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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-19.5K- 16.79% |
$1.36M - $1.66M
|
96.5K
$6.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.05KNew |
$213K - $259K
|
3.05K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
939+ 8.98% |
$65.6K - $79.8K
|
11.4K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.57KNew |
$180K - $218K
|
2.57K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.85K+ 81.33% |
$199K - $242K
|
6.35K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.65KNew |
$185K - $225K
|
2.65K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.8K+ 120.65% |
$754K - $916K
|
19.7K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-189- 0.61% |
$13.2K - $16.1K
|
30.9K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.55KNew |
$178K - $216K
|
2.55K
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.53KNew |
$177K - $215K
|
2.53K
$179K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.27KNew |
$229K - $278K
|
3.27K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-150- 4.73% |
$10.5K - $12.7K
|
3.02K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-30- 0.27% |
$2.1K - $2.55K
|
11.2K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-71- 0.99% |
$4.96K - $6.03K
|
7.11K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
571+ 2482.61% |
$39.9K - $48.5K
|
594
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.44% |
$1.12K - $1.36K
|
3.6K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
117K+ 264.78% |
$8.14M - $9.9M
|
161K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-5.78K- 3.32% |
$404K - $491K
|
168K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$147K - $178K
|
2.1K
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.14K- 32.25% |
$79.8K - $97K
|
2.4K
$170K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-350- 3.48% |
$24.5K - $29.7K
|
9.71K
$688K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
900New |
$62.9K - $76.5K
|
900
$63.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.19KNew |
$83K - $101K
|
1.19K
$84.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 50.0% |
$419 - $510
|
6
$425
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.44KNew |
$171K - $207K
|
2.44K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.71KNew |
$189K - $230K
|
2.71K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.19K- 24.31% |
$83.2K - $101K
|
3.71K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.36KNew |
$235K - $285K
|
3.36K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$14K - $17K
|
200
$14.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.44K+ 15.54% |
$101K - $122K
|
10.7K
$758K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
26.8K+ 317.54% |
$1.88M - $2.28M
|
35.3K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$6.99K - $8.5K
|
100
$7.09K
|
|
|
Nov 07, 2024
Q3 2024
|
Kayne Anderson Capital Advisors LP
|
SELL
|
- |
-134K- 13.6% |
$9.38M - $11.4M
|
853K
$60.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-40- 0.34% |
$2.8K - $3.4K
|
11.9K
$843K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-2.92K- 32.49% |
$204K - $248K
|
6.08K
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-145- 12.89% |
$10.1K - $12.3K
|
980
$69.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.5KNew |
$945K - $1.15M
|
13.5K
$958K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
174+ 6.98% |
$12.2K - $14.8K
|
2.67K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
2.8KNew |
$196K - $238K
|
2.8K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-607- 6.49% |
$42.4K - $51.6K
|
8.75K
$620K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
118+ 453.85% |
$8.25K - $10K
|
144
$10.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
384+ 13.52% |
$26.8K - $32.6K
|
3.23K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
101New |
$7.06K - $8.58K
|
101
$7.16K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
190+ 1.28% |
$13.3K - $16.1K
|
15K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.46KNew |
$172K - $209K
|
2.46K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
788+ 10.71% |
$55.1K - $67K
|
8.15K
$578K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
245+ 350.0% |
$17.1K - $20.8K
|
315
$22.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
88+ 3.0% |
$6.15K - $7.48K
|
3.02K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
600New |
$41.9K - $51K
|
600
$42.5K
|