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 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-905- 8.09% |
$60.6K - $68.9K
|
10.3K
$729K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.7K- 50.18% |
$1.65M - $1.88M
|
24.5K
$1.74M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 6.74% |
$1.21K - $1.37K
|
285
$20.2K
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.08K+ 0.55% |
$72.1K - $82K
|
197K
$14M
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-343- 8.44% |
$23K - $26.1K
|
3.72K
$264K
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-947- 18.32% |
$63.4K - $72.1K
|
4.22K
$299K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.19K- 3.19% |
$146K - $166K
|
66.4K
$4.7M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-192- 2.33% |
$12.9K - $14.6K
|
8.07K
$572K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.22K+ 5.2% |
$149K - $169K
|
44.9K
$3.18M
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
10New |
$670 - $762
|
10
$709
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-58- 13.49% |
$3.88K - $4.42K
|
372
$26.4K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-142- 0.33% |
$9.51K - $10.8K
|
43.3K
$3.07M
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
297+ 10.49% |
$19.9K - $22.6K
|
3.13K
$222K
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.48K+ 121.42% |
$233K - $265K
|
6.35K
$450K
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
275K+ 226.69% |
$18.4M - $20.9M
|
396K
$28.1M
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-279- 6.54% |
$18.7K - $21.2K
|
3.99K
$283K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 19.0% |
$74.3K - $84.5K
|
6.95K
$493K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-19.7K- 80.56% |
$1.32M - $1.5M
|
4.76K
$337K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
200+ 3.74% |
$13.4K - $15.2K
|
5.55K
$394K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
374+ 0.21% |
$25K - $28.5K
|
177K
$12.5M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
144+ 0.64% |
$9.64K - $11K
|
22.7K
$1.61M
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
14.6K+ 1.07% |
$975K - $1.11M
|
1.37M
$97.4M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
29+ 0.9% |
$1.94K - $2.21K
|
3.26K
$231K
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.87K+ 10.06% |
$393K - $447K
|
64.2K
$4.55M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.36K+ 1.23% |
$493K - $561K
|
605K
$42.9M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-79.6K- 1.41% |
$5.33M - $6.06M
|
5.58M
$395M
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
590+ 3.06% |
$39.5K - $44.9K
|
19.9K
$1.41M
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.35% |
$67 - $76.2
|
284
$20.1K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5+ 0.02% |
$335 - $381
|
23.8K
$1.69M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.26KNew |
$84.2K - $95.7K
|
1.26K
$89.1K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-335- 1.79% |
$22.4K - $25.5K
|
18.4K
$1.3M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
160+ 1.15% |
$10.7K - $12.2K
|
14.1K
$999K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.31K- 26.98% |
$87.6K - $99.6K
|
3.54K
$251K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.39K- 6.3% |
$93.3K - $106K
|
20.7K
$1.47M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-28.6K- 8.84% |
$1.92M - $2.18M
|
295K
$20.9M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
44.8K+ 65.46% |
$3M - $3.41M
|
113K
$8.03M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.62K+ 5.7% |
$175K - $199K
|
48.5K
$3.44M
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-199K- 84.58% |
$13.3M - $15.1M
|
36.2K
$2.57M
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
3.64K+ 2.32% |
$243K - $277K
|
160K
$11.4M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-215- 2.34% |
$14.4K - $16.4K
|
8.98K
$637K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
882+ 2.87% |
$59.1K - $67.2K
|
31.6K
$2.24M
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.9K+ 108.22% |
$1.2M - $1.36M
|
34.5K
$2.44M
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
946+ 4.27% |
$63.3K - $72K
|
23.1K
$1.64M
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
52.7K+ 1.11% |
$3.53M - $4.01M
|
4.78M
$339M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-4.1K- 2.42% |
$274K - $312K
|
165K
$11.7M
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-585- 1.11% |
$39.2K - $44.6K
|
52K
$3.69M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.47K- 23.93% |
$98.5K - $112K
|
4.68K
$331K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
242+ 0.55% |
$16.2K - $18.4K
|
44.3K
$3.14M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
384+ 1.96% |
$25.7K - $29.2K
|
19.9K
$1.41M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.1K+ 17.49% |
$678K - $771K
|
68K
$4.82M
|