# NextEra Energy (NEE-PS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 65339F101
Page URL: https://superinvestorclub.com/stock/NEE-PS
Last updated: 2026-08-29T13:49:09.118Z

## Summary

As of the most recent 13F filing period, NextEra Energy (NEE-PS) is held by 6 tracked superinvestors with an aggregate position value of $54.3M representing 023756223748910396923000120974580 shares.

## Top institutional holders (6)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 237562 | $20.9M | 2.81% | 2026-06-30 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 237489 | $20.8M | 1.69% | 2026-06-30 |
| 3 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 103969 | $9.1M | 0.24% | 2026-06-30 |
| 4 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 23000 | $2.0M | 0.00% | 2026-06-30 |
| 5 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 12097 | $1.1M | 0.01% | 2026-06-30 |
| 6 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 4580 | $402,018 | 0.02% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $9.0M aggregate, 0156583 shares
- 2023-12-31: 4 holders, $13.5M aggregate, 01878882400051154782 shares
- 2024-03-31: 3 holders, $66.4M aggregate, 078353923203924000 shares
- 2024-06-30: 3 holders, $93.5M aggregate, 0106608323048823600 shares
- 2024-09-30: 3 holders, $116.8M aggregate, 0114160023002610040 shares
- 2024-12-31: 5 holders, $25.1M aggregate, 02323158048923600100404073 shares
- 2025-03-31: 5 holders, $47.4M aggregate, 029558425462390100236004394 shares
- 2025-06-30: 5 holders, $48.3M aggregate, 0296416266053995962360010527 shares
- 2025-09-30: 6 holders, $70.9M aggregate, 0295463271710238438969102360013325 shares
- 2025-12-31: 7 holders, $75.2M aggregate, 02928592678572350269689323600127727297 shares
- 2026-03-31: 7 holders, $58.5M aggregate, 02647121994781000712487123600122725043 shares
- 2026-06-30: 6 holders, $54.3M aggregate, 023756223748910396923000120974580 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "NextEra Energy (NEE-PS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/NEE-PS), aggregating SEC 13F, Form 4, and congressional disclosures."