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 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-572- 2.17% |
$36.7K - $42.9K
|
25.7K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
607+ 9.94% |
$38.9K - $45.5K
|
6.72K
$505K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-224- 4.14% |
$14.4K - $16.8K
|
5.19K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
893+ 3.91% |
$57.3K - $67K
|
23.7K
$1.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.33K+ 2.17% |
$342K - $400K
|
251K
$18.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-3.69K- 3.69% |
$237K - $277K
|
96.3K
$7.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-54- 1.65% |
$3.46K - $4.05K
|
3.22K
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
811+ 0.14% |
$52K - $60.8K
|
589K
$44.3M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 2.06% |
$25.6K - $30K
|
19.1K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.93K+ 31.61% |
$380K - $445K
|
24.7K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.65K+ 27.39% |
$106K - $124K
|
7.67K
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-34- 2.53% |
$2.18K - $2.55K
|
1.31K
$98.5K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-16.2K- 27.29% |
$1.04M - $1.21M
|
43.1K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8- 0.12% |
$513 - $600
|
6.52K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-172- 2.31% |
$11K - $12.9K
|
7.27K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-42- 0.37% |
$2.69K - $3.15K
|
11.2K
$839K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-251- 6.96% |
$16.1K - $18.8K
|
3.36K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.59K+ 1.93% |
$102K - $120K
|
84.2K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
299+ 4.71% |
$19.2K - $22.4K
|
6.65K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.81K- 56.39% |
$180K - $211K
|
2.17K
$163K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-71- 0.94% |
$4.55K - $5.33K
|
7.48K
$562K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-82- 2.1% |
$5.26K - $6.15K
|
3.82K
$287K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
4.51KNew |
$289K - $338K
|
4.51K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.1K- 13.73% |
$135K - $158K
|
13.2K
$993K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
4.48K+ 3.73% |
$287K - $336K
|
125K
$9.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.44K- 16.68% |
$157K - $183K
|
12.2K
$917K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
192+ 2.42% |
$12.3K - $14.4K
|
8.11K
$610K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.16K- 3.09% |
$74.2K - $86.8K
|
36.3K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.82K+ 18.33% |
$117K - $136K
|
11.7K
$882K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-762K- 78.17% |
$48.9M - $57.1M
|
213K
$16M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
181+ 0.69% |
$11.6K - $13.6K
|
26.6K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
173+ 0.21% |
$11.1K - $13K
|
82.3K
$6.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-70K- 14.14% |
$4.49M - $5.25M
|
425K
$32M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.34% |
$833 - $975
|
3.86K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
460+ 5.53% |
$29.5K - $34.5K
|
8.77K
$660K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
742+ 5.33% |
$47.6K - $55.7K
|
14.7K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.3K+ 1.37% |
$83.5K - $97.7K
|
96.2K
$7.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
479+ 0.88% |
$30.7K - $35.9K
|
54.9K
$4.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-4- 0.03% |
$256 - $300
|
13.7K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
145+ 2.52% |
$9.3K - $10.9K
|
5.9K
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 2.29% |
$6.41K - $7.5K
|
4.46K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-900- 13.59% |
$57.7K - $67.5K
|
5.72K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
3.24K+ 8.84% |
$208K - $243K
|
39.9K
$3M
|
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-102- 2.71% |
$6.54K - $7.65K
|
3.66K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.24K- 4.68% |
$79.8K - $93.3K
|
25.3K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
80.2KNew |
$5.14M - $6.01M
|
80.2K
$6.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
775+ 2.79% |
$49.7K - $58.1K
|
28.6K
$2.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-15K- 3.02% |
$960K - $1.12M
|
482K
$36.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
75+ 0.59% |
$4.81K - $5.63K
|
12.7K
$954K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.39K- 2.43% |
$88.9K - $104K
|
55.7K
$4.19M
|