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 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-440- 11.65% |
$29.5K - $33.5K
|
3.34K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-800- 16.41% |
$53.6K - $60.9K
|
4.08K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.88K+ 7.0% |
$193K - $219K
|
44K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
372+ 0.6% |
$24.9K - $28.3K
|
62.6K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286+ 1.54% |
$19.2K - $21.8K
|
18.9K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
5.16K+ 15.91% |
$345K - $393K
|
37.6K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 30.47% |
$139K - $158K
|
8.89K
$677K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
44+ 1.32% |
$2.95K - $3.35K
|
3.39K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.71K+ 4.12% |
$248K - $283K
|
93.7K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
65+ 0.74% |
$4.35K - $4.95K
|
8.83K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
300New |
$20.1K - $22.8K
|
300
$22.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.11K+ 4.54% |
$342K - $389K
|
118K
$8.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-7.17K- 11.8% |
$480K - $546K
|
53.6K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.53% |
$870 - $990
|
2.44K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
237+ 36.92% |
$15.9K - $18K
|
879
$67K
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 1.91% |
$20.1K - $22.8K
|
15.4K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-19.1K- 17.74% |
$1.28M - $1.45M
|
88.3K
$6.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-55.5K- 80.3% |
$3.71M - $4.22M
|
13.6K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-191- 1.69% |
$12.8K - $14.5K
|
11.1K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.97KNew |
$266K - $302K
|
3.97K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
497+ 3.14% |
$33.3K - $37.9K
|
16.3K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
172K+ 2.99% |
$11.5M - $13.1M
|
5.93M
$451M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.12K- 7.04% |
$75K - $85.3K
|
14.8K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.21K- 96.93% |
$349K - $397K
|
165
$12.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
252+ 8.23% |
$16.9K - $19.2K
|
3.32K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
96.2K+ 86.74% |
$6.44M - $7.32M
|
207K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-481- 62.71% |
$32.2K - $36.6K
|
286
$21.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
743+ 6.4% |
$49.8K - $56.6K
|
12.3K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-5.28K- 27.83% |
$353K - $402K
|
13.7K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
6.25K+ 129.09% |
$419K - $476K
|
11.1K
$845K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.41K- 5.56% |
$228K - $259K
|
57.9K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-24K- 3.44% |
$1.61M - $1.83M
|
672K
$51.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12.1K- 9.41% |
$811K - $923K
|
117K
$8.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
6.49K+ 2.75% |
$434K - $494K
|
243K
$18.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Account Management LLC
|
SELL
|
- |
-60- 0.09% |
$4.02K - $4.57K
|
68K
$5.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.42K+ 72.28% |
$162K - $184K
|
5.77K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
28+ 0.62% |
$1.87K - $2.13K
|
4.55K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
516+ 2.98% |
$34.6K - $39.3K
|
17.8K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
482+ 14.28% |
$32.3K - $36.7K
|
3.86K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.03K- 2.38% |
$69K - $78.4K
|
42.3K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-99- 0.41% |
$6.63K - $7.54K
|
24.2K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-638- 2.44% |
$42.7K - $48.6K
|
25.5K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5.27KNew |
$353K - $402K
|
5.27K
$402K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
71+ 0.52% |
$4.75K - $5.41K
|
13.8K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
27+ 3.18% |
$1.81K - $2.06K
|
875
$66.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
24.7KNew |
$1.66M - $1.88M
|
24.7K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.48K+ 23.07% |
$501K - $569K
|
39.9K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-794- 7.29% |
$53.2K - $60.5K
|
10.1K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-35.5K- 2.32% |
$2.38M - $2.7M
|
1.49M
$114M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-40- 0.51% |
$2.68K - $3.05K
|
7.82K
$595K
|