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 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-215- 1.49% |
$13.8K - $16.1K
|
14.3K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-220- 5.89% |
$14.1K - $16.5K
|
3.52K
$264K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-222- 1.6% |
$14.2K - $16.7K
|
13.7K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-224- 4.14% |
$14.4K - $16.8K
|
5.19K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-240- 3.73% |
$15.4K - $18K
|
6.2K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-243- 2.94% |
$15.6K - $18.2K
|
8.02K
$603K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-251- 6.96% |
$16.1K - $18.8K
|
3.36K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-252- 4.52% |
$16.2K - $18.9K
|
5.32K
$400K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-255- 3.45% |
$16.3K - $19.1K
|
7.13K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-268- 3.62% |
$17.2K - $20.1K
|
7.14K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-270- 7.86% |
$17.3K - $20.3K
|
3.17K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-272- 6.38% |
$17.4K - $20.4K
|
3.99K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-276- 0.64% |
$17.7K - $20.7K
|
43K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-288- 15.66% |
$18.5K - $21.6K
|
1.55K
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-300- 3.37% |
$19.2K - $22.5K
|
8.59K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-310- 4.44% |
$19.9K - $23.3K
|
6.67K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-329- 0.32% |
$21.1K - $24.7K
|
104K
$7.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-332- 2.89% |
$21.3K - $24.9K
|
11.2K
$840K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-343- 0.85% |
$22K - $25.7K
|
40K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Sara Bay Financial
|
SELL
|
- |
-350- 5.86% |
$22.4K - $26.3K
|
5.63K
$423K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-355- 1.95% |
$22.8K - $26.6K
|
17.9K
$1.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-360- 9.85% |
$23.1K - $27K
|
3.3K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-384- 1.86% |
$24.6K - $28.8K
|
20.3K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-396- 0.89% |
$25.4K - $29.7K
|
43.9K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-398- 3.4% |
$25.5K - $29.9K
|
11.3K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-400- 2.06% |
$25.6K - $30K
|
19.1K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-403- 3.56% |
$25.8K - $30.2K
|
10.9K
$821K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-404- 1.34% |
$25.9K - $30.3K
|
29.8K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-408- 18.1% |
$26.2K - $30.6K
|
1.85K
$139K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-414- 5.14% |
$26.5K - $31.1K
|
7.64K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-440- 3.68% |
$28.2K - $33K
|
11.5K
$865K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-443- 1.89% |
$28.4K - $33.2K
|
23K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-468- 7.69% |
$30K - $35.1K
|
5.62K
$422K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-474- 6.6% |
$30.4K - $35.6K
|
6.71K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-483- 1.39% |
$31K - $36.2K
|
34.1K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-488- 0.65% |
$31.3K - $36.6K
|
74.7K
$5.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-503- 14.75% |
$32.2K - $37.7K
|
2.91K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-524- 34.98% |
$33.6K - $39.3K
|
974
$73.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-534- 1.1% |
$34.2K - $40.1K
|
48K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-539- 4.11% |
$34.6K - $40.4K
|
12.6K
$946K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-556- 13.28% |
$35.6K - $41.7K
|
3.63K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-572- 2.17% |
$36.7K - $42.9K
|
25.7K
$1.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-600- 2.25% |
$38.5K - $45K
|
26.1K
$1.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-618- 7.99% |
$39.6K - $46.4K
|
7.12K
$535K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-626- 5.6% |
$40.1K - $47K
|
10.6K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-674- 11.98% |
$43.2K - $50.6K
|
4.95K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-678- 4.28% |
$43.5K - $50.9K
|
15.2K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-736- 10.68% |
$47.2K - $55.2K
|
6.16K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-737- 25.08% |
$47.2K - $55.3K
|
2.2K
$166K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-738- 4.36% |
$47.3K - $55.4K
|
16.2K
$1.22M
|