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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
573New |
$40K - $49K
|
573
$40.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
570+ 7.53% |
$39.8K - $48.7K
|
8.14K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
569+ 4.17% |
$39.7K - $48.6K
|
14.2K
$1.01M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
563+ 2.45% |
$39.3K - $48.1K
|
23.5K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
561+ 2.85% |
$39.1K - $47.9K
|
20.3K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
558+ 1.45% |
$38.9K - $47.7K
|
39.1K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
553+ 2.35% |
$38.6K - $47.2K
|
24K
$1.71M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
553+ 1.25% |
$38.6K - $47.2K
|
44.9K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
552+ 1.48% |
$38.5K - $47.2K
|
37.9K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
551+ 6.69% |
$38.4K - $47.1K
|
8.79K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
541+ 3.64% |
$37.7K - $46.2K
|
15.4K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
541+ 6.01% |
$37.7K - $46.2K
|
9.55K
$678K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
540+ 19.03% |
$37.7K - $46.1K
|
3.38K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
540+ 3.0% |
$37.7K - $46.1K
|
18.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
539New |
$37.6K - $46K
|
539
$38.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
538+ 10.59% |
$37.5K - $46K
|
5.62K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
538+ 1.25% |
$37.5K - $46K
|
43.4K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
536+ 0.88% |
$37.4K - $45.8K
|
61.3K
$4.35M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
533+ 3.97% |
$37.2K - $45.5K
|
14K
$992K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
529+ 5.51% |
$36.9K - $45.2K
|
10.1K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
529+ 4.41% |
$36.9K - $45.2K
|
12.5K
$889K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
526+ 4.65% |
$36.7K - $44.9K
|
11.8K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
523+ 21.71% |
$36.5K - $44.7K
|
2.93K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
523+ 3.22% |
$36.5K - $44.7K
|
16.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
523+ 3.49% |
$36.5K - $44.7K
|
15.5K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
516+ 4.12% |
$36K - $44.1K
|
13.1K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
512+ 6.46% |
$35.7K - $43.7K
|
8.43K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
508+ 1.83% |
$35.4K - $43.4K
|
28.2K
$2M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
504New |
$35.2K - $43.1K
|
504
$35.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
500New |
$34.9K - $42.7K
|
500
$35.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500+ 19.51% |
$34.9K - $42.7K
|
3.06K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
500+ 12.17% |
$34.9K - $42.7K
|
4.61K
$327K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
494+ 11.26% |
$34.5K - $42.2K
|
4.88K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
491+ 18.23% |
$34.3K - $41.9K
|
3.18K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
489+ 0.85% |
$34.1K - $41.8K
|
57.7K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
484+ 1.02% |
$33.8K - $41.3K
|
47.9K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
478+ 0.45% |
$33.4K - $40.8K
|
108K
$7.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
478+ 2.85% |
$33.4K - $40.8K
|
17.3K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
475+ 1.21% |
$33.1K - $40.6K
|
39.6K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
472+ 0.4% |
$32.9K - $40.3K
|
120K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
472+ 0.17% |
$32.9K - $40.3K
|
285K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
469+ 16.16% |
$32.7K - $40.1K
|
3.37K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
466New |
$32.5K - $39.8K
|
466
$33.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
460+ 3.26% |
$32.1K - $39.3K
|
14.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
456+ 4.25% |
$31.8K - $39K
|
11.2K
$794K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
447+ 1.27% |
$31.2K - $38.2K
|
35.5K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
445+ 1.31% |
$31K - $38K
|
34.5K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
443+ 0.3% |
$30.9K - $37.8K
|
149K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
440+ 13.85% |
$30.7K - $37.6K
|
3.62K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
438+ 3.17% |
$30.6K - $37.4K
|
14.2K
$1.01M
|