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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 18.82% |
$4.49K - $5.25K
|
442
$34.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
68+ 0.6% |
$4.36K - $5.1K
|
11.4K
$885K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
62+ 0.44% |
$3.97K - $4.65K
|
14K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
60+ 0.92% |
$3.85K - $4.5K
|
6.59K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 3.21% |
$3.65K - $4.28K
|
1.84K
$142K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
57+ 0.6% |
$3.65K - $4.28K
|
9.52K
$738K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
55+ 1.49% |
$3.53K - $4.13K
|
3.73K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
50+ 0.09% |
$3.21K - $3.75K
|
56.6K
$4.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
50+ 0.73% |
$3.21K - $3.75K
|
6.9K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
47+ 0.65% |
$3.01K - $3.53K
|
7.24K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
46+ 0.61% |
$2.95K - $3.45K
|
7.55K
$585K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
42+ 0.5% |
$2.69K - $3.15K
|
8.41K
$652K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
39+ 0.46% |
$2.5K - $2.93K
|
8.5K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
39+ 1.21% |
$2.5K - $2.93K
|
3.26K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36+ 1.03% |
$2.31K - $2.7K
|
3.54K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
36+ 1.25% |
$2.31K - $2.7K
|
2.92K
$226K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.12K - $2.48K
|
33
$2.56K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
33+ 0.46% |
$2.12K - $2.48K
|
7.23K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
30+ 0.75% |
$1.92K - $2.25K
|
4.02K
$312K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.16% |
$1.41K - $1.65K
|
13.9K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
20+ 0.45% |
$1.28K - $1.5K
|
4.48K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.3% |
$1.22K - $1.43K
|
6.38K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 45.71% |
$1.03K - $1.2K
|
51
$3.95K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
14+ 0.14% |
$898 - $1.05K
|
10.3K
$800K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.28% |
$898 - $1.05K
|
5.07K
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
13+ 0.27% |
$833 - $975
|
4.85K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.34% |
$833 - $975
|
3.86K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.3% |
$769 - $900
|
4.06K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$705 - $825
|
11
$853
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
11+ 0.36% |
$705 - $825
|
3.05K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11+ 0.08% |
$705 - $825
|
13.8K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 1.42% |
$641 - $750
|
713
$55.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9+ 4.39% |
$577 - $675
|
214
$16.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
7+ 0.06% |
$449 - $525
|
11.6K
$896K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7+ 0.1% |
$449 - $525
|
7.17K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7+ 7.22% |
$449 - $525
|
104
$8.06K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6+ 2.05% |
$385 - $450
|
298
$23.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5+ 0.16% |
$321 - $375
|
3.2K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5+ 50.0% |
$321 - $375
|
15
$1.16K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4+ 0.04% |
$256 - $300
|
9.55K
$741K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$256 - $300
|
3.64K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$256 - $300
|
10.7K
$833K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4+ 0.04% |
$256 - $300
|
9.9K
$767K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3+ 0.02% |
$192 - $225
|
15K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$192 - $225
|
6.16K
$477K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.83% |
$192 - $225
|
365
$28.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.7% |
$128 - $150
|
286
$22.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.05% |
$128 - $150
|
4.41K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$128 - $150
|
18.1K
$1.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2+ 0.06% |
$128 - $150
|
3.23K
$250K
|