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 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.07% |
$559 - $680
|
11.3K
$837K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
118+ 1.06% |
$8.25K - $10K
|
11.3K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-60- 6.49% |
$4.19K - $5.1K
|
865
$64K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
864+ 5.13% |
$60.4K - $73.4K
|
17.7K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
550+ 4.22% |
$38.4K - $46.7K
|
13.6K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.54K+ 33.98% |
$177K - $215K
|
10K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-139- 2.44% |
$9.72K - $11.8K
|
5.56K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.56KNew |
$528K - $642K
|
7.56K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-222- 2.34% |
$15.5K - $18.9K
|
9.25K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3.68% |
$172K - $209K
|
69.2K
$5.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.09% |
$69.9 - $85
|
1.07K
$79.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
80+ 1.16% |
$5.59K - $6.8K
|
6.97K
$515K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.1K- 27.76% |
$76.7K - $93.2K
|
2.86K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.97K- 14.67% |
$137K - $167K
|
11.4K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.18K+ 57.12% |
$152K - $185K
|
5.99K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
800+ 1.41% |
$55.9K - $68K
|
57.4K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-6.56K- 41.11% |
$459K - $557K
|
9.4K
$695K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-109- 1.62% |
$7.62K - $9.26K
|
6.64K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-39- 0.19% |
$2.73K - $3.31K
|
20.8K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.68KNew |
$187K - $227K
|
2.68K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.1K- 7.43% |
$76.6K - $93.1K
|
13.7K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-206- 1.95% |
$14.4K - $17.5K
|
10.3K
$765K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 3.94% |
$200K - $244K
|
75.6K
$5.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-142- 3.04% |
$9.93K - $12.1K
|
4.52K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-78- 0.3% |
$5.45K - $6.63K
|
25.7K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
60+ 1.88% |
$4.19K - $5.1K
|
3.26K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
836+ 9.76% |
$58.4K - $71K
|
9.41K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-300- 1.14% |
$21K - $25.5K
|
26.1K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.05% |
$140 - $170
|
3.89K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.03% |
$210 - $255
|
8.97K
$664K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-44- 0.54% |
$3.08K - $3.74K
|
8.09K
$599K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
366+ 5.26% |
$25.6K - $31.1K
|
7.32K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
87+ 0.85% |
$6.08K - $7.39K
|
10.3K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.57KNew |
$320K - $388K
|
4.57K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-12.3K- 10.35% |
$861K - $1.05M
|
107K
$7.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.9K+ 195.45% |
$1.39M - $1.69M
|
30.1K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-55.9K- 16.64% |
$3.91M - $4.75M
|
280K
$20.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
49.7K+ 5.18% |
$3.47M - $4.22M
|
1.01M
$74.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-125- 0.75% |
$8.74K - $10.6K
|
16.5K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-147- 2.14% |
$10.3K - $12.5K
|
6.72K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-790- 2.26% |
$55.2K - $67.1K
|
34.2K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 18.92% |
$140K - $170K
|
8.57K
$634K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 0.27% |
$1.05K - $1.27K
|
5.65K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 7.71% |
$444K - $539K
|
88.7K
$6.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-27.4K- 4.5% |
$1.91M - $2.33M
|
581K
$43M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
1.75K+ 1.32% |
$122K - $149K
|
134K
$9.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 13.33% |
$55.9K - $68K
|
5.2K
$385K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.56K- 6.31% |
$389K - $472K
|
82.5K
$6.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
101+ 0.38% |
$7.06K - $8.58K
|
26.8K
$1.98M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-749- 10.42% |
$52.4K - $63.6K
|
6.44K
$476K
|