603	add
87	Vanguard Investments Australia, Ltd.	$187M	2,014,435	—	no prior
88	Vontobel Holding Ltd.	$185M	1,988,927	+327,850	add
89	DAVENPORT & Co LLC	$183M	1,974,364	−1,601	trim
90	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$178M	1,921,380	+1,921,380	new
91	Corient Private Wealth LLC	$177M	1,913,940	−8,062,212	trim
92	Candriam S.C.A.	$170M	1,826,628	+634,133	add
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$169M	1,819,628	−14,221	trim
94	NOMURA ASSET MANAGEMENT CO LTD	$169M	1,814,182	−20,566	trim
95	Holocene Advisors, LP	$166M	1,782,319	+1,087,124	add
96	DJE Kapital AG	$165M	1,800,015	+1,333,332	add
97	KEYBANK NATIONAL ASSOCIATION/OH	$165M	1,776,692	−99	trim
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$164M	1,766,929	−2,585	trim
99	Haverford Trust Co	$164M	1,762,897	+6,818	add
100	Korea Investment CORP	$156M	1,675,152	+124,062	add
101	TD ASSET MANAGEMENT INC	$151M	1,624,513	+686,439	add
102	DANSKE BANK A/S	$145M	1,558,689	+220,526	add
103	Munro Partners	$143M	1,544,112	+1,167,275	add
104	REGIONS FINANCIAL CORP	$141M	1,522,904	−37,400	trim
105	COMMERCE BANK	$140M	1,510,854	+351,045	add
106	AMERICAN CENTURY COMPANIES INC	$139M	1,497,514	+52,565	add
107	DnB Asset Management AS	$139M	1,496,597	+57,703	add
108	Cerity Partners LLC	$138M	1,480,454	+36,229	add
109	CI INVESTMENTS INC.	$137M	1,473,366	+659,737	add
110	PRUDENTIAL FINANCIAL INC	$129M	1,389,661	+47,430	add
111	1832 Asset Management L.P.	$126M	1,353,916	+771,453	add
112	CITADEL ADVISORS LLC	$123M	1,327,731	−171,252	trim
113	PFA Pension, Forsikringsaktieselskab	$121M	1,305,502	+1,305,502	new
114	Allianz Asset Management GmbH	$120M	1,288,625	+74,776	add
115	MACQUARIE GROUP LTD	$114M	1,228,411	−174,489	trim
116	BARTLETT & CO. WEALTH MANAGEMENT LLC	$112M	1,168,736	+43,872	add
117	Altshuler Shaham Ltd	$109M	1,172,972	+204,712	add
118	Squarepoint Ops LLC	$108M	1,165,361	+509,860	add
119	TOCQUEVILLE ASSET MANAGEMENT L.P.	$108M	1,162,536	−10,014	trim
120	Assenagon Asset Management S.A.	$108M	1,162,269	+305,020	add
121	Bank Julius Baer & Co. Ltd, Zurich	$106M	1,147,383	+320,461	add
122	APG Asset Management N.V.	$106M	1,315,708	+81,225	add
123	Zurich Insurance Group Ltd/FI	$104M	1,123,113	−235,021	trim
124	SEI INVESTMENTS CO	$104M	1,120,238	+90,607	add
125	STATE OF WISCONSIN INVESTMENT BOARD	$104M	1,118,512	+38,117	add
126	FEDERATED HERMES, INC.	$103M	1,104,413	+40,355	add
127	Focus Partners Wealth	$102M	1,101,298	−10,493	trim
128	OSAIC HOLDINGS, INC.	$102M	1,095,389	+114,077	add
129	TRUIST FINANCIAL CORP	$101M	1,091,056	−72,254	trim
130	Cetera Investment Advisers	$101M	1,090,787	+141,389	add
131	UniSuper Management Pty Ltd	$100M	1,079,454	+267,731	add
132	Asset Management One Co., Ltd.	$99.9M	1,075,632	−3,495	trim
133	Creative Planning	$97.3M	1,047,897	+66,350	add
134	Swedbank AB	$96.5M	1,039,185	+22,555	add
135	D.A. DAVIDSON & CO.	$95.8M	1,031,531	−43,150	trim
136	AMF Tjanstepension AB	$93.1M	1,002,143	−200,452	trim
137	FIRST FINANCIAL BANKSHARES INC	$92.5M	996,001	+7,878	add
138	KLP KAPITALFORVALTNING AS	$92.5M	995,812	+42,800	add
139	M&T BANK CORP	$90.6M	975,566	−24,027	trim
140	Zurcher Kantonalbank (Zurich Cantonalbank)	$89.4M	962,449	+962,449	new
