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 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.06K+ 9.58% |
$71K - $80.7K
|
12.1K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.06K+ 9.04% |
$70.8K - $80.5K
|
12.7K
$905K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.05K+ 0.91% |
$70.3K - $80K
|
116K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.04K+ 37.12% |
$69.6K - $79.2K
|
3.84K
$273K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.03K+ 8.49% |
$69.1K - $78.6K
|
13.2K
$936K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.03K+ 3.65% |
$69.1K - $78.6K
|
29.3K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.03K+ 4.42% |
$69K - $78.5K
|
24.4K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.03K+ 0.59% |
$68.7K - $78.1K
|
174K
$12.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.03K+ 5.26% |
$68.6K - $78.1K
|
20.5K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.02K+ 0.8% |
$68.4K - $77.8K
|
129K
$9.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.02K+ 16.67% |
$68K - $77.4K
|
7.11K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
1.01K+ 14.82% |
$67.4K - $76.7K
|
7.8K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
993+ 459.72% |
$66.5K - $75.6K
|
1.21K
$85.8K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
992+ 1.44% |
$66.4K - $75.6K
|
69.9K
$4.96M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
979+ 8.1% |
$65.6K - $74.6K
|
13.1K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
972+ 4.44% |
$65.1K - $74K
|
22.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
967+ 0.87% |
$64.8K - $73.6K
|
112K
$7.97M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
960+ 20.41% |
$64.3K - $73.1K
|
5.66K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
955+ 1.01% |
$63.9K - $72.7K
|
95.6K
$6.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
950+ 3.66% |
$63.6K - $72.4K
|
26.9K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
950+ 4.12% |
$63.6K - $72.4K
|
24K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
946+ 4.27% |
$63.3K - $72K
|
23.1K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
943+ 10.35% |
$63.1K - $71.8K
|
10.1K
$714K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
938+ 6.82% |
$62.8K - $71.4K
|
14.7K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
923+ 3.26% |
$61.8K - $70.3K
|
29.3K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
890+ 17.78% |
$59.6K - $67.8K
|
5.9K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
889+ 24.89% |
$59.5K - $67.7K
|
4.46K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
888+ 5.14% |
$59.5K - $67.6K
|
18.2K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
882+ 2.87% |
$59.1K - $67.2K
|
31.6K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
880+ 4.35% |
$58.9K - $67K
|
21.1K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
880+ 18.39% |
$58.9K - $67K
|
5.66K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
871+ 2.07% |
$58.3K - $66.3K
|
43K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
870+ 2.55% |
$58.3K - $66.3K
|
35K
$2.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
868+ 14.04% |
$58.1K - $66.1K
|
7.05K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
864+ 5.7% |
$57.9K - $65.8K
|
16K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
858+ 343.2% |
$57.5K - $65.3K
|
1.11K
$78.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
857+ 2.07% |
$57.4K - $65.3K
|
42.2K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
846+ 0.85% |
$56.6K - $64.4K
|
99.9K
$7.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
842+ 4.71% |
$56.4K - $64.1K
|
18.7K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
841+ 10.57% |
$56.3K - $64.1K
|
8.8K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
840New |
$56.2K - $64K
|
840
$59.6K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
840+ 2.47% |
$56.2K - $64K
|
34.9K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
833+ 12.91% |
$55.8K - $63.4K
|
7.28K
$517K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
832+ 13.08% |
$55.7K - $63.4K
|
7.19K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
832+ 3.15% |
$55.7K - $63.4K
|
27.2K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
821+ 6.04% |
$55K - $62.5K
|
14.4K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
818+ 2.64% |
$54.8K - $62.3K
|
31.8K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
818+ 29.05% |
$54.8K - $62.3K
|
3.63K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
809New |
$54.2K - $61.6K
|
809
$57.4K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
805+ 4.07% |
$53.9K - $61.3K
|
20.6K
$1.46M
|