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 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.13K- 14.67% |
$300K - $326K
|
24K
$1.69M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 14.17% |
$1.31K - $1.42K
|
109
$7.68K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-455K- 89.57% |
$33.1M - $36M
|
53K
$3.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
287+ 6.41% |
$20.9K - $22.7K
|
4.77K
$336K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.22% |
$654 - $711
|
4.03K
$284K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.63% |
$1.24K - $1.34K
|
2.72K
$191K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10+ 0.3% |
$727 - $790
|
3.3K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.16K- 0.98% |
$84.5K - $91.9K
|
117K
$8.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-44- 3.15% |
$3.2K - $3.48K
|
1.35K
$95.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.65KNew |
$629K - $684K
|
8.65K
$609K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-164- 5.21% |
$11.9K - $13K
|
2.98K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.25K - $2.45K
|
5.34K
$376K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-382- 0.13% |
$27.8K - $30.2K
|
285K
$20.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-43- 1.43% |
$3.13K - $3.4K
|
2.97K
$209K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-82- 1.73% |
$5.96K - $6.48K
|
4.65K
$328K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
440+ 3.12% |
$32K - $34.8K
|
14.6K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3.96KNew |
$288K - $313K
|
3.96K
$279K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.24KNew |
$89.9K - $97.8K
|
1.24K
$87.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-25.4K- 81.12% |
$1.85M - $2.01M
|
5.91K
$416K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.43KNew |
$540K - $587K
|
7.43K
$523K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
55+ 1.13% |
$4K - $4.35K
|
4.92K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.17% |
$509 - $553
|
607
$42.8K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 1.52% |
$3.2K - $3.48K
|
2.85K
$201K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-376- 94.0% |
$27.3K - $29.7K
|
24
$1.69K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.91KNew |
$623K - $764K
|
8.91K
$628K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-820- 4.25% |
$57.3K - $70.3K
|
18.5K
$1.3M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.4KClosed |
$168K - $206K
|
0
$0
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
3.24K+ 40.91% |
$226K - $277K
|
11.1K
$785K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19.6KClosed |
$1.37M - $1.68M
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 2.72% |
$77.3K - $94.8K
|
39.5K
$2.78M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$14K - $17.1K
|
200
$14.1K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.21K- 3.45% |
$84.8K - $104K
|
34K
$2.39M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 0.53% |
$978 - $1.2K
|
2.63K
$185K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-992- 99.0% |
$69.3K - $85.1K
|
10
$704
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
102New |
$7.13K - $8.75K
|
102
$7.18K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
2.8KNew |
$196K - $240K
|
2.8K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-1.27K- 8.52% |
$88.8K - $109K
|
13.6K
$961K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.91K- 14.74% |
$134K - $164K
|
11.1K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.12K- 25.75% |
$78.3K - $96K
|
3.23K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.43K- 12.96% |
$169K - $208K
|
16.3K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
95+ 1.63% |
$6.64K - $8.15K
|
5.93K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
163KNew |
$11.4M - $14M
|
163K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Autonomy Capital (Jersey) L.P.
St. Helier, Y9 |
BUY
|
- |
3.3K+ 7.72% |
$230K - $283K
|
46K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-90KClosed |
$6.29M - $7.72M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3.34KNew |
$233K - $286K
|
3.34K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-63.7K- 27.24% |
$4.45M - $5.46M
|
170K
$12M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$217K - $267K
|
3.11K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
4.9KNew |
$342K - $420K
|
4.9K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
5K+ 23.36% |
$349K - $429K
|
26.4K
$1.86M
|
|