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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
224+ 5.5% |
$15.6K - $19.1K
|
4.3K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
223+ 7.72% |
$15.6K - $19.1K
|
3.11K
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
221+ 0.49% |
$15.4K - $18.9K
|
45.7K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
221New |
$15.4K - $18.9K
|
221
$15.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
221+ 4.77% |
$15.4K - $18.9K
|
4.85K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
221+ 4.7% |
$15.4K - $18.9K
|
4.92K
$349K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
220+ 2.23% |
$15.3K - $18.8K
|
10.1K
$716K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
218+ 1.05% |
$15.2K - $18.6K
|
21.1K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
218+ 1.32% |
$15.2K - $18.6K
|
16.7K
$1.19M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
218+ 3.3% |
$15.2K - $18.6K
|
6.82K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
212+ 0.76% |
$14.8K - $18.1K
|
28.1K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
212+ 5.48% |
$14.8K - $18.1K
|
4.08K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
211+ 4.2% |
$14.7K - $18K
|
5.23K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
211New |
$14.7K - $18K
|
211
$15K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
209+ 6.57% |
$14.6K - $17.9K
|
3.39K
$241K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
208+ 2.44% |
$14.5K - $17.8K
|
8.72K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
207+ 1.64% |
$14.4K - $17.7K
|
12.8K
$911K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
206+ 0.6% |
$14.4K - $17.6K
|
34.6K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
201+ 12.02% |
$14K - $17.2K
|
1.87K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200+ 4.56% |
$14K - $17.1K
|
4.59K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
199+ 0.21% |
$13.9K - $17K
|
94.5K
$6.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
196+ 1.46% |
$13.7K - $16.7K
|
13.7K
$970K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
194+ 2.44% |
$13.5K - $16.6K
|
8.14K
$578K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
192New |
$13.4K - $16.4K
|
192
$13.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 0.49% |
$13.3K - $16.3K
|
39K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
189+ 4.82% |
$13.2K - $16.1K
|
4.11K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
189+ 0.83% |
$13.2K - $16.1K
|
23K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
188+ 41.32% |
$13.1K - $16.1K
|
643
$45.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
187+ 2.09% |
$13K - $16K
|
9.13K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
187+ 2.83% |
$13K - $16K
|
6.8K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
187+ 1.38% |
$13K - $16K
|
13.8K
$976K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
185+ 1.76% |
$12.9K - $15.8K
|
10.7K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
184+ 2.09% |
$12.8K - $15.7K
|
8.98K
$637K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
184+ 4.48% |
$12.8K - $15.7K
|
4.29K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
178+ 0.27% |
$12.4K - $15.2K
|
65.3K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
173+ 3.57% |
$12.1K - $14.8K
|
5.02K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
173New |
$12.1K - $14.8K
|
173
$12.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
173+ 0.62% |
$12.1K - $14.8K
|
28.1K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
170+ 2.28% |
$11.9K - $14.5K
|
7.62K
$541K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
168+ 5.88% |
$11.7K - $14.4K
|
3.02K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
168+ 2.97% |
$11.7K - $14.4K
|
5.82K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
168New |
$11.7K - $14.4K
|
168
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167+ 0.4% |
$11.7K - $14.3K
|
42.4K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
165+ 2.97% |
$11.5K - $14.1K
|
5.73K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
165+ 0.91% |
$11.5K - $14.1K
|
18.2K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
164+ 0.36% |
$11.4K - $14K
|
45.8K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
163+ 4.31% |
$11.4K - $13.9K
|
3.95K
$280K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
161+ 5.02% |
$11.2K - $13.8K
|
3.37K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 4.33% |
$11.2K - $13.8K
|
3.88K
$275K
|