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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.42K+ 11.35% |
$94.8K - $108K
|
13.9K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.41K+ 2.18% |
$94.3K - $107K
|
65.9K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.4K+ 8.64% |
$93.7K - $107K
|
17.6K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.38K+ 14.76% |
$92.5K - $105K
|
10.7K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.38K+ 7.75% |
$92.2K - $105K
|
19.1K
$1.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.37K+ 4.22% |
$91.4K - $104K
|
33.7K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
1.36K+ 0.5% |
$90.7K - $103K
|
272K
$19.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.36K+ 23.13% |
$90.7K - $103K
|
7.21K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.35K+ 9.46% |
$90.2K - $103K
|
15.6K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.34K+ 1.24% |
$89.4K - $102K
|
109K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.33K+ 8.68% |
$89.3K - $102K
|
16.7K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.33K+ 1.85% |
$89.3K - $102K
|
73.2K
$5.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.33K+ 1.79% |
$89K - $101K
|
75.4K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.31K+ 39.81% |
$87.4K - $99.4K
|
4.58K
$325K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.31K+ 11.19% |
$87.4K - $99.4K
|
13K
$920K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.3K+ 6.2% |
$86.9K - $98.9K
|
22.2K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 1.17% |
$86.2K - $98K
|
112K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.28K+ 14.64% |
$85.6K - $97.4K
|
10K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.28K+ 72.35% |
$85.5K - $97.3K
|
3.04K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.27K+ 178.65% |
$85.2K - $96.9K
|
1.98K
$141K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 3.93% |
$84.6K - $96.2K
|
33.4K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.26KNew |
$84.2K - $95.7K
|
1.26K
$89.2K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
1.25K+ 1.08% |
$83.9K - $95.4K
|
117K
$8.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.25K+ 1.4% |
$83.6K - $95.1K
|
90.5K
$6.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.24K+ 2.61% |
$83.1K - $94.5K
|
48.8K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.24K+ 2.67% |
$82.9K - $94.3K
|
47.5K
$3.38M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.24K+ 36.73% |
$82.8K - $94.2K
|
4.61K
$327K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.24K+ 0.79% |
$82.8K - $94.1K
|
157K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.2K+ 6.35% |
$80.6K - $91.7K
|
20.2K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 7.67% |
$80.5K - $91.5K
|
16.9K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.18KNew |
$78.7K - $89.5K
|
1.18K
$83.4K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.17K+ 9.46% |
$78.4K - $89.2K
|
13.5K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.17K+ 30.13% |
$78.2K - $89K
|
5.05K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.16K+ 5.13% |
$77.7K - $88.4K
|
23.8K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.16K+ 1.13% |
$77.5K - $88.1K
|
104K
$7.36M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.16K+ 2.95% |
$77.3K - $88K
|
40.2K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.13K+ 1.57% |
$75.9K - $86.3K
|
73.1K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.13K+ 18.5% |
$75.5K - $85.9K
|
7.23K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.13K+ 356.33% |
$75.4K - $85.8K
|
1.44K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 5.76% |
$75K - $85.3K
|
20.6K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.12K+ 36.43% |
$74.7K - $85K
|
4.18K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.11K+ 12.35% |
$74.6K - $84.8K
|
10.1K
$719K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 19.0% |
$74.3K - $84.5K
|
6.95K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.11K+ 5.85% |
$74.3K - $84.5K
|
20.1K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 37.18% |
$74.1K - $84.2K
|
4.08K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.1K+ 7.01% |
$73.5K - $83.6K
|
16.8K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.1K+ 19.51% |
$73.4K - $83.5K
|
6.71K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.08K+ 0.55% |
$72.1K - $82K
|
197K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
1.07K+ 4.65% |
$71.7K - $81.6K
|
24.1K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.07K+ 7.15% |
$71.5K - $81.3K
|
16K
$1.14M
|