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
|
Nova Point Capital, LLC
|
BUY
|
- |
563+ 3.36% |
$36.1K - $42.2K
|
17.3K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
556+ 12.28% |
$35.6K - $41.7K
|
5.08K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
521+ 3.3% |
$33.4K - $39.1K
|
16.3K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
520+ 3.83% |
$33.3K - $39K
|
14.1K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
519+ 2.38% |
$33.3K - $38.9K
|
22.3K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
517+ 7.53% |
$33.1K - $38.8K
|
7.38K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
495+ 0.36% |
$31.7K - $37.1K
|
139K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
490+ 7.17% |
$31.4K - $36.8K
|
7.33K
$551K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
490+ 7.66% |
$31.4K - $36.8K
|
6.89K
$518K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
479+ 0.88% |
$30.7K - $35.9K
|
54.9K
$4.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
474+ 5.97% |
$30.4K - $35.6K
|
8.41K
$632K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
460+ 5.53% |
$29.5K - $34.5K
|
8.77K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
457+ 11.25% |
$29.3K - $34.3K
|
4.52K
$340K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
449+ 12.53% |
$28.8K - $33.7K
|
4.03K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
448+ 8.89% |
$28.7K - $33.6K
|
5.49K
$413K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
444+ 5.99% |
$28.5K - $33.3K
|
7.86K
$591K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
407+ 1.69% |
$26.1K - $30.5K
|
24.5K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
393+ 3.79% |
$25.2K - $29.5K
|
10.8K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
389+ 3.99% |
$24.9K - $29.2K
|
10.1K
$762K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
379+ 13.12% |
$24.3K - $28.4K
|
3.27K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
376+ 7.93% |
$24.1K - $28.2K
|
5.12K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
372+ 3.69% |
$23.8K - $27.9K
|
10.4K
$786K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
371+ 3.94% |
$23.8K - $27.8K
|
9.79K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
328+ 9.39% |
$21K - $24.6K
|
3.82K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
328New |
$21K - $24.6K
|
328
$24.7K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
309+ 1.68% |
$19.8K - $23.2K
|
18.7K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
308+ 9.17% |
$19.7K - $23.1K
|
3.67K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
300+ 4.37% |
$19.2K - $22.5K
|
7.17K
$539K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
299+ 4.71% |
$19.2K - $22.4K
|
6.65K
$500K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
290+ 2.95% |
$18.6K - $21.8K
|
10.1K
$762K
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
289+ 0.06% |
$18.5K - $21.7K
|
446K
$33.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
285+ 9.05% |
$18.3K - $21.4K
|
3.43K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
280+ 3.08% |
$18K - $21K
|
9.36K
$703K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
280+ 0.3% |
$18K - $21K
|
92.9K
$6.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
279+ 1.88% |
$17.9K - $20.9K
|
15.1K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
263+ 1.99% |
$16.9K - $19.7K
|
13.5K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
260+ 1.23% |
$16.7K - $19.5K
|
21.4K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
259+ 1.68% |
$16.6K - $19.4K
|
15.6K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
258+ 0.18% |
$16.5K - $19.4K
|
143K
$10.7M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
237+ 0.45% |
$15.2K - $17.8K
|
53.5K
$4.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
234+ 0.89% |
$15K - $17.6K
|
26.5K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
221+ 3.01% |
$14.2K - $16.6K
|
7.57K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
210+ 3.76% |
$13.5K - $15.8K
|
5.8K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
210+ 1.97% |
$13.5K - $15.8K
|
10.8K
$815K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
201+ 5.65% |
$12.9K - $15.1K
|
3.76K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
197+ 2.93% |
$12.6K - $14.8K
|
6.91K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
192+ 2.42% |
$12.3K - $14.4K
|
8.11K
$610K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
188+ 1.62% |
$12.1K - $14.1K
|
11.8K
$887K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
185+ 4.97% |
$11.9K - $13.9K
|
3.91K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
183+ 4.25% |
$11.7K - $13.7K
|
4.49K
$338K
|