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 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
2.85KNew |
$191K - $217K
|
2.85K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.84KNew |
$190K - $217K
|
2.84K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.82K+ 58.1% |
$189K - $215K
|
7.67K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.81K+ 44.58% |
$188K - $214K
|
9.11K
$647K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.81K+ 16.45% |
$188K - $214K
|
19.9K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
2.8K+ 4.47% |
$187K - $213K
|
65.4K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.79K+ 41.23% |
$187K - $213K
|
9.57K
$679K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.79K+ 46.41% |
$187K - $213K
|
8.81K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.77K+ 6.98% |
$186K - $211K
|
42.5K
$3.02M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.77K+ 11.28% |
$185K - $211K
|
27.3K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2.77KNew |
$185K - $211K
|
2.77K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.75K+ 2.59% |
$184K - $210K
|
109K
$7.73M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.72KNew |
$182K - $207K
|
2.72K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.71K+ 10.31% |
$182K - $206K
|
29K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2.7K+ 5.68% |
$181K - $206K
|
50.2K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.7K+ 0.92% |
$181K - $205K
|
295K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.66K+ 8.76% |
$178K - $202K
|
33K
$2.34M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.65K+ 3.26% |
$177K - $202K
|
83.9K
$5.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.63K+ 20.04% |
$176K - $201K
|
15.8K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.62K+ 5.7% |
$175K - $199K
|
48.5K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.6K+ 6.03% |
$174K - $198K
|
45.7K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.59K+ 8.3% |
$173K - $197K
|
33.8K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.57K+ 123.0% |
$172K - $196K
|
4.65K
$330K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.56K+ 56.96% |
$172K - $195K
|
7.06K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 12.62% |
$171K - $195K
|
22.8K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
2.54K+ 36.33% |
$170K - $194K
|
9.55K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.54K+ 9.04% |
$170K - $194K
|
30.7K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.54K+ 9.51% |
$170K - $193K
|
29.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.53K+ 28.82% |
$170K - $193K
|
11.3K
$804K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
2.52K+ 4.16% |
$169K - $192K
|
63K
$4.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.5K+ 3.94% |
$168K - $191K
|
66.1K
$4.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.5K+ 24.71% |
$167K - $190K
|
12.6K
$895K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.48K+ 29.85% |
$166K - $189K
|
10.8K
$765K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.43K+ 52.86% |
$163K - $185K
|
7.02K
$498K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.42K+ 72.28% |
$162K - $184K
|
5.77K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.41K+ 21.23% |
$162K - $184K
|
13.8K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.41K+ 19.5% |
$161K - $183K
|
14.8K
$1.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.4K+ 2.46% |
$161K - $183K
|
100K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.4K+ 9.7% |
$161K - $183K
|
27.1K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.39K+ 16.85% |
$160K - $182K
|
16.6K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
2.35K+ 4.3% |
$157K - $179K
|
56.9K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.34K+ 3.29% |
$157K - $178K
|
73.4K
$5.21M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
2.31K+ 24.17% |
$154K - $176K
|
11.9K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.3K+ 0.76% |
$154K - $175K
|
306K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.29KNew |
$153K - $174K
|
2.29K
$163K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.28K+ 2.27% |
$153K - $174K
|
103K
$7.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.28K+ 17.71% |
$152K - $173K
|
15.1K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.27K+ 3.88% |
$152K - $173K
|
60.8K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.26K+ 12.86% |
$151K - $172K
|
19.8K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.26K+ 23.64% |
$151K - $172K
|
11.8K
$838K
|