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 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-7.75K- 5.9% |
$542K - $659K
|
124K
$9.15M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-462- 0.2% |
$32.3K - $39.3K
|
230K
$17M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-940- 0.22% |
$65.7K - $79.9K
|
433K
$32M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.91K+ 514.32% |
$274K - $333K
|
4.68K
$346K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.75KNew |
$542K - $659K
|
7.75K
$573K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
2.01K+ 10.1% |
$140K - $170K
|
21.9K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 0.1% |
$2.17K - $2.63K
|
31.3K
$2.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
140+ 184.21% |
$9.79K - $11.9K
|
216
$16K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
419+ 0.93% |
$29.3K - $35.6K
|
45.4K
$3.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-250- 0.8% |
$17.5K - $21.2K
|
30.9K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
145+ 1.84% |
$10.1K - $12.3K
|
8.01K
$593K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
106+ 0.26% |
$7.41K - $9.01K
|
40.7K
$3.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.09K- 11.35% |
$76.4K - $92.9K
|
8.53K
$631K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.39K+ 2.34% |
$656K - $798K
|
411K
$30.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-200- 1.99% |
$14K - $17K
|
9.87K
$730K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-556- 7.55% |
$38.9K - $47.2K
|
6.81K
$504K
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-10.9K- 8.92% |
$760K - $924K
|
111K
$8.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
105+ 2.64% |
$7.34K - $8.92K
|
4.08K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
671+ 17.38% |
$46.9K - $57K
|
4.53K
$335K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.97K- 1.81% |
$138K - $167K
|
107K
$7.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.45KNew |
$171K - $208K
|
2.45K
$181K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-356- 0.67% |
$24.9K - $30.2K
|
52.8K
$3.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
530+ 2.95% |
$37K - $45K
|
18.5K
$1.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-270- 0.96% |
$18.9K - $22.9K
|
27.9K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-124- 1.1% |
$8.67K - $10.5K
|
11.1K
$823K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-170- 1.67% |
$11.9K - $14.4K
|
10K
$742K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
9.51K+ 4.19% |
$665K - $808K
|
237K
$17.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.12K- 1.76% |
$78.4K - $95.3K
|
62.4K
$4.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-96- 2.27% |
$6.71K - $8.16K
|
4.14K
$306K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 4.43% |
$14K - $17K
|
4.71K
$349K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.87K+ 12.03% |
$410K - $498K
|
54.6K
$4.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
386+ 3.2% |
$27K - $32.8K
|
12.4K
$920K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-275- 1.68% |
$19.2K - $23.4K
|
16.1K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-534- 12.88% |
$37.3K - $45.4K
|
3.61K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-25.5K- 90.05% |
$1.78M - $2.17M
|
2.82K
$208K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
10+ 0.19% |
$699 - $850
|
5.22K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.34% |
$1.12K - $1.36K
|
4.74K
$351K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.82K- 9.32% |
$197K - $240K
|
27.5K
$2.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.11KNew |
$287K - $349K
|
4.11K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
89.7K+ 72930.08% |
$6.27M - $7.62M
|
89.8K
$6.65M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-335- 3.47% |
$23.4K - $28.5K
|
9.32K
$690K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
25+ 0.56% |
$1.75K - $2.12K
|
4.45K
$329K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
373+ 1.22% |
$26.1K - $31.7K
|
30.9K
$2.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-853- 0.48% |
$59.6K - $72.5K
|
176K
$13M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-500- 6.29% |
$35K - $42.5K
|
7.45K
$551K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.42KNew |
$169K - $206K
|
2.42K
$179K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-143- 1.25% |
$10K - $12.2K
|
11.3K
$834K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
310+ 7.54% |
$21.7K - $26.3K
|
4.42K
$327K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-30- 0.8% |
$2.1K - $2.55K
|
3.73K
$276K
|