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 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
305+ 4.29% |
$20.4K - $23.2K
|
7.41K
$526K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
303+ 3.38% |
$20.3K - $23.1K
|
9.27K
$658K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
301+ 6.04% |
$20.2K - $22.9K
|
5.29K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
300New |
$20.1K - $22.8K
|
300
$21.3K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
300+ 1.13% |
$20.1K - $22.8K
|
26.9K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
299+ 1.27% |
$20K - $22.8K
|
23.9K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
299+ 38.38% |
$20K - $22.8K
|
1.08K
$76.5K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
298+ 1.36% |
$20K - $22.7K
|
22.2K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
297+ 10.49% |
$19.9K - $22.6K
|
3.13K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
292+ 2.89% |
$19.6K - $22.2K
|
10.4K
$737K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
292+ 22.34% |
$19.6K - $22.2K
|
1.6K
$114K
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
292+ 6.63% |
$19.6K - $22.2K
|
4.7K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
291New |
$19.5K - $22.2K
|
291
$20.7K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
290+ 0.26% |
$19.4K - $22.1K
|
114K
$8.09M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
289+ 2.44% |
$19.4K - $22K
|
12.1K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
288+ 3.13% |
$19.3K - $21.9K
|
9.49K
$674K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
286+ 0.12% |
$19.2K - $21.8K
|
245K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
286+ 5.63% |
$19.2K - $21.8K
|
5.37K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286+ 1.54% |
$19.2K - $21.8K
|
18.9K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
283+ 1.12% |
$18.9K - $21.6K
|
25.6K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
281+ 0.8% |
$18.8K - $21.4K
|
35.4K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
280+ 0.81% |
$18.7K - $21.3K
|
35K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
280+ 0.57% |
$18.7K - $21.3K
|
49.2K
$3.49M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
279+ 1.45% |
$18.7K - $21.2K
|
19.5K
$1.38M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
279+ 3.09% |
$18.7K - $21.2K
|
9.31K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
277+ 1.85% |
$18.5K - $21.1K
|
15.2K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
275+ 5.75% |
$18.4K - $20.9K
|
5.06K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
275+ 1.51% |
$18.4K - $20.9K
|
18.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
272+ 8.26% |
$18.2K - $20.7K
|
3.57K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
266+ 7.85% |
$17.8K - $20.3K
|
3.66K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
265+ 1.83% |
$17.7K - $20.2K
|
14.7K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
257+ 4.85% |
$17.2K - $19.6K
|
5.56K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
256+ 1.65% |
$17.1K - $19.5K
|
15.8K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
255+ 0.87% |
$17.1K - $19.4K
|
29.6K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
254+ 0.51% |
$17K - $19.3K
|
49.8K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
253+ 1.84% |
$16.9K - $19.3K
|
14K
$994K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
252+ 8.23% |
$16.9K - $19.2K
|
3.32K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
251+ 2.84% |
$16.8K - $19.1K
|
9.08K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
248+ 4.0% |
$16.6K - $18.9K
|
6.45K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
245+ 4.11% |
$16.4K - $18.7K
|
6.21K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244+ 0.28% |
$16.3K - $18.6K
|
87.4K
$6.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
242+ 0.55% |
$16.2K - $18.4K
|
44.3K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
242+ 71.81% |
$16.2K - $18.4K
|
579
$41.1K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
241+ 1.85% |
$16.1K - $18.4K
|
13.3K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
240+ 1.72% |
$16.1K - $18.3K
|
14.2K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
240New |
$16.1K - $18.3K
|
240
$17K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
239New |
$16K - $18.2K
|
239
$17K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
237+ 36.92% |
$15.9K - $18K
|
879
$62.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
236+ 0.98% |
$15.8K - $18K
|
24.3K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
233+ 6.98% |
$15.6K - $17.7K
|
3.57K
$254K
|