Latest Institutional Transactions on Nextera Energy Inc (NEE)
This table provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.44K+ 14.01% |
$96.4K - $110K
|
11.7K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.71K- 9.95% |
$382K - $435K
|
51.6K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
74+ 4.77% |
$4.96K - $5.64K
|
1.62K
$115K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
308+ 0.48% |
$20.6K - $23.5K
|
64.4K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-720- 9.17% |
$48.2K - $54.8K
|
7.13K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
450+ 13.47% |
$30.1K - $34.3K
|
3.79K
$269K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
73+ 0.13% |
$4.89K - $5.56K
|
57.7K
$4.1M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
750+ 1.77% |
$50.2K - $57.1K
|
43.1K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
500New |
$33.5K - $38.1K
|
500
$35.5K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-871- 5.25% |
$58.3K - $66.3K
|
15.7K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.99K+ 1.17% |
$334K - $380K
|
430K
$30.5M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
13KNew |
$868K - $987K
|
13K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-575- 9.72% |
$38.5K - $43.8K
|
5.34K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-407- 9.97% |
$27.3K - $31K
|
3.68K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.94K- 1.42% |
$264K - $300K
|
274K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-393- 1.19% |
$26.3K - $29.9K
|
32.6K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
675+ 2.76% |
$45.2K - $51.4K
|
25.1K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
41+ 0.95% |
$2.75K - $3.12K
|
4.36K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
16.2K+ 10.77% |
$1.09M - $1.23M
|
167K
$11.8M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
455+ 0.38% |
$30.5K - $34.7K
|
119K
$8.44M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-889- 0.57% |
$59.5K - $67.7K
|
154K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.85% |
$268 - $305
|
473
$33.6K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.28K+ 6.21% |
$354K - $402K
|
90.4K
$6.42M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
300+ 1.13% |
$20.1K - $22.8K
|
26.9K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 10.82% |
$981K - $1.12M
|
150K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.2K+ 9.46% |
$3.97M - $4.51M
|
686K
$48.7M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-68.4K- 32.57% |
$4.58M - $5.21M
|
142K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-550- 3.49% |
$36.8K - $41.9K
|
15.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.51K- 4.13% |
$101K - $115K
|
35K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 37.18% |
$74.1K - $84.2K
|
4.08K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 1.13% |
$77.5K - $88.1K
|
104K
$7.36M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-4.9K- 14.96% |
$328K - $373K
|
27.9K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.2K+ 6.03% |
$616K - $701K
|
162K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.1KNew |
$543K - $617K
|
8.1K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.69K- 1.99% |
$247K - $281K
|
182K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
10.1K+ 83.8% |
$678K - $771K
|
22.2K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-14.5K- 27.96% |
$971K - $1.1M
|
37.4K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.13K+ 15.89% |
$277K - $315K
|
30.1K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
265+ 1.83% |
$17.7K - $20.2K
|
14.7K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-587- 9.74% |
$39.3K - $44.7K
|
5.44K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
34.5KNew |
$2.31M - $2.63M
|
34.5K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
525+ 46.01% |
$35.2K - $40K
|
1.67K
$118K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
719+ 4.99% |
$48.1K - $54.8K
|
15.1K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-53.4K- 1.23% |
$3.58M - $4.07M
|
4.3M
$305M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.89M- 19.33% |
$127M - $144M
|
7.9M
$561M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-4.87K- 13.17% |
$326K - $371K
|
32.1K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
7.29K+ 42.66% |
$488K - $555K
|
24.4K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.92K- 35.93% |
$196K - $223K
|
5.21K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.82K- 22.66% |
$188K - $214K
|
9.61K
$682K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.85K+ 3.75% |
$593K - $674K
|
245K
$17.4M
|