141	Danica Pension, Livsforsikringsaktieselskab	$88.2M	949,166	−639,658	trim
142	Quantinno Capital Management LP	$87.9M	946,616	+150,058	add
143	PANAGORA ASSET MANAGEMENT INC	$86.7M	933,805	+131,867	add
144	ROYAL LONDON ASSET MANAGEMENT LTD	$85.4M	919,958	+8,461	add
145	Epoch Investment Partners, Inc.	$84.4M	908,642	−53,193	trim
146	Quilter Plc	$84.4M	908,558	+19,863	add
147	Baird Financial Group, Inc.	$80.1M	862,126	+862,126	new
148	Welch Group, LLC	$79.2M	852,934	+852,934	new
149	&PARTNERS	$78.7M	847,957	+15,900	add
150	Compagnie Lombard Odier SCmA	$78.5M	845,223	−206,249	trim
151	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$78.0M	839,624	+2,125	add
152	GLENMEDE TRUST CO NA	$77.3M	831,840	−44,156	trim
153	WESTWOOD HOLDINGS GROUP INC	$77.0M	829,101	−66,683	trim
154	GREAT LAKES ADVISORS, LLC	$76.8M	826,884	+81,928	add
155	Energy Income Partners, LLC	$75.9M	817,507	+10,520	add
156	Robeco Institutional Asset Management B.V.	$72.9M	784,537	+543,336	add
157	FIRST TRUST ADVISORS LP	$72.8M	783,962	−233,972	trim
158	GROUPAMA ASSET MANAGMENT	$72.3M	778,379	+26,631	add
159	MEITAV INVESTMENT HOUSE LTD	$71.8M	773,400	−68,700	trim
160	Investment Management Corp of Ontario	$71.0M	764,462	+568,058	add
161	AQR CAPITAL MANAGEMENT LLC	$70.0M	761,437	−97,777	trim
162	VICTORY CAPITAL MANAGEMENT INC	$69.3M	746,482	−187,443	trim
163	Vest Financial, LLC	$68.2M	734,376	+34,338	add
164	EASTERN BANK	$67.6M	728,238	−81,223	trim
165	EDMOND DE ROTHSCHILD HOLDING S.A.	$66.5M	715,720	+27,272	add
166	NATIONAL BANK OF CANADA /FI/	$66.1M	711,650	−350,061	trim
167	State of New Jersey Common Pension Fund D	$65.8M	708,215	0	no change
168	CREDIT AGRICOLE S A	$65.7M	707,610	−12,640	trim
169	DAVIS R M INC	$64.7M	696,817	+3,846	add
170	Union Bancaire Privee, UBP SA	$63.7M	710,589	+379,557	add
171	Madison Asset Management, LLC	$63.6M	684,398	−2,480	trim
172	BCV Asset Management Inc.	$62.9M	677,050	−13,290	trim
173	WELCH & FORBES LLC	$62.7M	675,388	−639	trim
174	Lansforsakringar Fondforvaltning AB (publ)	$62.0M	667,937	+20,516	add
175	TORONTO DOMINION BANK	$61.3M	660,377	−397,510	trim
176	Clark Capital Management Group, Inc.	$60.5M	651,282	+636,767	add
177	Resona Asset Management Co.,Ltd.	$60.4M	651,635	+14,764	add
178	EP Wealth Advisors, LLC	$59.9M	644,609	−156,355	trim
179	Annex Advisory Services, LLC	$58.0M	624,424	+579,790	add
180	MML INVESTORS SERVICES, LLC	$57.9M	623,770	−76,071	trim
181	Tredje AP-fonden	$57.0M	614,229	+153,026	add
182	Janus Henderson Group Ltd.	$56.9M	612,257	+140,591	add
183	CIBC Asset Management Inc	$56.8M	611,152	−15,659	trim
184	Man Group plc	$56.7M	610,488	−313,740	trim
185	Allworth Financial LP	$55.4M	596,231	+147,255	add
186	PUBLIC SECTOR PENSION INVESTMENT BOARD	$55.0M	592,358	+61,978	add
187	MIZUHO MARKETS AMERICAS LLC	$54.6M	588,283	+331,060	add
188	Sanctuary Advisors, LLC	$54.6M	587,643	+8,127	add
189	Fisher Funds Management LTD	$54.1M	582,884	−36,756	trim
190	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$53.9M	613,906	+39,792	add
191	ARGENT CAPITAL MANAGEMENT LLC	$53.5M	576,293	−50,356	trim
192	Magellan Asset Management Ltd	$52.9M	569,640	+78,171	add
193	Czech National Bank	$52.7M	567,190	+18,038	add
194	Arizona State Retirement System	$52.4M	564,210	−24,424	trim
