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 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.66K+ 2.13% |
$395K - $439K
|
272K
$23.3M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.41K- 1.76% |
$168K - $187K
|
135K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-675- 4.76% |
$47.1K - $52.3K
|
13.5K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-1K- 7.91% |
$69.8K - $77.5K
|
11.6K
$998K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-285- 1.9% |
$19.9K - $22.1K
|
14.7K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
65+ 3.25% |
$4.54K - $5.04K
|
2.07K
$177K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-213- 2.12% |
$14.9K - $16.5K
|
9.86K
$845K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
558+ 10.03% |
$38.9K - $43.3K
|
6.12K
$525K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
75+ 0.55% |
$5.23K - $5.82K
|
13.7K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.19K- 14.82% |
$362K - $403K
|
29.8K
$2.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 35.64% |
$1.74M - $1.93M
|
94.7K
$8.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
70+ 2.0% |
$4.88K - $5.43K
|
3.57K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10.4K+ 2.68% |
$729K - $810K
|
400K
$34.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-8.34K- 7.79% |
$582K - $647K
|
98.7K
$8.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.8K- 3.31% |
$823K - $915K
|
345K
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-3- 0.05% |
$209 - $233
|
5.5K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
20K+ 2.35% |
$1.39M - $1.55M
|
871K
$74.7M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.51K- 6.45% |
$105K - $117K
|
21.8K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
2.31K+ 3.51% |
$161K - $179K
|
67.9K
$5.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.33K+ 12.67% |
$163K - $181K
|
20.7K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-151- 3.08% |
$10.5K - $11.7K
|
4.75K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
709+ 6.79% |
$49.5K - $55K
|
11.2K
$957K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62+ 1.34% |
$4.33K - $4.81K
|
4.68K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-981- 1.51% |
$68.4K - $76.1K
|
63.9K
$5.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
194+ 66.21% |
$13.5K - $15K
|
487
$41.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-421- 5.9% |
$29.4K - $32.6K
|
6.71K
$575K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.2K+ 1.98% |
$714K - $794K
|
529K
$45.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-210- 3.53% |
$14.7K - $16.3K
|
5.74K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.49K- 22.42% |
$104K - $116K
|
5.16K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
365+ 4.63% |
$25.5K - $28.3K
|
8.24K
$707K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
50+ 1.55% |
$3.49K - $3.88K
|
3.28K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-1.29K- 12.09% |
$89.7K - $99.7K
|
9.35K
$802K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.05K- 37.13% |
$282K - $314K
|
6.86K
$588K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
64+ 0.48% |
$4.47K - $4.96K
|
13.5K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.08% |
$488 - $543
|
8.6K
$737K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
4.6KNew |
$321K - $357K
|
4.6K
$394K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
237+ 108.22% |
$16.5K - $18.4K
|
456
$39.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-132- 0.72% |
$9.21K - $10.2K
|
18.2K
$1.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
260+ 2.51% |
$18.1K - $20.2K
|
10.6K
$911K
|
|
|
Oct 10, 2025
Q3 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
8.97K+ 12.75% |
$625K - $695K
|
79.3K
$6.8M
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
12+ 0.31% |
$837 - $930
|
3.89K
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-30K- 7.06% |
$2.09M - $2.33M
|
395K
$33.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.36K- 1.15% |
$165K - $183K
|
203K
$17.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.25K- 1.93% |
$506K - $562K
|
368K
$31.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
17+ 0.18% |
$1.19K - $1.32K
|
9.32K
$799K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.85K- 6.97% |
$129K - $143K
|
24.7K
$2.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-170- 3.31% |
$11.9K - $13.2K
|
4.96K
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
SELL
|
- |
-24- 0.43% |
$1.67K - $1.86K
|
5.6K
$480K
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
19+ 0.23% |
$1.33K - $1.47K
|
8.43K
$723K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13.3K- 37.01% |
$927K - $1.03M
|
22.6K
$1.94M
|
|