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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 1.33% |
$3.5K - $4.25K
|
3.72K
$264K
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-10K- 66.67% |
$699K - $850K
|
5K
$354K
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8- 0.15% |
$559 - $680
|
5.41K
$384K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
732New |
$51.2K - $62.2K
|
732
$51.9K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-485- 2.32% |
$33.9K - $41.2K
|
20.4K
$1.45M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.38KNew |
$166K - $202K
|
2.38K
$168K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.69KNew |
$188K - $229K
|
2.69K
$191K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 3.23% |
$6.71K - $8.16K
|
3.07K
$218K
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$170K
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.78KNew |
$194K - $236K
|
2.78K
$197K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18+ 1.8% |
$1.26K - $1.53K
|
1.02K
$72.2K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$166K - $201K
|
2.37K
$168K
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
90.9KNew |
$6.35M - $7.72M
|
90.9K
$6.44M
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-25K- 18.52% |
$1.75M - $2.12M
|
110K
$7.8M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-160- 3.22% |
$11.2K - $13.6K
|
4.81K
$341K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
861+ 6.34% |
$60.2K - $73.2K
|
14.4K
$1.02M
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 2.73% |
$69.9K - $85K
|
35.6K
$2.52M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.17% |
$9.09K - $11K
|
2.99K
$212K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.37KNew |
$166K - $202K
|
2.37K
$168K
|
|
Q2 2024 | |||||||
May 08, 2025
Q2 2024
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-30KClosed |
$1.85M - $2.4M
|
0
$0
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
71.4KNew |
$4.41M - $5.71M
|
71.4K
$5.06M
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
76.2K+ 396.69% |
$4.7M - $6.1M
|
95.4K
$6.76M
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
134K+ 58.29% |
$8.26M - $10.7M
|
364K
$25.8M
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
2.56K+ 8.4% |
$158K - $204K
|
33K
$2.34M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-36- 1.11% |
$2.22K - $2.88K
|
3.21K
$227K
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$61.7 - $80
|
1
$70.9
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.9KNew |
$426K - $552K
|
6.9K
$489K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
566New |
$34.9K - $45.3K
|
566
$40.1K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
17.4KNew |
$1.07M - $1.39M
|
17.4K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-857K- 81.08% |
$52.9M - $68.6M
|
200K
$14.2M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$12.3K - $16K
|
200
$14.2K
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
7.51KNew |
$464K - $601K
|
7.51K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-915- 22.27% |
$56.5K - $73.2K
|
3.19K
$226K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
7.86KNew |
$485K - $629K
|
7.86K
$557K
|
|
Aug 14, 2024
Q2 2024
|
Tenere Capital LLC
Denver, CO |
SELL
|
- |
-47.9K- 36.1% |
$2.95M - $3.83M
|
84.7K
$6.01M
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-70- 2.04% |
$4.32K - $5.6K
|
3.35K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Dsc Meridian Capital LP
New York, NY |
BUY
|
- |
24.6KNew |
$1.52M - $1.97M
|
24.6K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Bornite Capital Management LP
|
BUY
|
- |
150KNew |
$9.26M - $12M
|
150K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.4KNew |
$148K - $192K
|
2.4K
$170K
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.86KNew |
$176K - $229K
|
2.86K
$203K
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
13.4KNew |
$827K - $1.07M
|
13.4K
$950K
|
|
Aug 14, 2024
Q2 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
184KNew |
$11.4M - $14.7M
|
184K
$13.1M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
7.7KNew |
$475K - $616K
|
7.7K
$546K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.51KNew |
$464K - $601K
|
7.51K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
CALL |
-20K- 4.26% |
$1.23M - $1.6M
|
450K
$31.9M
|
|
Aug 14, 2024
Q2 2024
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-244K- 97.41% |
$15M - $19.5M
|
6.49K
$460K
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-190- 2.28% |
$11.7K - $15.2K
|
8.15K
$578K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.75KNew |
$170K - $220K
|
2.75K
$195K
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.97KNew |
$245K - $317K
|
3.97K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-298- 7.69% |
$18.4K - $23.8K
|
3.58K
$254K
|