Purchases and Sales Made in Q4 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.07KNew |
$284K - $348K
|
4.07K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
4.05K+ 26.05% |
$283K - $346K
|
19.6K
$1.39M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
4.02K+ 7.45% |
$280K - $343K
|
58K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4KNew |
$279K - $342K
|
4K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.99K+ 19.17% |
$279K - $341K
|
24.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.97K+ 30.24% |
$277K - $339K
|
17.1K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3.92KNew |
$273K - $335K
|
3.92K
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91KNew |
$273K - $334K
|
3.91K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.9K+ 22.47% |
$272K - $333K
|
21.2K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.88K+ 8.2% |
$271K - $331K
|
51.2K
$3.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.86KNew |
$269K - $330K
|
3.86K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.84K+ 19.76% |
$268K - $328K
|
23.3K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.83KNew |
$267K - $327K
|
3.83K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3.82K+ 2.45% |
$267K - $327K
|
160K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 5.48% |
$265K - $324K
|
73K
$5.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.74K+ 10.6% |
$261K - $319K
|
39K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
3.72K+ 3.9% |
$259K - $317K
|
99K
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.7KNew |
$258K - $316K
|
3.7K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$256K - $314K
|
3.67K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
3.66KNew |
$255K - $313K
|
3.66K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.66K+ 3.53% |
$255K - $312K
|
107K
$7.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.64K+ 55.11% |
$254K - $311K
|
10.2K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.58K+ 2.41% |
$249K - $305K
|
152K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.57KNew |
$249K - $305K
|
3.57K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.56K+ 45.07% |
$249K - $304K
|
11.5K
$814K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.55K+ 5.41% |
$248K - $303K
|
69.2K
$4.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.54K+ 17.41% |
$247K - $302K
|
23.9K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.51K+ 18.32% |
$245K - $299K
|
22.6K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.5K+ 15.24% |
$244K - $299K
|
26.5K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.5KNew |
$244K - $299K
|
3.5K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.48K+ 3.82% |
$243K - $298K
|
94.6K
$6.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.48KNew |
$243K - $297K
|
3.48K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.45K+ 31.09% |
$241K - $295K
|
14.6K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.44K+ 4.87% |
$240K - $294K
|
74.1K
$5.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.44K+ 8.46% |
$240K - $294K
|
44.1K
$3.13M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.43KNew |
$240K - $293K
|
3.43K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.41KNew |
$238K - $291K
|
3.41K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.39K+ 1.03% |
$237K - $290K
|
333K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.38KNew |
$236K - $289K
|
3.38K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.35KNew |
$233K - $286K
|
3.35K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.34K+ 13.34% |
$233K - $286K
|
28.4K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
3.34KNew |
$233K - $285K
|
3.34K
$237K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.34KNew |
$233K - $285K
|
3.34K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 3.1% |
$231K - $283K
|
110K
$7.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
3.3KNew |
$230K - $282K
|
3.3K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.29KNew |
$230K - $281K
|
3.29K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.29K+ 4.56% |
$229K - $281K
|
75.4K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.28K+ 12.32% |
$229K - $280K
|
29.9K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.26KNew |
$228K - $279K
|
3.26K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.24K+ 3.16% |
$226K - $277K
|
106K
$7.5M
|