Public record / Tickers / NEE

NEE — NEXTERA ENERGY INC

Both disclosure regimes on one name: who in Congress filed about NEE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
209
all PTR rows naming NEE
Members · 12m
6
2 buys · 7 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $250K–$500K

Purchase · traded 2021-05-18 → filed 2021-06-15. Ranked over every NEE row by the provable lower bound, never a point estimate.

6 members · 2 buys / 7 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

32 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

32 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 32 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NEE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NEE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$50K–$100K
2026-07-16Tommy Tuberville R–ALSale · JT (jointly owned)Traded 06-08 +38d$15K–$50K
2026-04-15Rick Larsen D–WA-2PurchaseTraded 04-07 +8d$1K–$15K
2026-04-07Richard McCormick R–GA-7Sale · partial (partial sale)Traded 03-19 +19d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 209 ↗

Members active in NEE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NEE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Richard McCormick R–GA-73−$29.0K to $13.0K3
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1−$100K to −$50.0K2
Rick Larsen D–WA-21$1.0K to $15.0K1
Thomas R. Suozzi D–NY-31−$15.0K to −$1.0K2
Tommy Tuberville R–AL1−$50.0K to −$15.0K5

6 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$50K–$100K
2026-07-16Tommy Tuberville CongressSale$15K–$50K
2026-05-15Gotham Asset Management 13Fadd+9,062 sh
2026-05-15Bridgewater Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of NEE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$16.6B1
2VANGUARD CAPITAL MANAGEMENT LLC$12.6B1
3STATE STREET CORP$11.1B1
4JPMORGAN CHASE & CO$10.3B1
5MORGAN STANLEY$6.0B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$5.6B1
7GEODE CAPITAL MANAGEMENT, LLC$4.5B1
8FRANKLIN RESOURCES INC$4.3B1
9Capital Research Global Investors$3.3B1
10FMR LLC$3.1B1
11BANK OF AMERICA CORP /DE/$2.9B1
12WELLS FARGO & COMPANY/MN$2.6B1
13UBS Group AG$2.2B1
14NORTHERN TRUST CORP$2.1B1
15ROYAL BANK OF CANADA$1.8B1
16DEUTSCHE BANK AG\$1.6B1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.6B1
18Legal & General Group Plc$1.5B1
19Nuveen, LLC$1.5B1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.4B1
21Neuberger Berman Group LLC$1.3B1
22Bank of New York Mellon Corp$1.2B1
23MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.2B1
24RAYMOND JAMES FINANCIAL INC$1.2B1
25SCHRODER INVESTMENT MANAGEMENT GROUP$1.1B1
26VANGUARD FIDUCIARY TRUST CO$1.1B1
27Pictet Asset Management Holding SA$896M1
28GQG Partners LLC$860M1
29Amundi$845M1
30AMERIPRISE FINANCIAL INC$702M1
31NORDEA INVESTMENT MANAGEMENT AB$683M1
32Invesco Ltd.$669M1
33CIBC Bancorp USA Inc.$576M1
34Swiss National Bank$561M1
35JENNISON ASSOCIATES LLC$547M1
36FIL Ltd$541M1
37ENVESTNET ASSET MANAGEMENT INC$513M1
38BAHL & GAYNOR INC$488M1
