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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.76KNew |
$205K - $238K
|
2.76K
$197K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
800New |
$59.4K - $69.2K
|
800
$57.3K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
200New |
$14.8K - $17.3K
|
200
$14.3K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
779KNew |
$55.7M - $63M
|
779K
$55.7M
|
|
Aug 06, 2021
Q2 2021
|
Ruffer LLP
|
BUY
|
- |
9.7KNew |
$694K - $785K
|
9.7K
$694K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.71KNew |
$552K - $624K
|
7.71K
$552K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
3.2KNew |
$229K - $259K
|
3.2K
$229K
|
|
Aug 16, 2021
Q2 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.5K+ 23.42% |
$107K - $121K
|
7.9K
$566K
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
533KNew |
$37.7M - $46.3M
|
533K
$38.2M
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
250K+ 83.33% |
$17.7M - $21.7M
|
550K
$39.4M
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
17.5KNew |
$1.24M - $1.52M
|
17.5K
$1.25M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
1KNew |
$70.7K - $86.9K
|
1K
$71.6K
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
400New |
$28.3K - $34.7K
|
400
$28.6K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 2.49% |
$4.1K - $5.04K
|
2.39K
$171K
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$14.1M - $15.6M
|
200K
$14.3M
|
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
61.9K+ 300.0% |
$4.35M - $4.81M
|
82.5K
$5.91M
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
36K+ 300.0% |
$2.53M - $2.8M
|
48K
$3.44M
|
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
30K+ 300.0% |
$2.11M - $2.33M
|
40K
$2.86M
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
27.5K+ 170.08% |
$1.93M - $2.14M
|
43.7K
$3.13M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
10.7KNew |
$750K - $829K
|
10.7K
$763K
|
|
Feb 12, 2021
Q4 2020
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
6K+ 300.0% |
$422K - $467K
|
8K
$573K
|
|
Feb 16, 2021
Q4 2020
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
5.4K+ 300.0% |
$380K - $420K
|
7.2K
$515K
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.46KNew |
$243K - $269K
|
3.46K
$248K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
3.1K+ 300.0% |
$218K - $241K
|
4.13K
$295K
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.04KNew |
$214K - $236K
|
3.04K
$218K
|
|
Feb 03, 2021
Q4 2020
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.34K+ 300.0% |
$164K - $182K
|
3.12K
$223K
|
|
Feb 03, 2021
Q4 2020
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
2.3KNew |
$162K - $179K
|
2.3K
$165K
|
|
Feb 16, 2021
Q4 2020
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 300.0% |
$161K - $178K
|
3.06K
$219K
|
|
Feb 05, 2021
Q4 2020
|
Silvant Capital Management LLC
|
BUY
|
- |
1.46K+ 300.0% |
$102K - $113K
|
1.94K
$139K
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.09K+ 300.0% |
$76.3K - $84.4K
|
1.45K
$104K
|
|
Jan 13, 2021
Q4 2020
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
1.04K+ 300.0% |
$73K - $80.7K
|
1.38K
$99.1K
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
600+ 300.0% |
$42.2K - $46.7K
|
800
$57.3K
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
75+ 300.0% |
$5.27K - $5.83K
|
100
$7.16K
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
57+ 300.0% |
$4.01K - $4.43K
|
76
$5.44K
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
15+ 300.0% |
$1.05K - $1.17K
|
20
$1.43K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
22.6KNew |
$1.39M - $1.67M
|
22.6K
$1.62M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.33KNew |
$82.1K - $98.5K
|
1.33K
$95.4K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$2.73M - $3.26M
|
50K
$3.58M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
762+ 12.29% |
$41.6K - $49.6K
|
6.96K
$498K
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
89New |
$4.04K - $6.28K
|
89
$6.37K
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
1776 Wealth LLC
|
BUY
|
- |
42New |
$2.33K - $2.55K
|
42
$3.01K
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8.69KNew |
$368K - $424K
|
8.69K
$622K
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
4KNew |
$169K - $195K
|
4K
$286K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.38KNew |
$183K - $200K
|
4.38K
$313K
|
|
Q1 2018 | |||||||
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
CALL |
1KNew |
$36.3K - $40.8K
|
1K
$71.6K
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Stone Ridge Asset Management LLC
|
BUY
|
- |
16.4KNew |
$602K - $653K
|
16.4K
$1.17M
|
|
Q1 2016 | |||||||
Sep 06, 2018
Q1 2016
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$1.39M
|