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
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
170+ 91.89% |
$11.4K - $12.9K
|
355
$25.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
168+ 2.87% |
$11.2K - $12.8K
|
6.02K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
166+ 0.75% |
$11.1K - $12.6K
|
22.4K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
161New |
$10.8K - $12.3K
|
161
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
160+ 1.15% |
$10.7K - $12.2K
|
14.1K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
154+ 1.7% |
$10.3K - $11.7K
|
9.2K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
150+ 2.8% |
$10K - $11.4K
|
5.51K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
150+ 3.05% |
$10K - $11.4K
|
5.08K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
149+ 3.39% |
$9.98K - $11.3K
|
4.54K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
146+ 2.35% |
$9.78K - $11.1K
|
6.36K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
144+ 0.64% |
$9.64K - $11K
|
22.7K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
144+ 3.36% |
$9.64K - $11K
|
4.44K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
143New |
$9.58K - $10.9K
|
143
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
143+ 2.21% |
$9.58K - $10.9K
|
6.63K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
142+ 0.9% |
$9.51K - $10.8K
|
16K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
141+ 64.09% |
$9.44K - $10.7K
|
361
$25.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
141+ 0.26% |
$9.44K - $10.7K
|
54K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
141+ 1.83% |
$9.44K - $10.7K
|
7.84K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
140+ 2.57% |
$9.37K - $10.7K
|
5.58K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
140+ 1.0% |
$9.37K - $10.7K
|
14.2K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
140+ 0.96% |
$9.37K - $10.7K
|
14.8K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137+ 856.25% |
$9.17K - $10.4K
|
153
$10.9K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
135+ 0.93% |
$9.04K - $10.3K
|
14.7K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
134+ 1.82% |
$8.97K - $10.2K
|
7.5K
$533K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
133+ 1.4% |
$8.91K - $10.1K
|
9.66K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
132+ 3.85% |
$8.84K - $10.1K
|
3.56K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
131+ 4.23% |
$8.77K - $9.98K
|
3.23K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
130+ 1.57% |
$8.7K - $9.9K
|
8.41K
$597K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
129New |
$8.64K - $9.82K
|
129
$9.16K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
126+ 0.93% |
$8.44K - $9.6K
|
13.7K
$971K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
124+ 9.02% |
$8.3K - $9.44K
|
1.5K
$106K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
122+ 1.17% |
$8.17K - $9.29K
|
10.6K
$750K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
120+ 923.08% |
$8.04K - $9.14K
|
133
$9.44K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
120+ 0.65% |
$8.04K - $9.14K
|
18.7K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
120+ 3.89% |
$8.04K - $9.14K
|
3.2K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
118+ 3.78% |
$7.9K - $8.99K
|
3.24K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
118+ 0.07% |
$7.9K - $8.99K
|
174K
$12.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
117+ 2.36% |
$7.83K - $8.91K
|
5.07K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
115+ 1.08% |
$7.7K - $8.76K
|
10.8K
$767K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
115+ 0.82% |
$7.7K - $8.76K
|
14.2K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
113+ 0.69% |
$7.57K - $8.61K
|
16.5K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
112+ 3.31% |
$7.5K - $8.53K
|
3.49K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
109+ 0.17% |
$7.3K - $8.3K
|
65.4K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
108+ 0.92% |
$7.23K - $8.23K
|
11.9K
$845K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
103+ 3.5% |
$6.9K - $7.84K
|
3.05K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
102+ 0.33% |
$6.83K - $7.77K
|
31.5K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 1.39% |
$6.76K - $7.69K
|
7.35K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
101New |
$6.76K - $7.69K
|
101
$7.17K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
100+ 0.86% |
$6.7K - $7.62K
|
11.7K
$830K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$6.7K - $7.62K
|
100
$7.1K
|