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 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$6.7K - $7.62K
|
100
$7.1K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
100+ 0.42% |
$6.7K - $7.62K
|
24K
$1.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100+ 2.75% |
$6.7K - $7.62K
|
3.74K
$265K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
97New |
$6.5K - $7.39K
|
97
$6.89K
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
95+ 1.32% |
$6.36K - $7.24K
|
7.31K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
93+ 5.14% |
$6.23K - $7.08K
|
1.9K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
92+ 5.64% |
$6.16K - $7.01K
|
1.72K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
90+ 4.15% |
$6.03K - $6.85K
|
2.26K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
90+ 3.45% |
$6.03K - $6.85K
|
2.7K
$192K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
89+ 0.53% |
$5.96K - $6.78K
|
16.9K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
86+ 0.74% |
$5.76K - $6.55K
|
11.8K
$835K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
84+ 1.53% |
$5.62K - $6.4K
|
5.58K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
83+ 1.79% |
$5.56K - $6.32K
|
4.73K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
83+ 1.57% |
$5.56K - $6.32K
|
5.37K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
83+ 15.4% |
$5.56K - $6.32K
|
622
$44.2K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
82+ 0.38% |
$5.49K - $6.25K
|
21.6K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
80New |
$5.36K - $6.09K
|
80
$5.68K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
80+ 0.52% |
$5.36K - $6.09K
|
15.4K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
80+ 2.52% |
$5.36K - $6.09K
|
3.26K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
78+ 2.05% |
$5.22K - $5.94K
|
3.88K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
76+ 1.59% |
$5.09K - $5.79K
|
4.86K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
76+ 0.92% |
$5.09K - $5.79K
|
8.37K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
76+ 2.13% |
$5.09K - $5.79K
|
3.64K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
74+ 4.77% |
$4.96K - $5.64K
|
1.62K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
74+ 0.56% |
$4.96K - $5.64K
|
13.2K
$939K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
73+ 0.13% |
$4.89K - $5.56K
|
57.7K
$4.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
72+ 2.46% |
$4.82K - $5.48K
|
3K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
72+ 3.11% |
$4.82K - $5.48K
|
2.39K
$169K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
71+ 0.52% |
$4.75K - $5.41K
|
13.8K
$983K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
71+ 1.54% |
$4.75K - $5.41K
|
4.7K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
70+ 0.56% |
$4.69K - $5.33K
|
12.6K
$898K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
69+ 1.68% |
$4.62K - $5.26K
|
4.19K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
67+ 54.47% |
$4.49K - $5.1K
|
190
$13.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
66+ 1.82% |
$4.42K - $5.03K
|
3.68K
$261K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
66+ 2.57% |
$4.42K - $5.03K
|
2.64K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
65+ 0.31% |
$4.35K - $4.95K
|
20.9K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
65+ 0.74% |
$4.35K - $4.95K
|
8.83K
$627K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
65+ 2.42% |
$4.35K - $4.95K
|
2.76K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 2.09% |
$4.29K - $4.87K
|
3.12K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
63+ 0.8% |
$4.22K - $4.8K
|
7.92K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
63+ 1.31% |
$4.22K - $4.8K
|
4.88K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
63+ 0.19% |
$4.22K - $4.8K
|
32.4K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 1.14% |
$3.88K - $4.42K
|
5.14K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
57+ 3.49% |
$3.82K - $4.34K
|
1.69K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
57+ 1.48% |
$3.82K - $4.34K
|
3.9K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
57+ 0.26% |
$3.82K - $4.34K
|
22K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
57+ 0.85% |
$3.82K - $4.34K
|
6.75K
$479K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
56+ 3.25% |
$3.75K - $4.26K
|
1.78K
$126K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
56+ 0.56% |
$3.75K - $4.26K
|
10.1K
$715K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
56+ 0.41% |
$3.75K - $4.26K
|
13.7K
$975K
|