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 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
150+ 4.07% |
$10.5K - $12.7K
|
3.84K
$284K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-183- 10.33% |
$12.8K - $15.5K
|
1.59K
$118K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-252- 0.66% |
$17.6K - $21.4K
|
38.1K
$2.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
474+ 15.96% |
$33.1K - $40.3K
|
3.44K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
38.3K+ 158.23% |
$2.67M - $3.25M
|
62.5K
$4.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.28K+ 1969.23% |
$89.5K - $109K
|
1.35K
$99.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.34K- 14.71% |
$233K - $283K
|
19.3K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.86KNew |
$200K - $243K
|
2.86K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
783+ 3.64% |
$54.7K - $66.5K
|
22.3K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-491- 0.59% |
$34.3K - $41.7K
|
82.7K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-870- 2.63% |
$60.8K - $73.9K
|
32.2K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-315- 8.32% |
$22K - $26.8K
|
3.47K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 0.5% |
$1.33K - $1.61K
|
3.81K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-197- 0.71% |
$13.8K - $16.7K
|
27.6K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.97K+ 15.43% |
$138K - $167K
|
14.7K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-996- 9.86% |
$69.6K - $84.6K
|
9.11K
$674K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-3.23K- 1.22% |
$226K - $274K
|
262K
$19.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 1.33% |
$3.5K - $4.25K
|
3.72K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.85K+ 12.37% |
$129K - $157K
|
16.8K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 1.4% |
$74K - $90K
|
76.8K
$5.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 73.72% |
$88.4K - $107K
|
451
$33.4K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.47K+ 2.95% |
$103K - $125K
|
51.3K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
11.8KNew |
$823K - $1M
|
11.8K
$871K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-12.6K- 3.87% |
$878K - $1.07M
|
312K
$23.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-894- 5.47% |
$62.5K - $76K
|
15.4K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 2.68% |
$81K - $98.5K
|
42K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27New |
$1.89K - $2.29K
|
27
$2K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-204- 2.84% |
$14.3K - $17.3K
|
6.98K
$516K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3.58KNew |
$250K - $304K
|
3.58K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-650- 5.72% |
$45.4K - $55.2K
|
10.7K
$792K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-10K- 66.67% |
$699K - $850K
|
5K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.15KNew |
$220K - $268K
|
3.15K
$233K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
714+ 86.44% |
$49.9K - $60.7K
|
1.54K
$114K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
36.7K+ 635.71% |
$2.57M - $3.12M
|
42.5K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
3.8KNew |
$266K - $323K
|
3.8K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
872+ 8.03% |
$61K - $74.1K
|
11.7K
$868K
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.35K- 0.59% |
$94K - $114K
|
226K
$16.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
30+ 0.59% |
$2.1K - $2.55K
|
5.15K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-32- 0.33% |
$2.24K - $2.72K
|
9.54K
$706K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.69K- 4.48% |
$328K - $399K
|
100K
$7.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.71KNew |
$329K - $400K
|
4.71K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8- 0.15% |
$559 - $680
|
5.41K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
656+ 3.1% |
$45.9K - $55.7K
|
21.8K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
732New |
$51.2K - $62.2K
|
732
$54.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-19.1K- 2.96% |
$1.33M - $1.62M
|
625K
$46.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
682+ 1.21% |
$47.7K - $57.9K
|
57.1K
$4.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-485- 2.32% |
$33.9K - $41.2K
|
20.4K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
290+ 4.37% |
$20.3K - $24.6K
|
6.92K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
644+ 5.23% |
$45K - $54.7K
|
13K
$958K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-74- 1.07% |
$5.17K - $6.29K
|
6.81K
$504K
|