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 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.21% |
$74K - $84.2K
|
20.1K
$1.42M
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$67 - $76.2
|
5.44K
$385K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24K+ 4.54% |
$1.61M - $1.83M
|
553K
$39.2M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
7.75KNew |
$519K - $590K
|
7.75K
$550K
|
|
Apr 22, 2025
Q1 2025
|
Paradiem, LLC
|
BUY
|
- |
196KNew |
$13.1M - $14.9M
|
196K
$13.9M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
76+ 2.13% |
$5.09K - $5.79K
|
3.64K
$258K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.31K+ 39.81% |
$87.4K - $99.4K
|
4.58K
$325K
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-705- 45.63% |
$47.2K - $53.7K
|
840
$59.5K
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-2.65K- 32.7% |
$178K - $202K
|
5.46K
$387K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
SELL
|
- |
-58- 0.76% |
$3.88K - $4.42K
|
7.53K
$534K
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-144- 1.14% |
$9.64K - $11K
|
12.5K
$887K
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-129- 2.61% |
$8.64K - $9.82K
|
4.82K
$341K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-747- 8.98% |
$50K - $56.9K
|
7.57K
$536K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
923+ 3.26% |
$61.8K - $70.3K
|
29.3K
$2.07M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-681- 4.01% |
$45.6K - $51.9K
|
16.3K
$1.15M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221+ 4.82% |
$14.8K - $16.8K
|
4.81K
$341K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
69+ 1.68% |
$4.62K - $5.26K
|
4.19K
$297K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-100- 0.87% |
$6.7K - $7.62K
|
11.4K
$808K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
31+ 0.19% |
$2.08K - $2.36K
|
16.1K
$1.14M
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.54K+ 36.33% |
$170K - $194K
|
9.55K
$677K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.39K- 3.91% |
$93.3K - $106K
|
34.2K
$2.43M
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
858+ 343.2% |
$57.5K - $65.3K
|
1.11K
$78.5K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-131- 2.79% |
$8.77K - $9.98K
|
4.56K
$323K
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
544+ 8.57% |
$36.4K - $41.4K
|
6.89K
$489K
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
29K+ 44.95% |
$1.94M - $2.21M
|
93.6K
$6.63M
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.28K+ 2.27% |
$153K - $174K
|
103K
$7.28M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-218- 0.45% |
$14.6K - $16.6K
|
48.1K
$3.41M
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
175+ 3.98% |
$11.7K - $13.3K
|
4.58K
$324K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.43K+ 21.88% |
$230K - $261K
|
19.1K
$1.36M
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-16.5K- 9.78% |
$1.1M - $1.25M
|
152K
$10.8M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-220- 0.6% |
$14.7K - $16.8K
|
36.3K
$2.57M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 0.23% |
$536 - $609
|
3.51K
$249K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.54K+ 9.51% |
$170K - $193K
|
29.2K
$2.07M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.1K+ 10.22% |
$1.68M - $1.91M
|
271K
$19.2M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.22K- 0.82% |
$149K - $169K
|
269K
$19M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.94K- 45.83% |
$264K - $300K
|
4.66K
$330K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
832+ 3.15% |
$55.7K - $63.4K
|
27.2K
$1.93M
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9.95K+ 66.8% |
$666K - $757K
|
24.8K
$1.76M
|
|
Apr 22, 2025
Q1 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
22.1K+ 37.42% |
$1.48M - $1.69M
|
81.3K
$5.76M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
542+ 7.55% |
$36.3K - $41.3K
|
7.72K
$547K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
49+ 0.58% |
$3.28K - $3.73K
|
8.48K
$601K
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.58K+ 5.49% |
$641K - $730K
|
184K
$13.1M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.08K - $3.5K
|
46
$3.26K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.44K- 7.89% |
$163K - $186K
|
28.4K
$2.01M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 25.84% |
$74.8K - $85.1K
|
3.21K
$227K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.01K- 6.58% |
$402K - $457K
|
85.3K
$6.04M
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.79K+ 13.21% |
$120K - $136K
|
15.3K
$1.09M
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$223K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.22K+ 71.22% |
$282K - $321K
|
10.1K
$718K
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.11KNew |
$409K - $465K
|
6.11K
$433K
|