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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.13KNew |
$117K - $136K
|
2.13K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.47% |
$5.5K - $6.39K
|
21.4K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.14K+ 7.79% |
$228K - $265K
|
57.3K
$4.06M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-5.52K- 78.71% |
$304K - $353K
|
1.49K
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.26K+ 26.58% |
$124K - $144K
|
10.7K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
53+ 13.22% |
$2.91K - $3.39K
|
454
$32.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
18+ 0.62% |
$989 - $1.15K
|
2.93K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-13.3K- 29.75% |
$731K - $850K
|
31.4K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.12KNew |
$446K - $519K
|
8.12K
$576K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
104+ 2.74% |
$5.72K - $6.65K
|
3.89K
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-108- 24.77% |
$5.94K - $6.9K
|
328
$23.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
270+ 3.14% |
$14.8K - $17.3K
|
8.87K
$629K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16.6K- 54.88% |
$912K - $1.06M
|
13.6K
$967K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-478- 5.92% |
$26.3K - $30.5K
|
7.6K
$539K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 9.09% |
$825 - $959
|
150
$10.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.16K+ 5.53% |
$119K - $138K
|
41.2K
$2.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
62New |
$3.41K - $3.96K
|
62
$4.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-7.19K- 11.97% |
$395K - $459K
|
52.9K
$3.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.83K+ 26.6% |
$101K - $117K
|
8.71K
$618K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22- 2.12% |
$1.21K - $1.41K
|
1.02K
$72K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
946+ 10.2% |
$52K - $60.5K
|
10.2K
$724K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35New |
$1.92K - $2.24K
|
35
$2.48K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
50+ 1.32% |
$2.75K - $3.2K
|
3.83K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-42.4K- 84.2% |
$2.33M - $2.71M
|
7.95K
$564K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-193K- 95.93% |
$10.6M - $12.3M
|
8.2K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
278+ 0.41% |
$15.3K - $17.8K
|
67.9K
$4.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-54- 25.47% |
$2.97K - $3.45K
|
158
$11.2K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
75.4KNew |
$4.14M - $4.82M
|
75.4K
$5.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
148New |
$8.14K - $9.46K
|
148
$10.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
16.4K+ 6.81% |
$899K - $1.05M
|
257K
$18.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
125New |
$6.87K - $7.99K
|
125
$8.86K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.9% |
$6.76K - $7.86K
|
6.6K
$468K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.83KNew |
$155K - $181K
|
2.83K
$200K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16New |
$880 - $1.02K
|
16
$1.13K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
1.44K+ 3.25% |
$79.1K - $92K
|
45.7K
$3.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
57K+ 54.18% |
$3.13M - $3.64M
|
162K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-217- 6.31% |
$11.9K - $13.9K
|
3.22K
$228K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.24KNew |
$288K - $335K
|
5.24K
$371K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-340- 95.77% |
$18.7K - $21.7K
|
15
$1.06K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.78% |
$16.5K - $19.2K
|
10.5K
$743K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
9+ 0.1% |
$495 - $575
|
8.69K
$616K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.66M+ 10.38% |
$81.9M - $104M
|
17.7M
$1.25B
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.5KNew |
$616K - $785K
|
12.5K
$886K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
3.34KNew |
$165K - $209K
|
3.34K
$236K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.36KNew |
$166K - $211K
|
3.36K
$238K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.22K- 44.47% |
$109K - $139K
|
2.77K
$196K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-33.8KClosed |
$1.67M - $2.12M
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.59KNew |
$127K - $162K
|
2.59K
$183K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.11K+ 110700.0% |
$54.6K - $69.5K
|
1.11K
$78.5K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.76KNew |
$235K - $299K
|
4.76K
$337K
|
|