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 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
16.5K+ 7.11% |
$1.06M - $1.24M
|
248K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.6K- 6.17% |
$231K - $270K
|
54.8K
$4.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.11K- 14.35% |
$199K - $233K
|
18.5K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
289+ 0.06% |
$18.5K - $21.7K
|
446K
$33.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 39.43% |
$1.27M - $1.48M
|
69.8K
$5.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2+ 0.06% |
$128 - $150
|
3.23K
$243K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.22KNew |
$334K - $391K
|
5.22K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.83K+ 1.61% |
$117K - $137K
|
115K
$8.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.3% |
$1.22K - $1.43K
|
6.38K
$479K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
490+ 7.17% |
$31.4K - $36.8K
|
7.33K
$551K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
85+ 0.99% |
$5.45K - $6.38K
|
8.66K
$651K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
6.36KNew |
$408K - $477K
|
6.36K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.45K- 3.62% |
$221K - $259K
|
91.7K
$6.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.07K+ 2.79% |
$68.3K - $79.9K
|
39.3K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
32.9K+ 245.99% |
$2.11M - $2.47M
|
46.3K
$3.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-483- 1.39% |
$31K - $36.2K
|
34.1K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
183+ 4.25% |
$11.7K - $13.7K
|
4.49K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 18.82% |
$4.49K - $5.25K
|
442
$33.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.95K- 25.24% |
$638K - $746K
|
29.5K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.42K+ 2.31% |
$604K - $707K
|
418K
$31.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-8- 0.17% |
$513 - $600
|
4.69K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
279+ 1.88% |
$17.9K - $20.9K
|
15.1K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.94KNew |
$317K - $371K
|
4.94K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-74- 0.46% |
$4.74K - $5.55K
|
15.9K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4K- 41.86% |
$256K - $300K
|
5.56K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
43.6K+ 5.08% |
$2.8M - $3.27M
|
903K
$67.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
2.17K+ 1.77% |
$139K - $163K
|
125K
$9.37M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-276- 0.64% |
$17.7K - $20.7K
|
43K
$3.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.6K+ 3.76% |
$2.86M - $3.34M
|
1.23M
$92.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
2.59K+ 0.95% |
$166K - $194K
|
275K
$20.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.6K+ 17.9% |
$231K - $270K
|
23.7K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
12.3K+ 3.39% |
$789K - $923K
|
375K
$28.2M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 1.87% |
$7.5K - $8.78K
|
6.13K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-7.55K- 24.22% |
$484K - $566K
|
23.6K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-113- 0.52% |
$7.24K - $8.48K
|
21.6K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-332- 2.89% |
$21.3K - $24.9K
|
11.2K
$840K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
115+ 0.83% |
$7.37K - $8.63K
|
14.1K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
17.1K+ 5.15% |
$1.1M - $1.28M
|
349K
$26.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-160- 0.16% |
$10.3K - $12K
|
102K
$7.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.86K+ 65.13% |
$183K - $214K
|
7.25K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-87.4K- 99.9% |
$5.6M - $6.55M
|
88
$6.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 14.74% |
$91.3K - $107K
|
11.1K
$834K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.53% |
$1.09K - $1.28K
|
3.22K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.8K- 17.18% |
$819K - $958K
|
61.6K
$4.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
164+ 0.51% |
$10.5K - $12.3K
|
32.5K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
280+ 0.3% |
$18K - $21K
|
92.9K
$6.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
916+ 4.36% |
$58.7K - $68.7K
|
21.9K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-79- 2.14% |
$5.06K - $5.93K
|
3.6K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.72K- 16.66% |
$174K - $204K
|
13.6K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
950New |
$60.9K - $71.3K
|
950
$71.4K
|