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
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
592+ 1.67% |
$39.6K - $45.1K
|
36.1K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
590+ 3.06% |
$39.5K - $44.9K
|
19.9K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
576+ 0.61% |
$38.6K - $43.9K
|
95.3K
$6.76M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
574+ 2.97% |
$38.4K - $43.7K
|
19.9K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
572+ 8.06% |
$38.3K - $43.6K
|
7.67K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
565New |
$37.8K - $43K
|
565
$40.1K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
565+ 2.16% |
$37.8K - $43K
|
26.7K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
557+ 16.4% |
$37.3K - $42.4K
|
3.95K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
552+ 14.4% |
$37K - $42K
|
4.39K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
546+ 4.01% |
$36.6K - $41.6K
|
14.2K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
544+ 8.57% |
$36.4K - $41.4K
|
6.89K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
542+ 7.55% |
$36.3K - $41.3K
|
7.72K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
541+ 1.28% |
$36.2K - $41.2K
|
42.9K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
539+ 0.48% |
$36.1K - $41.1K
|
112K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
539+ 2.22% |
$36.1K - $41.1K
|
24.8K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
525+ 0.75% |
$35.2K - $40K
|
70.4K
$5M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
525+ 46.01% |
$35.2K - $40K
|
1.67K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
516+ 2.98% |
$34.6K - $39.3K
|
17.8K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
515+ 3.66% |
$34.5K - $39.2K
|
14.6K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
501+ 3.78% |
$33.5K - $38.2K
|
13.7K
$975K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
500+ 1.59% |
$33.5K - $38.1K
|
32K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
500New |
$33.5K - $38.1K
|
500
$35.5K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
498+ 0.92% |
$33.3K - $37.9K
|
54.8K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
497+ 3.14% |
$33.3K - $37.9K
|
16.3K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
495+ 0.98% |
$33.1K - $37.7K
|
50.9K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
495+ 13.39% |
$33.1K - $37.7K
|
4.19K
$298K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
490+ 0.19% |
$32.8K - $37.3K
|
253K
$18M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
489+ 1.89% |
$32.7K - $37.2K
|
26.3K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
489+ 543.33% |
$32.7K - $37.2K
|
579
$41.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
482+ 14.28% |
$32.3K - $36.7K
|
3.86K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
480+ 0.46% |
$32.1K - $36.6K
|
104K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
471+ 6.99% |
$31.5K - $35.9K
|
7.21K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
463+ 8.3% |
$31K - $35.3K
|
6.04K
$429K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
462+ 11.32% |
$30.9K - $35.2K
|
4.54K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
460+ 4.41% |
$30.8K - $35K
|
10.9K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
459+ 1.32% |
$30.7K - $35K
|
35.3K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
455+ 0.38% |
$30.5K - $34.7K
|
119K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
454+ 5.77% |
$30.4K - $34.6K
|
8.33K
$591K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
452New |
$30.3K - $34.4K
|
452
$32.1K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
450+ 13.47% |
$30.1K - $34.3K
|
3.79K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
450+ 4.44% |
$30.1K - $34.3K
|
10.6K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
447+ 1.95% |
$29.9K - $34K
|
23.4K
$1.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
443+ 205.09% |
$29.7K - $33.7K
|
659
$46.8K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
443+ 0.05% |
$29.7K - $33.7K
|
924K
$65.6M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
441+ 1.92% |
$29.5K - $33.6K
|
23.4K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
438+ 3.33% |
$29.3K - $33.4K
|
13.6K
$966K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
431+ 2.03% |
$28.9K - $32.8K
|
21.7K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
430+ 2.88% |
$28.8K - $32.7K
|
15.4K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
422+ 1.62% |
$28.3K - $32.1K
|
26.5K
$1.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
419+ 2.09% |
$28.1K - $31.9K
|
20.4K
$1.45M
|