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 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
343+ 11.86% |
$24K - $29.1K
|
3.24K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
19+ 0.58% |
$1.33K - $1.61K
|
3.28K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.74KNew |
$192K - $233K
|
2.74K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$192K - $233K
|
2.75K
$195K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.9K+ 3.78% |
$1.04M - $1.26M
|
409K
$29M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
23K+ 7.32% |
$1.61M - $1.95M
|
337K
$23.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.41KNew |
$168K - $205K
|
2.41K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-168- 75.68% |
$11.7K - $14.3K
|
54
$3.83K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$169K - $205K
|
2.41K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-12.6K- 42.42% |
$881K - $1.07M
|
17.1K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
739+ 16.51% |
$51.7K - $62.8K
|
5.22K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.57KNew |
$179K - $218K
|
2.57K
$182K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-152- 1.07% |
$10.6K - $12.9K
|
14K
$994K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.74KNew |
$192K - $233K
|
2.74K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
45New |
$3.15K - $3.82K
|
45
$3.19K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.81KNew |
$196K - $239K
|
2.81K
$199K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-572- 3.19% |
$40K - $48.6K
|
17.4K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
268+ 0.83% |
$18.7K - $22.8K
|
32.4K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
2.6KNew |
$182K - $221K
|
2.6K
$184K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
160+ 4.24% |
$11.2K - $13.6K
|
3.94K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.75KNew |
$192K - $233K
|
2.75K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.48KNew |
$243K - $295K
|
3.48K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$169K - $205K
|
2.42K
$171K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-965- 10.0% |
$67.5K - $82K
|
8.68K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$185K - $224K
|
2.64K
$187K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.62KNew |
$183K - $223K
|
2.62K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
2.57KNew |
$180K - $218K
|
2.57K
$182K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
9.77K+ 45.3% |
$683K - $830K
|
31.3K
$2.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.54KNew |
$177K - $216K
|
2.54K
$180K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.65KNew |
$185K - $225K
|
2.65K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-101- 2.99% |
$7.06K - $8.58K
|
3.28K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.66KNew |
$186K - $226K
|
2.66K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-136- 4.64% |
$9.51K - $11.6K
|
2.8K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-119- 0.9% |
$8.32K - $10.1K
|
13.1K
$927K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.75K- 57.03% |
$262K - $319K
|
2.83K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.6KNew |
$182K - $221K
|
2.6K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-108- 1.84% |
$7.55K - $9.18K
|
5.77K
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.17K - $2.63K
|
5.35K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 10.0% |
$69.9 - $85
|
11
$780
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.72KNew |
$190K - $231K
|
2.72K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
317New |
$22.2K - $26.9K
|
317
$22.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-22- 0.53% |
$1.54K - $1.87K
|
4.15K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-332- 80.19% |
$23.2K - $28.2K
|
82
$5.81K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25+ 12.14% |
$1.75K - $2.12K
|
231
$16.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 6.67% |
$140 - $170
|
28
$1.98K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.41K+ 9.39% |
$518K - $629K
|
86.3K
$6.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-1K- 66.67% |
$69.9K - $85K
|
500
$35.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.64KNew |
$185K - $224K
|
2.64K
$187K
|