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 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.67K- 0.73% |
$179K - $203K
|
362K
$28.1M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.15K- 18.56% |
$76.7K - $87.3K
|
5.03K
$390K
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
36+ 0.75% |
$2.41K - $2.74K
|
4.82K
$374K
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
142+ 0.9% |
$9.51K - $10.8K
|
16K
$1.24M
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
367+ 4.82% |
$24.6K - $28K
|
7.99K
$619K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
72+ 2.46% |
$4.82K - $5.48K
|
3K
$233K
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12+ 0.28% |
$804 - $914
|
4.37K
$339K
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
78+ 2.05% |
$5.22K - $5.94K
|
3.88K
$301K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.22K+ 36.88% |
$148K - $169K
|
8.23K
$638K
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-212- 5.94% |
$14.2K - $16.1K
|
3.36K
$260K
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
4.05K+ 5.26% |
$271K - $308K
|
81K
$6.28M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.79K+ 5.63% |
$455K - $517K
|
127K
$9.88M
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.02K+ 16.67% |
$68K - $77.4K
|
7.11K
$551K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-105- 1.11% |
$7.03K - $8K
|
9.38K
$727K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4+ 0.1% |
$268 - $305
|
4K
$310K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.29K- 17.7% |
$153K - $174K
|
10.6K
$826K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
495+ 0.98% |
$33.1K - $37.7K
|
50.9K
$3.94M
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-7.25K- 17.48% |
$485K - $552K
|
34.2K
$2.65M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
55+ 2.06% |
$3.68K - $4.19K
|
2.72K
$211K
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.05K- 51.98% |
$271K - $308K
|
3.74K
$290K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 0.56% |
$469 - $533
|
1.26K
$97.5K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 20.54% |
$1.54K - $1.75K
|
135
$10.5K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-245- 4.14% |
$16.4K - $18.7K
|
5.67K
$440K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.9K+ 97.94% |
$1.33M - $1.52M
|
40.3K
$3.12M
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
12.2K+ 1.57% |
$820K - $933K
|
792K
$61.4M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-111- 1.62% |
$7.43K - $8.45K
|
6.75K
$523K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$1.81K - $2.06K
|
4.45K
$345K
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
13.5K+ 26.48% |
$907K - $1.03M
|
64.7K
$5.02M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-450- 5.32% |
$30.1K - $34.3K
|
8.01K
$621K
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
539+ 0.48% |
$36.1K - $41.1K
|
112K
$8.72M
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.9KNew |
$194K - $221K
|
2.9K
$225K
|
|
Apr 10, 2025
Q1 2025
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
62.4KNew |
$4.18M - $4.76M
|
62.4K
$4.84M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.43K+ 52.86% |
$163K - $185K
|
7.02K
$544K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.21K+ 74.72% |
$215K - $244K
|
7.51K
$582K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
76+ 0.92% |
$5.09K - $5.79K
|
8.37K
$649K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
88.7K+ 12.41% |
$5.94M - $6.75M
|
803K
$62.3M
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
292+ 22.34% |
$19.6K - $22.2K
|
1.6K
$124K
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
33+ 1.17% |
$2.21K - $2.51K
|
2.85K
$221K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$67 - $76.2
|
5.3K
$411K
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
800+ 17.39% |
$53.6K - $60.9K
|
5.4K
$419K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.9K- 23.0% |
$127K - $145K
|
6.37K
$494K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.5K- 37.5% |
$1.98M - $2.25M
|
49.2K
$3.82M
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-49.4K- 50.49% |
$3.31M - $3.76M
|
48.5K
$3.76M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-330- 18.88% |
$22.1K - $25.1K
|
1.42K
$110K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-670- 3.8% |
$44.9K - $51K
|
16.9K
$1.31M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$67 - $76.2
|
3.3K
$255K
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.48K- 8.65% |
$166K - $188K
|
26.1K
$2.03M
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
350+ 16.2% |
$23.4K - $26.7K
|
2.51K
$195K
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
868+ 14.04% |
$58.1K - $66.1K
|
7.05K
$547K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-261- 2.86% |
$17.5K - $19.9K
|
8.87K
$688K
|