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 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
417+ 12.8% |
$27.9K - $31.8K
|
3.68K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
412+ 20.05% |
$27.6K - $31.4K
|
2.47K
$175K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
410+ 6.39% |
$27.5K - $31.2K
|
6.82K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
406+ 5.98% |
$27.2K - $30.9K
|
7.19K
$511K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
400+ 1.93% |
$26.8K - $30.5K
|
21.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
400+ 5.39% |
$26.8K - $30.5K
|
7.83K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
396+ 1.14% |
$26.5K - $30.2K
|
35.1K
$2.49M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
392+ 335.04% |
$26.2K - $29.9K
|
509
$36.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
389+ 3.7% |
$26K - $29.6K
|
10.9K
$774K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
386+ 1.49% |
$25.8K - $29.4K
|
26.3K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
384+ 1.96% |
$25.7K - $29.2K
|
19.9K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
384+ 9.95% |
$25.7K - $29.2K
|
4.25K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
376+ 0.46% |
$25.2K - $28.6K
|
82.6K
$5.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
374+ 0.21% |
$25K - $28.5K
|
177K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
372+ 0.6% |
$24.9K - $28.3K
|
62.6K
$4.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
367+ 4.82% |
$24.6K - $28K
|
7.99K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
366+ 12.11% |
$24.5K - $27.9K
|
3.39K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
366+ 237.66% |
$24.5K - $27.9K
|
520
$36.9K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
364New |
$24.4K - $27.7K
|
364
$25.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
363+ 3.12% |
$24.3K - $27.6K
|
12K
$852K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
360+ 1.64% |
$24.1K - $27.4K
|
22.3K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
359+ 2.41% |
$24K - $27.3K
|
15.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
358New |
$24K - $27.3K
|
358
$25.4K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
358+ 2.37% |
$24K - $27.3K
|
15.5K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
351+ 11.38% |
$23.5K - $26.7K
|
3.44K
$244K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
350+ 16.2% |
$23.4K - $26.7K
|
2.51K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
349+ 1.8% |
$23.4K - $26.6K
|
19.8K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
347+ 4.57% |
$23.2K - $26.4K
|
7.94K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
345+ 0.91% |
$23.1K - $26.3K
|
38.2K
$2.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
344+ 11.02% |
$23K - $26.2K
|
3.47K
$246K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
343+ 1.07% |
$23K - $26.1K
|
32.3K
$2.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
339+ 10.52% |
$22.7K - $25.8K
|
3.56K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
337+ 12.01% |
$22.6K - $25.7K
|
3.14K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
337+ 1.61% |
$22.6K - $25.7K
|
21.3K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
335+ 3.53% |
$22.4K - $25.5K
|
9.82K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
333+ 6.58% |
$22.3K - $25.4K
|
5.4K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
326+ 4.0% |
$21.8K - $24.8K
|
8.48K
$602K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
325+ 0.51% |
$21.8K - $24.8K
|
63.6K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
323+ 8.05% |
$21.6K - $24.6K
|
4.34K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
320+ 5.16% |
$21.4K - $24.4K
|
6.53K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
316+ 3.47% |
$21.2K - $24.1K
|
9.42K
$669K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
316+ 5.09% |
$21.2K - $24.1K
|
6.53K
$463K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
316+ 0.25% |
$21.2K - $24.1K
|
125K
$8.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
315+ 2.97% |
$21.1K - $24K
|
10.9K
$775K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
312+ 0.74% |
$20.9K - $23.8K
|
42.5K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
312+ 2.43% |
$20.9K - $23.8K
|
13.1K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
311+ 11.97% |
$20.8K - $23.7K
|
2.91K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 8.95% |
$20.6K - $23.5K
|
3.75K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
308+ 0.48% |
$20.6K - $23.5K
|
64.4K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
305+ 0.92% |
$20.4K - $23.2K
|
33.3K
$2.37M
|