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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
27+ 3.18% |
$1.81K - $2.06K
|
875
$62.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
27+ 1.13% |
$1.81K - $2.06K
|
2.43K
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
26+ 0.81% |
$1.74K - $1.98K
|
3.23K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
26+ 0.63% |
$1.74K - $1.98K
|
4.12K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
26+ 0.01% |
$1.74K - $1.98K
|
299K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
26+ 0.18% |
$1.74K - $1.98K
|
14.1K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.29% |
$1.67K - $1.9K
|
8.61K
$611K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25New |
$1.67K - $1.9K
|
25
$1.77K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
25+ 0.41% |
$1.67K - $1.9K
|
6.17K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
24+ 0.11% |
$1.61K - $1.83K
|
22.3K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 20.54% |
$1.54K - $1.75K
|
135
$9.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
23+ 0.52% |
$1.54K - $1.75K
|
4.48K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
23+ 0.45% |
$1.54K - $1.75K
|
5.1K
$362K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
22+ 0.64% |
$1.47K - $1.68K
|
3.46K
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.04% |
$1.41K - $1.6K
|
58.2K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
20+ 0.55% |
$1.34K - $1.52K
|
3.68K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
20+ 40.0% |
$1.34K - $1.52K
|
70
$4.97K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.37% |
$1.27K - $1.45K
|
5.21K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19+ 0.51% |
$1.27K - $1.45K
|
3.72K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.12% |
$1.21K - $1.37K
|
15.1K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
18+ 163.64% |
$1.21K - $1.37K
|
29
$2.06K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 12.77% |
$1.21K - $1.37K
|
159
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 6.74% |
$1.21K - $1.37K
|
285
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.21K - $1.37K
|
18
$1.28K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18+ 0.38% |
$1.21K - $1.37K
|
4.73K
$335K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
17+ 0.04% |
$1.14K - $1.29K
|
40K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
17+ 0.28% |
$1.14K - $1.29K
|
6.04K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
15+ 0.22% |
$1K - $1.14K
|
6.97K
$495K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.35% |
$1K - $1.14K
|
4.31K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
15+ 0.2% |
$1K - $1.14K
|
7.51K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.14% |
$1K - $1.14K
|
10.6K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15+ 0.28% |
$1K - $1.14K
|
5.41K
$384K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
14New |
$937 - $1.07K
|
14
$994
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14+ 3.1% |
$937 - $1.07K
|
466
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14+ 0.26% |
$937 - $1.07K
|
5.48K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13+ 0.12% |
$870 - $990
|
10.6K
$755K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
13+ 0.19% |
$870 - $990
|
6.91K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12+ 0.28% |
$804 - $914
|
4.37K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
12+ 0.27% |
$804 - $914
|
4.43K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 1.83% |
$804 - $914
|
666
$47.3K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11+ 0.34% |
$737 - $838
|
3.21K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
10+ 0.13% |
$670 - $762
|
7.74K
$549K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
10+ 0.08% |
$670 - $762
|
12.2K
$864K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
10New |
$670 - $762
|
10
$710
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 15.52% |
$603 - $685
|
67
$4.76K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$603 - $685
|
9
$639
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
9+ 0.08% |
$603 - $685
|
11.4K
$811K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8+ 0.72% |
$536 - $609
|
1.12K
$79.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
8+ 0.11% |
$536 - $609
|
7.6K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.11% |
$536 - $609
|
7.18K
$510K
|