NEE · Nextera Energy Inc · Shareholders & Ownership

$78.86 +0.69 (+0.88%) At close · Oct 20 Earnings today

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$163.01B

2.09B

Volume · Oct 20 13.79M Avg daily vol (3M) 11.41M

Every disclosed holder of NEE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns NEE

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	3,034	1,766,008,027	84.69%	Yes
Insiders (Forms 3, 4, 5)	26	1,909,065	0.09%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	317,424,364	15.22%	Rest
Registered funds (N-PORT, not summed)	1,148	641,299,260	30.75%	No

Shares outstanding: 2,085,341,456, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of NEE

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	186,838,459	8.96%	+8,008,975	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	28,684,368	1.38%	+1,899,976	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Global Infrastructure ETF Fund S000019356 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,884,192	0.28%	+147,565	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	5,682,580	0.27%	+713,604	Jul 31, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,662,630	0.22%	-128,320	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,423,809	0.16%	-169,607	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,210,944	6.53%	+827,190	Jun 30, 2026	carried, not yet filed for the newest quarter
3	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	118,952,736	5.70%	-715,182	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	State Street(R) Utilities Select Sector SPDR(R) ETF Fund S000006416 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	33,932,813	1.63%	-1,795,360	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
3.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	4,973,244	0.24%	+594,700	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.3	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,634,231	0.13%	-325,787	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,536,872	0.12%	+84,744	Jun 30, 2026	SPDR SERIES TRUST, not summed
3.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	788,556	0.04%	+18,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	116,048,771	5.57%	+4,060,531	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	66,202,106	3.17%	+37,135	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	63,514,030	3.05%	-1,237,852	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	6,509	0.00%	-103	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
6.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	4,283	0.00%	+460	Jul 31, 2026	E Trade Trust, not summed
6.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	3,258	0.00%	+685	Jul 31, 2026	E Trade Trust, not summed
6.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	861	0.00%	-32	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	62,243,168	2.98%	+1,829,384	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	54,040,050	2.59%	+1,117,579	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	49,963,310	2.40%	+1,643,226	Jun 30, 2026	carried, not yet filed for the newest quarter
10	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,455,018	2.13%	-2,074,558	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Putnam Large Cap Value Fund Fund S000005581 · Registered fund · Jul 31, 2026 Putnam Large Cap Value Fund, not summed	9,841,163	0.47%	-2,823,665	Jul 31, 2026	Putnam Large Cap Value Fund, not summed
10.2	Franklin Utilities Fund Fund S000006758 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	8,200,000	0.39%	-100,000	Jun 30, 2026	Franklin Custodian Funds, not summed
10.3	Franklin Rising Dividends Fund Fund S000006858 · Registered fund · Jun 30, 2026 Franklin Managed Trust, not summed	3,500,000	0.17%	-550,000	Jun 30, 2026	Franklin Managed Trust, not summed
10.4	Putnam Focused Large Cap Value ETF Fund S000071710 · Registered fund · May 29, 2026 Putnam ETF Trust, not summed	2,519,607	0.12%	+469,757	May 29, 2026	Putnam ETF Trust, not summed
10.5	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	1,488,522	0.07%	-928,548	Jun 30, 2026	Franklin Custodian Funds, not summed
11	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	32,117,624	1.54%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,669,707	1.42%	-1,682,988	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	29,555,864	1.42%	-4,341,169	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	26,651,219	1.28%	+147,406	May 31, 2026	Fidelity Concord Street Trust, not summed
13.2	Select Utilities Portfolio Fund S000007488 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	5,738,325	0.28%	-191,200	May 31, 2026	Fidelity Select Portfolios, not summed
13.3	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,936,912	0.19%	+42,444	May 31, 2026	Fidelity Concord Street Trust, not summed
13.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	3,776,168	0.18%	-1,181,574	May 31, 2026	Fidelity Rutland Square Trust II, not summed
13.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	3,179,301	0.15%	+95,109	May 31, 2026	Fidelity Concord Street Trust, not summed
14	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,199,799	1.40%	+706,767	Jun 30, 2026	carried, not yet filed for the newest quarter
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	23,923,451	1.15%	+1,143,079	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	184,106	0.01%	+35,901	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	182,336	0.01%	+59,652	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	142,495	0.01%	-5,718	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
15.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	103,131	0.00%	-4,004	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs Large Cap Value Fund Fund S000009317 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	81,442	0.00%	-864	May 31, 2026	Goldman Sachs Trust, not summed
16	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	23,325,362	1.12%	-30,847	Jun 30, 2026	carried, not yet filed for the newest quarter
17	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	21,792,879	1.05%	-383,244	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	866,661	0.04%	+24,965	Jul 31, 2026	FlexShares Trust, not summed
17.2	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	604,220	0.03%	0	Jun 30, 2026	Northern Funds, not summed
17.3	Multi-Manager Global Listed Infrastructure Fund Fund S000037667 · Registered fund · Jun 30, 2026 Northern Funds, not summed	343,068	0.02%	-3,965	Jun 30, 2026	Northern Funds, not summed
17.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	56,880	0.00%	+1,594	Jul 31, 2026	FlexShares Trust, not summed
