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 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-330- 11.11% |
$23.3K - $28.8K
|
2.64K
$188K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17.4K+ 404.19% |
$1.23M - $1.51M
|
21.7K
$1.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-1- 0.02% |
$70.6 - $87.2
|
6.06K
$431K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$191K - $236K
|
2.7K
$192K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
4.08KNew |
$288K - $355K
|
4.08K
$290K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
176+ 1.87% |
$12.4K - $15.3K
|
9.6K
$683K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
129+ 0.51% |
$9.11K - $11.2K
|
25.4K
$1.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.27K+ 44.19% |
$301K - $372K
|
13.9K
$990K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-571- 18.08% |
$40.3K - $49.8K
|
2.59K
$184K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
319+ 2.22% |
$22.5K - $27.8K
|
14.7K
$1.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.87K+ 8.43% |
$273K - $337K
|
49.8K
$3.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.14K- 2.68% |
$151K - $186K
|
77.7K
$5.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
499+ 0.63% |
$35.2K - $43.5K
|
80.3K
$5.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.47K- 44.8% |
$174K - $215K
|
3.04K
$216K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-116K- 24.47% |
$8.19M - $10.1M
|
358K
$25.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
41New |
$2.9K - $3.57K
|
41
$2.92K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.2KNew |
$84.8K - $105K
|
1.2K
$85.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-8.03K- 0.69% |
$567K - $700K
|
1.16M
$82.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-916- 26.81% |
$64.7K - $79.8K
|
2.5K
$178K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
42+ 0.96% |
$2.97K - $3.66K
|
4.42K
$314K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
205+ 3.66% |
$14.5K - $17.9K
|
5.81K
$413K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.56KNew |
$181K - $223K
|
2.56K
$182K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
64+ 0.61% |
$4.52K - $5.58K
|
10.6K
$756K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10.3KNew |
$725K - $894K
|
10.3K
$730K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
476New |
$33.6K - $41.5K
|
476
$33.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
67New |
$4.73K - $5.84K
|
67
$4.77K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.55KNew |
$180K - $222K
|
2.55K
$182K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.11K+ 4.14% |
$220K - $271K
|
78.2K
$5.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-21.2K- 95.5% |
$1.5M - $1.85M
|
1K
$71.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.4KNew |
$169K - $209K
|
2.4K
$171K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-358- 89.5% |
$25.3K - $31.2K
|
42
$2.99K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
2.41KNew |
$170K - $210K
|
2.41K
$171K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
177New |
$12.5K - $15.4K
|
177
$12.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
542New |
$38.3K - $47.2K
|
542
$38.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
73New |
$5.16K - $6.36K
|
73
$5.19K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.35KNew |
$95.4K - $118K
|
1.35K
$96.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
489New |
$34.5K - $42.6K
|
489
$34.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
440New |
$31.1K - $38.3K
|
440
$31.3K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-11.4K- 49.52% |
$617K - $1.03M
|
11.6K
$826K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-21.2K- 15.44% |
$1.15M - $1.92M
|
116K
$8.26M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.76KNew |
$312K - $523K
|
5.76K
$410K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
126+ 0.07% |
$6.83K - $11.4K
|
191K
$13.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.07K- 0.57% |
$58.2K - $97.5K
|
188K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-446- 11.81% |
$24.2K - $40.5K
|
3.33K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.41K+ 2.28% |
$76.5K - $128K
|
63.3K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
5.05KNew |
$274K - $458K
|
5.05K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-60- 7.74% |
$3.25K - $5.45K
|
715
$50.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
19K+ 161.33% |
$1.03M - $1.73M
|
30.8K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.84% |
$1.73K - $2.91K
|
3.79K
$270K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-155- 2.89% |
$8.4K - $14.1K
|
5.2K
$370K
|
|