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 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-198- 2.17% |
$13.3K - $15.1K
|
8.91K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-200- 45.45% |
$13.4K - $15.2K
|
240
$17K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.01% |
$13.4K - $15.2K
|
1.41M
$100M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-202- 2.21% |
$13.5K - $15.4K
|
8.94K
$634K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-203- 0.19% |
$13.6K - $15.5K
|
107K
$7.6M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-204- 0.14% |
$13.7K - $15.5K
|
143K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-207- 1.18% |
$13.9K - $15.8K
|
17.4K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-210- 3.44% |
$14.1K - $16K
|
5.9K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-211- 5.12% |
$14.1K - $16.1K
|
3.91K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-212- 5.94% |
$14.2K - $16.1K
|
3.36K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-212- 3.01% |
$14.2K - $16.1K
|
6.83K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-213- 5.32% |
$14.3K - $16.2K
|
3.79K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-215- 2.12% |
$14.4K - $16.4K
|
9.92K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-215- 2.34% |
$14.4K - $16.4K
|
8.98K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-215- 6.91% |
$14.4K - $16.4K
|
2.9K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-215- 1.82% |
$14.4K - $16.4K
|
11.6K
$825K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-217- 1.86% |
$14.5K - $16.5K
|
11.5K
$815K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-218- 0.45% |
$14.6K - $16.6K
|
48.1K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-218- 5.21% |
$14.6K - $16.6K
|
3.97K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-218- 3.2% |
$14.6K - $16.6K
|
6.6K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-220- 0.6% |
$14.7K - $16.8K
|
36.3K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-220- 5.35% |
$14.7K - $16.8K
|
3.89K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-222- 3.55% |
$14.9K - $16.9K
|
6.04K
$429K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-226- 2.97% |
$15.1K - $17.2K
|
7.39K
$524K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-227- 3.37% |
$15.2K - $17.3K
|
6.5K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-228- 1.51% |
$15.3K - $17.4K
|
14.8K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-230- 1.96% |
$15.4K - $17.5K
|
11.5K
$816K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-231- 3.66% |
$15.5K - $17.6K
|
6.08K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-234- 15.5% |
$15.7K - $17.8K
|
1.28K
$90.6K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-236- 2.24% |
$15.8K - $18K
|
10.3K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-240- 1.49% |
$16.1K - $18.3K
|
15.8K
$1.12M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-240- 46.15% |
$16.1K - $18.3K
|
280
$19.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-241- 1.58% |
$16.1K - $18.4K
|
15K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-242- 1.15% |
$16.2K - $18.4K
|
20.7K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-244- 6.74% |
$16.3K - $18.6K
|
3.37K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-245- 4.14% |
$16.4K - $18.7K
|
5.67K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-245- 3.63% |
$16.4K - $18.7K
|
6.51K
$462K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-246- 1.96% |
$16.5K - $18.7K
|
12.3K
$873K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-248- 1.2% |
$16.6K - $18.9K
|
20.4K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-250- 3.41% |
$16.7K - $19K
|
7.08K
$503K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-252- 98.05% |
$16.9K - $19.2K
|
5
$355
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-254- 3.13% |
$17K - $19.3K
|
7.87K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-254- 6.86% |
$17K - $19.3K
|
3.45K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-261- 2.86% |
$17.5K - $19.9K
|
8.87K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-261- 5.77% |
$17.5K - $19.9K
|
4.26K
$302K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-264- 0.55% |
$17.7K - $20.1K
|
48.1K
$3.41M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-267- 6.13% |
$17.9K - $20.3K
|
4.09K
$290K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-267- 6.49% |
$17.9K - $20.3K
|
3.85K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-267- 7.0% |
$17.9K - $20.3K
|
3.55K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-271- 1.0% |
$18.1K - $20.6K
|
26.8K
$1.9M
|