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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-150- 2.96% |
$9.62K - $11.3K
|
4.92K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
8.46K+ 13.17% |
$542K - $634K
|
72.7K
$5.46M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-125- 0.49% |
$8.01K - $9.38K
|
25.6K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
50+ 0.73% |
$3.21K - $3.75K
|
6.9K
$519K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
12.4K+ 12.38% |
$796K - $931K
|
113K
$8.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.3% |
$769 - $900
|
4.06K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
101+ 1.77% |
$6.48K - $7.58K
|
5.81K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.16K+ 5.52% |
$331K - $387K
|
98.7K
$7.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
521+ 3.3% |
$33.4K - $39.1K
|
16.3K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
140+ 2.25% |
$8.98K - $10.5K
|
6.35K
$477K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5+ 0.16% |
$321 - $375
|
3.2K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
770+ 3.24% |
$49.4K - $57.8K
|
24.5K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
517+ 7.53% |
$33.1K - $38.8K
|
7.38K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.1K- 41.79% |
$455K - $532K
|
9.89K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.73K- 21.65% |
$175K - $205K
|
9.88K
$743K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.9K- 8.57% |
$570K - $667K
|
94.9K
$7.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.18K+ 13.35% |
$268K - $313K
|
35.4K
$2.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.15% |
$1.6K - $1.88K
|
16.1K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-100- 1.25% |
$6.41K - $7.5K
|
7.92K
$596K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 2.63% |
$115K - $134K
|
70K
$5.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-27- 0.23% |
$1.73K - $2.03K
|
11.8K
$890K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.3% |
$1.15K - $1.35K
|
5.95K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
140KNew |
$8.99M - $10.5M
|
140K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-15- 0.28% |
$962 - $1.13K
|
5.34K
$401K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
68+ 0.6% |
$4.36K - $5.1K
|
11.4K
$858K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-149- 40.49% |
$9.55K - $11.2K
|
219
$16.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.1K+ 6.96% |
$583K - $682K
|
140K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.06K+ 15.41% |
$517K - $604K
|
60.3K
$4.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-894- 1.48% |
$57.3K - $67.1K
|
59.7K
$4.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.86% |
$641 - $750
|
340
$25.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-841- 4.79% |
$53.9K - $63.1K
|
16.7K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
328+ 9.39% |
$21K - $24.6K
|
3.82K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-43- 11.91% |
$2.76K - $3.23K
|
318
$23.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.75KNew |
$176K - $206K
|
2.75K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
393+ 3.79% |
$25.2K - $29.5K
|
10.8K
$810K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-13- 0.41% |
$833 - $975
|
3.19K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.35K+ 17.5% |
$279K - $326K
|
29.2K
$2.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.7K+ 13.55% |
$301K - $352K
|
39.4K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9+ 4.39% |
$577 - $675
|
214
$16.1K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
169+ 1.4% |
$10.8K - $12.7K
|
12.2K
$919K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-135- 20.55% |
$8.65K - $10.1K
|
522
$39.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
616+ 10.33% |
$39.5K - $46.2K
|
6.58K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-44.6K- 47.24% |
$2.86M - $3.35M
|
49.9K
$3.75M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
87.6K+ 856.76% |
$5.61M - $6.57M
|
97.8K
$7.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6- 0.09% |
$385 - $450
|
6.96K
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-93- 2.01% |
$5.96K - $6.98K
|
4.54K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11+ 0.08% |
$705 - $825
|
13.8K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-31- 0.43% |
$1.99K - $2.33K
|
7.15K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
71+ 0.52% |
$4.55K - $5.33K
|
13.6K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-404- 1.34% |
$25.9K - $30.3K
|
29.8K
$2.24M
|