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
|
American National Bank
|
BUY
|
- |
2K+ 2.01% |
$128K - $150K
|
101K
$7.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.96K+ 9.15% |
$125K - $147K
|
23.3K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.94K+ 45.29% |
$125K - $146K
|
6.23K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.89K+ 17.35% |
$121K - $142K
|
12.8K
$962K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.87K+ 4.25% |
$120K - $140K
|
45.8K
$3.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.83K+ 1.61% |
$117K - $137K
|
115K
$8.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
1.82K+ 18.33% |
$117K - $136K
|
11.7K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.82K+ 13.89% |
$116K - $136K
|
14.9K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 2.63% |
$115K - $134K
|
70K
$5.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.78KNew |
$114K - $133K
|
1.78K
$134K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.75K+ 5.27% |
$112K - $131K
|
34.8K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.65K+ 27.39% |
$106K - $124K
|
7.67K
$577K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.65K+ 25.53% |
$106K - $124K
|
8.1K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.64K+ 28.12% |
$105K - $123K
|
7.48K
$562K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
1.59K+ 1.93% |
$102K - $120K
|
84.2K
$6.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.54K+ 1.45% |
$98.7K - $115K
|
108K
$8.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.52K+ 7.94% |
$97.4K - $114K
|
20.7K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.51K+ 11.95% |
$96.6K - $113K
|
14.1K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 14.74% |
$91.3K - $107K
|
11.1K
$834K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.37K+ 1.66% |
$87.9K - $103K
|
84K
$6.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.34K+ 9.14% |
$86K - $101K
|
16K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.3K+ 1.37% |
$83.5K - $97.7K
|
96.2K
$7.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.22K+ 2.87% |
$78.2K - $91.4K
|
43.6K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 2.22% |
$76.9K - $89.9K
|
55.2K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.15K+ 2.61% |
$74K - $86.6K
|
45.4K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.07K+ 1.77% |
$68.3K - $79.9K
|
61.2K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.07K+ 2.79% |
$68.3K - $79.9K
|
39.3K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
988+ 20.8% |
$63.3K - $74.1K
|
5.74K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
980+ 6.72% |
$62.8K - $73.5K
|
15.6K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
972+ 0.49% |
$62.3K - $72.9K
|
198K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
950New |
$60.9K - $71.3K
|
950
$71.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
946+ 6.68% |
$60.6K - $71K
|
15.1K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
920+ 12.16% |
$59K - $69K
|
8.49K
$638K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
916+ 4.36% |
$58.7K - $68.7K
|
21.9K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
900+ 1.81% |
$57.7K - $67.5K
|
50.6K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
893+ 3.91% |
$57.3K - $67K
|
23.7K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
852+ 18.09% |
$54.6K - $63.9K
|
5.56K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
840+ 24.11% |
$53.9K - $63K
|
4.32K
$325K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
839+ 4.18% |
$53.8K - $62.9K
|
20.9K
$1.57M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
815+ 2.93% |
$52.2K - $61.1K
|
28.6K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
814+ 8.79% |
$52.2K - $61.1K
|
10.1K
$757K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
811+ 0.14% |
$52K - $60.8K
|
589K
$44.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
810+ 4.6% |
$51.9K - $60.8K
|
18.4K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
775+ 2.79% |
$49.7K - $58.1K
|
28.6K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
770+ 3.24% |
$49.4K - $57.8K
|
24.5K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
770+ 16.67% |
$49.4K - $57.8K
|
5.39K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
742+ 5.33% |
$47.6K - $55.7K
|
14.7K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
628+ 3.06% |
$40.3K - $47.1K
|
21.1K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
616+ 10.33% |
$39.5K - $46.2K
|
6.58K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
607+ 9.94% |
$38.9K - $45.5K
|
6.72K
$505K
|