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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
238+ 3.91% |
$11.7K - $14.9K
|
6.32K
$455K
|
|
|
Feb 08, 2024
Q4 2023
|
Cincinnati Insurance CO
|
BUY
|
- |
57K+ 13.13% |
$2.81M - $3.58M
|
491K
$35.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Cincinnati Specialty Underwriters Insurance CO
|
BUY
|
- |
50KNew |
$2.47M - $3.14M
|
50K
$3.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-65- 0.78% |
$3.21K - $4.08K
|
8.23K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-63.9K- 24.01% |
$3.15M - $4.01M
|
202K
$14.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
916New |
$45.2K - $57.5K
|
916
$65.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
8KNew |
$395K - $502K
|
8K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22.3K- 98.58% |
$1.1M - $1.4M
|
320
$23K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.88K+ 1538.22% |
$290K - $369K
|
6.26K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$132K - $168K
|
2.67K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.8KNew |
$632K - $805K
|
12.8K
$923K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
8.33KNew |
$411K - $523K
|
8.33K
$599K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
30.2K+ 116.2% |
$1.49M - $1.9M
|
56.3K
$4.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10+ 0.17% |
$493 - $628
|
5.88K
$424K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410+ 315.38% |
$20.2K - $25.7K
|
540
$38.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-377- 0.83% |
$18.6K - $23.7K
|
45.1K
$3.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-155- 1.03% |
$7.64K - $9.73K
|
14.9K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-107- 2.13% |
$5.28K - $6.72K
|
4.92K
$354K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-68- 85.0% |
$3.35K - $4.27K
|
12
$864
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.19K- 20.64% |
$108K - $137K
|
8.4K
$605K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.12KNew |
$252K - $321K
|
5.12K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
37.9K+ 232.63% |
$1.87M - $2.38M
|
54.2K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-182- 3.39% |
$8.98K - $11.4K
|
5.19K
$374K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-32- 3.83% |
$1.58K - $2.01K
|
804
$57.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-480- 4.45% |
$23.7K - $30.1K
|
10.3K
$741K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-78- 27.27% |
$3.85K - $4.9K
|
208
$15K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-345- 6.95% |
$17K - $21.7K
|
4.62K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.26KNew |
$62.2K - $79.2K
|
1.26K
$90.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
533+ 1.28% |
$26.3K - $33.5K
|
42.3K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-349- 3.35% |
$17.2K - $21.9K
|
10.1K
$725K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$181K - $230K
|
3.66K
$263K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 4.69% |
$9.86K - $12.6K
|
4.06K
$292K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
600New |
$29.6K - $37.7K
|
600
$43.2K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
481+ 13.31% |
$23.7K - $30.2K
|
4.09K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.9% |
$1.73K - $2.2K
|
3.85K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-282- 28.83% |
$13.9K - $17.7K
|
696
$50.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
3.43KNew |
$169K - $215K
|
3.43K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$86.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-283K- 15.13% |
$14M - $17.8M
|
1.59M
$114M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2K- 32.28% |
$98.6K - $126K
|
4.2K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
504+ 10.5% |
$24.9K - $31.6K
|
5.3K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-864- 11.11% |
$42.6K - $54.2K
|
6.91K
$498K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 52.54% |
$583K - $741K
|
10.7K
$768K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 2.76% |
$7.84K - $9.98K
|
5.61K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-7.89K- 43.17% |
$389K - $495K
|
10.4K
$747K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
500+ 9.93% |
$24.7K - $31.4K
|
5.54K
$398K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-122- 7.49% |
$6.02K - $7.66K
|
1.51K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.88K- 15.31% |
$92.8K - $118K
|
10.4K
$749K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-13.3K- 39.25% |
$658K - $838K
|
20.7K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.58K+ 19.35% |
$275K - $351K
|
34.4K
$2.48M
|