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 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.5% |
$67 - $76.2
|
203
$14.4K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$67 - $76.2
|
4.16K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1- -0.0% |
$67 - $76.2
|
47.4K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2- 0.04% |
$134 - $152
|
4.88K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.02% |
$201 - $228
|
17.5K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3- 1.02% |
$201 - $228
|
292
$20.7K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.1% |
$335 - $381
|
5.01K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-5- 2.6% |
$335 - $381
|
187
$13.3K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5- 0.06% |
$335 - $381
|
7.89K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5- 0.17% |
$335 - $381
|
2.94K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6- 0.22% |
$402 - $457
|
2.71K
$193K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-7- 4.64% |
$469 - $533
|
144
$10.2K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-8- 0.23% |
$536 - $609
|
3.49K
$248K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9- 0.04% |
$603 - $685
|
21.8K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-9- 5.08% |
$603 - $685
|
168
$11.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-10- 11.11% |
$670 - $762
|
80
$5.68K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-11- 2.47% |
$737 - $838
|
434
$30.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12- 0.12% |
$804 - $914
|
9.59K
$681K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-13- 0.12% |
$870 - $990
|
10.7K
$763K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.53% |
$870 - $990
|
2.44K
$173K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-14- 0.11% |
$937 - $1.07K
|
12.8K
$910K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-15- 0.57% |
$1K - $1.14K
|
2.6K
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-15- 24.19% |
$1K - $1.14K
|
47
$3.34K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-15- 0.12% |
$1K - $1.14K
|
12.5K
$890K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-18- 8.53% |
$1.21K - $1.37K
|
193
$13.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-19- 5.9% |
$1.27K - $1.45K
|
303
$21.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.44% |
$1.41K - $1.6K
|
4.72K
$335K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-24- 0.4% |
$1.61K - $1.83K
|
5.98K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 0.58% |
$1.67K - $1.9K
|
4.3K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-26- 0.26% |
$1.74K - $1.98K
|
10.1K
$717K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-29- 0.41% |
$1.94K - $2.21K
|
7.04K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-29- 0.04% |
$1.94K - $2.21K
|
68.4K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-30- 0.68% |
$2.01K - $2.28K
|
4.38K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-30- 2.11% |
$2.01K - $2.28K
|
1.39K
$98.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-30- 0.18% |
$2.01K - $2.28K
|
16.7K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-34- 0.06% |
$2.28K - $2.59K
|
53.6K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-35- 0.45% |
$2.34K - $2.67K
|
7.68K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-36- 0.17% |
$2.41K - $2.74K
|
21.3K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-36- 0.89% |
$2.41K - $2.74K
|
4.03K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-37- 0.84% |
$2.48K - $2.82K
|
4.35K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-39- 0.34% |
$2.61K - $2.97K
|
11.6K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-40- 0.51% |
$2.68K - $3.05K
|
7.82K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-40- 0.22% |
$2.68K - $3.05K
|
18.6K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-40- 5.35% |
$2.68K - $3.05K
|
707
$50.2K
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-40- 0.04% |
$2.68K - $3.05K
|
104K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-40- 0.21% |
$2.68K - $3.05K
|
18.9K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-42- 0.3% |
$2.81K - $3.2K
|
13.9K
$989K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-43- 1.47% |
$2.88K - $3.27K
|
2.89K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-43- 0.06% |
$2.88K - $3.27K
|
67.8K
$4.81M
|