195	OFI INVEST ASSET MANAGEMENT	$51.7M	639,772	−263,853	trim
196	Tidal Investments LLC	$51.7M	556,578	+455,616	add
197	CIBC WORLD MARKET INC.	$51.4M	552,905	−174,111	trim
198	STATE OF MICHIGAN RETIREMENT SYSTEM	$50.5M	543,998	−1,200	trim
199	Eurizon Capital SGR S.p.A.	$50.0M	539,233	−64,957	trim
200	Calamos Advisors LLC	$50.0M	538,400	−197,537	trim
201	IFM Investors Pty Ltd	$48.7M	524,530	−6,552	trim
202	Sumitomo Mitsui DS Asset Management Company, Ltd	$48.6M	523,005	−45,575	trim
203	Verition Fund Management LLC	$47.4M	510,383	+463,600	add
204	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$46.6M	501,910	+85,875	add
205	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$46.5M	500,310	−1,464	trim
206	NFJ INVESTMENT GROUP, LLC	$45.7M	492,428	−283,422	trim
207	Kestra Advisory Services, LLC	$45.6M	490,873	−17,429	trim
208	MetLife Investment Management, LLC	$45.2M	486,683	−12,628	trim
209	BLAIR WILLIAM & CO/IL	$45.2M	486,323	+78,522	add
210	ADAGE CAPITAL PARTNERS GP, L.L.C.	$45.0M	484,713	−799,416	trim
211	VOYA INVESTMENT MANAGEMENT LLC	$44.6M	480,224	−27,272	trim
212	NS Partners Ltd	$44.4M	477,791	−7,821	trim
213	Steward Partners Investment Advisory, LLC	$44.2M	476,271	+118,178	add
214	AVITY INVESTMENT MANAGEMENT INC.	$44.0M	473,728	+2,273	add
215	UMB Bank, n.a.	$43.6M	469,444	−1,247	trim
216	Daiwa Securities Group Inc.	$43.1M	464,510	+14,649	add
217	Evelyn Partners Investment Management LLP	$43.1M	463,794	+58,179	add
218	Temasek Holdings (Private) Ltd	$42.6M	459,165	+123,274	add
219	OP Asset Management Ltd	$42.0M	452,586	—	no prior
220	Carnegie Investment Counsel	$41.9M	450,895	−7,246	trim
221	FUKOKU MUTUAL LIFE INSURANCE CO	$41.6M	448,217	0	no change
222	TD Waterhouse Canada Inc.	$41.3M	446,231	+348,235	add
223	MILLENNIUM MANAGEMENT LLC	$41.2M	443,203	+388,899	add
224	Retirement Systems of Alabama	$41.1M	442,260	−784	trim
225	RWA WEALTH PARTNERS, LLC	$41.1M	442,142	+36,271	add
226	NewEdge Advisors, LLC	$41.0M	441,582	+441,582	new
227	Cardinal Capital Management, Inc.	$40.4M	434,614	+1,978	add
228	Mirae Asset Global Investments Co., Ltd.	$39.8M	428,064	+58,628	add
229	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$39.7M	427,315	+93,265	add
230	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$39.2M	423,542	−65,455	trim
231	WINDWARD CAPITAL MANAGEMENT CO /CA	$39.1M	420,530	−8	trim
232	Swiss Life Asset Management Ltd	$38.6M	415,343	+109,209	add
233	Advisors Capital Management, LLC	$37.9M	408,489	+5,737	add
234	Woodline Partners LP	$37.8M	407,003	+52,103	add
235	STOREBRAND ASSET MANAGEMENT AS	$36.8M	396,004	—	no prior
236	GUGGENHEIM CAPITAL LLC	$36.3M	390,840	−39,190	trim
237	BENJAMIN EDWARDS INC	$35.9M	386,842	+5,756	add
238	Portman Square Capital LLP	$35.8M	385,397	−5,397	trim
239	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$35.3M	380,032	+10,091	add
240	ROCKLAND TRUST CO	$35.0M	376,581	−2,380	trim
241	Quintet Private Bank (Europe) S.A.	$34.6M	373,023	+297,573	add
242	NORTHEAST INVESTMENT MANAGEMENT	$34.6M	372,243	−6,274	trim
243	TEACHER RETIREMENT SYSTEM OF TEXAS	$34.1M	366,769	−3,710	trim
244	RWC Asset Management LLP	$33.9M	365,358	−6,867	trim
