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 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
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.05K+ 0.91% |
$70.3K - $80K
|
116K
$9.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-276- 2.54% |
$18.5K - $21K
|
10.6K
$822K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
419+ 2.09% |
$28.1K - $31.9K
|
20.4K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.03K+ 13.02% |
$538K - $611K
|
69.7K
$5.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
400+ 1.93% |
$26.8K - $30.5K
|
21.2K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30+ 0.68% |
$2.01K - $2.28K
|
4.46K
$346K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-7.08K- 3.98% |
$474K - $539K
|
171K
$13.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
133+ 1.4% |
$8.91K - $10.1K
|
9.66K
$749K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
303+ 3.38% |
$20.3K - $23.1K
|
9.27K
$718K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.3K+ 332.07% |
$691K - $786K
|
13.4K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200+ 215.05% |
$13.4K - $15.2K
|
293
$22.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
32.5K+ 4.06% |
$2.18M - $2.48M
|
835K
$64.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-184- 6.71% |
$12.3K - $14K
|
2.56K
$198K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.57K+ 34.71% |
$105K - $119K
|
6.08K
$471K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6K- 92.31% |
$402K - $457K
|
500
$38.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-146- 1.73% |
$9.78K - $11.1K
|
8.27K
$642K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.19K- 24.33% |
$79.5K - $90.5K
|
3.69K
$286K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
723+ 4.84% |
$48.4K - $55.1K
|
15.7K
$1.21M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-238K- 1.55% |
$16.6M - $20.3M
|
15.1M
$1.17B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
42+ 0.87% |
$2.93K - $3.59K
|
4.85K
$376K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
11.3KNew |
$789K - $966K
|
11.3K
$877K
|
|
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
561KNew |
$39.1M - $47.9M
|
561K
$43.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 21.17% |
$7.9M - $9.68M
|
648K
$50.3M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
28K+ 25.56% |
$1.95M - $2.39M
|
137K
$10.7M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
67.1K+ 1.81% |
$4.68M - $5.73M
|
3.77M
$292M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
21.2K+ 2.17% |
$1.48M - $1.81M
|
999K
$77.4M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
6.16KNew |
$430K - $526K
|
6.16K
$477K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
218+ 3.3% |
$15.2K - $18.6K
|
6.82K
$529K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.28KNew |
$508K - $622K
|
7.28K
$564K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
80+ 0.14% |
$5.58K - $6.83K
|
57.3K
$4.44M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$1.55K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
113New |
$7.88K - $9.65K
|
113
$8.76K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$753K - $922K
|
10.8K
$837K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.24KNew |
$156K - $191K
|
2.24K
$174K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
208+ 2.44% |
$14.5K - $17.8K
|
8.72K
$676K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
357+ 10.66% |
$24.9K - $30.5K
|
3.71K
$287K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
25KNew |
$1.74M - $2.14M
|
25K
$1.94M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.45K- 43.66% |
$171K - $209K
|
3.16K
$245K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
895New |
$62.4K - $76.5K
|
895
$69.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
504New |
$35.2K - $43.1K
|
504
$39.1K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
4.02K+ 7.45% |
$280K - $343K
|
58K
$4.5M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
30New |
$2.09K - $2.56K
|
30
$2.33K
|
|