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 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-741- 8.88% |
$47.5K - $55.6K
|
7.61K
$572K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-817- 0.98% |
$52.4K - $61.3K
|
82.2K
$6.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-825- 7.53% |
$52.9K - $61.9K
|
10.1K
$761K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-841- 4.79% |
$53.9K - $63.1K
|
16.7K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-870- 2.61% |
$55.8K - $65.3K
|
32.5K
$2.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-886- 1.24% |
$56.8K - $66.5K
|
70.6K
$5.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-892- 13.46% |
$57.2K - $66.9K
|
5.73K
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-894- 1.48% |
$57.3K - $67.1K
|
59.7K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-894- 5.2% |
$57.3K - $67.1K
|
16.3K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-900- 13.59% |
$57.7K - $67.5K
|
5.72K
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-961- 3.57% |
$61.6K - $72.1K
|
25.9K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-1.02K- 10.11% |
$65.5K - $76.6K
|
9.07K
$682K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.03K- 5.18% |
$66K - $77.3K
|
18.8K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.07K- 0.74% |
$68.7K - $80.4K
|
145K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.16K- 3.09% |
$74.2K - $86.8K
|
36.3K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.24K- 4.68% |
$79.8K - $93.3K
|
25.3K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.32K- 1.05% |
$84.8K - $99.2K
|
124K
$9.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.34K- 0.65% |
$85.8K - $100K
|
205K
$15.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.39K- 2.43% |
$88.9K - $104K
|
55.7K
$4.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.43K- 5.42% |
$91.8K - $107K
|
25K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.45K- 7.83% |
$92.9K - $109K
|
17.1K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.52K- 7.08% |
$97.1K - $114K
|
19.9K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.6K- 5.74% |
$103K - $120K
|
26.3K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.67K- 9.46% |
$107K - $125K
|
15.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.71K- 1.42% |
$110K - $128K
|
119K
$8.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.75K- 21.74% |
$112K - $131K
|
6.3K
$473K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.76K- 10.7% |
$113K - $132K
|
14.7K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.8K- 7.58% |
$116K - $135K
|
22K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.88K- 1.33% |
$121K - $141K
|
140K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.97K- 15.9% |
$127K - $148K
|
10.4K
$785K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.98K- 11.8% |
$127K - $148K
|
14.8K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.06K- 1.4% |
$132K - $155K
|
145K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.1K- 13.73% |
$135K - $158K
|
13.2K
$993K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.11K- 35.25% |
$135K - $158K
|
3.87K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.12K- 10.74% |
$136K - $159K
|
17.6K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.13K- 0.98% |
$137K - $160K
|
217K
$16.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.16K- 20.79% |
$138K - $162K
|
8.23K
$619K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.42K- 7.33% |
$155K - $181K
|
30.6K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.44K- 16.68% |
$157K - $183K
|
12.2K
$917K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.72K- 16.66% |
$174K - $204K
|
13.6K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.73K- 21.65% |
$175K - $205K
|
9.88K
$743K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.81K- 56.39% |
$180K - $211K
|
2.17K
$163K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.1K- 13.2% |
$199K - $233K
|
20.4K
$1.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.11K- 14.35% |
$199K - $233K
|
18.5K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.18K- 48.83% |
$204K - $238K
|
3.33K
$250K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.22K- 19.48% |
$206K - $241K
|
13.3K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-3.45K- 3.62% |
$221K - $259K
|
91.7K
$6.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.6K- 6.17% |
$231K - $270K
|
54.8K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-3.69K- 3.69% |
$237K - $277K
|
96.3K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3.95K- 2.15% |
$253K - $296K
|
180K
$13.5M
|