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 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.05K- 2.68% |
$70K - $79.7K
|
38K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.06K- 0.31% |
$70.8K - $80.6K
|
337K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 14.12% |
$71.4K - $81.2K
|
6.49K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.07K- 7.43% |
$71.5K - $81.3K
|
13.3K
$945K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-1.08K- 7.61% |
$72K - $81.9K
|
13K
$926K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 21.61% |
$72.7K - $82.7K
|
3.94K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.09K- 2.96% |
$73.1K - $83.1K
|
35.8K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.09K- 16.82% |
$73.3K - $83.3K
|
5.41K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 25.68% |
$73.7K - $83.9K
|
3.19K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.1K- 11.04% |
$73.9K - $84K
|
8.89K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.21% |
$74K - $84.2K
|
20.1K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.11K- 3.9% |
$74.5K - $84.7K
|
27.4K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 25.84% |
$74.8K - $85.1K
|
3.21K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.12K- 7.04% |
$75K - $85.3K
|
14.8K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.12K- 9.77% |
$75.1K - $85.4K
|
10.3K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.14K- 11.37% |
$76.2K - $86.7K
|
8.87K
$630K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.15K- 18.56% |
$76.7K - $87.3K
|
5.03K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.15K- 5.04% |
$77K - $87.6K
|
21.7K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.15K- 18.81% |
$77.1K - $87.7K
|
4.97K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.17K- 18.07% |
$78.1K - $88.9K
|
5.29K
$376K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.17K- 1.9% |
$78.6K - $89.4K
|
60.6K
$4.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-1.18K- 5.9% |
$78.7K - $89.6K
|
18.8K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.18K- 3.39% |
$78.9K - $89.8K
|
33.6K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.18K- 0.98% |
$79.2K - $90.1K
|
119K
$8.45M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.19K- 24.33% |
$79.5K - $90.5K
|
3.69K
$262K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.19K- 9.64% |
$80K - $90.9K
|
11.2K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.2K- 7.0% |
$80.3K - $91.3K
|
15.9K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.2K- 16.7% |
$80.4K - $91.4K
|
5.99K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.2K- 7.67% |
$80.6K - $91.6K
|
14.5K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.21K- 1.58% |
$81.3K - $92.5K
|
75.7K
$5.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.23K- 4.94% |
$82.2K - $93.4K
|
23.6K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.24K- 12.91% |
$82.9K - $94.3K
|
8.35K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.25K- 7.94% |
$83.4K - $94.8K
|
14.4K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.26K- 65.66% |
$84.1K - $95.7K
|
657
$46.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-1.28K- 1.21% |
$85.6K - $97.3K
|
105K
$7.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.31K- 26.98% |
$87.6K - $99.6K
|
3.54K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-1.31K- 7.25% |
$87.9K - $99.9K
|
16.8K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.33K- 10.37% |
$88.8K - $101K
|
11.5K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.34K- 0.69% |
$89.9K - $102K
|
193K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.35K- 14.01% |
$90.7K - $103K
|
8.31K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.36K- 2.2% |
$91.3K - $104K
|
60.6K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.37K- 10.87% |
$91.6K - $104K
|
11.2K
$797K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.38K- 7.52% |
$92.6K - $105K
|
17K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.39K- 3.91% |
$93.3K - $106K
|
34.2K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.39K- 3.13% |
$93.3K - $106K
|
43.1K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.39K- 6.3% |
$93.3K - $106K
|
20.7K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.4K- 3.3% |
$93.7K - $107K
|
41K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.4K- 20.68% |
$93.9K - $107K
|
5.38K
$382K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.41K- 2.43% |
$94.1K - $107K
|
56.3K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.43K- 26.6% |
$96K - $109K
|
3.95K
$281K
|