39National Pension Service$473M1
40ALLIANCEBERNSTEIN L.P.$465M1
41Mitsubishi UFJ Asset Management Co., Ltd.$462M1
42CANADA PENSION PLAN INVESTMENT BOARD$451M1
43DIMENSIONAL FUND ADVISORS LP$448M1
44Ensign Peak Advisors, Inc$435M1
45BANK OF MONTREAL /CAN/$434M1
46PRINCIPAL FINANCIAL GROUP INC$428M1
47Sumitomo Mitsui Trust Group, Inc.$425M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$425M1
49Vanguard Global Advisers, LLC$422M1
50WELLINGTON MANAGEMENT GROUP LLP$390M1
51LPL Financial LLC$379M1
52M&G Plc$375M1
53BARCLAYS PLC$368M1
54VANGUARD ASSET MANAGEMENT, Ltd$364M1
55CITIGROUP INC$350M1
56Clearbridge Investments, LLC$344M1
57COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$337M1
58Mirova US LLC$337M1
59HSBC HOLDINGS PLC$324M1
60CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$317M1
61Mariner, LLC$297M1
62Capital World Investors$290M1
63Mitsubishi UFJ Trust & Banking Corp$289M1
64STIFEL FINANCIAL CORP$265M1
65US BANCORP \DE\$261M1
66MACKENZIE FINANCIAL CORP$240M1
67HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$238M1
68Rockefeller Capital Management L.P.$238M1
69HighTower Advisors, LLC$237M1
70Aberdeen Group plc$234M1
71Employees Provident Fund Board$232M1
72BNP Paribas Asset Management Holding S.A.$230M1
73Cullen Capital Management, LLC$225M1
74LGT Group Foundation$225M1
75FIFTH THIRD BANCORP$220M1
76Allspring Global Investments Holdings, LLC$218M1
77Railway Pension Investments Ltd$216M1
78AVIVA PLC$216M1
79ProShare Advisors LLC$212M1
80NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$211M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$210M1
82COMMONWEALTH EQUITY SERVICES, LLC$204M1
83Empower Advisory Group, LLC$196M1
84BROOKFIELD Corp /ON/$192M1
85Chevy Chase Trust Holdings, LLC$190M1
86Electron Capital Partners, LLC$189M1
87Vanguard Investments Australia, Ltd.$187M1
88Vontobel Holding Ltd.$185M1
89DAVENPORT & Co LLC$183M1
90DUFF & PHELPS INVESTMENT MANAGEMENT CO$178M1
91Corient Private Wealth LLC$177M1
92Candriam S.C.A.$170M1
93STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$169M1
94NOMURA ASSET MANAGEMENT CO LTD$169M1
95Holocene Advisors, LP$166M1
96DJE Kapital AG$165M1
97KEYBANK NATIONAL ASSOCIATION/OH$165M1
98MANUFACTURERS LIFE INSURANCE COMPANY, THE$164M1
99Haverford Trust Co$164M1
100Korea Investment CORP$156M1
101TD ASSET MANAGEMENT INC$151M1
102DANSKE BANK A/S$145M1
103Munro Partners$143M1
104REGIONS FINANCIAL CORP$141M1
105COMMERCE BANK$140M1
106AMERICAN CENTURY COMPANIES INC$139M1
107DnB Asset Management AS$139M1
108Cerity Partners LLC$138M1
109CI INVESTMENTS INC.$137M1
110PRUDENTIAL FINANCIAL INC$129M1
1111832 Asset Management L.P.$126M1
112CITADEL ADVISORS LLC$123M1
113PFA Pension, Forsikringsaktieselskab$121M1
114Allianz Asset Management GmbH$120M1
115MACQUARIE GROUP LTD$114M1
116BARTLETT & CO. WEALTH MANAGEMENT LLC$112M1
117Altshuler Shaham Ltd$109M1
118Squarepoint Ops LLC$108M1
119TOCQUEVILLE ASSET MANAGEMENT L.P.$108M1
120Assenagon Asset Management S.A.$108M1
121Bank Julius Baer & Co. Ltd, Zurich$106M1
