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 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-595- 4.74% |
$39.8K - $45.3K
|
11.9K
$848K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-596- 0.99% |
$39.9K - $45.4K
|
59.8K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-596- 2.36% |
$39.9K - $45.4K
|
24.7K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-598- 1.51% |
$40K - $45.5K
|
39K
$2.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-600- 4.14% |
$40.2K - $45.7K
|
13.9K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-604- 5.88% |
$40.4K - $46K
|
9.66K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-605- 3.68% |
$40.5K - $46.1K
|
15.8K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-609- 2.79% |
$40.8K - $46.4K
|
21.2K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-614- 4.36% |
$41.1K - $46.8K
|
13.5K
$956K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-620- 16.56% |
$41.5K - $47.2K
|
3.13K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-622- 3.67% |
$41.6K - $47.4K
|
16.3K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-637- 12.93% |
$42.7K - $48.5K
|
4.29K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-638- 2.44% |
$42.7K - $48.6K
|
25.5K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-640- 8.4% |
$42.9K - $48.7K
|
6.98K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-641- 4.11% |
$42.9K - $48.8K
|
15K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-656- 6.94% |
$43.9K - $50K
|
8.8K
$625K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-660- 6.73% |
$44.2K - $50.3K
|
9.15K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-670- 3.8% |
$44.9K - $51K
|
16.9K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-670- 5.64% |
$44.9K - $51K
|
11.2K
$795K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-670- 2.35% |
$44.9K - $51K
|
27.9K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-674- 1.72% |
$45.1K - $51.3K
|
38.6K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-676- 33.47% |
$45.3K - $51.5K
|
1.34K
$95.4K
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-678- 1.18% |
$45.4K - $51.6K
|
56.6K
$4.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-681- 4.01% |
$45.6K - $51.9K
|
16.3K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-682- 19.71% |
$45.7K - $51.9K
|
2.78K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-686- 13.44% |
$45.9K - $52.2K
|
4.42K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-698- 1.75% |
$46.7K - $53.2K
|
39.1K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-705- 45.63% |
$47.2K - $53.7K
|
840
$59.6K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-705- 4.83% |
$47.2K - $53.7K
|
13.9K
$987K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-707- 0.21% |
$47.3K - $53.8K
|
332K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-720- 9.17% |
$48.2K - $54.8K
|
7.13K
$506K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-721- 18.12% |
$48.3K - $54.9K
|
3.26K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-723- 3.44% |
$48.4K - $55.1K
|
20.3K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-723- 2.48% |
$48.4K - $55.1K
|
28.4K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-740- 2.25% |
$49.6K - $56.4K
|
32.2K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-745- 0.53% |
$49.9K - $56.7K
|
140K
$9.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-747- 8.98% |
$50K - $56.9K
|
7.57K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-749- 17.41% |
$50.2K - $57K
|
3.55K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-750- 8.43% |
$50.2K - $57.1K
|
8.15K
$579K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-755- 2.11% |
$50.6K - $57.5K
|
35K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-759- 37.26% |
$50.8K - $57.8K
|
1.28K
$90.7K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-760- 2.32% |
$50.9K - $57.9K
|
32.1K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-762- 13.52% |
$51K - $58K
|
4.88K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-765- 8.18% |
$51.2K - $58.3K
|
8.59K
$610K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-766- 0.5% |
$51.3K - $58.3K
|
151K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-770- 4.47% |
$51.6K - $58.6K
|
16.5K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-777- 2.53% |
$52K - $59.2K
|
29.9K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-780- 3.25% |
$52.2K - $59.4K
|
23.2K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-790- 1.2% |
$52.9K - $60.2K
|
64.8K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-794- 7.29% |
$53.2K - $60.5K
|
10.1K
$717K
|