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 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.61K- 0.78% |
$175K - $199K
|
330K
$25.1M
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
780+ 13.94% |
$52.2K - $59.4K
|
6.37K
$486K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-391- 5.56% |
$26.2K - $29.8K
|
6.65K
$506K
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.84K- 2.55% |
$257K - $292K
|
147K
$11.2M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4New |
$268 - $305
|
4
$305
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
13.1KNew |
$878K - $998K
|
13.1K
$999K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-4.69K- 5.29% |
$314K - $357K
|
84K
$6.39M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4.27KNew |
$286K - $325K
|
4.27K
$325K
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
698+ 12.53% |
$46.7K - $53.2K
|
6.27K
$477K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
291New |
$19.5K - $22.2K
|
291
$22.2K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14+ 3.1% |
$937 - $1.07K
|
466
$35.5K
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10KNew |
$670K - $762K
|
10K
$762K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 8.68% |
$133K - $151K
|
20.9K
$1.59M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
23+ 0.52% |
$1.54K - $1.75K
|
4.48K
$341K
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-196- 5.82% |
$13.1K - $14.9K
|
3.17K
$242K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
6New |
$402 - $457
|
6
$457
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
700New |
$46.9K - $53.3K
|
700
$53.3K
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.78K+ 4.16% |
$253K - $288K
|
94.6K
$7.21M
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.9K+ 56.77% |
$261K - $297K
|
10.8K
$820K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.56K+ 56.96% |
$172K - $195K
|
7.06K
$538K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.66K+ 4.07% |
$513K - $583K
|
196K
$14.9M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.04K+ 18.79% |
$204K - $232K
|
19.2K
$1.46M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-66.5K- 7.06% |
$4.45M - $5.07M
|
875K
$66.7M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.8K- 7.85% |
$187K - $213K
|
32.8K
$2.5M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-949- 0.98% |
$63.5K - $72.3K
|
96.1K
$7.32M
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 16.14% |
$150K - $171K
|
11.7K
$890K
|
|
Apr 24, 2025
Q1 2025
|
Quaero Capital S.A.
|
SELL
|
- |
-4.79K- 9.67% |
$321K - $365K
|
44.8K
$3.41M
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 4.49% |
$110K - $126K
|
35.1K
$2.67M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
210+ 1.46% |
$14.1K - $16K
|
14.6K
$1.11M
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-346- 9.24% |
$23.2K - $26.4K
|
3.4K
$259K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
789+ 5.65% |
$52.8K - $60.1K
|
14.8K
$1.12M
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-845- 1.49% |
$56.6K - $64.4K
|
55.9K
$4.25M
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
27.1K+ 3.69% |
$1.81M - $2.06M
|
761K
$57.9M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.77K+ 6.98% |
$186K - $211K
|
42.5K
$3.24M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-402- 0.65% |
$26.9K - $30.6K
|
61.7K
$4.7M
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 25.68% |
$73.7K - $83.9K
|
3.19K
$243K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
14KNew |
$934K - $1.06M
|
14K
$1.06M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-188- 29.24% |
$12.6K - $14.3K
|
455
$34.7K
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
41K+ 113.89% |
$2.75M - $3.12M
|
77K
$5.87M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
221+ 20.54% |
$14.8K - $16.8K
|
1.3K
$98.8K
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
2+ 0.03% |
$134 - $152
|
6.09K
$464K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-833- 4.18% |
$55.8K - $63.4K
|
19.1K
$1.45M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
356K+ 18.98% |
$23.8M - $27.1M
|
2.23M
$170M
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-303- 8.71% |
$20.3K - $23.1K
|
3.18K
$242K
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
993+ 459.72% |
$66.5K - $75.6K
|
1.21K
$92.1K
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
104KNew |
$6.98M - $7.93M
|
104K
$7.94M
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-3.54K- 2.76% |
$237K - $269K
|
125K
$9.5M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.2K- 54.77% |
$616K - $701K
|
7.6K
$579K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.19K+ 10.18% |
$214K - $243K
|
34.6K
$2.63M
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
217+ 4.8% |
$14.5K - $16.5K
|
4.74K
$361K
|