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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
160+ 1.34% |
$11.2K - $13.7K
|
12.1K
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
159+ 4.94% |
$11.1K - $13.6K
|
3.38K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
158+ 0.99% |
$11K - $13.5K
|
16.2K
$1.15M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
158+ 0.47% |
$11K - $13.5K
|
33.4K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
155+ 0.66% |
$10.8K - $13.2K
|
23.6K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
151+ 1.01% |
$10.5K - $12.9K
|
15.1K
$1.07M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
151+ 0.24% |
$10.5K - $12.9K
|
63.3K
$4.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.3% |
$10.5K - $12.8K
|
11.7K
$828K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$10.5K - $12.8K
|
250
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
150+ 5.08% |
$10.5K - $12.8K
|
3.11K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
150+ 0.47% |
$10.5K - $12.8K
|
31.9K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
149+ 8.31% |
$10.4K - $12.7K
|
1.94K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
145+ 1.71% |
$10.1K - $12.4K
|
8.62K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
145+ 0.95% |
$10.1K - $12.4K
|
15.4K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142+ 3.16% |
$9.91K - $12.1K
|
4.63K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
142+ 2.34% |
$9.91K - $12.1K
|
6.21K
$441K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
140+ 2.71% |
$9.77K - $12K
|
5.3K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
140+ 0.71% |
$9.77K - $12K
|
19.8K
$1.4M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
135+ 2.54% |
$9.42K - $11.5K
|
5.46K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
131+ 1.96% |
$9.14K - $11.2K
|
6.82K
$484K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
128+ 2.64% |
$8.93K - $10.9K
|
4.97K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
127+ 1.19% |
$8.86K - $10.8K
|
10.8K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
127+ 4.6% |
$8.86K - $10.8K
|
2.89K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
127+ 0.38% |
$8.86K - $10.8K
|
33.8K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
126+ 1.79% |
$8.79K - $10.8K
|
7.15K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
125+ 2.78% |
$8.72K - $10.7K
|
4.62K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
125+ 1.1% |
$8.72K - $10.7K
|
11.5K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
123+ 3.39% |
$8.58K - $10.5K
|
3.75K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
122+ 2.28% |
$8.51K - $10.4K
|
5.47K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
121+ 1.27% |
$8.44K - $10.3K
|
9.66K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
120+ 0.08% |
$8.37K - $10.3K
|
156K
$11M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
117+ 2.22% |
$8.16K - $10K
|
5.39K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
116+ 2.52% |
$8.09K - $9.91K
|
4.71K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
116+ 3.59% |
$8.09K - $9.91K
|
3.35K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
115+ 2.67% |
$8.02K - $9.82K
|
4.43K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
113+ 0.87% |
$7.88K - $9.65K
|
13.2K
$934K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
113New |
$7.88K - $9.65K
|
113
$8.02K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
112+ 0.97% |
$7.81K - $9.57K
|
11.6K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
112New |
$7.81K - $9.57K
|
112
$7.95K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
112+ 0.29% |
$7.81K - $9.57K
|
38.6K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
111+ 0.73% |
$7.74K - $9.48K
|
15.3K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
108New |
$7.54K - $9.23K
|
108
$7.67K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
107+ 2.27% |
$7.47K - $9.14K
|
4.82K
$342K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
106+ 3.75% |
$7.4K - $9.06K
|
2.93K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
103+ 1.96% |
$7.19K - $8.8K
|
5.35K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
103+ 2.78% |
$7.19K - $8.8K
|
3.81K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
100+ 2.13% |
$6.98K - $8.54K
|
4.8K
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
100+ 1.9% |
$6.98K - $8.54K
|
5.36K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$6.98K - $8.54K
|
100
$7.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.72% |
$6.98K - $8.54K
|
13.9K
$988K
|