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 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.26K+ 2.04% |
$158K - $192K
|
113K
$8.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-471- 1.94% |
$32.9K - $40K
|
23.8K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.14KNew |
$429K - $522K
|
6.14K
$455K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
10.8KNew |
$754K - $916K
|
10.8K
$798K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.75K+ 9.71% |
$262K - $319K
|
42.4K
$3.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.3K- 1.03% |
$91K - $111K
|
125K
$9.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.79K- 3.28% |
$684K - $832K
|
289K
$21.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.03% |
$210 - $255
|
10.7K
$790K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-213- 0.81% |
$14.9K - $18.1K
|
25.9K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
12.8K+ 198.6% |
$895K - $1.09M
|
19.2K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
66+ 2.33% |
$4.61K - $5.61K
|
2.9K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-808- 3.59% |
$56.5K - $68.7K
|
21.7K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-124- 0.43% |
$8.67K - $10.5K
|
28.6K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.41K+ 8.37% |
$238K - $289K
|
44.1K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.5K- 5.22% |
$245K - $297K
|
63.6K
$4.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.21K- 4.56% |
$224K - $272K
|
67.2K
$4.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.22K+ 2.2% |
$85.5K - $104K
|
56.9K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 0.68% |
$14K - $17K
|
29.3K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-464- 1.58% |
$32.4K - $39.4K
|
28.8K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
695+ 1.16% |
$48.6K - $59.1K
|
60.7K
$4.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$69.9 - $85
|
9.63K
$713K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-814- 6.4% |
$56.9K - $69.2K
|
11.9K
$881K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.85K- 1.91% |
$199K - $242K
|
146K
$10.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
141+ 0.94% |
$9.86K - $12K
|
15.2K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-686- 20.38% |
$48K - $58.3K
|
2.68K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-99.5K- 38.23% |
$6.95M - $8.45M
|
161K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5.02KNew |
$351K - $427K
|
5.02K
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-344- 6.13% |
$24K - $29.2K
|
5.26K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26.1K+ 172.04% |
$1.83M - $2.22M
|
41.3K
$3.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.1K+ 2.89% |
$2.11M - $2.56M
|
1.07M
$79.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-52- 2.29% |
$3.63K - $4.42K
|
2.22K
$164K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.39K+ 2.42% |
$97.4K - $118K
|
58.9K
$4.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
382+ 6.85% |
$26.7K - $32.5K
|
5.96K
$441K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
796+ 6.77% |
$55.6K - $67.6K
|
12.6K
$929K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
923+ 8.94% |
$64.5K - $78.4K
|
11.3K
$832K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.81% |
$109K - $132K
|
87.7K
$6.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-814- 12.7% |
$56.9K - $69.2K
|
5.6K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.52K+ 101.27% |
$386K - $469K
|
11K
$811K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-94- 0.08% |
$6.57K - $7.99K
|
121K
$8.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.65K- 5.98% |
$115K - $140K
|
25.9K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
462New |
$32.3K - $39.3K
|
462
$34.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.22K+ 1.88% |
$295K - $359K
|
228K
$16.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.3K- 0.69% |
$90.5K - $110K
|
187K
$13.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
513+ 2.69% |
$35.9K - $43.6K
|
19.6K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
48.8K+ 79.01% |
$3.41M - $4.15M
|
111K
$8.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
16.7K+ 11.79% |
$1.17M - $1.42M
|
158K
$11.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-79- 1.53% |
$5.52K - $6.71K
|
5.07K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.84K- 45.35% |
$269K - $327K
|
4.63K
$343K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
621+ 6.12% |
$43.4K - $52.8K
|
10.8K
$797K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.29K+ 1.74% |
$90.5K - $110K
|
75.5K
$5.58M
|