122APG Asset Management N.V.$106M1
123Zurich Insurance Group Ltd/FI$104M1
124SEI INVESTMENTS CO$104M1
125STATE OF WISCONSIN INVESTMENT BOARD$104M1
126FEDERATED HERMES, INC.$103M1
127Focus Partners Wealth$102M1
128OSAIC HOLDINGS, INC.$102M1
129TRUIST FINANCIAL CORP$101M1
130Cetera Investment Advisers$101M1
131UniSuper Management Pty Ltd$100M1
132Asset Management One Co., Ltd.$99.9M1
133Creative Planning$97.3M1
134Swedbank AB$96.5M1
135D.A. DAVIDSON & CO.$95.8M1
136AMF Tjanstepension AB$93.1M1
137FIRST FINANCIAL BANKSHARES INC$92.5M1
138KLP KAPITALFORVALTNING AS$92.5M1
139M&T BANK CORP$90.6M1
140Zurcher Kantonalbank (Zurich Cantonalbank)$89.4M1
141Danica Pension, Livsforsikringsaktieselskab$88.2M1
142Quantinno Capital Management LP$87.9M1
143PANAGORA ASSET MANAGEMENT INC$86.7M1
144ROYAL LONDON ASSET MANAGEMENT LTD$85.4M1
145Epoch Investment Partners, Inc.$84.4M1
146Quilter Plc$84.4M1
147Baird Financial Group, Inc.$80.1M1
148Welch Group, LLC$79.2M1
149&PARTNERS$78.7M1
150Compagnie Lombard Odier SCmA$78.5M1
151PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$78.0M1
152GLENMEDE TRUST CO NA$77.3M1
153WESTWOOD HOLDINGS GROUP INC$77.0M1
154GREAT LAKES ADVISORS, LLC$76.8M1
155Energy Income Partners, LLC$75.9M1
156Robeco Institutional Asset Management B.V.$72.9M1
157FIRST TRUST ADVISORS LP$72.8M1
158GROUPAMA ASSET MANAGMENT$72.3M1
159MEITAV INVESTMENT HOUSE LTD$71.8M1
160Investment Management Corp of Ontario$71.0M1
161AQR CAPITAL MANAGEMENT LLC$70.0M1
162VICTORY CAPITAL MANAGEMENT INC$69.3M1
163Vest Financial, LLC$68.2M1
164EASTERN BANK$67.6M1
165EDMOND DE ROTHSCHILD HOLDING S.A.$66.5M1
166NATIONAL BANK OF CANADA /FI/$66.1M1
167State of New Jersey Common Pension Fund D$65.8M1
168CREDIT AGRICOLE S A$65.7M1
169DAVIS R M INC$64.7M1
170Union Bancaire Privee, UBP SA$63.7M1
171Madison Asset Management, LLC$63.6M1
172BCV Asset Management Inc.$62.9M1
173WELCH & FORBES LLC$62.7M1
174Lansforsakringar Fondforvaltning AB (publ)$62.0M1
175TORONTO DOMINION BANK$61.3M1
176Clark Capital Management Group, Inc.$60.5M1
177Resona Asset Management Co.,Ltd.$60.4M1
178EP Wealth Advisors, LLC$59.9M1
179Annex Advisory Services, LLC$58.0M1
180MML INVESTORS SERVICES, LLC$57.9M1
181Tredje AP-fonden$57.0M1
182Janus Henderson Group Ltd.$56.9M1
183CIBC Asset Management Inc$56.8M1
184Man Group plc$56.7M1
185Allworth Financial LP$55.4M1
186PUBLIC SECTOR PENSION INVESTMENT BOARD$55.0M1
187MIZUHO MARKETS AMERICAS LLC$54.6M1
188Sanctuary Advisors, LLC$54.6M1
189Fisher Funds Management LTD$54.1M1
190WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$53.9M1
191ARGENT CAPITAL MANAGEMENT LLC$53.5M1
192Magellan Asset Management Ltd$52.9M1
193Czech National Bank$52.7M1
194Arizona State Retirement System$52.4M1
195OFI INVEST ASSET MANAGEMENT$51.7M1
196Tidal Investments LLC$51.7M1
197CIBC WORLD MARKET INC.$51.4M1
198STATE OF MICHIGAN RETIREMENT SYSTEM$50.5M1
199Eurizon Capital SGR S.p.A.$50.0M1
200Calamos Advisors LLC$50.0M1
201IFM Investors Pty Ltd$48.7M1
202Sumitomo Mitsui DS Asset Management Company, Ltd$48.6M1
