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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-45- 0.89% |
$3.14K - $3.84K
|
4.99K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-161- 3.01% |
$11.2K - $13.8K
|
5.19K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-75- 1.27% |
$5.23K - $6.41K
|
5.84K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
11.9KNew |
$828K - $1.01M
|
11.9K
$841K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
80+ 6.49% |
$5.58K - $6.83K
|
1.31K
$93.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5.2KNew |
$363K - $444K
|
5.2K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
SELL
|
- |
-12K- 21.86% |
$837K - $1.03M
|
42.9K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-603- 1.1% |
$42.1K - $51.5K
|
54.1K
$3.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.23% |
$140 - $171
|
857
$60.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
42.4KNew |
$2.96M - $3.62M
|
42.4K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.11K+ 15.7% |
$217K - $265K
|
22.9K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.1K- 4.41% |
$356K - $436K
|
111K
$7.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-20- 50.0% |
$1.4K - $1.71K
|
20
$1.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.32% |
$140 - $171
|
620
$44K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
12+ 11.01% |
$837 - $1.03K
|
121
$8.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
78.9KNew |
$5.5M - $6.74M
|
78.9K
$5.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-450- 12.31% |
$31.4K - $38.4K
|
3.21K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.65K+ 2.08% |
$185K - $226K
|
130K
$9.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
9.74KNew |
$680K - $832K
|
9.74K
$690K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
89.7KNew |
$6.26M - $7.66M
|
89.7K
$6.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.3K- 47.9% |
$300K - $367K
|
4.67K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.57KNew |
$249K - $305K
|
3.57K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 0.49% |
$13.3K - $16.3K
|
39K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.76K- 53.22% |
$332K - $406K
|
4.18K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-284- 14.87% |
$19.8K - $24.3K
|
1.63K
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-28- 0.42% |
$1.95K - $2.39K
|
6.64K
$471K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
45+ 1.33% |
$3.14K - $3.84K
|
3.42K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.18KNew |
$431K - $528K
|
6.18K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
16.8KNew |
$1.17M - $1.43M
|
16.8K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
2.93KNew |
$205K - $251K
|
2.93K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-942- 2.52% |
$65.7K - $80.5K
|
36.4K
$2.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91KNew |
$273K - $334K
|
3.91K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.18KNew |
$501K - $613K
|
7.18K
$509K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 2.52% |
$18.8K - $23K
|
11K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
308New |
$21.5K - $26.3K
|
308
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-70K- 20.9% |
$4.88M - $5.98M
|
265K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
7.3KNew |
$509K - $624K
|
7.3K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.85KNew |
$199K - $244K
|
2.85K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.75K- 2.01% |
$122K - $150K
|
85.3K
$6.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.29K+ 4.56% |
$229K - $281K
|
75.4K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
500New |
$34.9K - $42.7K
|
500
$35.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
250+ 2.56% |
$17.4K - $21.4K
|
10K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$6.14K - $7.52K
|
88
$6.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-363- 5.76% |
$25.3K - $31K
|
5.94K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-55- 0.79% |
$3.84K - $4.7K
|
6.91K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-920- 8.03% |
$64.2K - $78.6K
|
10.5K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-831- 20.73% |
$58K - $71K
|
3.18K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
309+ 9.28% |
$21.6K - $26.4K
|
3.64K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-800- 3.31% |
$55.8K - $68.3K
|
23.4K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
223+ 7.72% |
$15.6K - $19.1K
|
3.11K
$221K
|