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 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
999+ 4.1% |
$69.7K - $85.3K
|
25.3K
$1.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
998+ 5.4% |
$69.6K - $85.3K
|
19.5K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
997+ 13.27% |
$69.6K - $85.2K
|
8.51K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
996+ 18.92% |
$69.5K - $85.1K
|
6.26K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
995+ 5.18% |
$69.4K - $85K
|
20.2K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
984+ 6.58% |
$68.7K - $84.1K
|
15.9K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
957+ 19.53% |
$66.8K - $81.8K
|
5.86K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
952+ 2.75% |
$66.4K - $81.3K
|
35.6K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
951+ 1.55% |
$66.4K - $81.2K
|
62.4K
$4.43M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
950+ 6.88% |
$66.3K - $81.2K
|
14.8K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
950New |
$66.3K - $81.2K
|
950
$67.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
949+ 2.57% |
$66.2K - $81.1K
|
37.9K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
937+ 7.13% |
$65.4K - $80K
|
14.1K
$999K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
924+ 0.9% |
$64.5K - $78.9K
|
104K
$7.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
919+ 13.49% |
$64.1K - $78.5K
|
7.73K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
918+ 5.0% |
$64K - $78.4K
|
19.3K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
910+ 7.18% |
$63.5K - $77.7K
|
13.6K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
907+ 0.61% |
$63.3K - $77.5K
|
151K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
904+ 3.09% |
$63.1K - $77.2K
|
30.1K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
903+ 36.62% |
$63K - $77.1K
|
3.37K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
897+ 5.71% |
$62.6K - $76.6K
|
16.6K
$1.18M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
895New |
$62.4K - $76.5K
|
895
$63.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
892+ 0.58% |
$62.2K - $76.2K
|
155K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
891+ 1.8% |
$62.2K - $76.1K
|
50.4K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
891+ 1.47% |
$62.2K - $76.1K
|
61.7K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
875+ 7.76% |
$61K - $74.8K
|
12.2K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
871+ 24.32% |
$60.8K - $74.4K
|
4.45K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
871+ 14.75% |
$60.8K - $74.4K
|
6.78K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
870+ 4.18% |
$60.7K - $74.3K
|
21.7K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
866+ 2.75% |
$60.4K - $74K
|
32.3K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
862+ 10.8% |
$60.1K - $73.6K
|
8.85K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
852+ 1.35% |
$59.4K - $72.8K
|
64.1K
$4.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
848New |
$59.2K - $72.4K
|
848
$60.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
844+ 4.1% |
$58.9K - $72.1K
|
21.4K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
841+ 10.81% |
$58.7K - $71.8K
|
8.62K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
835+ 11.51% |
$58.3K - $71.3K
|
8.09K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
829+ 0.77% |
$57.8K - $70.8K
|
109K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
827New |
$57.7K - $70.7K
|
827
$58.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
823+ 1.11% |
$57.4K - $70.3K
|
74.7K
$5.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
816+ 2.35% |
$56.9K - $69.7K
|
35.5K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
810+ 29.33% |
$56.5K - $69.2K
|
3.57K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
808+ 2.03% |
$56.4K - $69K
|
40.7K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
806+ 6.54% |
$56.2K - $68.9K
|
13.1K
$932K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
800+ 32.27% |
$55.8K - $68.3K
|
3.28K
$233K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
800+ 14.52% |
$55.8K - $68.3K
|
6.31K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
798+ 2.66% |
$55.7K - $68.2K
|
30.8K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
798+ 2.84% |
$55.7K - $68.2K
|
28.9K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
798+ 1.72% |
$55.7K - $68.2K
|
47.1K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
784+ 2.55% |
$54.7K - $67K
|
31.5K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
781+ 3.7% |
$54.5K - $66.7K
|
21.9K
$1.56M
|