Latest Institutional Transactions on Nextera Energy Inc (NEE)
This table provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.75K- 21.74% |
$112K - $131K
|
6.3K
$473K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
389+ 3.99% |
$24.9K - $29.2K
|
10.1K
$762K
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-600- 2.25% |
$38.5K - $45K
|
26.1K
$1.96M
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
95+ 0.92% |
$6.09K - $7.13K
|
10.4K
$780K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
10.8K+ 3.29% |
$690K - $807K
|
338K
$25.4M
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.05KNew |
$452K - $529K
|
7.05K
$530K
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
70+ 0.92% |
$4.49K - $5.25K
|
7.67K
$577K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-67- 0.12% |
$4.3K - $5.03K
|
54.2K
$4.07M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.22K+ 2.87% |
$78.2K - $91.4K
|
43.6K
$3.28M
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
163+ 3.5% |
$10.4K - $12.2K
|
4.82K
$362K
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-674- 11.98% |
$43.2K - $50.6K
|
4.95K
$372K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.6K+ 47.9% |
$745K - $872K
|
35.9K
$2.7M
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
309+ 1.68% |
$19.8K - $23.2K
|
18.7K
$1.41M
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.35K+ 54.69% |
$279K - $326K
|
12.3K
$925K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.65K+ 25.53% |
$106K - $124K
|
8.1K
$609K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
18.1K+ 586.26% |
$1.16M - $1.36M
|
21.2K
$1.6M
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
74+ 0.95% |
$4.74K - $5.55K
|
7.88K
$592K
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2K- 88.47% |
$652K - $763K
|
1.33K
$99.7K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.43K- 5.42% |
$91.8K - $107K
|
25K
$1.88M
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$128 - $150
|
18.1K
$1.36M
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
13+ 0.27% |
$833 - $975
|
4.85K
$365K
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
946+ 6.68% |
$60.6K - $71K
|
15.1K
$1.14M
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.8K- 7.58% |
$116K - $135K
|
22K
$1.65M
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.99KNew |
$256K - $299K
|
3.99K
$300K
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
65.6KNew |
$4.21M - $4.92M
|
65.6K
$4.93M
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.42K- 7.67% |
$347K - $406K
|
65.3K
$4.91M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
75+ 2.46% |
$4.81K - $5.63K
|
3.12K
$235K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
258+ 0.18% |
$16.5K - $19.4K
|
143K
$10.7M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.5K- 3.1% |
$417K - $487K
|
203K
$15.3M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.07K- 0.74% |
$68.7K - $80.4K
|
145K
$10.9M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
76.4K+ 5.22% |
$4.9M - $5.73M
|
1.54M
$116M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
2.94K+ 6.02% |
$188K - $220K
|
51.7K
$3.89M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
379+ 13.12% |
$24.3K - $28.4K
|
3.27K
$246K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 1.42% |
$641 - $750
|
713
$53.6K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.01K+ 33.05% |
$321K - $376K
|
20.2K
$1.52M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
62.4KNew |
$4M - $4.68M
|
62.4K
$4.69M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-355- 1.95% |
$22.8K - $26.6K
|
17.9K
$1.34M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
158+ 0.97% |
$10.1K - $11.9K
|
16.4K
$1.24M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-86- 66.67% |
$5.51K - $6.45K
|
43
$3.23K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.9K- 13.51% |
$1.15M - $1.34M
|
115K
$8.62M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-343- 0.85% |
$22K - $25.7K
|
40K
$3.01M
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-52.1K- 26.64% |
$3.34M - $3.91M
|
143K
$10.8M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.02KNew |
$258K - $301K
|
4.02K
$302K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
70+ 1.3% |
$4.49K - $5.25K
|
5.44K
$409K
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.48K- 7.95% |
$351K - $411K
|
63.4K
$4.77M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
11.5K+ 246.38% |
$736K - $861K
|
16.1K
$1.21M
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5.25K+ 7.46% |
$337K - $394K
|
75.7K
$5.69M
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
149+ 1.35% |
$9.55K - $11.2K
|
11.2K
$839K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.05% |
$128 - $150
|
4.14K
$311K
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.67K- 9.46% |
$107K - $125K
|
15.9K
$1.2M
|