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
|
Howland Capital Management LLC
|
BUY
|
- |
1.77K+ 22.13% |
$118K - $134K
|
9.74K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.74KNew |
$117K - $133K
|
1.74K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.74K+ 18.72% |
$116K - $132K
|
11K
$783K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.74K+ 16.96% |
$116K - $132K
|
12K
$850K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.71K+ 5.25% |
$115K - $131K
|
34.3K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.71K+ 20.77% |
$115K - $130K
|
9.96K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.69K+ 3.32% |
$113K - $128K
|
52.5K
$3.73M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.68K+ 11.37% |
$112K - $128K
|
16.4K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.68K+ 16.23% |
$112K - $128K
|
12K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.65KNew |
$110K - $125K
|
1.65K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.65KNew |
$110K - $125K
|
1.65K
$117K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.64K+ 5.53% |
$110K - $125K
|
31.3K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
1.64K+ 10.56% |
$110K - $125K
|
17.2K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.64K+ 3.94% |
$110K - $125K
|
43.3K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.64K+ 33.19% |
$110K - $125K
|
6.59K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.64K+ 3.15% |
$110K - $125K
|
53.6K
$3.81M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.63K+ 104.21% |
$109K - $124K
|
3.2K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.62K+ 16.3% |
$109K - $124K
|
11.6K
$822K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.61K+ 20.74% |
$108K - $123K
|
9.38K
$666K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.61K+ 4.69% |
$108K - $122K
|
35.9K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.6K+ 11.45% |
$107K - $122K
|
15.6K
$1.11M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
1.59K+ 4.75% |
$106K - $121K
|
35K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.59K+ 17.06% |
$106K - $121K
|
10.9K
$773K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 10.26% |
$106K - $120K
|
17K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.58K+ 4.67% |
$106K - $120K
|
35.3K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 12.97% |
$105K - $120K
|
13.7K
$974K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.57K+ 34.71% |
$105K - $119K
|
6.08K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.56K+ 1.07% |
$105K - $119K
|
147K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1.55K+ 1.7% |
$104K - $118K
|
92.6K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.55K+ 50.95% |
$104K - $118K
|
4.6K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 17.04% |
$104K - $118K
|
10.6K
$754K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.54K+ 29.17% |
$103K - $117K
|
6.82K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.54K+ 39.2% |
$103K - $117K
|
5.47K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.54K+ 1.23% |
$103K - $117K
|
127K
$8.99M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.54K+ 20.21% |
$103K - $117K
|
9.13K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.52K+ 1.33% |
$102K - $116K
|
116K
$8.21M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.52K+ 3.23% |
$102K - $116K
|
48.6K
$3.45M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 4.04% |
$102K - $116K
|
39.1K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
1.51K+ 2.77% |
$101K - $115K
|
56.1K
$3.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.5K+ 0.43% |
$101K - $115K
|
350K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.5K+ 2.09% |
$100K - $114K
|
73.1K
$5.19M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.49K+ 1.38% |
$99.8K - $113K
|
110K
$7.79M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.49K+ 0.66% |
$99.8K - $113K
|
228K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.49K+ 29.93% |
$99.6K - $113K
|
6.46K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.47K+ 12.82% |
$98.6K - $112K
|
13K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.45K+ 14.39% |
$96.8K - $110K
|
11.5K
$816K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.45K+ 2.8% |
$96.8K - $110K
|
53K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 2.16% |
$96.4K - $110K
|
68.2K
$4.84M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.44K+ 14.01% |
$96.4K - $110K
|
11.7K
$832K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.43K+ 8.8% |
$95.5K - $109K
|
17.6K
$1.25M
|