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 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$705 - $825
|
11
$827
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-65- 0.56% |
$4.17K - $4.88K
|
11.5K
$865K
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
SELL
|
- |
-100- 2.19% |
$6.41K - $7.5K
|
4.48K
$336K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-310- 4.44% |
$19.9K - $23.3K
|
6.67K
$501K
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-199- 4.08% |
$12.8K - $14.9K
|
4.68K
$352K
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.26K+ 20.33% |
$145K - $169K
|
13.4K
$1M
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
2.75K+ 9.44% |
$176K - $206K
|
31.9K
$2.4M
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-57- 1.9% |
$3.65K - $4.28K
|
2.95K
$222K
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-270- 7.86% |
$17.3K - $20.3K
|
3.17K
$238K
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.16K- 20.79% |
$138K - $162K
|
8.23K
$619K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.78K+ 11.47% |
$178K - $208K
|
27K
$2.03M
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36+ 1.03% |
$2.31K - $2.7K
|
3.54K
$266K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
92+ 2.04% |
$5.9K - $6.9K
|
4.6K
$346K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$64.1 - $75
|
8.59K
$646K
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-738- 4.36% |
$47.3K - $55.4K
|
16.2K
$1.22M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-825- 7.53% |
$52.9K - $61.9K
|
10.1K
$761K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
210+ 1.97% |
$13.5K - $15.8K
|
10.8K
$815K
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
32.6K+ 18.43% |
$2.09M - $2.44M
|
209K
$15.7M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-741- 8.88% |
$47.5K - $55.6K
|
7.61K
$572K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
32.8K+ 6.59% |
$2.1M - $2.46M
|
531K
$39.9M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.12K- 10.74% |
$136K - $159K
|
17.6K
$1.32M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-167- 88.83% |
$10.7K - $12.5K
|
21
$1.58K
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
11+ 0.36% |
$705 - $825
|
3.05K
$229K
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
5.39KNew |
$346K - $404K
|
5.39K
$405K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
221+ 3.01% |
$14.2K - $16.6K
|
7.57K
$569K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-302K- 15.34% |
$19.4M - $22.6M
|
1.67M
$125M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-82- 15.13% |
$5.26K - $6.15K
|
460
$34.6K
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
328New |
$21K - $24.6K
|
328
$24.7K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
78+ 165.96% |
$5K - $5.85K
|
125
$9.4K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
371+ 3.94% |
$23.8K - $27.8K
|
9.79K
$736K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.94K+ 45.29% |
$125K - $146K
|
6.23K
$469K
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.93KNew |
$572K - $669K
|
8.93K
$671K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
448+ 8.89% |
$28.7K - $33.6K
|
5.49K
$413K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-39- 0.47% |
$2.5K - $2.93K
|
8.31K
$625K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 3.21% |
$3.65K - $4.28K
|
1.84K
$138K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-678- 4.28% |
$43.5K - $50.9K
|
15.2K
$1.14M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-403- 3.56% |
$25.8K - $30.2K
|
10.9K
$821K
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-350- 5.86% |
$22.4K - $26.3K
|
5.63K
$423K
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.15K+ 2.61% |
$74K - $86.6K
|
45.4K
$3.41M
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-384- 1.86% |
$24.6K - $28.8K
|
20.3K
$1.53M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.69K+ 30.6% |
$173K - $202K
|
11.5K
$864K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.82K+ 13.89% |
$116K - $136K
|
14.9K
$1.12M
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
920+ 12.16% |
$59K - $69K
|
8.49K
$638K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10K- 1.18% |
$643K - $752K
|
841K
$63.2M
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
39+ 1.21% |
$2.5K - $2.93K
|
3.26K
$245K
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-200- 0.33% |
$12.8K - $15K
|
59.6K
$4.48M
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-150- 0.91% |
$9.62K - $11.3K
|
16.4K
$1.23M
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
280K+ 4296.76% |
$18M - $21M
|
287K
$21.5M
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
8.05KNew |
$516K - $604K
|
8.05K
$605K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-736- 10.68% |
$47.2K - $55.2K
|
6.16K
$463K
|