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 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 2.03% |
$837 - $1.03K
|
602
$42.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-27- 20.0% |
$1.88K - $2.31K
|
108
$7.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.06% |
$140 - $171
|
3.41K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-45- 0.91% |
$3.14K - $3.84K
|
4.9K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18+ 0.35% |
$1.26K - $1.54K
|
5.23K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
950New |
$66.3K - $81.2K
|
950
$67.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.1K+ 21.85% |
$76.7K - $94K
|
6.13K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
127+ 4.6% |
$8.86K - $10.8K
|
2.89K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.32K- 33.7% |
$511K - $625K
|
14.4K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-201- 6.2% |
$14K - $17.2K
|
3.04K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
262+ 6.64% |
$18.3K - $22.4K
|
4.21K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-643- 77.19% |
$44.9K - $54.9K
|
190
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.1K- 7.75% |
$76.7K - $94K
|
13.1K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 35.06% |
$37.7K - $46.1K
|
1K
$70.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
349+ 3.62% |
$24.3K - $29.8K
|
10K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-2.93K- 25.87% |
$204K - $250K
|
8.39K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.83KNew |
$198K - $242K
|
2.83K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-142- 31.49% |
$9.91K - $12.1K
|
309
$21.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-70- 1.99% |
$4.88K - $5.98K
|
3.45K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-127- 49.8% |
$8.86K - $10.8K
|
128
$9.07K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.38K+ 35.73% |
$96.6K - $118K
|
5.26K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
386New |
$26.9K - $33K
|
386
$27.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.15KNew |
$220K - $269K
|
3.15K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-295K- 98.68% |
$20.6M - $25.2M
|
3.95K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
55.5K+ 274.45% |
$3.87M - $4.74M
|
75.7K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-221- 2.26% |
$15.4K - $18.9K
|
9.56K
$677K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-890- 46.57% |
$62.1K - $76K
|
1.02K
$72.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.1% |
$69.8 - $85.4
|
970
$68.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 0.6% |
$6.98K - $8.54K
|
16.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-46K- 55.47% |
$3.21M - $3.93M
|
36.9K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
14+ 0.69% |
$977 - $1.2K
|
2.04K
$145K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-300- 9.09% |
$20.9K - $25.6K
|
3K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
168+ 5.88% |
$11.7K - $14.4K
|
3.02K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
62.1K+ 5.02% |
$4.33M - $5.31M
|
1.3M
$92.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
212+ 0.76% |
$14.8K - $18.1K
|
28.1K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.71K+ 7.15% |
$677K - $829K
|
146K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-20- 0.37% |
$1.4K - $1.71K
|
5.32K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142+ 3.16% |
$9.91K - $12.1K
|
4.63K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.03KNew |
$211K - $259K
|
3.03K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-13.3K- 2.15% |
$925K - $1.13M
|
603K
$42.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-79- 1.94% |
$5.51K - $6.75K
|
4K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
4.55KNew |
$317K - $388K
|
4.55K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-69- 1.81% |
$4.81K - $5.89K
|
3.74K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.03K- 62.36% |
$491K - $601K
|
4.24K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$6.98K - $8.54K
|
100
$7.09K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.03KNew |
$212K - $259K
|
3.03K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.35K+ 17.42% |
$94.2K - $115K
|
9.1K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3.1K- 91.18% |
$216K - $265K
|
300
$21.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-125- 3.18% |
$8.72K - $10.7K
|
3.81K
$270K
|