245	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$33.9M	365,188	+45,328	add
246	XPONANCE LLC	$33.8M	364,244	+52,163	add
247	Smith Salley Wealth Management	$33.8M	363,765	+9,327	add
248	FLPUTNAM INVESTMENT MANAGEMENT CO	$33.5M	360,749	−597	trim
249	Andra AP-fonden	$33.5M	360,495	+238,041	add
250	MERCER GLOBAL ADVISORS INC /ADV	$33.4M	359,935	+26,308	add
251	KCM INVESTMENT ADVISORS LLC	$32.8M	353,566	−7,483	trim
252	TCTC Holdings, LLC	$32.5M	349,721	−1,911	trim
253	HANCOCK WHITNEY CORP	$32.5M	348,455	−5,439	trim
254	LBP AM SA	$32.4M	348,475	−131,411	trim
255	Woodbridge CO LTD	$32.3M	347,500	0	no change
256	TEMA ETFS LLC	$32.3M	347,396	+102,599	add
257	BANK OF NOVA SCOTIA	$32.1M	345,374	−273,935	trim
258	USS Investment Management Ltd	$32.1M	345,226	+10,312	add
259	JOHNSON INVESTMENT COUNSEL INC	$31.7M	341,568	−8,059	trim
260	PARSONS CAPITAL MANAGEMENT INC/RI	$31.7M	341,074	+256,683	add
261	Utah Retirement Systems	$31.5M	339,185	−2,807	trim
262	COUNTRY TRUST BANK	$31.5M	338,971	+4,593	add
263	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$31.4M	338,434	+221,700	add
264	UNIVEST FINANCIAL Corp	$31.3M	337,401	−18,495	trim
265	SCOTIA CAPITAL INC.	$31.1M	335,069	−7,101	trim
266	BlackBarn Capital Partners LP	$31.1M	335,000	0	no change
267	Federation des caisses Desjardins du Quebec	$31.0M	334,186	+53,052	add
268	Vanguard Personalized Indexing Management, LLC	$31.0M	333,286	+10,436	add
269	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$30.9M	332,179	−476,455	trim
270	Lido Advisors, LLC	$30.7M	331,023	+46,666	add
271	Varma Mutual Pension Insurance Co	$30.3M	325,893	−5,000	trim
272	NISA INVESTMENT ADVISORS, LLC	$29.6M	318,202	−22,952	trim
273	YOUSIF CAPITAL MANAGEMENT, LLC	$29.5M	317,958	−10,618	trim
274	FIRST NATIONAL BANK OF OMAHA	$29.2M	315,627	−27,795	trim
275	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$28.8M	310,135	+8,523	add
276	Groupe la Francaise	$28.7M	311,219	+305,606	add
277	Stack Financial Management, Inc	$28.7M	309,018	+402	add
278	Rakuten Investment Management, Inc.	$28.3M	307,916	+34,937	add
279	Cresset Asset Management, LLC	$28.2M	303,929	−47,306	trim
280	NEOS Investment Management LLC	$28.2M	303,495	−196,803	trim
281	Callahan Advisors, LLC	$28.1M	302,960	−19,631	trim
282	Glenview Trust Co	$28.1M	302,900	+12,826	add
283	Northside Capital Management, LLC	$28.0M	301,643	−15,850	trim
284	Ceredex Value Advisors LLC	$27.9M	300,748	+300,748	new
285	Mediolanum International Funds Ltd	$27.9M	303,415	+92,990	add
286	Bruce & Co., Inc.	$27.9M	300,300	−10,000	trim
287	PRUDENTIAL PLC	$27.5M	296,189	+21,437	add
288	Northwest & Ethical Investments L.P.	$27.4M	295,428	+19,761	add
289	OPPENHEIMER & CO INC	$27.4M	294,952	−5,630	trim
290	Verity & Verity, LLC	$27.2M	292,595	+2,136	add
291	Banco Santander, S.A.	$27.1M	291,922	+23,792	add
292	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$27.0M	290,881	−67,851	trim
293	SUMMITRY LLC	$26.9M	290,017	+284,163	add
294	FIDUCIARY TRUST CO	$26.9M	289,287	−8,958	trim
295	SouthState Bank Corp	$26.7M	287,802	+11,082	add
296	KESTRA PRIVATE WEALTH SERVICES, LLC	$26.6M	286,459	+286,459	new
297	Lombard Odier Asset Management (Europe) Ltd	$26.5M	285,698	−49,845	trim
298	Inherent Management Corp.	$26.4M	284,500	+24,500	add
