Purchases and Sales Made in Q2 2025 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.99K- 46.98% |
$255K - $299K
|
4.5K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4K- 41.86% |
$256K - $300K
|
5.56K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.02K- 29.99% |
$258K - $302K
|
9.39K
$706K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-4.91K- 74.49% |
$315K - $368K
|
1.68K
$126K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-5.12K- 4.89% |
$328K - $384K
|
99.5K
$7.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-5.42K- 7.67% |
$347K - $406K
|
65.3K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.48K- 7.95% |
$351K - $411K
|
63.4K
$4.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.55K- 15.61% |
$356K - $416K
|
30K
$2.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.95K- 3.24% |
$381K - $446K
|
178K
$13.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.5K- 3.1% |
$417K - $487K
|
203K
$15.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.1K- 41.79% |
$455K - $532K
|
9.89K
$743K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-7.55K- 24.22% |
$484K - $566K
|
23.6K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.85K- 2.57% |
$503K - $588K
|
298K
$22.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-8.1K- 5.62% |
$519K - $607K
|
136K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.9K- 8.57% |
$570K - $667K
|
94.9K
$7.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.95K- 25.24% |
$638K - $746K
|
29.5K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10K- 1.18% |
$643K - $752K
|
841K
$63.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-10.2K- 88.47% |
$652K - $763K
|
1.33K
$99.7K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.3K- 4.28% |
$661K - $774K
|
231K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-11.1K- 32.15% |
$709K - $829K
|
23.3K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-11.2K- 70.85% |
$717K - $839K
|
4.6K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-12K- 63.16% |
$769K - $900K
|
7K
$526K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.8K- 17.18% |
$819K - $958K
|
61.6K
$4.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-15K- 3.02% |
$960K - $1.12M
|
482K
$36.2M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-16.2K- 27.29% |
$1.04M - $1.21M
|
43.1K
$3.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.9K- 13.51% |
$1.15M - $1.34M
|
115K
$8.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.9K- 2.0% |
$1.53M - $1.79M
|
1.17M
$88.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-25K- 1.03% |
$1.6M - $1.88M
|
2.4M
$180M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-31K- 10.47% |
$1.99M - $2.32M
|
265K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-44.6K- 47.24% |
$2.86M - $3.35M
|
49.9K
$3.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
SELL
|
- |
-52.1K- 26.64% |
$3.34M - $3.91M
|
143K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-70K- 14.14% |
$4.49M - $5.25M
|
425K
$32M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-87.4K- 99.9% |
$5.6M - $6.55M
|
88
$6.62K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-251K- 74.55% |
$16.1M - $18.8M
|
85.8K
$6.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-302K- 15.34% |
$19.4M - $22.6M
|
1.67M
$125M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-762K- 78.17% |
$48.9M - $57.1M
|
213K
$16M
|