6 institutions reported holding $816,912 of NEXTERAENERGYCAPHLDGSINC (NEE-PN) in SEC 13F filings for 2026-03-31. Largest institutional holders: WHALEROCK POINT PARTNERS, LLC ($502,920), BOYD WATTERSON ASSET MANAGEMENT LLC/OH ($205,893), OLD POINT TRUST & FINANCIAL SERVICES N A ($92,280), First Command Advisory Services, Inc. ($8,321), PNC Financial Services Group, Inc. ($7,498). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WHALEROCK POINT PARTNERS, LLC | $502,920 | 22,000 | Hold |
| 2 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $205,893 | 8,948 | Hold |
| 3 | OLD POINT TRUST & FINANCIAL SERVICES N A | $92,280 | 4,000 | Hold |
| 4 | First Command Advisory Services, Inc. | $8,321 | 364 | New |
| 5 | PNC Financial Services Group, Inc. | $7,498 | 328 | Trimmed |
| 6 | NBC SECURITIES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31