Purchases and Sales Made in Q4 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 1.08% |
$6.98K - $8.54K
|
9.15K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 0.6% |
$6.98K - $8.54K
|
16.5K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-100- 2.55% |
$6.98K - $8.54K
|
3.83K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-101- 1.05% |
$7.05K - $8.63K
|
9.53K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-101- 0.78% |
$7.05K - $8.63K
|
12.8K
$911K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 1.82% |
$8.16K - $10K
|
6.32K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-120- 1.9% |
$8.37K - $10.3K
|
6.18K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-121- 0.95% |
$8.44K - $10.3K
|
12.6K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-125- 3.18% |
$8.72K - $10.7K
|
3.81K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-127- 2.87% |
$8.86K - $10.8K
|
4.3K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-127- 49.8% |
$8.86K - $10.8K
|
128
$9.07K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-128- 1.19% |
$8.93K - $10.9K
|
10.6K
$751K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-128- 2.82% |
$8.93K - $10.9K
|
4.4K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-129- 3.97% |
$9K - $11K
|
3.12K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-133- 1.72% |
$9.28K - $11.4K
|
7.61K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-134- 1.36% |
$9.35K - $11.4K
|
9.7K
$687K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-135- 1.23% |
$9.42K - $11.5K
|
10.9K
$771K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-139- 2.66% |
$9.7K - $11.9K
|
5.08K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-140- 0.72% |
$9.77K - $12K
|
19.2K
$1.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-141- 0.75% |
$9.84K - $12K
|
18.6K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-142- 0.67% |
$9.91K - $12.1K
|
21K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-142- 2.37% |
$9.91K - $12.1K
|
5.85K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-142- 31.49% |
$9.91K - $12.1K
|
309
$21.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-149- 3.27% |
$10.4K - $12.7K
|
4.41K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-150- 0.71% |
$10.5K - $12.8K
|
21K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-150- 4.25% |
$10.5K - $12.8K
|
3.38K
$240K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-153- 3.43% |
$10.7K - $13.1K
|
4.31K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 5.38% |
$10.9K - $13.3K
|
2.74K
$194K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-162- 2.31% |
$11.3K - $13.8K
|
6.86K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-166- 3.16% |
$11.6K - $14.2K
|
5.09K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-167- 19.31% |
$11.7K - $14.3K
|
698
$49.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-172- 0.69% |
$12K - $14.7K
|
24.8K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-177- 3.23% |
$12.3K - $15.1K
|
5.3K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-177- 4.9% |
$12.3K - $15.1K
|
3.43K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-186- 1.7% |
$13K - $15.9K
|
10.8K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-186- 1.58% |
$13K - $15.9K
|
11.6K
$822K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-187- 0.94% |
$13K - $16K
|
19.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-187- 1.28% |
$13K - $16K
|
14.5K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-190- 8.56% |
$13.3K - $16.2K
|
2.03K
$144K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-193- 5.89% |
$13.5K - $16.5K
|
3.08K
$219K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-194- 2.43% |
$13.5K - $16.6K
|
7.79K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-196- 1.71% |
$13.7K - $16.7K
|
11.2K
$797K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-199- 1.93% |
$13.9K - $17K
|
10.1K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-201- 6.2% |
$14K - $17.2K
|
3.04K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-205- 1.41% |
$14.3K - $17.5K
|
14.3K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-205- 0.57% |
$14.3K - $17.5K
|
35.6K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-205- 1.98% |
$14.3K - $17.5K
|
10.1K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-208- 0.37% |
$14.5K - $17.8K
|
56.7K
$4.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-210- 0.83% |
$14.7K - $17.9K
|
25.1K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-212- 3.13% |
$14.8K - $18.1K
|
6.57K
$466K
|