Who Owns NEE-PS?

NextEra Energy — institutional ownership across 6 tracked superinvestors.

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6

Institutional Holders

$54.3M

Total Value Held

1000.00T

Total Shares

NextEra Energy (NEE-PS) is held by 6 tracked superinvestors with a combined position of $54.3M across 1000.00T shares. The largest holder is Torray LLC (Torray LLC) with $20.9M (2.81% of portfolio).

RankManagerFundSharesValue% of PortfolioPeriod
1Torray LLCTorray LLC237562$20.9M2.81%2026-06-30
2David KatzMatrix Asset Advisors237489$20.8M1.69%2026-06-30
3FPA Queens RoadBragg Financial Advisors103969$9.1M0.24%2026-06-30
4Dodge & CoxDodge & Cox23000$2.0M0.00%2026-06-30
5Mairs & PowerMairs & Power12097$1.1M0.01%2026-06-30
6Wally ObermeyerObermeyer Wealth Partners4580$402K0.02%2026-06-30

Ownership history

PeriodHoldersTotal ValueTotal Shares
2023-09-301$9.0M156,583
2023-12-314$13.5M1000.00T
2024-03-313$66.4M1000.00T
2024-06-303$93.5M1000.00T
2024-09-303$116.8M1000.00T
2024-12-315$25.1M1000.00T
2025-03-315$47.4M1000.00T
2025-06-305$48.3M1000.00T
2025-09-306$70.9M1000.00T
2025-12-317$75.2M1000.00T
2026-03-317$58.5M1000.00T
2026-06-306$54.3M1000.00T
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