17.5	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,455	0.00%	-1,929	Jul 31, 2026	FlexShares Trust, not summed
18	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,100,508	0.96%	-15,559,435	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	18,849,468	0.90%	+577,761	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	18,816,110	0.90%	-548,071	Jun 30, 2026	carried, not yet filed for the newest quarter
21	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,510,402	0.89%	-72,964	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	2,132,562	0.10%	-12,711	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
21.2	T. Rowe Price All-Cap Opportunities Fund Fund S000002104 · Registered fund · Jun 30, 2026 T. Rowe Price All-Cap Opportunities Fund, Inc., not summed	1,812,300	0.09%	0	Jun 30, 2026	T. Rowe Price All-Cap Opportunities Fund, Inc., not summed
21.3	T. Rowe Price Equity Income Fund Fund S000002076 · Registered fund · Jun 30, 2026 T. ROWE PRICE EQUITY INCOME FUND, INC., not summed	1,377,000	0.07%	-118,000	Jun 30, 2026	T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
21.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,288,012	0.06%	-15,201	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
21.5	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	759,290	0.04%	-6,379	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
22	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	18,216,533	0.87%	+505,766	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	144,819	0.01%	—	May 29, 2026	DBX ETF Trust, not summed
22.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	125,741	0.01%	-24,554	May 29, 2026	DBX ETF Trust, not summed
22.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	64,774	0.00%	-2,321	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
22.4	Xtrackers S&P 100 Ex Top 20 ETF Fund S000077074 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	32,646	0.00%	+14,763	May 29, 2026	DBX ETF Trust, not summed
22.5	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	28,770	0.00%	0	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,373,471	0.83%	-141,683	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	4,657,766	0.22%	+38,009	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	2,210,137	0.11%	+63,444	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,266,446	0.06%	+35,657	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,233,014	0.06%	+22,997	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,049,351	0.05%	-48,917	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	16,702,600	0.80%	+91,834	Jun 30, 2026	carried, not yet filed for the newest quarter
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,302,084	0.78%	+895,824	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	UBS US Dividend Ruler Fund Fund S000068969 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	70,101	0.00%	-839	Jun 30, 2026	UBS FUNDS, not summed
25.2	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	12,839	0.00%	-3,175	May 31, 2026	UBS INVESTMENT TRUST, not summed
25.3	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	11,794	0.00%	-4,834	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	4,566	0.00%	+139	Jun 30, 2026	UBS FUNDS, not summed
26	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	15,726,549	0.75%	-739,565	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	4,725,458	0.23%	-758,555	Jun 30, 2026	College Retirement Equities Fund, not summed
26.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,731,091	0.08%	-18,783	Jul 31, 2026	TIAA-CREF Funds, not summed
26.3	College Retirement Equities Fund - S&P 500 Index Account Fund S000005083 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	904,903	0.04%	-47,362	Jun 30, 2026	College Retirement Equities Fund, not summed
26.4	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	833,692	0.04%	+23,313	Jun 30, 2026	College Retirement Equities Fund, not summed
26.5	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	792,717	0.04%	-13,304	Jul 31, 2026	TIAA-CREF Funds, not summed
27	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	14,333,900	0.69%	+318,647	May 31, 2026	VANGUARD WORLD FUND, not summed
28	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,420,559	0.64%	-392,702	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Neuberger Large Cap Value Fund Fund S000007840 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	1,487,677	0.07%	+307,364	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
28.2	Neuberger Long Short Fund Fund S000035446 · Registered fund · Jul 31, 2026 NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed	1,150,019	0.06%	+210,597	Jul 31, 2026	NEUBERGER BERMAN ALTERNATIVE FUNDS, not summed
28.3	Neuberger Large Cap Growth Fund Fund S000007849 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	293,428	0.01%	+44,590	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
28.4	Neuberger Multi-Cap Opportunities Fund Fund S000013718 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	44,000	0.00%	0	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
28.5	Neuberger Core Equity ETF Fund S000085748 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	32,865	0.00%	-6,167	May 31, 2026	Neuberger Berman ETF Trust, not summed
29	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,329,077	0.64%	+4,231,814	Jun 30, 2026	carried, not yet filed for the newest quarter
30	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	13,252,255	0.64%	+161,644	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Carillon Eagle Growth & Income Fund Fund S000058958 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	87,634	0.00%	-2,808	Jun 30, 2026	Carillon Series Trust, not summed
30.2	RJ Eagle GCM Dividend Select Income ETF Fund S000091480 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	19,467	0.00%	+8,236	Jun 30, 2026	Carillon Series Trust, not summed
31	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,048,560	0.63%	-287,157	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	176,665	0.01%	-1,464	Jul 31, 2026	BNY Mellon ETF Trust, not summed
32	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,519,204	0.60%	-672,867	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	4,369,765	0.21%	-367,262	May 31, 2026	MFS SERIES TRUST I, not summed
32.2	MFS Utilities Fund Fund S000002470 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	3,836,295	0.18%	0	Jul 31, 2026	MFS Series Trust VI, not summed
32.3	MFS Utilities Series Fund S000002671 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	1,714,869	0.08%	0	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
