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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
32.9K+ 13.0% |
$2.2M - $2.51M
|
286K
$20.3M
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.03K+ 5.26% |
$68.6K - $78.1K
|
20.5K
$1.45M
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
22+ 0.64% |
$1.47K - $1.68K
|
3.46K
$245K
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
723+ 4.84% |
$48.4K - $55.1K
|
15.7K
$1.11M
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-19.9K- 85.35% |
$1.33M - $1.51M
|
3.41K
$242K
|
|
Q4 2024 | |||||||
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.87% |
$2.93K - $3.59K
|
4.85K
$344K
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.3KNew |
$789K - $966K
|
11.3K
$801K
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
561KNew |
$39.1M - $47.9M
|
561K
$39.7M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 21.17% |
$7.9M - $9.68M
|
648K
$46M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
28K+ 25.56% |
$1.95M - $2.39M
|
137K
$9.74M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
67.1K+ 1.81% |
$4.68M - $5.73M
|
3.77M
$267M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
21.2K+ 2.17% |
$1.48M - $1.81M
|
999K
$70.8M
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
6.16KNew |
$430K - $526K
|
6.16K
$436K
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
218+ 3.3% |
$15.2K - $18.6K
|
6.82K
$483K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.28KNew |
$508K - $622K
|
7.28K
$516K
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
80+ 0.14% |
$5.58K - $6.83K
|
57.3K
$4.06M
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$1.42K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
113New |
$7.88K - $9.65K
|
113
$8.01K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$753K - $922K
|
10.8K
$765K
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
563+ 2.45% |
$39.3K - $48.1K
|
23.5K
$1.67M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.24KNew |
$156K - $191K
|
2.24K
$159K
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.26KNew |
$297K - $364K
|
4.26K
$302K
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
208+ 2.44% |
$14.5K - $17.8K
|
8.72K
$618K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
357+ 10.66% |
$24.9K - $30.5K
|
3.71K
$263K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
25KNew |
$1.74M - $2.14M
|
25K
$1.77M
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.45K- 43.66% |
$171K - $209K
|
3.16K
$224K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
895New |
$62.4K - $76.5K
|
895
$63.4K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
504New |
$35.2K - $43.1K
|
504
$35.7K
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
4.02K+ 7.45% |
$280K - $343K
|
58K
$4.11M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
30New |
$2.09K - $2.56K
|
30
$2.13K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
135+ 2.54% |
$9.42K - $11.5K
|
5.46K
$387K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.53% |
$2.02K - $2.48K
|
5.54K
$393K
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-537- 13.35% |
$37.5K - $45.9K
|
3.48K
$247K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.7K- 14.23% |
$814K - $997K
|
70.3K
$4.99M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-121- 1.47% |
$8.44K - $10.3K
|
8.1K
$574K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.34KNew |
$233K - $285K
|
3.34K
$237K
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
14.4KNew |
$1M - $1.23M
|
14.4K
$1.02M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
380+ 0.9% |
$26.5K - $32.5K
|
42.5K
$3.01M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6K+ 49.48% |
$881K - $1.08M
|
38.2K
$2.7M
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-7- 0.06% |
$488 - $598
|
11.1K
$788K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.94KNew |
$205K - $251K
|
2.94K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
4.05K+ 26.05% |
$283K - $346K
|
19.6K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-96.1K- 0.48% |
$6.7M - $8.21M
|
20M
$1.42B
|
|
Feb 14, 2025
Q4 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
26.8K+ 101.8% |
$1.87M - $2.29M
|
53.1K
$3.77M
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-31.5K- 81.48% |
$2.2M - $2.69M
|
7.17K
$508K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.15K- 5.63% |
$150K - $184K
|
36K
$2.55M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
34+ 15.32% |
$2.37K - $2.9K
|
256
$18.1K
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
10.2K+ 71.73% |
$712K - $871K
|
24.4K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
21.2KNew |
$1.48M - $1.81M
|
21.2K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
800KNew |
$55.8M - $68.3M
|
800K
$56.7M
|