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 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-435- 4.07% |
$29.1K - $33.1K
|
10.2K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-437- 0.81% |
$29.3K - $33.3K
|
53.2K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-440- 11.65% |
$29.5K - $33.5K
|
3.34K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-440- 4.56% |
$29.5K - $33.5K
|
9.21K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-442- 0.76% |
$29.6K - $33.7K
|
57.9K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-450- 5.32% |
$30.1K - $34.3K
|
8.01K
$568K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-450- 4.15% |
$30.1K - $34.3K
|
10.4K
$737K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-451- 1.14% |
$30.2K - $34.3K
|
39.2K
$2.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-452- 10.81% |
$30.3K - $34.4K
|
3.73K
$265K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-454- 13.72% |
$30.4K - $34.6K
|
2.85K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-460- 0.25% |
$30.8K - $35K
|
187K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-460- 1.51% |
$30.8K - $35K
|
30K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-464- 1.55% |
$31.1K - $35.3K
|
29.5K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-470- 4.3% |
$31.5K - $35.8K
|
10.5K
$742K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-476- 6.51% |
$31.9K - $36.3K
|
6.84K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-476- 2.93% |
$31.9K - $36.3K
|
15.8K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-481- 62.71% |
$32.2K - $36.6K
|
286
$20.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-485- 0.78% |
$32.5K - $36.9K
|
61.7K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-487- 1.42% |
$32.6K - $37.1K
|
33.8K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-500- 10.85% |
$33.5K - $38.1K
|
4.11K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-505- 5.36% |
$33.8K - $38.5K
|
8.91K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-509- 11.63% |
$34.1K - $38.8K
|
3.87K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-511- 5.24% |
$34.2K - $38.9K
|
9.24K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-520- 1.77% |
$34.8K - $39.6K
|
28.8K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-521- 8.64% |
$34.9K - $39.7K
|
5.51K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-522- 4.43% |
$35K - $39.8K
|
11.3K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-525- 0.93% |
$35.2K - $40K
|
55.9K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-529- 4.22% |
$35.4K - $40.3K
|
12K
$852K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-532- 1.31% |
$35.6K - $40.5K
|
40K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-545- 8.1% |
$36.5K - $41.5K
|
6.18K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-548- 15.96% |
$36.7K - $41.7K
|
2.89K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-550- 3.49% |
$36.8K - $41.9K
|
15.2K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-552- 3.54% |
$37K - $42K
|
15.1K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-553- 4.06% |
$37K - $42.1K
|
13.1K
$929K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-555- 1.36% |
$37.2K - $42.3K
|
40.1K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-555- 7.25% |
$37.2K - $42.3K
|
7.1K
$504K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-568- 36.22% |
$38K - $43.3K
|
1K
$71K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-573- 7.43% |
$38.4K - $43.6K
|
7.14K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-575- 9.72% |
$38.5K - $43.8K
|
5.34K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-581- 3.19% |
$38.9K - $44.2K
|
17.6K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-581- 15.78% |
$38.9K - $44.2K
|
3.1K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-582- 6.74% |
$39K - $44.3K
|
8.06K
$572K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-585- 1.11% |
$39.2K - $44.6K
|
52K
$3.69M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-587- 2.16% |
$39.3K - $44.7K
|
26.6K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-587- 9.74% |
$39.3K - $44.7K
|
5.44K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-588- 1.25% |
$39.4K - $44.8K
|
46.5K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-591- 17.21% |
$39.6K - $45K
|
2.84K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-593- 15.44% |
$39.7K - $45.2K
|
3.25K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-593- 0.17% |
$39.7K - $45.2K
|
340K
$24.2M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-594- 2.49% |
$39.8K - $45.2K
|
23.3K
$1.65M
|