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 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
305+ 4.29% |
$20.4K - $23.2K
|
7.41K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.59K+ 4.75% |
$240K - $273K
|
79.2K
$5.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.78K- 14.18% |
$119K - $136K
|
10.8K
$764K
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
14.6K+ 38.03% |
$976K - $1.11M
|
52.9K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-157K- 8.59% |
$10.5M - $12M
|
1.67M
$119M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.59K+ 0.88% |
$241K - $274K
|
410K
$29.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
48+ 0.25% |
$3.21K - $3.66K
|
19.4K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-120- 1.34% |
$8.04K - $9.14K
|
8.86K
$628K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
SELL
|
- |
-155- 3.78% |
$10.4K - $11.8K
|
3.94K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.7K- 30.01% |
$852K - $969K
|
29.7K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.61K- 0.78% |
$175K - $199K
|
330K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
780+ 13.94% |
$52.2K - $59.4K
|
6.37K
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
339+ 10.52% |
$22.7K - $25.8K
|
3.56K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-391- 5.56% |
$26.2K - $29.8K
|
6.65K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-17.6K- 17.48% |
$1.18M - $1.34M
|
83K
$5.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.07% |
$201 - $228
|
4.14K
$294K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-7.76K- 53.95% |
$520K - $591K
|
6.63K
$470K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.84K- 2.55% |
$257K - $292K
|
147K
$10.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4New |
$268 - $305
|
4
$284
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
13.1KNew |
$878K - $998K
|
13.1K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-4.69K- 5.29% |
$314K - $357K
|
84K
$5.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.27KNew |
$286K - $325K
|
4.27K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
698+ 12.53% |
$46.7K - $53.2K
|
6.27K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-228- 1.51% |
$15.3K - $17.4K
|
14.8K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
291New |
$19.5K - $22.2K
|
291
$20.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14+ 3.1% |
$937 - $1.07K
|
466
$33K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10KNew |
$670K - $762K
|
10K
$709K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 8.68% |
$133K - $151K
|
20.9K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
23+ 0.52% |
$1.54K - $1.75K
|
4.48K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-196- 5.82% |
$13.1K - $14.9K
|
3.17K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
34K+ 11.59% |
$2.27M - $2.59M
|
327K
$23.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6New |
$402 - $457
|
6
$425
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700New |
$46.9K - $53.3K
|
700
$49.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.78K+ 4.16% |
$253K - $288K
|
94.6K
$6.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.9K+ 56.77% |
$261K - $297K
|
10.8K
$763K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-286- 4.84% |
$19.2K - $21.8K
|
5.63K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.07K+ 47.66% |
$272K - $310K
|
12.6K
$894K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.56K+ 56.96% |
$172K - $195K
|
7.06K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.66K+ 4.07% |
$513K - $583K
|
196K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.04K+ 18.79% |
$204K - $232K
|
19.2K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-66.5K- 7.06% |
$4.45M - $5.07M
|
875K
$62M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.8K- 7.85% |
$187K - $213K
|
32.8K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-949- 0.98% |
$63.5K - $72.3K
|
96.1K
$6.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.99K+ 15.36% |
$334K - $380K
|
37.4K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 16.14% |
$150K - $171K
|
11.7K
$828K
|
|
|
Apr 24, 2025
Q1 2025
|
Quaero Capital S.A.
|
SELL
|
- |
-4.79K- 9.67% |
$321K - $365K
|
44.8K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.91K- 24.46% |
$329K - $374K
|
15.2K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
880+ 4.35% |
$58.9K - $67K
|
21.1K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 4.49% |
$110K - $126K
|
35.1K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
210+ 1.46% |
$14.1K - $16K
|
14.6K
$1.03M
|