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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-18.5K- 1.51% |
$1.31M - $1.62M
|
1.21M
$84.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-22.5K- 85.34% |
$1.59M - $1.96M
|
3.87K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4.36K- 32.43% |
$308K - $380K
|
9.08K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
461New |
$32.6K - $40.2K
|
461
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-63.7K- 69.49% |
$4.5M - $5.55M
|
28K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
794+ 138.33% |
$56.1K - $69.2K
|
1.37K
$96K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7.8KNew |
$551K - $680K
|
7.8K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-175- 4.5% |
$12.4K - $15.3K
|
3.71K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.53KNew |
$179K - $221K
|
2.53K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-18.1K- 48.1% |
$1.28M - $1.58M
|
19.5K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.23KNew |
$158K - $194K
|
2.23K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-684- 7.21% |
$48.3K - $59.6K
|
8.81K
$618K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-12.9K- 68.62% |
$911K - $1.12M
|
5.9K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
8.18KNew |
$578K - $713K
|
8.18K
$574K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.43KNew |
$172K - $212K
|
2.43K
$171K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
110+ 4.12% |
$7.77K - $9.59K
|
2.78K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.51KNew |
$178K - $219K
|
2.51K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
61+ 1.44% |
$4.31K - $5.32K
|
4.28K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$168K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.53KNew |
$249K - $307K
|
3.53K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
87+ 0.69% |
$6.15K - $7.58K
|
12.6K
$885K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
94+ 2.34% |
$6.64K - $8.19K
|
4.11K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-386- 0.44% |
$27.3K - $33.6K
|
86.6K
$6.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.61K- 14.07% |
$114K - $140K
|
9.83K
$689K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
368+ 11.43% |
$26K - $32.1K
|
3.59K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$187K - $231K
|
2.65K
$186K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
149+ 112.88% |
$10.5K - $13K
|
281
$19.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.67K- 1.59% |
$118K - $146K
|
103K
$7.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-135- 5.2% |
$9.54K - $11.8K
|
2.46K
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.16% |
$141 - $174
|
1.23K
$86K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-680- 16.41% |
$48K - $59.3K
|
3.46K
$243K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
SELL
|
- |
-319- 10.22% |
$22.5K - $27.8K
|
2.8K
$197K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
144+ 0.86% |
$10.2K - $12.5K
|
16.9K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
139+ 15.55% |
$9.82K - $12.1K
|
1.03K
$72.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-17.6K- 35.09% |
$1.25M - $1.54M
|
32.6K
$2.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.91KNew |
$205K - $253K
|
2.91K
$204K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.08K- 75.68% |
$359K - $443K
|
1.63K
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
98+ 0.49% |
$6.92K - $8.54K
|
20K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-3.07K- 3.71% |
$217K - $267K
|
79.8K
$5.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-330- 11.11% |
$23.3K - $28.8K
|
2.64K
$185K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.4K+ 404.19% |
$1.23M - $1.51M
|
21.7K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-1- 0.02% |
$70.6 - $87.2
|
6.06K
$425K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$191K - $236K
|
2.7K
$190K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
4.08KNew |
$288K - $355K
|
4.08K
$286K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
176+ 1.87% |
$12.4K - $15.3K
|
9.6K
$674K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
129+ 0.51% |
$9.11K - $11.2K
|
25.4K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.27K+ 44.19% |
$301K - $372K
|
13.9K
$977K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-571- 18.08% |
$40.3K - $49.8K
|
2.59K
$182K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
319+ 2.22% |
$22.5K - $27.8K
|
14.7K
$1.03M
|