299	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$26.4M	283,817	−81,599	trim
300	Pathstone Holdings, LLC	$26.3M	283,321	+2,699	add
301	Arbejdsmarkedets Tillaegspension	$25.7M	276,540	+276,540	new
302	Midwest Trust Co	$25.6M	275,953	−8,559	trim
303	FIRST MANHATTAN CO. LLC.	$25.5M	274,207	−10,963	trim
304	Walleye Capital LLC	$25.4M	273,139	+225,668	add
305	ASR Vermogensbeheer N.V.	$25.1M	269,765	+10,945	add
306	HOWE & RUSLING INC	$24.8M	267,245	+3,818	add
307	PINNACLE ASSOCIATES LTD	$24.7M	266,353	+959	add
308	Private Advisor Group, LLC	$24.7M	265,711	+7,101	add
309	MATRIX ASSET ADVISORS INC/NY	$24.6M	264,712	−3,145	trim
310	NISSAY ASSET MANAGEMENT CORP /JAPAN	$24.6M	264,698	+4,086	add
311	Modern Wealth Management, LLC	$24.6M	264,504	+1,239	add
312	WHITTIER TRUST CO	$24.4M	265,053	+16,101	add
313	OPPENHEIMER ASSET MANAGEMENT INC.	$24.3M	262,085	−778	trim
314	CWM, LLC	$24.3M	261,178	+3,038	add
315	ADAMS DIVERSIFIED EQUITY FUND, INC.	$24.1M	259,400	+96,100	add
316	Concurrent Investment Advisors, LLC	$24.0M	258,870	+35,762	add
317	DEPRINCE RACE & ZOLLO INC	$23.9M	257,250	−800	trim
318	BALDWIN WEALTH PARTNERS LLC/MA	$23.7M	254,634	−31,076	trim
319	EAGLE GLOBAL ADVISORS LLC	$23.6M	254,002	+7,515	add
320	Steigerwald, Gordon & Koch Inc.	$23.2M	249,408	+3,208	add
321	BROWN ADVISORY INC	$23.0M	247,965	−206	trim
322	Gradient Investments LLC	$23.0M	247,516	−18,182	trim
323	QRG CAPITAL MANAGEMENT, INC.	$22.7M	243,912	+46,591	add
324	Advisors Asset Management, Inc.	$22.6M	242,947	+6,663	add
325	Wealthfront Advisers LLC	$22.3M	240,288	+34,430	add
326	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$22.2M	238,505	−100	trim
327	Beck Bode, LLC	$22.1M	238,055	−9,629	trim
328	Aptus Capital Advisors, LLC	$22.1M	238,045	−4,963	trim
329	Atlantic Union Bankshares Corp	$21.9M	235,420	−29,714	trim
330	Shaolin Capital Management LLC	$21.8M	235,232	+19,751	add
331	Metis Global Partners, LLC	$21.8M	234,742	−6,843	trim
332	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$21.6M	232,632	−2,543	trim
333	Badgley Phelps Wealth Managers, LLC	$21.5M	231,812	+2,657	add
334	AE Wealth Management LLC	$21.0M	226,468	+36,735	add
335	DEARBORN PARTNERS LLC	$21.0M	226,440	−967	trim
336	FULTON BREAKEFIELD BROENNIMAN LLC	$21.0M	225,967	−54,750	trim
337	Walleye Trading LLC	$20.8M	223,667	−213,894	trim
338	Pinnacle Financial Partners, Inc.	$20.7M	222,884	+2,246	add
339	HB Wealth Management, LLC	$20.5M	220,760	+36	add
340	FORBES J M & CO LLP	$20.4M	219,492	+929	add
341	Apollon Wealth Management, LLC	$20.3M	218,562	+41,388	add
342	MAI Capital Management	$20.3M	218,443	−5,214	trim
343	FIRST NATIONAL TRUST CO	$20.0M	215,019	+1,968	add
344	Hudson Bay Capital Management LP	$19.9M	214,296	+214,296	new
345	Penobscot Investment Management Company, Inc.	$19.6M	211,198	−191	trim
346	CONGRESS ASSET MANAGEMENT CO	$19.5M	210,218	+10,336	add
347	Aventail Capital Group, LP	$19.3M	207,722	+54,574	add
348	STEPHENS INC /AR/	$19.0M	204,929	−6,336	trim
349	TORRAY INVESTMENT PARTNERS LLC	$18.5M	199,478	−35,548	trim
350	CITIZENS FINANCIAL GROUP INC/RI	$18.2M	195,736	−6,535	trim
351	Beacon Pointe Advisors, LLC	$18.1M	195,303	+30,074	add
352	SPIREPOINT PRIVATE CLIENT, LLC	$18.1M	194,786	+7,540	add