203Verition Fund Management LLC$47.4M1
204O'SHAUGHNESSY ASSET MANAGEMENT, LLC$46.6M1
205WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$46.5M1
206NFJ INVESTMENT GROUP, LLC$45.7M1
207Kestra Advisory Services, LLC$45.6M1
208MetLife Investment Management, LLC$45.2M1
209BLAIR WILLIAM & CO/IL$45.2M1
210ADAGE CAPITAL PARTNERS GP, L.L.C.$45.0M1
211VOYA INVESTMENT MANAGEMENT LLC$44.6M1
212NS Partners Ltd$44.4M1
213Steward Partners Investment Advisory, LLC$44.2M1
214AVITY INVESTMENT MANAGEMENT INC.$44.0M1
215UMB Bank, n.a.$43.6M1
216Daiwa Securities Group Inc.$43.1M1
217Evelyn Partners Investment Management LLP$43.1M1
218Temasek Holdings (Private) Ltd$42.6M1
219OP Asset Management Ltd$42.0M1
220Carnegie Investment Counsel$41.9M1
221FUKOKU MUTUAL LIFE INSURANCE CO$41.6M1
222TD Waterhouse Canada Inc.$41.3M1
223MILLENNIUM MANAGEMENT LLC$41.2M1
224Retirement Systems of Alabama$41.1M1
225RWA WEALTH PARTNERS, LLC$41.1M1
226NewEdge Advisors, LLC$41.0M1
227Cardinal Capital Management, Inc.$40.4M1
228Mirae Asset Global Investments Co., Ltd.$39.8M1
229DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$39.7M1
230BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$39.2M1
231WINDWARD CAPITAL MANAGEMENT CO /CA$39.1M1
232Swiss Life Asset Management Ltd$38.6M1
233Advisors Capital Management, LLC$37.9M1
234Woodline Partners LP$37.8M1
235STOREBRAND ASSET MANAGEMENT AS$36.8M1
236GUGGENHEIM CAPITAL LLC$36.3M1
237BENJAMIN EDWARDS INC$35.9M1
238Portman Square Capital LLP$35.8M1
239NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$35.3M1
240ROCKLAND TRUST CO$35.0M1
241Quintet Private Bank (Europe) S.A.$34.6M1
242NORTHEAST INVESTMENT MANAGEMENT$34.6M1
243TEACHER RETIREMENT SYSTEM OF TEXAS$34.1M1
244RWC Asset Management LLP$33.9M1
245MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$33.9M1
246XPONANCE LLC$33.8M1
247Smith Salley Wealth Management$33.8M1
248FLPUTNAM INVESTMENT MANAGEMENT CO$33.5M1
249Andra AP-fonden$33.5M1
250MERCER GLOBAL ADVISORS INC /ADV$33.4M1
251KCM INVESTMENT ADVISORS LLC$32.8M1
252TCTC Holdings, LLC$32.5M1
253HANCOCK WHITNEY CORP$32.5M1
254LBP AM SA$32.4M1
255Woodbridge CO LTD$32.3M1
256TEMA ETFS LLC$32.3M1
257BANK OF NOVA SCOTIA$32.1M1
258USS Investment Management Ltd$32.1M1
259JOHNSON INVESTMENT COUNSEL INC$31.7M1
260PARSONS CAPITAL MANAGEMENT INC/RI$31.7M1
261Utah Retirement Systems$31.5M1
262COUNTRY TRUST BANK$31.5M1
263FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$31.4M1
264UNIVEST FINANCIAL Corp$31.3M1
265SCOTIA CAPITAL INC.$31.1M1
266BlackBarn Capital Partners LP$31.1M1
267Federation des caisses Desjardins du Quebec$31.0M1
268Vanguard Personalized Indexing Management, LLC$31.0M1
269SUSQUEHANNA INTERNATIONAL GROUP, LLP$30.9M1
270Lido Advisors, LLC$30.7M1
271Varma Mutual Pension Insurance Co$30.3M1
272NISA INVESTMENT ADVISORS, LLC$29.6M1
273YOUSIF CAPITAL MANAGEMENT, LLC$29.5M1
274FIRST NATIONAL BANK OF OMAHA$29.2M1
275NEW YORK LIFE INVESTMENT MANAGEMENT LLC$28.8M1
276Groupe la Francaise$28.7M1
