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 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
33+ 0.46% |
$2.12K - $2.48K
|
7.23K
$543K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.12K - $2.48K
|
33
$2.48K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.16% |
$1.41K - $1.65K
|
13.9K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.3% |
$1.22K - $1.43K
|
6.38K
$479K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.28% |
$898 - $1.05K
|
5.07K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.34% |
$833 - $975
|
3.86K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
13+ 0.27% |
$833 - $975
|
4.85K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.3% |
$769 - $900
|
4.06K
$305K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
11New |
$705 - $825
|
11
$827
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
11+ 0.36% |
$705 - $825
|
3.05K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11+ 0.08% |
$705 - $825
|
13.8K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 1.42% |
$641 - $750
|
713
$53.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9+ 4.39% |
$577 - $675
|
214
$16.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5+ 0.16% |
$321 - $375
|
3.2K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5+ 50.0% |
$321 - $375
|
15
$1.13K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$256 - $300
|
10.7K
$808K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$256 - $300
|
3.64K
$274K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4+ 0.04% |
$256 - $300
|
9.9K
$744K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 0.83% |
$192 - $225
|
365
$27.4K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$192 - $225
|
6.16K
$463K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
2+ 0.05% |
$128 - $150
|
4.41K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2+ 0.06% |
$128 - $150
|
3.23K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.01% |
$128 - $150
|
18.1K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$128 - $150
|
7.06K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$64.1 - $75
|
8.59K
$646K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.02% |
$64.1 - $75
|
4.16K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$64.1 - $75
|
5.91K
$444K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1- 0.01% |
$64.1 - $75
|
7.75K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.05% |
$128 - $150
|
4.14K
$311K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-4- 0.03% |
$256 - $300
|
13.7K
$1.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-4- 0.02% |
$256 - $300
|
24.1K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6- 0.09% |
$385 - $450
|
6.96K
$523K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-8- 0.17% |
$513 - $600
|
4.69K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8- 0.12% |
$513 - $600
|
6.52K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.86% |
$641 - $750
|
340
$25.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 0.32% |
$769 - $900
|
3.72K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-13- 0.41% |
$833 - $975
|
3.19K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-15- 0.28% |
$962 - $1.13K
|
5.34K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.53% |
$1.09K - $1.28K
|
3.22K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 5.48% |
$1.09K - $1.28K
|
293
$22K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.3% |
$1.15K - $1.35K
|
5.95K
$448K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-21- 0.4% |
$1.35K - $1.58K
|
5.26K
$396K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-22- 0.64% |
$1.41K - $1.65K
|
3.43K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.15% |
$1.6K - $1.88K
|
16.1K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-25- 0.18% |
$1.6K - $1.88K
|
13.7K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-26- 5.75% |
$1.67K - $1.95K
|
426
$32K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-27- 0.23% |
$1.73K - $2.03K
|
11.8K
$890K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-28- 0.08% |
$1.8K - $2.1K
|
35.4K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-31- 0.43% |
$1.99K - $2.33K
|
7.15K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-34- 2.53% |
$2.18K - $2.55K
|
1.31K
$98.5K
|