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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-960- 12.03% |
$47.3K - $60.3K
|
7.02K
$506K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
309+ 1.34% |
$15.2K - $19.4K
|
23.3K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.84K+ 25.1% |
$140K - $178K
|
14.2K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5.37K+ 76.19% |
$265K - $337K
|
12.4K
$894K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
186+ 3.11% |
$9.17K - $11.7K
|
6.16K
$444K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-802- 16.24% |
$39.6K - $50.3K
|
4.14K
$298K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-26.5K- 99.62% |
$1.31M - $1.66M
|
100
$7.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-910- 15.41% |
$44.9K - $57.1K
|
4.99K
$360K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-295- 0.52% |
$14.5K - $18.5K
|
56.6K
$4.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.86KNew |
$240K - $305K
|
4.86K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.06K- 20.95% |
$52.2K - $66.5K
|
4K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.58K- 21.9% |
$78K - $99.3K
|
5.64K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.02K- 23.8% |
$99.6K - $127K
|
6.47K
$466K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.45KNew |
$170K - $216K
|
3.45K
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-171- 45.72% |
$8.43K - $10.7K
|
203
$14.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-253- 25.48% |
$12.5K - $15.9K
|
740
$53.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
72+ 0.87% |
$3.55K - $4.52K
|
8.37K
$603K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 45.48% |
$98.7K - $126K
|
2.4K
$173K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-80.7K- 8.3% |
$3.98M - $5.07M
|
892K
$64.2M
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.74KClosed |
$270K - $360K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 0.83% |
$2.57K - $3.42K
|
5.4K
$389K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
36.8MNew |
$2.1B - $2.79B
|
36.8M
$2.65B
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8KNew |
$457K - $607K
|
8K
$576K
|
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.02K+ 357.05% |
$515K - $685K
|
11.5K
$831K
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10KNew |
$571K - $759K
|
10K
$720K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-16.3K- 63.75% |
$931K - $1.24M
|
9.28K
$668K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$103K - $137K
|
1.8K
$130K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
6.76K+ 111.71% |
$386K - $513K
|
12.8K
$922K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
25+ 0.29% |
$1.43K - $1.9K
|
8.52K
$613K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 79.41% |
$1.54K - $2.05K
|
7
$504
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
39New |
$2.23K - $2.96K
|
39
$2.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.79K- 2.1% |
$159K - $212K
|
130K
$9.35M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
75+ 15.53% |
$4.28K - $5.69K
|
558
$40.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66+ 3.83% |
$3.77K - $5.01K
|
1.79K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14.4K- 31.59% |
$825K - $1.1M
|
31.3K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-570- 5.1% |
$32.5K - $43.3K
|
10.6K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
92.8KNew |
$5.3M - $7.04M
|
92.8K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
33.6K+ 855.43% |
$1.92M - $2.55M
|
37.5K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
25K+ 151.52% |
$1.43M - $1.9M
|
41.5K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-42.3K- 16.43% |
$2.41M - $3.21M
|
215K
$15.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.53K- 36.9% |
$201K - $268K
|
6.03K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.13K- 12.5% |
$179K - $238K
|
21.9K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-251- 3.23% |
$14.3K - $19.1K
|
7.51K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 9.86% |
$148K - $197K
|
28.9K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.97K- 47.4% |
$227K - $302K
|
4.41K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$11.4M - $15.2M
|
200K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 0.53% |
$11.4K - $15.2K
|
37.2K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
41.6K+ 8.87% |
$2.37M - $3.16M
|
510K
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
15.9KNew |
$906K - $1.21M
|
15.9K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
20+ 0.19% |
$1.14K - $1.52K
|
10.4K
$752K
|
|