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 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.44K- 13.99% |
$96.3K - $110K
|
8.84K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.45K- 5.87% |
$97.2K - $111K
|
23.3K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.45K- 58.3% |
$97.4K - $111K
|
1.04K
$73.8K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.46K- 23.68% |
$97.8K - $111K
|
4.71K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.47K- 23.93% |
$98.5K - $112K
|
4.68K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.51K- 4.13% |
$101K - $115K
|
35K
$2.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.51K- 83.0% |
$101K - $115K
|
310
$22K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.51K- 7.14% |
$101K - $115K
|
19.7K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.54K- 0.5% |
$103K - $117K
|
306K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 1.5% |
$103K - $117K
|
101K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.54K- 79.26% |
$103K - $117K
|
403
$28.6K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.54K- 10.87% |
$103K - $118K
|
12.7K
$899K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.54K- 2.5% |
$103K - $118K
|
60.1K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.55K- 16.92% |
$103K - $118K
|
7.59K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.55K- 12.9% |
$104K - $118K
|
10.5K
$742K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.56K- 32.43% |
$105K - $119K
|
3.26K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.57K- 30.9% |
$105K - $119K
|
3.51K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 15.74% |
$105K - $120K
|
8.4K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.58K- 24.98% |
$106K - $121K
|
4.75K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.6K- 30.93% |
$107K - $122K
|
3.57K
$254K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-1.61K- 0.48% |
$108K - $123K
|
334K
$23.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.61K- 4.83% |
$108K - $123K
|
31.7K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.62K- 1.76% |
$108K - $123K
|
90.3K
$6.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.64K- 51.09% |
$110K - $125K
|
1.57K
$111K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.64K- 1.48% |
$110K - $125K
|
109K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-1.64K- 15.29% |
$110K - $125K
|
9.1K
$646K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 4.49% |
$110K - $126K
|
35.1K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.65K- 1.3% |
$110K - $126K
|
125K
$8.91M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.68K- 10.89% |
$113K - $128K
|
13.7K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.69K- 0.92% |
$113K - $129K
|
182K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.71K- 27.28% |
$115K - $130K
|
4.57K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1.71K- 99.08% |
$115K - $131K
|
16
$1.14K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.72K- 6.21% |
$115K - $131K
|
25.9K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.74K- 7.69% |
$116K - $132K
|
20.9K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-1.75K- 1.25% |
$117K - $133K
|
139K
$9.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.76K- 3.08% |
$118K - $134K
|
55.3K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-1.78K- 7.11% |
$119K - $136K
|
23.3K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.78K- 14.18% |
$119K - $136K
|
10.8K
$765K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 3.27% |
$120K - $137K
|
53.2K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 1.84% |
$121K - $137K
|
96.1K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.81K- 7.25% |
$121K - $137K
|
23.1K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.84K- 4.88% |
$123K - $140K
|
35.8K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.84K- 2.82% |
$123K - $140K
|
63.6K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.85K- 3.86% |
$124K - $141K
|
46.1K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.85K- 0.88% |
$124K - $141K
|
208K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.87K- 12.52% |
$125K - $142K
|
13K
$926K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 7.21% |
$126K - $143K
|
24.2K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.88K- 3.67% |
$126K - $143K
|
49.4K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.89K- 4.49% |
$126K - $144K
|
40.1K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.89K- 7.12% |
$127K - $144K
|
24.7K
$1.75M
|