353	ASSETMARK, INC	$18.0M	194,081	−23,230	trim
354	Quadrature Capital Ltd	$18.0M	193,406	+193,406	new
355	Vinva Investment Management Ltd	$17.9M	194,609	−2,624	trim
356	Meiji Yasuda Asset Management Co Ltd.	$17.8M	191,319	−12,623	trim
357	B. Metzler seel. Sohn & Co. AG	$17.7M	190,048	+39,151	add
358	ASSOCIATED BANC-CORP	$17.6M	189,227	−858	trim
359	First Long Island Investors, LLC	$17.4M	187,315	−1,102	trim
360	Waverly Advisors, LLC	$17.4M	186,803	+15,400	add
361	NLB Skladi, upravljanje premozenja, d.o.o.	$17.0M	183,124	−17,667	trim
362	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$16.9M	175,488	−7,962	trim
363	Blue Chip Partners, LLC	$16.9M	181,546	+3,508	add
364	EXCHANGE TRADED CONCEPTS, LLC	$16.7M	180,004	+137,150	add
365	Aware Super Pty Ltd as trustee of Aware Super	$16.7M	179,979	—	no prior
366	Moors & Cabot, Inc.	$16.7M	179,288	−2,805	trim
367	NOESIS CAPITAL MANGEMENT CORP	$16.5M	177,543	+9,362	add
368	Caldwell Trust Co	$16.3M	175,422	−1,704	trim
369	LGT Fund Management Co Ltd.	$16.3M	175,138	+129,648	add
370	Vestmark Advisory Solutions, Inc.	$16.3M	174,994	+7,950	add
371	SFE Investment Counsel	$16.2M	174,906	−8,414	trim
372	Guinness Asset Management LTD	$16.2M	174,892	+1,572	add
373	Evercore Wealth Management, LLC	$16.2M	174,857	+2,189	add
374	Vantage Investment Partners, LLC	$16.1M	173,412	−144	trim
375	MIDDLETON & CO INC/MA	$16.1M	173,316	−3,665	trim
376	Narwhal Capital Management	$16.0M	172,539	−5,807	trim
377	Lombard Odier Asset Management (Switzerland) SA	$16.0M	172,336	+46,664	add
378	LEVEL FOUR ADVISORY SERVICES, LLC	$15.9M	171,684	−8,128	trim
379	Rafferty Asset Management, LLC	$15.7M	168,549	−60,789	trim
380	HUB Investment Partners, LLC	$15.4M	165,878	+12,419	add
381	Birch Hill Investment Advisors LLC	$15.4M	165,852	+7,930	add
382	Dai-ichi Life Insurance Company, Ltd	$15.4M	165,303	−4,296	trim
383	MEYER HANDELMAN CO	$15.2M	163,240	−48,400	trim
384	AGF MANAGEMENT LTD	$15.1M	162,839	+13,309	add
385	Private Capital Advisors, Inc.	$14.8M	159,882	−5,573	trim
386	Paradiem, LLC	$14.8M	159,066	−4,555	trim
387	J.W. COLE ADVISORS, INC.	$14.7M	157,831	+7,788	add
388	JANE STREET GROUP, LLC	$14.6M	157,630	−71,034	trim
389	Atria Investments, Inc	$14.4M	154,773	−18,049	trim
390	Hemenway Trust Co LLC	$14.3M	153,453	+38,391	add
391	DIVIDEND ASSETS CAPITAL, LLC	$14.2M	153,364	−17,547	trim
392	Equitable Holdings, Inc.	$14.2M	162,553	+94,613	add
393	Kingsview Wealth Management, LLC	$14.0M	151,039	+926	add
394	JOHN G ULLMAN & ASSOCIATES INC	$13.9M	150,053	−4,500	trim
395	TRILLIUM ASSET MANAGEMENT, LLC	$13.9M	163,454	+17,715	add
396	NorthCoast Asset Management LLC	$13.9M	149,515	−3,514	trim
397	S.E.E.D. Planning Group LLC	$13.8M	148,628	−20,822	trim
398	ELEVATION POINT WEALTH PARTNERS, LLC	$13.8M	148,378	+22,002	add
399	GROUP ONE TRADING LLC	$13.8M	148,326	−79,402	trim
400	Aristotle Atlantic Partners, LLC	$13.8M	148,219	−140,701	trim
401	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$13.8M	148,171	+148,171	new
402	PALISADE CAPITAL MANAGEMENT, LP	$13.7M	147,394	−3,180	trim
403	Empowered Funds, LLC	$13.7M	147,149	+21,600	add
404	Harbour Trust & Investment Management Co	$13.6M	146,598	+3,413	add
