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 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.12K - $2.48K
|
33
$2.48K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$128 - $150
|
7.06K
$531K
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
136+ 0.9% |
$8.72K - $10.2K
|
15.2K
$1.15M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.87K+ 4.25% |
$120K - $140K
|
45.8K
$3.44M
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.78KNew |
$114K - $133K
|
1.78K
$134K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-539- 4.11% |
$34.6K - $40.4K
|
12.6K
$946K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-66- 1.19% |
$4.23K - $4.95K
|
5.49K
$413K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.94K+ 12.46% |
$188K - $220K
|
26.5K
$1.99M
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 0.68% |
$3.85K - $4.5K
|
8.74K
$657K
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.55K- 15.61% |
$356K - $416K
|
30K
$2.26M
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
23.8K+ 221.02% |
$1.52M - $1.78M
|
34.5K
$2.59M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.1K- 13.2% |
$199K - $233K
|
20.4K
$1.53M
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
33+ 0.46% |
$2.12K - $2.48K
|
7.23K
$543K
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
17.3K+ 3.46% |
$1.11M - $1.3M
|
518K
$39M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.03K- 5.18% |
$66K - $77.3K
|
18.8K
$1.42M
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-894- 5.2% |
$57.3K - $67.1K
|
16.3K
$1.23M
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
30.9K+ 6.54% |
$1.98M - $2.32M
|
503K
$37.8M
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-268- 3.62% |
$17.2K - $20.1K
|
7.14K
$537K
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-40- 1.11% |
$2.56K - $3K
|
3.57K
$269K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
60+ 0.92% |
$3.85K - $4.5K
|
6.59K
$495K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
372+ 3.69% |
$23.8K - $27.9K
|
10.4K
$786K
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
263+ 1.99% |
$16.9K - $19.7K
|
13.5K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
495+ 0.36% |
$31.7K - $37.1K
|
139K
$10.4M
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-329- 0.32% |
$21.1K - $24.7K
|
104K
$7.79M
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-288- 15.66% |
$18.5K - $21.6K
|
1.55K
$117K
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-468- 7.69% |
$30K - $35.1K
|
5.62K
$422K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.98K- 11.8% |
$127K - $148K
|
14.8K
$1.11M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.71K- 1.42% |
$110K - $128K
|
119K
$8.94M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-25- 0.18% |
$1.6K - $1.88K
|
13.7K
$1.03M
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
852+ 18.09% |
$54.6K - $63.9K
|
5.56K
$418K
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
36+ 1.25% |
$2.31K - $2.7K
|
2.92K
$219K
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
14.6K+ 17.37% |
$933K - $1.09M
|
98.4K
$7.39M
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
815+ 2.93% |
$52.2K - $61.1K
|
28.6K
$2.15M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-534- 1.1% |
$34.2K - $40.1K
|
48K
$3.61M
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
2.32K+ 3.55% |
$149K - $174K
|
67.8K
$5.09M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
210+ 3.76% |
$13.5K - $15.8K
|
5.8K
$436K
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
71.1KNew |
$4.56M - $5.33M
|
71.1K
$5.34M
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$64.1 - $75
|
5.91K
$444K
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.25K+ 6.36% |
$273K - $319K
|
71.1K
$5.34M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-243- 2.94% |
$15.6K - $18.2K
|
8.02K
$603K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.88K+ 8.61% |
$184K - $216K
|
36.3K
$2.73M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.84KNew |
$246K - $288K
|
3.84K
$289K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.51K+ 11.95% |
$96.6K - $113K
|
14.1K
$1.06M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.89K+ 17.35% |
$121K - $142K
|
12.8K
$962K
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
900+ 1.81% |
$57.7K - $67.5K
|
50.6K
$3.8M
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
980+ 6.72% |
$62.8K - $73.5K
|
15.6K
$1.17M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5+ 50.0% |
$321 - $375
|
15
$1.13K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 0.32% |
$769 - $900
|
3.72K
$280K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.06K- 1.4% |
$132K - $155K
|
145K
$10.9M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.02K- 29.99% |
$258K - $302K
|
9.39K
$706K
|