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 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54K+ 55.5% |
$108K - $132K
|
4.32K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.54K+ 7.19% |
$108K - $132K
|
23K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.54K+ 16.07% |
$107K - $131K
|
11.1K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.51K+ 25.79% |
$105K - $129K
|
7.37K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.5K+ 29.35% |
$105K - $128K
|
6.61K
$469K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.49K+ 36.6% |
$104K - $127K
|
5.57K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.49K+ 1.31% |
$104K - $127K
|
115K
$8.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.49K+ 1.0% |
$104K - $127K
|
151K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.47K+ 0.81% |
$103K - $126K
|
184K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.47K+ 54.07% |
$102K - $125K
|
4.18K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.46K+ 114.82% |
$102K - $125K
|
2.74K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.45KNew |
$101K - $124K
|
1.45K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.45K+ 3.49% |
$101K - $124K
|
43.1K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.43K+ 1.59% |
$99.7K - $122K
|
91.5K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.43K+ 4.36% |
$99.4K - $122K
|
34.1K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.42K+ 16.35% |
$99.1K - $121K
|
10.1K
$718K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.42KNew |
$99.1K - $121K
|
1.42K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 36.38% |
$98.9K - $121K
|
5.31K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41K+ 4.78% |
$98.6K - $121K
|
31K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.38K+ 35.73% |
$96.6K - $118K
|
5.26K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 24.29% |
$96.4K - $118K
|
7.07K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 26.81% |
$95.9K - $117K
|
6.5K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.37K+ 12.15% |
$95.7K - $117K
|
12.7K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.37K+ 24.91% |
$95.6K - $117K
|
6.87K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 1.48% |
$94.3K - $115K
|
92.7K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.35K+ 17.42% |
$94.2K - $115K
|
9.1K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.34K+ 7.63% |
$93.6K - $115K
|
18.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 34.41% |
$93.2K - $114K
|
5.22K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.32K+ 2.22% |
$92K - $113K
|
60.7K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.3K+ 2.13% |
$90.8K - $111K
|
62.3K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28K+ 2.12% |
$89.4K - $110K
|
61.9K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.27K+ 8.77% |
$88.3K - $108K
|
15.7K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.26KNew |
$88.2K - $108K
|
1.26K
$89.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.26K+ 1.9% |
$88.1K - $108K
|
67.8K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.26K+ 6.89% |
$87.9K - $108K
|
19.6K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.26K+ 66.49% |
$87.6K - $107K
|
3.15K
$223K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.25KNew |
$87.3K - $107K
|
1.25K
$88.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.24K+ 5.56% |
$86.4K - $106K
|
23.5K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
1.24K+ 5.92% |
$86.3K - $106K
|
22.1K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 6.78% |
$86K - $105K
|
19.4K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.22K+ 23.31% |
$85.2K - $104K
|
6.46K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 16.06% |
$85.2K - $104K
|
8.83K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 20.47% |
$85.1K - $104K
|
7.18K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.21K+ 11.44% |
$84.5K - $103K
|
11.8K
$838K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.2K+ 193.72% |
$83.9K - $103K
|
1.82K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.2K+ 38.65% |
$83.9K - $103K
|
4.31K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1.2K+ 0.38% |
$83.4K - $102K
|
314K
$22.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.19K+ 3.04% |
$83.3K - $102K
|
40.5K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 1.21% |
$83K - $102K
|
99.5K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.19K+ 5.73% |
$83K - $102K
|
21.9K
$1.56M
|