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 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
818+ 2.64% |
$54.8K - $62.3K
|
31.8K
$2.46M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.1K+ 7.01% |
$73.5K - $83.6K
|
16.8K
$1.3M
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
275+ 1.51% |
$18.4K - $20.9K
|
18.5K
$1.44M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
406+ 5.98% |
$27.2K - $30.9K
|
7.19K
$558K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 0.84% |
$2.61K - $2.97K
|
4.71K
$365K
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1K- 6.14% |
$67K - $76.2K
|
15.3K
$1.19M
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
39.7K+ 129.07% |
$2.66M - $3.03M
|
70.5K
$5.47M
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
10+ 0.08% |
$670 - $762
|
12.2K
$944K
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
13.6K+ 8.34% |
$911K - $1.04M
|
177K
$13.7M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.17K- 18.07% |
$78.1K - $88.9K
|
5.29K
$410K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
63.2K+ 911.82% |
$4.23M - $4.81M
|
70.1K
$5.44M
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-11.1K- 57.06% |
$746K - $848K
|
8.39K
$650K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-42.4K- 56.5% |
$2.84M - $3.23M
|
32.7K
$2.53M
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
29+ 0.52% |
$1.94K - $2.21K
|
5.57K
$432K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-135- 0.13% |
$9.04K - $10.3K
|
106K
$8.24M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.45K+ 2.8% |
$96.8K - $110K
|
53K
$4.11M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-334K- 91.73% |
$22.4M - $25.4M
|
30.1K
$2.34M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.95K+ 0.74% |
$131K - $149K
|
265K
$20.6M
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-442- 0.76% |
$29.6K - $33.7K
|
57.9K
$4.49M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-911- 15.3% |
$61K - $69.4K
|
5.04K
$391K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
26.9KNew |
$1.8M - $2.05M
|
26.9K
$2.09M
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-682- 19.71% |
$45.7K - $51.9K
|
2.78K
$215K
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.2K- 7.67% |
$80.6K - $91.6K
|
14.5K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-43.7K- 27.51% |
$2.93M - $3.33M
|
115K
$8.94M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-3.31K- 0.8% |
$222K - $252K
|
409K
$31.7M
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.59K+ 8.3% |
$173K - $197K
|
33.8K
$2.62M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-30- 0.68% |
$2.01K - $2.28K
|
4.38K
$340K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-10- 11.11% |
$670 - $762
|
80
$6.2K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 2.09% |
$4.29K - $4.87K
|
3.12K
$242K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.68K+ 16.23% |
$112K - $128K
|
12K
$931K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
213+ 4.18% |
$14.3K - $16.2K
|
5.3K
$411K
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$244K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.93KNew |
$196K - $223K
|
2.93K
$227K
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1K- 3.26% |
$67.1K - $76.3K
|
29.8K
$2.31M
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-29- 0.41% |
$1.94K - $2.21K
|
7.04K
$546K
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-964- 12.11% |
$64.5K - $73.4K
|
7K
$542K
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-41.5K- 10.62% |
$2.78M - $3.16M
|
349K
$27.1M
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-156- 2.86% |
$10.4K - $11.9K
|
5.3K
$411K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
182+ 3.75% |
$12.2K - $13.9K
|
5.04K
$390K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
299+ 1.27% |
$20K - $22.8K
|
23.9K
$1.85M
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-50- 7.16% |
$3.35K - $3.81K
|
648
$50.2K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8K- 11.68% |
$535K - $609K
|
60.4K
$4.69M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.3K- 64.3% |
$355K - $404K
|
2.94K
$228K
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-36- 0.17% |
$2.41K - $2.74K
|
21.3K
$1.65M
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.09K+ 1.06% |
$207K - $236K
|
295K
$22.8M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
185+ 1.27% |
$12.4K - $14.1K
|
14.7K
$1.14M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
65+ 0.31% |
$4.35K - $4.95K
|
20.9K
$1.62M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
660+ 750.0% |
$44.2K - $50.3K
|
748
$58K
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-7.57K- 58.45% |
$507K - $576K
|
5.38K
$417K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
857+ 2.07% |
$57.4K - $65.3K
|
42.2K
$3.28M
|