405	Sequoia Financial Advisors, LLC	$13.5M	144,907	+11,844	add
406	Venture Visionary Partners LLC	$13.3M	143,721	−16,828	trim
407	GREAT VALLEY ADVISOR GROUP, INC.	$13.3M	143,233	+19,551	add
408	JGP Wealth Management, LLC	$13.3M	143,137	−25,648	trim
409	JONES FINANCIAL COMPANIES LLLP	$13.2M	142,507	+773	add
410	BAILLIE GIFFORD & CO	$13.2M	141,615	−65,424	trim
411	Dakota Wealth Management	$13.1M	141,570	−4,996	trim
412	LaFleur & Godfrey LLC	$13.1M	141,102	+7,341	add
413	KLINGENSTEIN FIELDS & CO LP	$13.1M	141,088	−1,383	trim
414	Ausbil Investment Management Ltd	$13.1M	141,054	+11,260	add
415	MGO ONE SEVEN LLC	$13.1M	140,810	+3,559	add
416	PATTEN & PATTEN INC/TN	$13.0M	139,478	−2,177	trim
417	Jefferies Financial Group Inc.	$12.9M	139,373	−24,073	trim
418	Chesley Taft & Associates LLC	$12.9M	138,533	−5,902	trim
419	PICTON MAHONEY ASSET MANAGEMENT	$12.8M	138,081	+28,529	add
420	Norinchukin Bank, The	$12.8M	137,461	+91	add
421	CENTRAL TRUST Co	$12.6M	135,791	+2,440	add
422	INTACT INVESTMENT MANAGEMENT INC.	$12.6M	135,200	0	no change
423	CUTLER INVESTMENT COUNSEL LLC	$12.5M	134,355	−997	trim
424	MATTERN CAPITAL MANAGEMENT, LLC	$12.4M	133,938	−3,147	trim
425	Cyndeo Wealth Partners, LLC	$12.4M	133,849	+12,268	add
426	OpenArc Corporate Advisory, LLC	$12.3M	132,566	+36,973	add
427	BEACON INVESTMENT ADVISORY SERVICES, INC.	$12.3M	132,277	+7,400	add
428	M. Kraus & Co	$12.3M	132,057	−1,388	trim
429	HFR Wealth Management, LLC	$12.2M	131,580	−2,190	trim
430	Texas Yale Capital Corp.	$12.2M	131,468	+785	add
431	NOMURA HOLDINGS INC	$12.2M	131,434	+73,033	add
432	Orion Porfolio Solutions, LLC	$12.2M	131,126	−21,851	trim
433	EVERETT HARRIS & CO /CA/	$12.1M	130,693	−90	trim
434	Stablepoint Partners, LLC	$12.1M	130,623	−1,677	trim
435	Geneos Wealth Management Inc.	$12.1M	130,510	−306	trim
436	Freestone Capital Holdings, LLC	$12.1M	129,822	+1,403	add
437	TrueMark Investments, LLC	$11.8M	127,445	−7,704	trim
438	MIZUHO SECURITIES USA LLC	$11.7M	125,903	−25,739	trim
439	OPAL CAPITAL LLC	$11.6M	125,057	−10,919	trim
440	Elo Mutual Pension Insurance Co	$11.3M	121,732	−39,169	trim
441	MOTCO	$11.3M	121,674	−441	trim
442	Clearstead Advisors, LLC	$11.2M	120,525	+18,525	add
443	BTC Capital Management, Inc.	$11.2M	120,241	−2,582	trim
444	Crossmark Global Holdings, Inc.	$11.1M	119,788	—	no prior
445	SCHMIDT P J INVESTMENT MANAGEMENT INC	$11.1M	119,194	−1,107	trim
446	Rock Point Advisors, LLC	$11.0M	118,803	−2,220	trim
447	HARTFORD INVESTMENT MANAGEMENT CO	$11.0M	118,686	−1,620	trim
448	Perigon Wealth Management, LLC	$10.9M	117,628	+1,871	add
449	EFG International AG	$10.9M	117,102	+31,520	add
450	CAISSE DES DEPOTS ET CONSIGNATIONS	$10.8M	115,807	−889	trim
451	FARMERS & MERCHANTS INVESTMENTS INC	$10.7M	115,628	+2,906	add
452	Constitution Capital LLC	$10.7M	115,558	+23,190	add
453	Asset Management Advisors, LLC	$10.7M	115,491	+50	add
454	EVENTIDE ASSET MANAGEMENT, LLC	$10.7M	115,514	+15,269	add
455	Ashton Thomas Private Wealth, LLC	$10.6M	114,078	−4,041	trim
456	Foster Victor Wealth Advisors, LLC	$10.5M	115,215	+3,560	add
457	NIXON PEABODY TRUST CO	$10.5M	112,711	+1,613	add
458	Vident Advisory, LLC	$10.5M	112,541	+5,684	add
459	PARK NATIONAL CORP /OH/	$10.4M	112,209	−16,406	trim
