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 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.41K+ 42637.5% |
$228K - $260K
|
3.42K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.4KNew |
$228K - $259K
|
3.4K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.34KNew |
$224K - $254K
|
3.34K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.34K+ 55.84% |
$223K - $254K
|
9.31K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$223K - $254K
|
3.33K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.33K+ 1.74% |
$223K - $254K
|
195K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.3K+ 74.25% |
$221K - $251K
|
7.74K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.26KNew |
$218K - $249K
|
3.26K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
3.24K+ 98.78% |
$217K - $247K
|
6.52K
$463K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.22KNew |
$215K - $245K
|
3.22K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.21K+ 74.72% |
$215K - $244K
|
7.51K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
3.2KNew |
$214K - $244K
|
3.2K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.19K+ 10.18% |
$214K - $243K
|
34.6K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.19K+ 5.08% |
$214K - $243K
|
66.1K
$4.69M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.19K+ 16.66% |
$214K - $243K
|
22.4K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
3.19K+ 40.1% |
$213K - $243K
|
11.1K
$790K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.18K+ 1.09% |
$213K - $242K
|
294K
$20.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3.12K+ 3.42% |
$209K - $238K
|
94.5K
$6.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.09K+ 1.06% |
$207K - $236K
|
295K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.09KNew |
$207K - $236K
|
3.09K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
3.09K+ 3.9% |
$207K - $235K
|
82.1K
$5.83M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.09K+ 2.21% |
$207K - $235K
|
143K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.09K+ 40.2% |
$207K - $235K
|
10.8K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.08KNew |
$206K - $235K
|
3.08K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.08K+ 6.0% |
$206K - $235K
|
54.4K
$3.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.04K+ 18.79% |
$204K - $232K
|
19.2K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.02K+ 66.71% |
$202K - $230K
|
7.56K
$536K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.01K+ 31.39% |
$202K - $229K
|
12.6K
$895K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
3K+ 32.98% |
$201K - $228K
|
12.1K
$859K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3K+ 2.42% |
$201K - $228K
|
127K
$9.01M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 0.86% |
$199K - $227K
|
349K
$24.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.97K+ 76.27% |
$199K - $226K
|
6.86K
$487K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.96KNew |
$198K - $225K
|
2.96K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.96KNew |
$198K - $225K
|
2.96K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.95K+ 28.13% |
$197K - $225K
|
13.4K
$954K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$197K - $224K
|
2.95K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.93KNew |
$196K - $223K
|
2.93K
$208K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.9K+ 5.66% |
$194K - $221K
|
54.2K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.9K+ 5.86% |
$194K - $221K
|
52.4K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
2.9K+ 17.67% |
$194K - $221K
|
19.3K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.9KNew |
$194K - $221K
|
2.9K
$206K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
2.88KNew |
$193K - $219K
|
2.88K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.88K+ 7.0% |
$193K - $219K
|
44K
$3.12M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 40.6% |
$192K - $219K
|
9.94K
$705K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
2.86KNew |
$192K - $218K
|
2.86K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.85KNew |
$191K - $217K
|
2.85K
$202K
|