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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.11% |
$909 - $1.1K
|
11.9K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.67K+ 30.94% |
$117K - $142K
|
7.06K
$522K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
14.6KNew |
$1.02M - $1.24M
|
14.6K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.34K- 11.14% |
$93.4K - $114K
|
10.7K
$789K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.33K+ 11.95% |
$442K - $538K
|
59.3K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.2K+ 2.87% |
$786K - $955K
|
403K
$29.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-696- 1.98% |
$48.7K - $59.1K
|
34.5K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-416- 3.17% |
$29.1K - $35.3K
|
12.7K
$941K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
772+ 6.24% |
$54K - $65.6K
|
13.1K
$972K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-511- 2.62% |
$35.7K - $43.4K
|
19K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
996+ 5.47% |
$69.6K - $84.6K
|
19.2K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.0% |
$69.9 - $85
|
35.8K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
26+ 0.88% |
$1.82K - $2.21K
|
2.99K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
12+ 0.59% |
$839 - $1.02K
|
2.03K
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
268+ 0.83% |
$18.7K - $22.8K
|
32.4K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-525- 1.18% |
$36.7K - $44.6K
|
43.8K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
5.26KNew |
$367K - $447K
|
5.26K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
2.6KNew |
$182K - $221K
|
2.6K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
81+ 0.61% |
$5.66K - $6.88K
|
13.3K
$988K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 4.84% |
$194K - $236K
|
54.5K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
160+ 4.24% |
$11.2K - $13.6K
|
3.94K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 1.1% |
$4.33K - $5.27K
|
5.68K
$420K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.75KNew |
$192K - $233K
|
2.75K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-20.8K- 1.54% |
$1.45M - $1.77M
|
1.32M
$98M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.48KNew |
$243K - $295K
|
3.48K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.3KNew |
$788K - $958K
|
11.3K
$834K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
208+ 4.7% |
$14.5K - $17.7K
|
4.64K
$343K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-175- 1.03% |
$12.2K - $14.9K
|
16.8K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-600- 7.01% |
$41.9K - $51K
|
7.96K
$589K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.7K+ 83.55% |
$189K - $230K
|
5.94K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
4.01K+ 27.99% |
$281K - $341K
|
18.4K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-94- 1.88% |
$6.57K - $7.99K
|
4.91K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
13+ 0.05% |
$909 - $1.1K
|
26.7K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.21K+ 7.4% |
$84.6K - $103K
|
17.6K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-283K- 4.64% |
$19.8M - $24.1M
|
5.82M
$430M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
16.3K+ 24.48% |
$1.14M - $1.38M
|
82.9K
$6.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-155- 0.97% |
$10.8K - $13.2K
|
15.8K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$169K - $205K
|
2.42K
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-965- 10.0% |
$67.5K - $82K
|
8.68K
$642K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$185K - $224K
|
2.64K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.62KNew |
$183K - $223K
|
2.62K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
2.57KNew |
$180K - $218K
|
2.57K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
997+ 4.3% |
$69.7K - $84.7K
|
24.2K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.76K- 2.86% |
$123K - $150K
|
59.7K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-27- 35.53% |
$1.89K - $2.29K
|
49
$3.63K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-18- 0.8% |
$1.26K - $1.53K
|
2.24K
$166K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
25.5K+ 2.6% |
$1.78M - $2.16M
|
1M
$74.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.66K- 3.34% |
$395K - $481K
|
163K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
488+ 1.08% |
$34.1K - $41.5K
|
45.6K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
338+ 20.97% |
$23.6K - $28.7K
|
1.95K
$144K
|