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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.74K+ 16.96% |
$116K - $132K
|
12K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-319- 1.6% |
$21.4K - $24.3K
|
19.6K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.05K- 1.68% |
$70K - $79.6K
|
61.1K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21+ 0.04% |
$1.41K - $1.6K
|
58.2K
$4.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
27+ 1.13% |
$1.81K - $2.06K
|
2.43K
$185K
|
|
|
Apr 30, 2025
Q1 2025
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-3.2K- 14.45% |
$214K - $243K
|
18.9K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.37K- 10.87% |
$91.6K - $104K
|
11.2K
$855K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.63K- 12.29% |
$377K - $428K
|
40.1K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.77K- 2.72% |
$587K - $668K
|
313K
$23.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-160- 5.03% |
$10.7K - $12.2K
|
3.02K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
890+ 17.78% |
$59.6K - $67.8K
|
5.9K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-834- 0.77% |
$55.8K - $63.5K
|
108K
$8.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
134+ 1.82% |
$8.97K - $10.2K
|
7.5K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.33K+ 1.85% |
$89.3K - $102K
|
73.2K
$5.58M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 1.84% |
$121K - $137K
|
96.1K
$7.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
55+ 0.33% |
$3.68K - $4.19K
|
16.8K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 10.36% |
$120K - $136K
|
19.1K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.52K- 8.84% |
$169K - $192K
|
26K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-12- 0.12% |
$804 - $914
|
9.59K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-305- 1.06% |
$20.4K - $23.2K
|
28.4K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.21K - $1.37K
|
18
$1.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
23.5K+ 6.42% |
$1.57M - $1.79M
|
390K
$29.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.25K+ 1.4% |
$83.6K - $95.1K
|
90.5K
$6.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-314- 6.73% |
$21K - $23.9K
|
4.36K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
114K+ 9.63% |
$7.64M - $8.69M
|
1.3M
$98.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
842+ 4.71% |
$56.4K - $64.1K
|
18.7K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-293- 0.42% |
$19.6K - $22.3K
|
69.8K
$5.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-297- 2.1% |
$19.9K - $22.6K
|
13.9K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-509- 11.63% |
$34.1K - $38.8K
|
3.87K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
438+ 3.33% |
$29.3K - $33.4K
|
13.6K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.01% |
$13.4K - $15.2K
|
1.41M
$107M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.6KNew |
$1.85M - $2.1M
|
27.6K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-460- 0.25% |
$30.8K - $35K
|
187K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
16.1K+ 7.54% |
$1.08M - $1.23M
|
230K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.95KNew |
$197K - $224K
|
2.95K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.18K+ 1.09% |
$213K - $242K
|
294K
$22.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
631+ 0.83% |
$42.3K - $48.1K
|
77K
$5.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
37+ 0.23% |
$2.48K - $2.82K
|
15.9K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.02% |
$201 - $228
|
17.5K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
192+ 5.12% |
$12.9K - $14.6K
|
3.94K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5+ 0.09% |
$335 - $381
|
5.32K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
89+ 0.53% |
$5.96K - $6.78K
|
16.9K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.45K- 58.3% |
$97.4K - $111K
|
1.04K
$79.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.79K+ 137.63% |
$120K - $136K
|
3.09K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29.1K+ 31.85% |
$1.95M - $2.22M
|
121K
$9.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.59K- 2.23% |
$173K - $197K
|
113K
$8.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-73- 1.38% |
$4.89K - $5.56K
|
5.2K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.76K- 14.34% |
$185K - $210K
|
16.5K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-51.7K- 59.11% |
$3.46M - $3.94M
|
35.8K
$2.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-280- 4.46% |
$18.7K - $21.3K
|
6K
$457K
|