460	NewEdge Wealth, LLC	$10.4M	112,156	−14,695	trim
461	Prospera Financial Services Inc	$10.3M	110,995	+1,146	add
462	Sigma Planning Corp	$10.3M	110,611	−6,589	trim
463	Visionary Wealth Advisors	$10.2M	110,142	−4,133	trim
464	Savant Capital, LLC	$10.2M	110,120	+12,522	add
465	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$10.2M	110,000	0	no change
466	B & T Capital Management DBA Alpha Capital Management	$10.2M	109,501	−3,087	trim
467	CHOREO, LLC	$10.1M	109,097	+7,205	add
468	Richard C. Young & CO., LTD.	$10.1M	108,430	+1,353	add
469	D. E. Shaw & Co., Inc.	$10.1M	108,353	−355,262	trim
470	WHITTIER TRUST CO OF NEVADA INC	$10.0M	108,334	+6,184	add
471	TOKIO MARINE ASSET MANAGEMENT CO LTD	$10.0M	107,687	+2,533	add
472	Covea Finance	$10.0M	107,576	0	no change
473	Snowden Capital Advisors LLC	$10.0M	107,311	−4,341	trim
474	CRAMER ROSENTHAL MCGLYNN LLC	$9.9M	106,951	+100,064	add
475	Slocum, Gordon & Co LLP	$9.9M	106,558	−847	trim
476	NOVARE CAPITAL MANAGEMENT LLC	$9.9M	106,504	−5,249	trim
477	AMERICAN NATIONAL BANK & TRUST	$9.9M	106,411	−34	trim
478	Wilmington Savings Fund Society, FSB	$9.9M	106,361	−93	trim
479	ALLIANZ SE	$9.9M	106,092	−90,434	trim
480	OMERS ADMINISTRATION Corp	$9.8M	105,636	+28,131	add
481	Calamos Wealth Management LLC	$9.8M	105,170	−5,113	trim
482	YHB Investment Advisors, Inc.	$9.8M	104,995	+2,203	add
483	Maryland State Retirement & Pension System	$9.7M	104,927	0	no change
484	Marietta Wealth Management, LLC	$9.7M	104,866	+401	add
485	AXXCESS WEALTH MANAGEMENT, LLC	$9.7M	104,785	−10,709	trim
486	Haverford Financial Services, Inc.	$9.7M	104,472	−251	trim
487	Orion Investment Co	$9.7M	104,089	+1,320	add
488	NAPLES GLOBAL ADVISORS, LLC	$9.7M	104,002	+2,546	add
489	NICHOLAS COMPANY, INC.	$9.6M	103,895	0	no change
490	BRADLEY FOSTER & SARGENT INC/CT	$9.6M	103,769	+881	add
491	Baker Avenue Asset Management, LP	$9.6M	103,465	−4,614	trim
492	BOKF, NA	$9.6M	103,021	+3,712	add
493	Generali Asset Management SPA SGR	$9.6M	102,856	−5,685	trim
494	Renaissance Investment Group LLC	$9.5M	102,719	+3,227	add
495	Edgemoor Investment Advisors, Inc.	$9.5M	102,342	−1,537	trim
496	TOWER BRIDGE ADVISORS	$9.5M	102,289	+2,145	add
497	GREENWOOD CAPITAL ASSOCIATES LLC	$9.5M	102,125	−3,170	trim
498	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$9.5M	102,119	−51,279	trim
499	Hamilton Point Investment Advisors, LLC	$9.5M	101,969	−273	trim
500	Security National Bank	$9.4M	101,533	+2,083	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · NEE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 3 Alan Armstrong R–OK, Richard McCormick R–GA-7, Tommy Tuberville R–AL $66K–$165K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $6.4M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NEXTERA ENERGY INC

Merged timeline of congressional filings and notable-manager moves on NEE
Date	Who	Change	Size
2026-08-14	Richard McCormick Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Sale	$50K–$100K
2026-07-16	Tommy Tuberville Congress	Sale	$15K–$50K
2026-05-15	Gotham Asset Management 13F	add	+9,062 sh
2026-05-15	Bridgewater Associates 13F	add	+17,574 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

52 members of Congress disclosed NEE — the congressional view ↗