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 30, 2023
Q3 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
58.9KNew |
$3.36M - $4.47M
|
58.9K
$4.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-16- 1.1% |
$913 - $1.21K
|
1.43K
$102K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-8.73K- 13.99% |
$498K - $663K
|
53.7K
$3.82M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.62KNew |
$207K - $275K
|
3.62K
$258K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-378- 4.04% |
$21.6K - $28.7K
|
8.98K
$640K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
477+ 4.15% |
$27.2K - $36.2K
|
12K
$853K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
203+ 0.64% |
$11.6K - $15.4K
|
31.9K
$2.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-21.1K- 16.79% |
$1.21M - $1.6M
|
105K
$7.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-145- 4.79% |
$8.28K - $11K
|
2.88K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
40+ 0.92% |
$2.28K - $3.04K
|
4.4K
$313K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
665New |
$38K - $50.5K
|
665
$47.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-148- 2.07% |
$8.45K - $11.2K
|
6.99K
$498K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
11.8K+ 46.13% |
$672K - $894K
|
37.3K
$2.66M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.1K- 17.0% |
$860K - $1.14M
|
73.6K
$5.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 1.34% |
$856 - $1.14K
|
1.13K
$80.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-4.17K- 14.81% |
$238K - $316K
|
24K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-375- 5.08% |
$21.4K - $28.5K
|
7.01K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-316- 0.62% |
$18K - $24K
|
50.8K
$3.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-40.9K- 30.67% |
$2.33M - $3.1M
|
92.4K
$6.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-14K- 72.53% |
$799K - $1.06M
|
5.3K
$378K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-275- 2.92% |
$15.7K - $20.9K
|
9.14K
$651K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
35.9K+ 15.99% |
$2.05M - $2.73M
|
261K
$18.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3.94KNew |
$225K - $299K
|
3.94K
$281K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
83+ 0.52% |
$4.74K - $6.3K
|
16.1K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.42K+ 19.01% |
$252K - $335K
|
27.6K
$1.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
56+ 0.26% |
$3.2K - $4.25K
|
21.7K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-2.47K- 39.43% |
$141K - $187K
|
3.79K
$270K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
293+ 0.68% |
$16.7K - $22.2K
|
43.3K
$3.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-4.32K- 31.43% |
$247K - $328K
|
9.43K
$672K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
42.1KNew |
$2.4M - $3.19M
|
42.1K
$3M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.07KNew |
$290K - $385K
|
5.07K
$361K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1KNew |
$57.1K - $75.9K
|
1K
$71.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
22.1K+ 4.99% |
$1.26M - $1.67M
|
464K
$33M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-8.45K- 25.36% |
$482K - $641K
|
24.9K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.85K - $3.8K
|
50
$3.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$1.14K - $1.52K
|
20
$1.42K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
64New |
$3.65K - $4.86K
|
64
$4.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 14.26% |
$1.16M - $1.54M
|
162K
$11.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
136New |
$7.76K - $10.3K
|
136
$9.69K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.21K+ 36.43% |
$69.1K - $91.9K
|
4.54K
$323K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
6.92K+ 13.48% |
$395K - $525K
|
58.2K
$4.15M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-76.3K- 77.78% |
$5.55M - $6.03M
|
21.8K
$1.55M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 13.66% |
$2.25K - $2.45K
|
196
$14K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.7K+ 5.34% |
$342K - $371K
|
92.7K
$6.6M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-2.43K- 2.6% |
$177K - $192K
|
91.2K
$6.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86.3K- 63.55% |
$6.28M - $6.82M
|
49.5K
$3.53M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 8.84% |
$16.9K - $18.4K
|
2.87K
$204K
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-471K- 97.5% |
$34.3M - $37.2M
|
12.1K
$861K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-268- 7.02% |
$19.5K - $21.2K
|
3.55K
$253K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-567- 16.61% |
$41.2K - $44.8K
|
2.85K
$203K
|
|