Also trades as: NEE (NYSE) · $vol 957M · NEE-PQ (NYSE) · $vol 44M · NEE-PR (NYSE) · $vol 5M · 0K80.L (LSE) · $vol 1M · NEE.TO (TSX) · $vol 0M
NEE-PN Institutional Ownership
NextEra Energy, Inc.
1W: +0.1%
1M: +1.5%
3M: -10.6%
YTD: -18.5%
1Y: -20.8%
3Y: -12.3%
$19.47
-0.10 (-0.51%)
Weekly Expected Move ±1.7%
$19
$19
$20
$20
$20
Credit Risk of going bust: lower than 75% of companies Debt: 39.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.62 (down 97%), NextEra Energy, Inc. would be worth roughly what it owes.
Total debt $113.93B against a stock market value of $172.86B.
Distance to default 8.44 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $65.37B (short-term plus half of long-term), stock volatility 21.2%; Altman Z'' 0.77. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.62 (down 97%), NextEra Energy, Inc. would be worth roughly what it owes.
Total debt $113.93B against a stock market value of $172.86B.
Distance to default 8.44 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $65.37B (short-term plus half of long-term), stock volatility 21.2%; Altman Z'' 0.77. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — NEE-PN
5
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
0
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WHALEROCK POINT PARTNERS, LLC | 22,000 | $428K | — | +0.0% | 3Q | SEC ↗ |
| 2 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 8,948 | $174K | — | +0.0% | 22Q | SEC ↗ |
| 3 | Towne Trust Company, N.A | 6,500 | $127K | +2,500 | +62.5% | 4Q | SEC ↗ |
| 4 | First Command Advisory Services, Inc. | 1,027 | $20K | +663 | +182.1% | 2Q | SEC ↗ |
| 5 | PNC FINANCIAL SERVICES GROUP, INC. | 0 | $0K | -328 | -100.0% | 14Q | SEC ↗ |
| 6 | NBC SECURITIES, INC. | 0 | $0K | -451 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 451 | $9K |
| PNC FINANCIAL SERVICES GROUP, INC. | 328 | $6K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Towne Trust Company, N.A | +2,500 | +62.5% | 6,500 |
| First Command Advisory Services, In | +663 | +182.1% | 1,027 |
Biggest Decreases (0)
None.