Purchases and Sales Made in Q1 2025 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 2025. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.87K- 12.52% |
$125K - $142K
|
13K
$980K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 7.21% |
$126K - $143K
|
24.2K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.88K- 3.67% |
$126K - $143K
|
49.4K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.89K- 4.49% |
$126K - $144K
|
40.1K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.89K- 7.12% |
$127K - $144K
|
24.7K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.9K- 23.0% |
$127K - $145K
|
6.37K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.97K- 19.28% |
$132K - $150K
|
8.27K
$621K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.98K- 28.43% |
$132K - $150K
|
4.97K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 8.68% |
$133K - $151K
|
20.9K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-2K- 33.89% |
$134K - $152K
|
3.9K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-2.01K- 21.24% |
$134K - $153K
|
7.44K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 10.44% |
$136K - $154K
|
17.4K
$1.31M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-2.03K- 19.27% |
$136K - $154K
|
8.49K
$638K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.03K- 3.44% |
$136K - $155K
|
57.1K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.19K- 3.19% |
$146K - $166K
|
66.4K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.22K- 0.82% |
$149K - $169K
|
269K
$20.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.25K- 16.14% |
$150K - $171K
|
11.7K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.25K- 7.13% |
$150K - $171K
|
29.3K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.28K- 1.89% |
$153K - $174K
|
118K
$8.88M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.29K- 17.7% |
$153K - $174K
|
10.6K
$800K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.36K- 15.18% |
$158K - $179K
|
13.2K
$989K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.41K- 4.07% |
$161K - $183K
|
56.7K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.44K- 7.89% |
$163K - $186K
|
28.4K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.48K- 8.65% |
$166K - $188K
|
26.1K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-2.51K- 5.4% |
$168K - $191K
|
43.9K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.51K- 9.71% |
$168K - $191K
|
23.4K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.52K- 8.84% |
$169K - $192K
|
26K
$1.96M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.57K- 36.83% |
$172K - $196K
|
4.4K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.58K- 5.25% |
$173K - $197K
|
46.6K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.59K- 2.23% |
$173K - $197K
|
113K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.6K- 10.36% |
$174K - $198K
|
22.5K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.61K- 0.78% |
$175K - $199K
|
330K
$24.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.64K- 10.49% |
$177K - $201K
|
22.6K
$1.7M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.64K- 4.86% |
$177K - $201K
|
51.7K
$3.89M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-2.65K- 32.7% |
$178K - $202K
|
5.46K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.67K- 0.73% |
$179K - $203K
|
362K
$27.2M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.71K- 14.6% |
$181K - $206K
|
15.8K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.72K- 7.51% |
$182K - $207K
|
33.5K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.73K- 22.98% |
$183K - $208K
|
9.14K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.76K- 14.34% |
$185K - $210K
|
16.5K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.77K- 49.3% |
$185K - $211K
|
2.85K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.77K- 88.08% |
$185K - $211K
|
375
$28.2K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.78K- 45.13% |
$186K - $212K
|
3.38K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.8K- 7.85% |
$187K - $213K
|
32.8K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-2.81K- 7.49% |
$188K - $214K
|
34.7K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.82K- 22.66% |
$188K - $214K
|
9.61K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.83K- 19.2% |
$189K - $215K
|
11.9K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.85K- 6.46% |
$191K - $217K
|
41.3K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.86K- 5.76% |
$192K - $218K
|
46.9K
$3.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.92K- 3.23% |
$196K - $222K
|
87.5K
$6.58M
|