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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-20- 0.55% |
$1.4K - $1.71K
|
3.6K
$255K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 26.68% |
$165K - $202K
|
11.2K
$795K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
170+ 6.78% |
$11.9K - $14.6K
|
2.68K
$190K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
63+ 2.16% |
$4.4K - $5.4K
|
2.99K
$212K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-360- 1.02% |
$25.2K - $30.9K
|
34.9K
$2.47M
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.06K+ 20.85% |
$74.9K - $92.4K
|
6.15K
$436K
|
|
|
Nov 27, 2023
Q4 2022
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
158KNew |
$11.2M - $13.8M
|
158K
$11.2M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.92KClosed |
$347K - $429K
|
0
$0
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.78KNew |
$196K - $242K
|
2.78K
$197K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
707New |
$49.9K - $61.6K
|
707
$50.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
589New |
$41.6K - $51.3K
|
589
$41.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.43KNew |
$171K - $212K
|
2.43K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.5KNew |
$177K - $218K
|
2.5K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
27.4KNew |
$1.93M - $2.39M
|
27.4K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Eulav Asset Management
|
SELL
|
- |
-145K- 57.14% |
$10.2M - $12.6M
|
109K
$7.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
120+ 0.38% |
$8.48K - $10.5K
|
31.4K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-590- 16.69% |
$41.7K - $51.4K
|
2.95K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$188K - $232K
|
2.66K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.44KNew |
$384K - $474K
|
5.44K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
112K+ 17.26% |
$7.9M - $9.75M
|
760K
$53.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-384- 2.81% |
$27.1K - $33.5K
|
13.3K
$942K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.3KNew |
$796K - $982K
|
11.3K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
91+ 1.93% |
$6.43K - $7.93K
|
4.8K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Skaana Management L.P.
Brooklyn, NY |
BUY
|
- |
66.9KNew |
$4.73M - $5.83M
|
66.9K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
219+ 2.84% |
$15.5K - $19.1K
|
7.93K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.65KNew |
$117K - $144K
|
1.65K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-39.1K- 73.76% |
$2.76M - $3.41M
|
13.9K
$989K
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-735- 7.15% |
$51.9K - $64.1K
|
9.54K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 31.42% |
$82.6K - $102K
|
2.55K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-36K- 74.98% |
$2.54M - $3.13M
|
12K
$852K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.8MNew |
$1.4B - $1.73B
|
19.8M
$1.41B
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.02K+ 1.58% |
$72.3K - $89.2K
|
65.7K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
- |
8.5K+ 18.89% |
$600K - $741K
|
53.5K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Kensico Capital Management Corp
Greenwich, CT |
BUY
|
- |
470KNew |
$33.2M - $41M
|
470K
$33.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.41KNew |
$171K - $210K
|
2.41K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
172KNew |
$12.1M - $15M
|
172K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
16.3KNew |
$1.15M - $1.42M
|
16.3K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
85.1KNew |
$6.01M - $7.41M
|
85.1K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4.55KNew |
$321K - $396K
|
4.55K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.57M- 98.8% |
$182M - $224M
|
31.1K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-18.5K- 1.51% |
$1.31M - $1.62M
|
1.21M
$85.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-22.5K- 85.34% |
$1.59M - $1.96M
|
3.87K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4.36K- 32.43% |
$308K - $380K
|
9.08K
$644K
|
|
|
Feb 13, 2023
Q4 2022
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
461New |
$32.6K - $40.2K
|
461
$32.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-63.7K- 69.49% |
$4.5M - $5.55M
|
28K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
794+ 138.33% |
$56.1K - $69.2K
|
1.37K
$97.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.8KNew |
$551K - $680K
|
7.8K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-175- 4.5% |
$12.4K - $15.3K
|
3.71K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.53KNew |
$179K - $221K
|
2.53K
$180K
|
|