277Stack Financial Management, Inc$28.7M1
278Rakuten Investment Management, Inc.$28.3M1
279Cresset Asset Management, LLC$28.2M1
280NEOS Investment Management LLC$28.2M1
281Callahan Advisors, LLC$28.1M1
282Glenview Trust Co$28.1M1
283Northside Capital Management, LLC$28.0M1
284Ceredex Value Advisors LLC$27.9M1
285Mediolanum International Funds Ltd$27.9M1
286Bruce & Co., Inc.$27.9M1
287PRUDENTIAL PLC$27.5M1
288Northwest & Ethical Investments L.P.$27.4M1
289OPPENHEIMER & CO INC$27.4M1
290Verity & Verity, LLC$27.2M1
291Banco Santander, S.A.$27.1M1
292FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$27.0M1
293SUMMITRY LLC$26.9M1
294FIDUCIARY TRUST CO$26.9M1
295SouthState Bank Corp$26.7M1
296KESTRA PRIVATE WEALTH SERVICES, LLC$26.6M1
297Lombard Odier Asset Management (Europe) Ltd$26.5M1
298Inherent Management Corp.$26.4M1
299BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$26.4M1
300Pathstone Holdings, LLC$26.3M1
301Arbejdsmarkedets Tillaegspension$25.7M1
302Midwest Trust Co$25.6M1
303FIRST MANHATTAN CO. LLC.$25.5M1
304Walleye Capital LLC$25.4M1
305ASR Vermogensbeheer N.V.$25.1M1
306HOWE & RUSLING INC$24.8M1
307PINNACLE ASSOCIATES LTD$24.7M1
308Private Advisor Group, LLC$24.7M1
309MATRIX ASSET ADVISORS INC/NY$24.6M1
310NISSAY ASSET MANAGEMENT CORP /JAPAN$24.6M1
311Modern Wealth Management, LLC$24.6M1
312WHITTIER TRUST CO$24.4M1
313OPPENHEIMER ASSET MANAGEMENT INC.$24.3M1
314CWM, LLC$24.3M1
315ADAMS DIVERSIFIED EQUITY FUND, INC.$24.1M1
316Concurrent Investment Advisors, LLC$24.0M1
317DEPRINCE RACE & ZOLLO INC$23.9M1
318BALDWIN WEALTH PARTNERS LLC/MA$23.7M1
319EAGLE GLOBAL ADVISORS LLC$23.6M1
320Steigerwald, Gordon & Koch Inc.$23.2M1
321BROWN ADVISORY INC$23.0M1
322Gradient Investments LLC$23.0M1
323QRG CAPITAL MANAGEMENT, INC.$22.7M1
324Advisors Asset Management, Inc.$22.6M1
325Wealthfront Advisers LLC$22.3M1
326OREGON PUBLIC EMPLOYEES RETIREMENT FUND$22.2M1
327Beck Bode, LLC$22.1M1
328Aptus Capital Advisors, LLC$22.1M1
329Atlantic Union Bankshares Corp$21.9M1
330Shaolin Capital Management LLC$21.8M1
331Metis Global Partners, LLC$21.8M1
332MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$21.6M1
333Badgley Phelps Wealth Managers, LLC$21.5M1
334AE Wealth Management LLC$21.0M1
335DEARBORN PARTNERS LLC$21.0M1
336FULTON BREAKEFIELD BROENNIMAN LLC$21.0M1
337Walleye Trading LLC$20.8M1
338Pinnacle Financial Partners, Inc.$20.7M1
339HB Wealth Management, LLC$20.5M1
340FORBES J M & CO LLP$20.4M1
341Apollon Wealth Management, LLC$20.3M1
342MAI Capital Management$20.3M1
343FIRST NATIONAL TRUST CO$20.0M1
344Hudson Bay Capital Management LP$19.9M1
345Penobscot Investment Management Company, Inc.$19.6M1
346CONGRESS ASSET MANAGEMENT CO$19.5M1
347Aventail Capital Group, LP$19.3M1
348STEPHENS INC /AR/$19.0M1
349TORRAY INVESTMENT PARTNERS LLC$18.5M1
350CITIZENS FINANCIAL GROUP INC/RI$18.2M1
351Beacon Pointe Advisors, LLC$18.1M1
352SPIREPOINT PRIVATE CLIENT, LLC$18.1M1
353ASSETMARK, INC$18.0M1
354Quadrature Capital Ltd$18.0M1
355Vinva Investment Management Ltd$17.9M1
