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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.7K+ 3.29% |
$248K - $282K
|
116K
$8.25M
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-55.5K- 80.3% |
$3.71M - $4.22M
|
13.6K
$965K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-191- 1.69% |
$12.8K - $14.5K
|
11.1K
$786K
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.97KNew |
$266K - $302K
|
3.97K
$281K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
497+ 3.14% |
$33.3K - $37.9K
|
16.3K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
172K+ 2.99% |
$11.5M - $13.1M
|
5.93M
$420M
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.12K- 7.04% |
$75K - $85.3K
|
14.8K
$1.05M
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
40+ 1.24% |
$2.68K - $3.05K
|
3.27K
$232K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.21K- 96.93% |
$349K - $397K
|
165
$11.7K
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
252+ 8.23% |
$16.9K - $19.2K
|
3.32K
$235K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
96.2K+ 86.74% |
$6.44M - $7.32M
|
207K
$14.7M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-801- 1.51% |
$53.6K - $61K
|
52.3K
$3.71M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.6K- 86.73% |
$308K - $350K
|
703
$49.8K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-481- 62.71% |
$32.2K - $36.6K
|
286
$20.3K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-35- 0.45% |
$2.34K - $2.67K
|
7.68K
$544K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
743+ 6.4% |
$49.8K - $56.6K
|
12.3K
$875K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.37K+ 4.39% |
$293K - $333K
|
104K
$7.36M
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-5.28K- 27.83% |
$353K - $402K
|
13.7K
$970K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6.25K+ 129.09% |
$419K - $476K
|
11.1K
$787K
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.41K- 5.56% |
$228K - $259K
|
57.9K
$4.1M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-24K- 3.44% |
$1.61M - $1.83M
|
672K
$47.7M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12.1K- 9.41% |
$811K - $923K
|
117K
$8.27M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.49K+ 2.75% |
$434K - $494K
|
243K
$17.2M
|
|
Apr 29, 2025
Q1 2025
|
Account Management LLC
|
SELL
|
- |
-60- 0.09% |
$4.02K - $4.57K
|
68K
$4.82M
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.42K+ 72.28% |
$162K - $184K
|
5.77K
$409K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
28+ 0.62% |
$1.87K - $2.13K
|
4.55K
$322K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
516+ 2.98% |
$34.6K - $39.3K
|
17.8K
$1.26M
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
482+ 14.28% |
$32.3K - $36.7K
|
3.86K
$273K
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.03K- 2.38% |
$69K - $78.4K
|
42.3K
$3M
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-99- 0.41% |
$6.63K - $7.54K
|
24.2K
$1.72M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-638- 2.44% |
$42.7K - $48.6K
|
25.5K
$1.81M
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.27KNew |
$353K - $402K
|
5.27K
$374K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
71+ 0.52% |
$4.75K - $5.41K
|
13.8K
$981K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
27+ 3.18% |
$1.81K - $2.06K
|
875
$62K
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.38K+ 2.35% |
$628K - $714K
|
408K
$28.9M
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
24.7KNew |
$1.66M - $1.88M
|
24.7K
$1.75M
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.48K+ 23.07% |
$501K - $569K
|
39.9K
$2.83M
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-794- 7.29% |
$53.2K - $60.5K
|
10.1K
$716K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-35.5K- 2.32% |
$2.38M - $2.7M
|
1.49M
$106M
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-40- 0.51% |
$2.68K - $3.05K
|
7.82K
$554K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 0.75% |
$1M - $1.14M
|
2.01M
$143M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-827- 7.21% |
$55.4K - $63K
|
10.6K
$754K
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.63K+ 3.12% |
$243K - $276K
|
120K
$8.49M
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
218+ 3.26% |
$14.6K - $16.6K
|
6.91K
$490K
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.24K+ 0.79% |
$82.8K - $94.1K
|
157K
$11.1M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 0.22% |
$402 - $457
|
2.71K
$192K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-180- 2.56% |
$12.1K - $13.7K
|
6.87K
$487K
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
8.95K+ 8.05% |
$599K - $682K
|
120K
$8.52M
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-30- 0.18% |
$2.01K - $2.28K
|
16.7K
$1.19M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
171+ 2.11% |
$11.5K - $13K
|
8.26K
$586K
|