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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.2K+ 22.68% |
$281K - $320K
|
22.7K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.2K+ 12.07% |
$281K - $320K
|
39K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
4.17K+ 1.83% |
$279K - $317K
|
232K
$16.5M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.13K+ 15.89% |
$277K - $315K
|
30.1K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.07K+ 47.66% |
$272K - $310K
|
12.6K
$895K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.05K+ 5.26% |
$271K - $308K
|
81K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.03KNew |
$270K - $307K
|
4.03K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.02K+ 49.64% |
$269K - $306K
|
12.1K
$860K
|
|
|
May 12, 2025
Q1 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
4.01K+ 23.02% |
$268K - $305K
|
21.4K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.99KNew |
$267K - $304K
|
3.99K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.99K+ 2.05% |
$267K - $304K
|
199K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.97KNew |
$266K - $302K
|
3.97K
$282K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
3.95KNew |
$264K - $301K
|
3.95K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
3.93K+ 131.56% |
$263K - $299K
|
6.92K
$491K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.9K+ 56.77% |
$261K - $297K
|
10.8K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.9KNew |
$261K - $297K
|
3.9K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.89K+ 53.95% |
$261K - $296K
|
11.1K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.86KNew |
$259K - $294K
|
3.86K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
3.83K+ 8.36% |
$257K - $292K
|
49.7K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.81K+ 103.81% |
$255K - $290K
|
7.49K
$532K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.79K+ 1.82% |
$254K - $289K
|
212K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.78K+ 4.16% |
$253K - $288K
|
94.6K
$6.72M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.75K+ 1.0% |
$251K - $286K
|
378K
$26.8M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.75KNew |
$251K - $285K
|
3.75K
$266K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.74K+ 10.2% |
$250K - $285K
|
40.4K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.71K+ 4.12% |
$248K - $283K
|
93.7K
$6.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.7K+ 5.75% |
$248K - $282K
|
68.1K
$4.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.7K+ 3.29% |
$248K - $282K
|
116K
$8.26M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
3.7KNew |
$248K - $282K
|
3.7K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.65K+ 14.39% |
$244K - $278K
|
29K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
3.64K+ 2.32% |
$243K - $277K
|
160K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.63K+ 3.12% |
$243K - $276K
|
120K
$8.5M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.61KNew |
$242K - $275K
|
3.61K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.61K+ 37.17% |
$242K - $275K
|
13.3K
$945K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.59K+ 0.88% |
$241K - $274K
|
410K
$29.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
3.59K+ 4.75% |
$240K - $273K
|
79.2K
$5.62M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.58K+ 0.22% |
$240K - $273K
|
1.62M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
3.58KNew |
$240K - $272K
|
3.58K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.57K+ 17.89% |
$239K - $272K
|
23.5K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.53K+ 25.29% |
$237K - $269K
|
17.5K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
3.53K+ 1.74% |
$236K - $269K
|
206K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.52K+ 24.97% |
$235K - $268K
|
17.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.51K+ 1.41% |
$235K - $267K
|
253K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.48KNew |
$233K - $265K
|
3.48K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.48K+ 121.42% |
$233K - $265K
|
6.35K
$451K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.48K+ 38.39% |
$233K - $265K
|
12.5K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.45K+ 28.54% |
$231K - $263K
|
15.6K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
3.44K+ 2.56% |
$230K - $262K
|
138K
$9.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.43K+ 21.88% |
$230K - $261K
|
19.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.42K+ 6.85% |
$229K - $261K
|
53.4K
$3.79M
|