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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-5Closed |
$389 - $467
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.49KNew |
$271K - $325K
|
3.49K
$247K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.43KClosed |
$111K - $133K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
33+ 5.19% |
$2.57K - $3.08K
|
669
$47.5K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-150Closed |
$11.7K - $14K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-122Closed |
$9.5K - $11.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
$122K - $146K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.64KNew |
$205K - $246K
|
2.64K
$187K
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
SELL
|
- |
-19Closed |
$1.48K - $1.77K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.17KClosed |
$324K - $389K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Golden Green, Inc.
|
SELL
|
- |
-5.36KClosed |
$417K - $500K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.12KNew |
$243K - $291K
|
3.12K
$221K
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.55KClosed |
$198K - $238K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.08KNew |
$240K - $288K
|
3.08K
$219K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
633New |
$49.3K - $59.1K
|
633
$44.9K
|
|
Q3 2021 | |||||||
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-18Closed |
$1.34K - $1.56K
|
0
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.91K+ 14.15% |
$364K - $424K
|
39.6K
$2.81M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
119KNew |
$8.79M - $10.2M
|
119K
$8.41M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
200New |
$14.8K - $17.3K
|
200
$14.2K
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.18KClosed |
$384K - $448K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-60K- 70.59% |
$4.45M - $5.19M
|
25K
$1.77M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-19.4KClosed |
$1.44M - $1.68M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-203KClosed |
$15.1M - $17.6M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.92KClosed |
$217K - $253K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-29.7KClosed |
$2.2M - $2.57M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-4.69KClosed |
$348K - $406K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-70Closed |
$5.19K - $6.05K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.1KClosed |
$230K - $268K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-872Closed |
$64.7K - $75.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.47KClosed |
$257K - $300K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-43.8KClosed |
$3.25M - $3.79M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-26- 3.88% |
$1.93K - $2.25K
|
644
$45.7K
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-6.36KClosed |
$472K - $550K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-88Closed |
$6.53K - $7.61K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-108KClosed |
$8.03M - $9.37M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-805Closed |
$59.7K - $69.6K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.91KClosed |
$290K - $338K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
800New |
$59.4K - $69.2K
|
800
$56.8K
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-30.5KClosed |
$2.26M - $2.63M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-1.37KClosed |
$101K - $118K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.75KClosed |
$204K - $238K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-11.8KClosed |
$875K - $1.02M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
37.4KNew |
$2.77M - $3.23M
|
37.4K
$2.65M
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-75Closed |
$5.56K - $6.49K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.76KNew |
$205K - $238K
|
2.76K
$196K
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-1.35KClosed |
$99.9K - $116K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-12.2KClosed |
$909K - $1.06M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.28KClosed |
$95K - $111K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
13K+ 28.02% |
$964K - $1.12M
|
59.4K
$4.22M
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.35KClosed |
$100K - $117K
|
0
$0
|