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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
232+ 138.1% |
$15.5K - $17.7K
|
400
$28.4K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
231+ 4.57% |
$15.5K - $17.6K
|
5.29K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
228+ 5.48% |
$15.3K - $17.4K
|
4.39K
$312K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
227+ 5.28% |
$15.2K - $17.3K
|
4.53K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
224+ 2.44% |
$15K - $17.1K
|
9.41K
$668K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
223New |
$14.9K - $17K
|
223
$15.8K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
221+ 0.87% |
$14.8K - $16.8K
|
25.7K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
221+ 4.82% |
$14.8K - $16.8K
|
4.81K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
221+ 20.54% |
$14.8K - $16.8K
|
1.3K
$92.1K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
221+ 32.26% |
$14.8K - $16.8K
|
906
$64.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
219+ 4.4% |
$14.7K - $16.7K
|
5.2K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
218+ 3.26% |
$14.6K - $16.6K
|
6.91K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
218+ 1.37% |
$14.6K - $16.6K
|
16.2K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
217+ 0.3% |
$14.5K - $16.5K
|
73.2K
$5.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
217+ 4.8% |
$14.5K - $16.5K
|
4.74K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
216+ 3.87% |
$14.5K - $16.5K
|
5.79K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
215+ 4.04% |
$14.4K - $16.4K
|
5.53K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
215+ 0.4% |
$14.4K - $16.4K
|
53.5K
$3.8M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
214+ 389.09% |
$14.3K - $16.3K
|
269
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
214+ 1.78% |
$14.3K - $16.3K
|
12.2K
$868K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
213+ 4.18% |
$14.3K - $16.2K
|
5.3K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
210+ 1.46% |
$14.1K - $16K
|
14.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
209+ 7.43% |
$14K - $15.9K
|
3.02K
$215K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
205New |
$13.7K - $15.6K
|
205
$14.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
203+ 2.13% |
$13.6K - $15.5K
|
9.75K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
203+ 4.42% |
$13.6K - $15.5K
|
4.8K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
203+ 0.44% |
$13.6K - $15.5K
|
46.8K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
202+ 1.46% |
$13.5K - $15.4K
|
14.1K
$997K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
201+ 5.9% |
$13.5K - $15.3K
|
3.61K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200+ 215.05% |
$13.4K - $15.2K
|
293
$20.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
200+ 3.74% |
$13.4K - $15.2K
|
5.55K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
200+ 1.51% |
$13.4K - $15.2K
|
13.4K
$952K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
194+ 3.67% |
$13K - $14.8K
|
5.48K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
192+ 5.12% |
$12.9K - $14.6K
|
3.94K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
191+ 0.56% |
$12.8K - $14.5K
|
34.1K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
190+ 1.23% |
$12.7K - $14.5K
|
15.7K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
189+ 3.9% |
$12.7K - $14.4K
|
5.03K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
189+ 2362.5% |
$12.7K - $14.4K
|
197
$14K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
185+ 1.27% |
$12.4K - $14.1K
|
14.7K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
185+ 6.56% |
$12.4K - $14.1K
|
3.01K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 3.75% |
$12.2K - $13.9K
|
5.04K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
177+ 1.3% |
$11.9K - $13.5K
|
13.8K
$982K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
176+ 0.26% |
$11.8K - $13.4K
|
67.9K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
175+ 3.98% |
$11.7K - $13.3K
|
4.58K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
174+ 1.61% |
$11.7K - $13.3K
|
11K
$781K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
173+ 3.45% |
$11.6K - $13.2K
|
5.19K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
173+ 1.71% |
$11.6K - $13.2K
|
10.3K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
173+ 1.55% |
$11.6K - $13.2K
|
11.4K
$807K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
171+ 2.11% |
$11.5K - $13K
|
8.26K
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
170+ 1.43% |
$11.4K - $12.9K
|
12.1K
$856K
|