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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.09K- 12.33% |
$76.3K - $92.8K
|
7.77K
$574K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.32% |
$78.7K - $95.7K
|
84.2K
$6.23M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
41+ 0.38% |
$2.87K - $3.48K
|
10.7K
$793K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.43K+ 0.32% |
$99.6K - $121K
|
445K
$32.9M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6+ 0.0% |
$419 - $510
|
150K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
650+ 9.86% |
$45.4K - $55.2K
|
7.25K
$536K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
824+ 3.37% |
$57.6K - $70K
|
25.3K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.89K+ 27.11% |
$202K - $246K
|
13.6K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-152- 1.07% |
$10.6K - $12.9K
|
14K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 0.84% |
$90.5K - $110K
|
156K
$11.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.62K- 44.45% |
$393K - $477K
|
7.02K
$519K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-199- 5.61% |
$13.9K - $16.9K
|
3.35K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
549+ 5.95% |
$38.4K - $46.6K
|
9.78K
$723K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1K+ 2.72% |
$69.9K - $85K
|
37.8K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
344+ 10.31% |
$24K - $29.2K
|
3.68K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.77K+ 20.03% |
$124K - $150K
|
10.6K
$783K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 0.72% |
$173K - $210K
|
344K
$25.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.45% |
$69.9 - $85
|
223
$16.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
15+ 0.05% |
$1.05K - $1.27K
|
28.6K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.81K+ 36.99% |
$406K - $494K
|
21.5K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
20K+ 14.0% |
$1.39M - $1.7M
|
163K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
837+ 2.73% |
$58.5K - $71.1K
|
31.5K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-15- 0.34% |
$1.05K - $1.27K
|
4.45K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-24- 0.47% |
$1.68K - $2.04K
|
5.11K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.52K- 31.17% |
$316K - $384K
|
9.99K
$739K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-246- 1.66% |
$17.2K - $20.9K
|
14.6K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33.3K+ 79.85% |
$2.33M - $2.83M
|
75K
$5.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.33K+ 1.12% |
$92.9K - $113K
|
120K
$8.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-5.52K- 54.6% |
$386K - $469K
|
4.59K
$340K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.74KNew |
$192K - $233K
|
2.74K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.86K- 3.78% |
$340K - $413K
|
124K
$9.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
45New |
$3.15K - $3.82K
|
45
$3.33K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-20- 0.24% |
$1.4K - $1.7K
|
8.34K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 23.5% |
$723K - $879K
|
54.4K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
788+ 6.18% |
$55.1K - $67K
|
13.5K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
494+ 10.82% |
$34.5K - $42K
|
5.06K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
163KNew |
$11.4M - $13.9M
|
163K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
7.2K+ 100.93% |
$503K - $612K
|
14.3K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.81KNew |
$196K - $239K
|
2.81K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.62K+ 2.35% |
$113K - $137K
|
70.3K
$5.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-572- 3.19% |
$40K - $48.6K
|
17.4K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.31K+ 2.51% |
$161K - $196K
|
94.3K
$6.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.6K+ 19.6% |
$181K - $221K
|
15.8K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.52K+ 13.37% |
$316K - $384K
|
38.3K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-38- 0.81% |
$2.66K - $3.23K
|
4.63K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 7.28% |
$88.6K - $108K
|
18.7K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
262+ 8.69% |
$18.3K - $22.3K
|
3.28K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
93+ 0.59% |
$6.5K - $7.9K
|
15.8K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-37K- 2.32% |
$2.59M - $3.15M
|
1.56M
$116M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.94K+ 3.91% |
$136K - $165K
|
51.5K
$3.81M
|