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 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-10.7K- 98.87% |
$749K - $833K
|
123
$10.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-896- 0.41% |
$62.5K - $69.5K
|
219K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.93K+ 53.29% |
$484K - $537K
|
19.9K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
SELL
|
- |
-314- 8.55% |
$21.9K - $24.3K
|
3.36K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.28K- 13.1% |
$368K - $409K
|
35K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-49.8K- 27.73% |
$3.48M - $3.86M
|
130K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
812+ 4.99% |
$56.7K - $63K
|
17.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10.4K- 3.67% |
$724K - $804K
|
272K
$23.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3+ 0.09% |
$209 - $233
|
3.21K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.44K+ 6.49% |
$101K - $112K
|
23.6K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.67K+ 12.17% |
$326K - $362K
|
43K
$3.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
557+ 0.49% |
$38.9K - $43.2K
|
115K
$9.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-120K- 8.19% |
$8.39M - $9.32M
|
1.35M
$116M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-59.1K- 32.69% |
$4.12M - $4.58M
|
122K
$10.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-447- 62.69% |
$31.2K - $34.7K
|
266
$22.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3.04K- 6.4% |
$212K - $236K
|
44.5K
$3.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
200+ 0.96% |
$14K - $15.5K
|
21K
$1.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.55K- 0.88% |
$108K - $120K
|
174K
$14.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
8.5KNew |
$593K - $659K
|
8.5K
$729K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
341+ 77.15% |
$23.8K - $26.4K
|
783
$67.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-645- 79.43% |
$45K - $50K
|
167
$14.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
2.75KNew |
$192K - $214K
|
2.75K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.54K- 2.85% |
$247K - $274K
|
121K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.26K- 6.52% |
$227K - $252K
|
46.7K
$4M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-37- 0.8% |
$2.58K - $2.87K
|
4.61K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
339+ 14.07% |
$23.7K - $26.3K
|
2.75K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
2.73KNew |
$190K - $211K
|
2.73K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.7% |
$140 - $155
|
288
$24.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
508+ 0.56% |
$35.4K - $39.4K
|
91.6K
$7.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.72KNew |
$190K - $211K
|
2.72K
$234K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-270- 1.87% |
$18.8K - $20.9K
|
14.2K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
30+ 0.13% |
$2.09K - $2.33K
|
22.8K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
23.8K+ 26.38% |
$1.66M - $1.84M
|
114K
$9.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.17K- 4.78% |
$500K - $556K
|
143K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11K+ 92.4% |
$765K - $851K
|
22.8K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.32K- 5.0% |
$581K - $645K
|
158K
$13.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-647K- 11.01% |
$45.2M - $50.2M
|
5.23M
$449M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
2.69KNew |
$187K - $208K
|
2.69K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-40- 0.16% |
$2.79K - $3.1K
|
24.4K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.61K- 7.06% |
$112K - $125K
|
21.2K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-575- 2.55% |
$40.1K - $44.6K
|
22K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
119K+ 85.53% |
$8.27M - $9.19M
|
257K
$22.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
325+ 11.18% |
$22.7K - $25.2K
|
3.23K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-25- 0.3% |
$1.74K - $1.94K
|
8.38K
$718K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-395- 2.17% |
$27.6K - $30.6K
|
17.8K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
660New |
$46K - $51.2K
|
660
$56.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-974- 6.33% |
$68K - $75.5K
|
14.4K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-294- 5.46% |
$20.5K - $22.8K
|
5.09K
$436K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.91K- 23.18% |
$342K - $380K
|
16.3K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
289+ 6.46% |
$20.2K - $22.4K
|
4.76K
$409K
|
|