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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
533+ 1.28% |
$26.3K - $33.5K
|
42.3K
$3.18M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-349- 3.35% |
$17.2K - $21.9K
|
10.1K
$757K
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$181K - $230K
|
3.66K
$275K
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 4.69% |
$9.86K - $12.6K
|
4.06K
$305K
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
600New |
$29.6K - $37.7K
|
600
$45.1K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.9% |
$1.73K - $2.2K
|
3.85K
$289K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-282- 28.83% |
$13.9K - $17.7K
|
696
$52.3K
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
3.43KNew |
$169K - $215K
|
3.43K
$258K
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$90.2K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-283K- 15.13% |
$14M - $17.8M
|
1.59M
$119M
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2K- 32.28% |
$98.6K - $126K
|
4.2K
$315K
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
504+ 10.5% |
$24.9K - $31.6K
|
5.3K
$399K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-864- 11.11% |
$42.6K - $54.2K
|
6.91K
$520K
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 52.54% |
$583K - $741K
|
10.7K
$802K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 2.76% |
$7.84K - $9.98K
|
5.61K
$422K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-122- 7.49% |
$6.02K - $7.66K
|
1.51K
$113K
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.88K- 15.31% |
$92.8K - $118K
|
10.4K
$783K
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-13.3K- 39.25% |
$658K - $838K
|
20.7K
$1.55M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.84K+ 25.1% |
$140K - $178K
|
14.2K
$1.06M
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5.37K+ 76.19% |
$265K - $337K
|
12.4K
$934K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
186+ 3.11% |
$9.17K - $11.7K
|
6.16K
$463K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-802- 16.24% |
$39.6K - $50.3K
|
4.14K
$311K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-26.5K- 99.62% |
$1.31M - $1.66M
|
100
$7.52K
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-910- 15.41% |
$44.9K - $57.1K
|
4.99K
$375K
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.06K- 20.95% |
$52.2K - $66.5K
|
4K
$300K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.02K- 23.8% |
$99.6K - $127K
|
6.47K
$486K
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.45KNew |
$170K - $216K
|
3.45K
$259K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-171- 45.72% |
$8.43K - $10.7K
|
203
$15.3K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-253- 25.48% |
$12.5K - $15.9K
|
740
$55.6K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
72+ 0.87% |
$3.55K - $4.52K
|
8.37K
$629K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-80.7K- 8.3% |
$3.98M - $5.07M
|
892K
$67.1M
|
|
Q3 2023 | |||||||
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.74KClosed |
$270K - $360K
|
0
$0
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8KNew |
$457K - $607K
|
8K
$601K
|
|
Dec 18, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.02K+ 357.05% |
$515K - $685K
|
11.5K
$868K
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10KNew |
$571K - $759K
|
10K
$752K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-16.3K- 63.75% |
$931K - $1.24M
|
9.28K
$698K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$103K - $137K
|
1.8K
$135K
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
6.76K+ 111.71% |
$386K - $513K
|
12.8K
$962K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
25+ 0.29% |
$1.43K - $1.9K
|
8.52K
$641K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 79.41% |
$1.54K - $2.05K
|
7
$526
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
39New |
$2.23K - $2.96K
|
39
$2.93K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.79K- 2.1% |
$159K - $212K
|
130K
$9.76M
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
75+ 15.53% |
$4.28K - $5.69K
|
558
$42K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66+ 3.83% |
$3.77K - $5.01K
|
1.79K
$135K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14.4K- 31.59% |
$825K - $1.1M
|
31.3K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-570- 5.1% |
$32.5K - $43.3K
|
10.6K
$797K
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
92.8KNew |
$5.3M - $7.04M
|
92.8K
$6.98M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
33.6K+ 855.43% |
$1.92M - $2.55M
|
37.5K
$2.82M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
25K+ 151.52% |
$1.43M - $1.9M
|
41.5K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-42.3K- 16.43% |
$2.41M - $3.21M
|
215K
$16.2M
|