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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
541+ 10.1% |
$39.3K - $42.8K
|
5.9K
$443K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.81K+ 157.8% |
$422K - $459K
|
9.49K
$713K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-39- 1.12% |
$2.83K - $3.08K
|
3.45K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.19K- 1.46% |
$159K - $173K
|
147K
$11.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 29.96% |
$139K - $151K
|
4.46K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$436 - $474
|
3.24K
$244K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
PUT |
70KNew |
$5.09M - $5.53M
|
70K
$5.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4- 0.27% |
$291 - $316
|
1.47K
$110K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.6KNew |
$1.2M - $1.31M
|
16.6K
$1.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.12K- 60.38% |
$372K - $405K
|
3.36K
$253K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.9K+ 256.48% |
$574K - $624K
|
11K
$825K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.6K- 46.67% |
$407K - $443K
|
6.4K
$481K
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
957K+ 24.48% |
$69.6M - $75.7M
|
4.87M
$366M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.47K- 19.87% |
$107K - $116K
|
5.93K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
605+ 19.29% |
$44K - $47.8K
|
3.74K
$281K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$786K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.31% |
$654 - $711
|
2.87K
$216K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
43+ 1.07% |
$3.13K - $3.4K
|
4.06K
$305K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$786K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-8.74K- 73.6% |
$635K - $691K
|
3.14K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
125+ 3.5% |
$9.09K - $9.88K
|
3.7K
$278K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
220+ 2.37% |
$16K - $17.4K
|
9.51K
$715K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-39- 1.14% |
$2.83K - $3.08K
|
3.38K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$2.33K - $2.53K
|
11.2K
$842K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-608- 5.76% |
$44.2K - $48.1K
|
9.95K
$748K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.65KNew |
$411K - $446K
|
5.65K
$425K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.13K- 14.67% |
$300K - $326K
|
24K
$1.8M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 14.17% |
$1.31K - $1.42K
|
109
$8.19K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-455K- 89.57% |
$33.1M - $36M
|
53K
$3.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
287+ 6.41% |
$20.9K - $22.7K
|
4.77K
$358K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.22% |
$654 - $711
|
4.03K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.63% |
$1.24K - $1.34K
|
2.72K
$204K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10+ 0.3% |
$727 - $790
|
3.3K
$248K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.16K- 0.98% |
$84.5K - $91.9K
|
117K
$8.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.65KNew |
$629K - $684K
|
8.65K
$650K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-164- 5.21% |
$11.9K - $13K
|
2.98K
$224K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.25K - $2.45K
|
5.34K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-382- 0.13% |
$27.8K - $30.2K
|
285K
$21.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-43- 1.43% |
$3.13K - $3.4K
|
2.97K
$223K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-82- 1.73% |
$5.96K - $6.48K
|
4.65K
$350K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
440+ 3.12% |
$32K - $34.8K
|
14.6K
$1.09M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
3.96KNew |
$288K - $313K
|
3.96K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-25.4K- 81.12% |
$1.85M - $2.01M
|
5.91K
$444K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.43KNew |
$540K - $587K
|
7.43K
$559K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
55+ 1.13% |
$4K - $4.35K
|
4.92K
$370K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.17% |
$509 - $553
|
607
$45.6K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 1.52% |
$3.2K - $3.48K
|
2.85K
$214K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-376- 94.0% |
$27.3K - $29.7K
|
24
$1.8K
|
|
| Q1 2023 | |||||||
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
3.34KNew |
$233K - $286K
|
3.34K
$251K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.91KNew |
$623K - $764K
|
8.91K
$670K
|
|