Purchases and Sales Made in Q1 2025 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 2025. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 0.79% |
$359K - $408K
|
687K
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.33K+ 1.85% |
$357K - $406K
|
293K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.33K+ 14.99% |
$357K - $406K
|
40.9K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.3K+ 5.58% |
$355K - $403K
|
100K
$7.12M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.28K+ 6.21% |
$354K - $402K
|
90.4K
$6.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.27KNew |
$353K - $402K
|
5.27K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.22K+ 18.49% |
$350K - $398K
|
33.5K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
5.18K+ 6.58% |
$347K - $395K
|
83.9K
$5.96M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
5.18K+ 22.86% |
$347K - $394K
|
27.8K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
5.16K+ 15.91% |
$345K - $393K
|
37.6K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.11K+ 4.54% |
$342K - $389K
|
118K
$8.36M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.06K+ 8.5% |
$338K - $385K
|
64.5K
$4.58M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.03K+ 179.08% |
$337K - $383K
|
7.85K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.01K+ 4.67% |
$336K - $382K
|
112K
$7.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.01KNew |
$335K - $381K
|
5.01K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.99K+ 1.17% |
$334K - $380K
|
430K
$30.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.99K+ 15.36% |
$334K - $380K
|
37.4K
$2.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.93K+ 13.84% |
$330K - $376K
|
40.6K
$2.88M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 8.36% |
$330K - $375K
|
63.8K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.92K+ 5.1% |
$329K - $375K
|
101K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.92KNew |
$329K - $375K
|
4.92K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
4.88K+ 8.7% |
$327K - $372K
|
61K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.84K+ 16.2% |
$324K - $369K
|
34.7K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
4.82KNew |
$323K - $367K
|
4.82K
$342K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.79K+ 3.5% |
$321K - $365K
|
142K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.78K+ 85.94% |
$320K - $364K
|
10.3K
$734K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.76K+ 4.38% |
$319K - $363K
|
114K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.68KNew |
$313K - $356K
|
4.68K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.67KNew |
$313K - $356K
|
4.67K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
4.62K+ 13.93% |
$309K - $351K
|
37.7K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.53KNew |
$303K - $345K
|
4.53K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.52K+ 12.07% |
$303K - $344K
|
42K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.51KNew |
$302K - $344K
|
4.51K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
4.5KNew |
$301K - $343K
|
4.5K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
4.5K+ 4.07% |
$301K - $343K
|
115K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.47K+ 7.17% |
$299K - $341K
|
66.8K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.46KNew |
$299K - $340K
|
4.46K
$316K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.46K+ 19.34% |
$298K - $339K
|
27.5K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
4.45K+ 18.01% |
$298K - $339K
|
29.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.45KNew |
$298K - $339K
|
4.45K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.45K+ 5.21% |
$298K - $339K
|
89.7K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
4.39KNew |
$294K - $335K
|
4.39K
$312K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.37K+ 4.39% |
$293K - $333K
|
104K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
4.32K+ 220.93% |
$289K - $329K
|
6.27K
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.3KNew |
$288K - $327K
|
4.3K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
4.3KNew |
$288K - $327K
|
4.3K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.27KNew |
$286K - $325K
|
4.27K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.22K+ 9.79% |
$283K - $321K
|
47.3K
$3.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.22K+ 71.22% |
$282K - $321K
|
10.1K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.21K+ 2.13% |
$282K - $321K
|
202K
$14.3M
|