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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
852K+ 14.3% |
$59.5M - $72.4M
|
6.81M
$519M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$184K - $224K
|
2.63K
$201K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-450- 4.21% |
$31.5K - $38.2K
|
10.2K
$780K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
335K+ 13.34% |
$23.4M - $28.4M
|
2.84M
$216M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
300New |
$21K - $25.5K
|
300
$22.9K
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.88KNew |
$201K - $244K
|
2.88K
$219K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
810+ 20.9% |
$56.6K - $68.8K
|
4.69K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
2.81KNew |
$196K - $239K
|
2.81K
$214K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-77- 2.71% |
$5.38K - $6.54K
|
2.76K
$210K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
200New |
$14K - $17K
|
200
$15.2K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.57KNew |
$179K - $218K
|
2.57K
$195K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.15% |
$280 - $340
|
2.73K
$208K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
6.6K+ 126.92% |
$461K - $561K
|
11.8K
$899K
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$168K - $205K
|
2.41K
$183K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.7KNew |
$189K - $229K
|
2.7K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.3K- 30.23% |
$90.9K - $110K
|
3K
$229K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.99KNew |
$279K - $339K
|
3.99K
$304K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.71KNew |
$189K - $230K
|
2.71K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.29% |
$69.9 - $85
|
344
$26.2K
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-331- 6.89% |
$23.1K - $28.1K
|
4.47K
$341K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.33% |
$140 - $170
|
603
$45.9K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-139- 2.44% |
$9.72K - $11.8K
|
5.56K
$423K
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.68KNew |
$187K - $227K
|
2.68K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.57KNew |
$320K - $388K
|
4.57K
$348K
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 13.33% |
$55.9K - $68K
|
5.2K
$396K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-305- 1.44% |
$21.3K - $25.9K
|
20.9K
$1.59M
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
6.14KNew |
$429K - $521K
|
6.14K
$467K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 1.33% |
$3.5K - $4.25K
|
3.72K
$283K
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-10K- 66.67% |
$699K - $850K
|
5K
$381K
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8- 0.15% |
$559 - $680
|
5.41K
$412K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
732New |
$51.2K - $62.2K
|
732
$55.8K
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-485- 2.32% |
$33.9K - $41.2K
|
20.4K
$1.56M
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.38KNew |
$166K - $202K
|
2.38K
$181K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.69KNew |
$188K - $229K
|
2.69K
$205K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 3.23% |
$6.71K - $8.16K
|
3.07K
$234K
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$183K
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.78KNew |
$194K - $236K
|
2.78K
$212K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18+ 1.8% |
$1.26K - $1.53K
|
1.02K
$77.5K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$166K - $201K
|
2.37K
$180K
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
90.9KNew |
$6.35M - $7.72M
|
90.9K
$6.92M
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-25K- 18.52% |
$1.75M - $2.12M
|
110K
$8.38M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-160- 3.22% |
$11.2K - $13.6K
|
4.81K
$366K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
861+ 6.34% |
$60.2K - $73.2K
|
14.4K
$1.1M
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 2.73% |
$69.9K - $85K
|
35.6K
$2.71M
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.17% |
$9.09K - $11K
|
2.99K
$228K
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.37KNew |
$166K - $202K
|
2.37K
$181K
|
|
Q2 2024 | |||||||
May 08, 2025
Q2 2024
|
Pacific Capital Partners LTD
London, |
SELL
|
- |
-30KClosed |
$1.85M - $2.4M
|
0
$0
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
71.4KNew |
$4.41M - $5.71M
|
71.4K
$5.44M
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
76.2K+ 396.69% |
$4.7M - $6.1M
|
95.4K
$7.27M
|