32.4	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	561,475	0.03%	+145,058	Jun 30, 2026	MFS Series Trust V, not summed
32.5	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	223,495	0.01%	-11,508	May 31, 2026	MFS SERIES TRUST I, not summed
33	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	11,798,735	0.57%	+106,667	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	11,709,404	0.56%	-14,105	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	11,320,561	0.54%	-422,058	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
36	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,165,403	0.54%	-945,581	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,973,918	0.48%	-213,095	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Old Westbury Large Cap Strategies Fund Fund S000001858 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	2,959,326	0.14%	-153,890	Jul 31, 2026	Old Westbury Funds Inc, not summed
37.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	564,761	0.03%	-8,837	Jul 31, 2026	Old Westbury Funds Inc, not summed
37.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	134,065	0.01%	+1,320	Jul 31, 2026	Old Westbury Funds Inc, not summed
38	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,201,237	0.44%	+1,644,925	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,799,635	0.13%	-26,934	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
38.2	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	450,422	0.02%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
38.3	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	294,141	0.01%	+26,040	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
38.4	Columbia Dividend Opportunity Fund Fund S000031365 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	114,500	0.01%	0	May 31, 2026	Columbia Funds Series Trust II, not summed
38.5	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	100,822	0.00%	-7	May 31, 2026	Columbia Funds Series Trust II, not summed
39	JPMorgan U.S. Equity Fund Fund S000001447 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	8,878,223	0.43%	+481,699	Jun 30, 2026	JPMorgan Trust I, not summed
40	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	8,406,198	0.40%	+185,010	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
41	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	7,560,352	0.36%	-212,791	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
42	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,430,985	0.36%	+223,426	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	2,188,864	0.11%	+348,489	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.2	Invesco MSCI USA ETF Fund S000058746 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	357,035	0.02%	+6,148	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
42.3	Invesco S&P 100 Equal Weight ETF Fund S000013106 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	307,085	0.01%	+46,573	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	276,174	0.01%	-2,808	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
42.5	Invesco S&P 500 Equal Weight Utilities ETF Fund S000060790 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	201,996	0.01%	-1,369	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
43	GQG Partners LLC 13F CIK 1697233 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,420,437	0.36%	-1,838,290	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	GQG PARTNERS GLOBAL QUALITY EQUITY FUND Fund S000065108 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	640,432	0.03%	+56,220	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
43.2	GQG PARTNERS US SELECT QUALITY EQUITY FUND Fund S000063192 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	573,384	0.03%	-259,728	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
43.3	GQG US Equity ETF Fund S000093212 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	124,182	0.01%	-35,569	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
43.4	GQG Partners US Quality Value Fund Fund S000072429 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	60,126	0.00%	0	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
43.5	GQG Partners Global Quality Value Fund Fund S000072427 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	43,041	0.00%	-17,659	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
44	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,125,641	0.34%	-2,523,279	Jun 30, 2026	carried, not yet filed for the newest quarter
45	COHEN & STEERS, INC. 13F CIK 1284812 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,789,461	0.33%	-147,388	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Cohen & Steers Global Infrastructure Fund Inc. Fund S000001227 · Registered fund · Jun 30, 2026 COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed	605,153	0.03%	-83,997	Jun 30, 2026	COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC, not summed
46	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,699,221	0.32%	+907,481	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Fund S000010074 · Registered fund · Jun 30, 2026 AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed	318,451	0.02%	-16,680	Jun 30, 2026	AB SUSTAINABLE GLOBAL THEMATIC FUND, INC., not summed
46.2	AB EQUITY INCOME FUND INC Fund S000010125 · Registered fund · May 31, 2026 AB EQUITY INCOME FUND INC, not summed	79,360	0.00%	—	May 31, 2026	AB EQUITY INCOME FUND INC, not summed
46.3	AB Select US Long/Short Portfolio Fund S000039195 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	65,408	0.00%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
46.4	AB Sustainable Global Thematic Portfolio Fund S000010447 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	37,637	0.00%	-9,620	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
46.5	AB US Low Volatility Equity ETF Fund S000079472 · Registered fund · May 31, 2026 AB Active ETFs, Inc., not summed	30,348	0.00%	+1,320	May 31, 2026	AB Active ETFs, Inc., not summed
47	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	6,140,594	0.29%	-1,321,131	Jun 30, 2026	carried, not yet filed for the newest quarter
48	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,078,549	0.29%	-336,190	Jun 30, 2026	carried, not yet filed for the newest quarter
49	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	6,062,410	0.29%	-206,283	Jun 30, 2026	JPMorgan Trust II, not summed
50	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,881,600	0.28%	-161,900	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 753308 CUSIP 65339F101 13F (30d) 692 filings 659 filers Visit website Investor relations