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 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
56+ 0.07% |
$3.75K - $4.26K
|
74.8K
$5.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
55+ 2.06% |
$3.68K - $4.19K
|
2.72K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
55+ 0.33% |
$3.68K - $4.19K
|
16.8K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
55+ 0.78% |
$3.68K - $4.19K
|
7.07K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
52+ 0.7% |
$3.48K - $3.96K
|
7.44K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
50+ 0.46% |
$3.35K - $3.81K
|
11K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
49+ 0.58% |
$3.28K - $3.73K
|
8.48K
$602K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.11% |
$3.28K - $3.73K
|
43.9K
$3.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48+ 18.32% |
$3.21K - $3.66K
|
310
$22K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
48+ 0.25% |
$3.21K - $3.66K
|
19.4K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
47New |
$3.15K - $3.58K
|
47
$3.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.08K - $3.5K
|
46
$3.27K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
46+ 0.41% |
$3.08K - $3.5K
|
11.4K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 0.06% |
$3.08K - $3.5K
|
83.4K
$5.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
45+ 0.34% |
$3.01K - $3.43K
|
13.1K
$931K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
45+ 0.78% |
$3.01K - $3.43K
|
5.79K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
45+ 0.73% |
$3.01K - $3.43K
|
6.23K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
45+ 7.85% |
$3.01K - $3.43K
|
618
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
44+ 1.32% |
$2.95K - $3.35K
|
3.39K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
42+ 1.09% |
$2.81K - $3.2K
|
3.9K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
42+ 3.9% |
$2.81K - $3.2K
|
1.12K
$79.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
41+ 0.77% |
$2.75K - $3.12K
|
5.35K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
41+ 3.46% |
$2.75K - $3.12K
|
1.23K
$87K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
41+ 0.95% |
$2.75K - $3.12K
|
4.36K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
41+ 0.73% |
$2.75K - $3.12K
|
5.63K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
40+ 1.24% |
$2.68K - $3.05K
|
3.27K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
40+ 0.29% |
$2.68K - $3.05K
|
13.7K
$974K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 0.84% |
$2.61K - $2.97K
|
4.71K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
37New |
$2.48K - $2.82K
|
37
$2.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
37+ 0.33% |
$2.48K - $2.82K
|
11.2K
$792K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
37+ 0.23% |
$2.48K - $2.82K
|
15.9K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
36+ 0.75% |
$2.41K - $2.74K
|
4.82K
$342K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
36+ 0.77% |
$2.41K - $2.74K
|
4.7K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
36+ 5.32% |
$2.41K - $2.74K
|
713
$50.6K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
36+ 0.27% |
$2.41K - $2.74K
|
13.5K
$959K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
36+ 6.25% |
$2.41K - $2.74K
|
612
$43.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
35+ 0.13% |
$2.34K - $2.67K
|
26.4K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
34+ 0.58% |
$2.28K - $2.59K
|
5.92K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
33+ 1.17% |
$2.21K - $2.51K
|
2.85K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
31+ 0.37% |
$2.08K - $2.36K
|
8.52K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
31+ 0.19% |
$2.08K - $2.36K
|
16.1K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
31+ 0.79% |
$2.08K - $2.36K
|
3.95K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
31+ 0.13% |
$2.08K - $2.36K
|
23.8K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30+ 0.68% |
$2.01K - $2.28K
|
4.46K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
29+ 0.52% |
$1.94K - $2.21K
|
5.57K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
29+ 0.9% |
$1.94K - $2.21K
|
3.26K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
29+ 0.63% |
$1.94K - $2.21K
|
4.62K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 0.61% |
$1.87K - $2.13K
|
4.65K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
28+ 0.62% |
$1.87K - $2.13K
|
4.55K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$1.81K - $2.06K
|
4.45K
$316K
|