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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-39- 9.47% |
$2.72K - $3.33K
|
373
$26.4K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.45K- 24.98% |
$241K - $295K
|
10.4K
$734K
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-1.05K- 13.13% |
$72.9K - $89.3K
|
6.91K
$490K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
12New |
$837 - $1.03K
|
12
$851
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.45KNew |
$101K - $124K
|
1.45K
$103K
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-4.08K- 49.39% |
$285K - $349K
|
4.18K
$296K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.55K+ 494.46% |
$317K - $389K
|
5.47K
$388K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
618New |
$43.1K - $52.8K
|
618
$43.8K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-240- 40.54% |
$16.7K - $20.5K
|
352
$25K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.36K- 8.27% |
$94.8K - $116K
|
15.1K
$1.07M
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-110- 1.24% |
$7.67K - $9.4K
|
8.75K
$620K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.17K+ 1.99% |
$81.5K - $99.8K
|
59.8K
$4.24M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-257- 5.97% |
$17.9K - $22K
|
4.05K
$287K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.48K- 99.6% |
$243K - $297K
|
14
$992
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.37K+ 21.43% |
$375K - $459K
|
30.4K
$2.16M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-160- 1.42% |
$11.2K - $13.7K
|
11.1K
$785K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-46- 0.9% |
$3.21K - $3.93K
|
5.04K
$357K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-50- 2.75% |
$3.49K - $4.27K
|
1.77K
$125K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-292- 1.13% |
$20.4K - $24.9K
|
25.7K
$1.82M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
28+ 0.62% |
$1.95K - $2.39K
|
4.52K
$320K
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
4.6KNew |
$321K - $393K
|
4.6K
$326K
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-256- 3.92% |
$17.9K - $21.9K
|
6.28K
$445K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-32- 0.86% |
$2.23K - $2.73K
|
3.7K
$262K
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-600- 7.41% |
$41.9K - $51.3K
|
7.49K
$531K
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
423+ 0.44% |
$29.5K - $36.1K
|
95.8K
$6.79M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-501- 11.81% |
$35K - $42.8K
|
3.74K
$265K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
827New |
$57.7K - $70.7K
|
827
$58.6K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.35K+ 22.48% |
$303K - $372K
|
23.7K
$1.68M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.41K- 38.76% |
$308K - $377K
|
6.97K
$494K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-50- 0.29% |
$3.49K - $4.27K
|
17K
$1.21M
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-34- 1.71% |
$2.37K - $2.9K
|
1.95K
$138K
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
38.1KNew |
$2.66M - $3.26M
|
38.1K
$2.7M
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.83KNew |
$197K - $242K
|
2.83K
$201K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-100- 55.56% |
$6.98K - $8.54K
|
80
$5.67K
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-100- 0.1% |
$6.98K - $8.54K
|
103K
$7.29M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
173New |
$12.1K - $14.8K
|
173
$12.3K
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-297K- 93.3% |
$20.8M - $25.4M
|
21.3K
$1.51M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-6K- 45.67% |
$419K - $513K
|
7.14K
$506K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-49.6K- 9.71% |
$3.46M - $4.23M
|
461K
$32.7M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
108New |
$7.54K - $9.23K
|
108
$7.66K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.03K- 25.35% |
$71.9K - $88K
|
3.03K
$215K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-60- 0.53% |
$4.19K - $5.13K
|
11.2K
$792K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40New |
$2.79K - $3.42K
|
40
$2.84K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-52- 0.05% |
$3.63K - $4.44K
|
109K
$7.76M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
321+ 22.05% |
$22.4K - $27.4K
|
1.78K
$126K
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-39- 0.94% |
$2.72K - $3.33K
|
4.1K
$291K
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.11K+ 84.62% |
$286K - $351K
|
8.96K
$635K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.49K+ 22.02% |
$173K - $212K
|
13.8K
$977K
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-240- 6.46% |
$16.7K - $20.5K
|
3.48K
$246K
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
14.1KNew |
$986K - $1.21M
|
14.1K
$1M
|