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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60+ 0.66% |
$4.19K - $5.13K
|
9.14K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
60+ 17.19% |
$4.19K - $5.13K
|
409
$29K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
60New |
$4.19K - $5.13K
|
60
$4.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
60+ 1.6% |
$4.19K - $5.13K
|
3.81K
$270K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59+ 37.58% |
$4.12K - $5.04K
|
216
$15.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
59New |
$4.12K - $5.04K
|
59
$4.19K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
58+ 0.63% |
$4.05K - $4.95K
|
9.31K
$661K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
58+ 0.69% |
$4.05K - $4.95K
|
8.47K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
58New |
$4.05K - $4.95K
|
58
$4.12K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
56+ 1.23% |
$3.91K - $4.78K
|
4.62K
$328K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
55+ 0.55% |
$3.84K - $4.7K
|
10.1K
$718K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
54+ 0.78% |
$3.77K - $4.61K
|
7.01K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
54+ 0.81% |
$3.77K - $4.61K
|
6.74K
$478K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
51+ 1.2% |
$3.56K - $4.36K
|
4.31K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
51+ 1.67% |
$3.56K - $4.36K
|
3.11K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
50+ 1.03% |
$3.49K - $4.27K
|
4.93K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
50+ 7.3% |
$3.49K - $4.27K
|
735
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
50+ 0.34% |
$3.49K - $4.27K
|
14.6K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
49+ 0.18% |
$3.42K - $4.19K
|
26.7K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
49+ 46.67% |
$3.42K - $4.19K
|
154
$10.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
47+ 0.67% |
$3.28K - $4.02K
|
7.07K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
47+ 1.62% |
$3.28K - $4.02K
|
2.94K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
46+ 1.67% |
$3.21K - $3.93K
|
2.8K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
46+ 0.18% |
$3.21K - $3.93K
|
25.3K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
45+ 0.05% |
$3.14K - $3.84K
|
95.2K
$6.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45+ 0.4% |
$3.14K - $3.84K
|
11.4K
$807K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
45+ 1.33% |
$3.14K - $3.84K
|
3.42K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
45+ 0.4% |
$3.14K - $3.84K
|
11.4K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
45+ 1.04% |
$3.14K - $3.84K
|
4.38K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
44+ 0.24% |
$3.07K - $3.76K
|
18.6K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
43+ 0.8% |
$3K - $3.67K
|
5.44K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
43+ 1.46% |
$3K - $3.67K
|
2.99K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.87% |
$2.93K - $3.59K
|
4.85K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
42+ 0.29% |
$2.93K - $3.59K
|
14.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
42New |
$2.93K - $3.59K
|
42
$2.98K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.87% |
$2.93K - $3.59K
|
4.85K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
41+ 0.39% |
$2.86K - $3.5K
|
10.4K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
41+ 1.62% |
$2.86K - $3.5K
|
2.57K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
41+ 1.48% |
$2.86K - $3.5K
|
2.81K
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
40+ 0.67% |
$2.79K - $3.42K
|
6.01K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
40+ 0.39% |
$2.79K - $3.42K
|
10.3K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
40New |
$2.79K - $3.42K
|
40
$2.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 1.2% |
$2.72K - $3.33K
|
3.29K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39+ 2.1% |
$2.72K - $3.33K
|
1.9K
$135K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
38+ 0.83% |
$2.65K - $3.25K
|
4.6K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
36+ 0.74% |
$2.51K - $3.08K
|
4.89K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 2.03% |
$2.51K - $3.08K
|
1.81K
$129K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
35+ 15.42% |
$2.44K - $2.99K
|
262
$18.6K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
35+ 0.4% |
$2.44K - $2.99K
|
8.83K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
34+ 15.32% |
$2.37K - $2.9K
|
256
$18.2K
|