356Meiji Yasuda Asset Management Co Ltd.$17.8M1
357B. Metzler seel. Sohn & Co. AG$17.7M1
358ASSOCIATED BANC-CORP$17.6M1
359First Long Island Investors, LLC$17.4M1
360Waverly Advisors, LLC$17.4M1
361NLB Skladi, upravljanje premozenja, d.o.o.$17.0M1
362MARK SHEPTOFF FINANCIAL PLANNING, LLC$16.9M1
363Blue Chip Partners, LLC$16.9M1
364EXCHANGE TRADED CONCEPTS, LLC$16.7M1
365Aware Super Pty Ltd as trustee of Aware Super$16.7M1
366Moors & Cabot, Inc.$16.7M1
367NOESIS CAPITAL MANGEMENT CORP$16.5M1
368Caldwell Trust Co$16.3M1
369LGT Fund Management Co Ltd.$16.3M1
370Vestmark Advisory Solutions, Inc.$16.3M1
371SFE Investment Counsel$16.2M1
372Guinness Asset Management LTD$16.2M1
373Evercore Wealth Management, LLC$16.2M1
374Vantage Investment Partners, LLC$16.1M1
375MIDDLETON & CO INC/MA$16.1M1
376Narwhal Capital Management$16.0M1
377Lombard Odier Asset Management (Switzerland) SA$16.0M1
378LEVEL FOUR ADVISORY SERVICES, LLC$15.9M1
379Rafferty Asset Management, LLC$15.7M1
380HUB Investment Partners, LLC$15.4M1
381Birch Hill Investment Advisors LLC$15.4M1
382Dai-ichi Life Insurance Company, Ltd$15.4M1
383MEYER HANDELMAN CO$15.2M1
384AGF MANAGEMENT LTD$15.1M1
385Private Capital Advisors, Inc.$14.8M1
386Paradiem, LLC$14.8M1
387J.W. COLE ADVISORS, INC.$14.7M1
388JANE STREET GROUP, LLC$14.6M1
389Atria Investments, Inc$14.4M1
390Hemenway Trust Co LLC$14.3M1
391DIVIDEND ASSETS CAPITAL, LLC$14.2M1
392Equitable Holdings, Inc.$14.2M1
393Kingsview Wealth Management, LLC$14.0M1
394JOHN G ULLMAN & ASSOCIATES INC$13.9M1
395TRILLIUM ASSET MANAGEMENT, LLC$13.9M1
396NorthCoast Asset Management LLC$13.9M1
397S.E.E.D. Planning Group LLC$13.8M1
398ELEVATION POINT WEALTH PARTNERS, LLC$13.8M1
399GROUP ONE TRADING LLC$13.8M1
400Aristotle Atlantic Partners, LLC$13.8M1
401UNITED CAPITAL FINANCIAL ADVISORS, LLC$13.8M1
402PALISADE CAPITAL MANAGEMENT, LP$13.7M1
403Empowered Funds, LLC$13.7M1
404Harbour Trust & Investment Management Co$13.6M1
405Sequoia Financial Advisors, LLC$13.5M1
406Venture Visionary Partners LLC$13.3M1
407GREAT VALLEY ADVISOR GROUP, INC.$13.3M1
408JGP Wealth Management, LLC$13.3M1
409JONES FINANCIAL COMPANIES LLLP$13.2M1
410BAILLIE GIFFORD & CO$13.2M1
411Dakota Wealth Management$13.1M1
412LaFleur & Godfrey LLC$13.1M1
413KLINGENSTEIN FIELDS & CO LP$13.1M1
414Ausbil Investment Management Ltd$13.1M1
415MGO ONE SEVEN LLC$13.1M1
416PATTEN & PATTEN INC/TN$13.0M1
417Jefferies Financial Group Inc.$12.9M1
418Chesley Taft & Associates LLC$12.9M1
419PICTON MAHONEY ASSET MANAGEMENT$12.8M1
420Norinchukin Bank, The$12.8M1
421CENTRAL TRUST Co$12.6M1
422INTACT INVESTMENT MANAGEMENT INC.$12.6M1
423CUTLER INVESTMENT COUNSEL LLC$12.5M1
424MATTERN CAPITAL MANAGEMENT, LLC$12.4M1
425Cyndeo Wealth Partners, LLC$12.4M1
426OpenArc Corporate Advisory, LLC$12.3M1
427BEACON INVESTMENT ADVISORY SERVICES, INC.$12.3M1
428M. Kraus & Co$12.3M1
429HFR Wealth Management, LLC$12.2M1
430Texas Yale Capital Corp.$12.2M1
431NOMURA HOLDINGS INC$12.2M1
432Orion Porfolio Solutions, LLC$12.2M1
433EVERETT HARRIS & CO /CA/$12.1M1
