Latest Institutional Purchases of Nextera Energy Inc (NEE)
This list provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
2KNew |
$145K - $183K
|
2K
$154K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.1K+ 16.39% |
$79.5K - $101K
|
7.81K
$600K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.09K+ 7.05% |
$79.1K - $100K
|
16.6K
$1.28M
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 4.12% |
$72.3K - $91.7K
|
25.3K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
400New |
$28.9K - $36.7K
|
400
$30.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
200New |
$14.5K - $18.3K
|
200
$15.4K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
75+ 12.34% |
$5.42K - $6.87K
|
683
$52.5K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
13+ 0.44% |
$940 - $1.19K
|
2.95K
$227K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
71.5KNew |
$5.57M - $6.68M
|
71.5K
$5.5M
|
|
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
35K+ 233.33% |
$2.72M - $3.27M
|
50K
$3.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
6.2KNew |
$483K - $579K
|
6.2K
$477K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
3.74KNew |
$291K - $349K
|
3.74K
$288K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.49KNew |
$271K - $325K
|
3.49K
$268K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.31KNew |
$257K - $309K
|
3.31K
$254K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.12KNew |
$243K - $291K
|
3.12K
$240K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.08KNew |
$240K - $288K
|
3.08K
$237K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.64KNew |
$205K - $246K
|
2.64K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1KNew |
$85.6K - $103K
|
1.1K
$84.6K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
902New |
$70.2K - $84.2K
|
902
$69.3K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
633New |
$49.3K - $59.1K
|
633
$48.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
600New |
$46.7K - $56K
|
600
$46.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
97New |
$7.55K - $9.06K
|
97
$7.46K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
33+ 5.19% |
$2.57K - $3.08K
|
669
$51.4K
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
119KNew |
$8.79M - $10.2M
|
119K
$9.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
37.4KNew |
$2.77M - $3.23M
|
37.4K
$2.87M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
13K+ 28.02% |
$964K - $1.12M
|
59.4K
$4.57M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.91K+ 14.15% |
$364K - $424K
|
39.6K
$3.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.76KNew |
$205K - $238K
|
2.76K
$212K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
800New |
$59.4K - $69.2K
|
800
$61.5K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
200New |
$14.8K - $17.3K
|
200
$15.4K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
779KNew |
$55.7M - $63M
|
779K
$59.9M
|
|
|
Aug 06, 2021
Q2 2021
|
Ruffer LLP
|
BUY
|
- |
9.7KNew |
$694K - $785K
|
9.7K
$746K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.71KNew |
$552K - $624K
|
7.71K
$593K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
3.2KNew |
$229K - $259K
|
3.2K
$246K
|
|
|
Aug 16, 2021
Q2 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.5K+ 23.42% |
$107K - $121K
|
7.9K
$608K
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
533KNew |
$37.7M - $46.3M
|
533K
$41M
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
250K+ 83.33% |
$17.7M - $21.7M
|
550K
$42.3M
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
17.5KNew |
$1.24M - $1.52M
|
17.5K
$1.35M
|
|
|
May 04, 2021
Q1 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
3.63K+ 1197.69% |
$257K - $315K
|
3.93K
$302K
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
1KNew |
$70.7K - $86.9K
|
1K
$76.9K
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
400New |
$28.3K - $34.7K
|
400
$30.8K
|
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 2.49% |
$4.1K - $5.04K
|
2.39K
$184K
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$14.1M - $15.6M
|
200K
$15.4M
|
|
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
61.9K+ 300.0% |
$4.35M - $4.81M
|
82.5K
$6.34M
|
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
36K+ 300.0% |
$2.53M - $2.8M
|
48K
$3.69M
|
|
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
30K+ 300.0% |
$2.11M - $2.33M
|
40K
$3.08M
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
27.5K+ 170.08% |
$1.93M - $2.14M
|
43.7K
$3.36M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
10.7KNew |
$750K - $829K
|
10.7K
$820K
|
|
|
Feb 12, 2021
Q4 2020
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
6K+ 300.0% |
$422K - $467K
|
8K
$615K
|
|
|
Feb 16, 2021
Q4 2020
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
5.4K+ 300.0% |
$380K - $420K
|
7.2K
$554K
|
|