434Stablepoint Partners, LLC$12.1M1
435Geneos Wealth Management Inc.$12.1M1
436Freestone Capital Holdings, LLC$12.1M1
437TrueMark Investments, LLC$11.8M1
438MIZUHO SECURITIES USA LLC$11.7M1
439OPAL CAPITAL LLC$11.6M1
440Elo Mutual Pension Insurance Co$11.3M1
441MOTCO$11.3M1
442Clearstead Advisors, LLC$11.2M1
443BTC Capital Management, Inc.$11.2M1
444Crossmark Global Holdings, Inc.$11.1M1
445SCHMIDT P J INVESTMENT MANAGEMENT INC$11.1M1
446Rock Point Advisors, LLC$11.0M1
447HARTFORD INVESTMENT MANAGEMENT CO$11.0M1
448Perigon Wealth Management, LLC$10.9M1
449EFG International AG$10.9M1
450CAISSE DES DEPOTS ET CONSIGNATIONS$10.8M1
451FARMERS & MERCHANTS INVESTMENTS INC$10.7M1
452Constitution Capital LLC$10.7M1
453Asset Management Advisors, LLC$10.7M1
454EVENTIDE ASSET MANAGEMENT, LLC$10.7M1
455Ashton Thomas Private Wealth, LLC$10.6M1
456Foster Victor Wealth Advisors, LLC$10.5M1
457NIXON PEABODY TRUST CO$10.5M1
458Vident Advisory, LLC$10.5M1
459PARK NATIONAL CORP /OH/$10.4M1
460NewEdge Wealth, LLC$10.4M1
461Prospera Financial Services Inc$10.3M1
462Sigma Planning Corp$10.3M1
463Visionary Wealth Advisors$10.2M1
464Savant Capital, LLC$10.2M1
465BRIGHT ROCK CAPITAL MANAGEMENT, LLC$10.2M1
466B & T Capital Management DBA Alpha Capital Management$10.2M1
467CHOREO, LLC$10.1M1
468Richard C. Young & CO., LTD.$10.1M1
469D. E. Shaw & Co., Inc.$10.1M1
470WHITTIER TRUST CO OF NEVADA INC$10.0M1
471TOKIO MARINE ASSET MANAGEMENT CO LTD$10.0M1
472Covea Finance$10.0M1
473Snowden Capital Advisors LLC$10.0M1
474CRAMER ROSENTHAL MCGLYNN LLC$9.9M1
475Slocum, Gordon & Co LLP$9.9M1
476NOVARE CAPITAL MANAGEMENT LLC$9.9M1
477AMERICAN NATIONAL BANK & TRUST$9.9M1
478Wilmington Savings Fund Society, FSB$9.9M1
479ALLIANZ SE$9.9M1
480OMERS ADMINISTRATION Corp$9.8M1
481Calamos Wealth Management LLC$9.8M1
482YHB Investment Advisors, Inc.$9.8M1
483Maryland State Retirement & Pension System$9.7M1
484Marietta Wealth Management, LLC$9.7M1
485AXXCESS WEALTH MANAGEMENT, LLC$9.7M1
486Haverford Financial Services, Inc.$9.7M1
487Orion Investment Co$9.7M1
488NAPLES GLOBAL ADVISORS, LLC$9.7M1
489NICHOLAS COMPANY, INC.$9.6M1
490BRADLEY FOSTER & SARGENT INC/CT$9.6M1
491Baker Avenue Asset Management, LP$9.6M1
492BOKF, NA$9.6M1
493Generali Asset Management SPA SGR$9.6M1
494Renaissance Investment Group LLC$9.5M1
495Edgemoor Investment Advisors, Inc.$9.5M1
496TOWER BRIDGE ADVISORS$9.5M1
497GREENWOOD CAPITAL ASSOCIATES LLC$9.5M1
498Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$9.5M1
499Hamilton Point Investment Advisors, LLC$9.5M1
500Security National Bank$9.4M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 7 sell
Congress net ($ bound)−$223K to −$40.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NEE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming NEE
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for NEE · financials and macro

Financials — as filed PLANNED

NEE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NEE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing