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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
437+ 2.97% |
$30.5K - $37.3K
|
15.2K
$1.05M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
430+ 7.77% |
$30K - $36.7K
|
5.97K
$413K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
430New |
$30K - $36.7K
|
430
$29.8K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
427+ 1.66% |
$29.8K - $36.5K
|
26.1K
$1.81M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
423+ 0.44% |
$29.5K - $36.1K
|
95.8K
$6.64M
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
421+ 0.77% |
$29.4K - $36K
|
54.9K
$3.81M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
419+ 3.7% |
$29.2K - $35.8K
|
11.7K
$813K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
419+ 3.09% |
$29.2K - $35.8K
|
14K
$967K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
417+ 2.37% |
$29.1K - $35.6K
|
18K
$1.25M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
414+ 11.54% |
$28.9K - $35.4K
|
4K
$277K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
410+ 10.39% |
$28.6K - $35K
|
4.36K
$302K
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
400+ 9.76% |
$27.9K - $34.2K
|
4.5K
$312K
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
398+ 0.19% |
$27.8K - $34K
|
213K
$14.7M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
393+ 2.37% |
$27.4K - $33.6K
|
17K
$1.18M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
386New |
$26.9K - $33K
|
386
$26.7K
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
384+ 6.65% |
$26.8K - $32.8K
|
6.16K
$427K
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
380+ 13.04% |
$26.5K - $32.5K
|
3.29K
$228K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
376+ 3.23% |
$26.2K - $32.1K
|
12K
$832K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
369+ 12.93% |
$25.7K - $31.5K
|
3.22K
$223K
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
367+ 1.51% |
$25.6K - $31.4K
|
24.7K
$1.71M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
366+ 2.37% |
$25.5K - $31.3K
|
15.8K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
365+ 2.52% |
$25.5K - $31.2K
|
14.9K
$1.03M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
364+ 9.48% |
$25.4K - $31.1K
|
4.2K
$291K
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
363+ 0.4% |
$25.3K - $31K
|
91.9K
$6.37M
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
361+ 2.65% |
$25.2K - $30.8K
|
14K
$969K
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
356+ 0.32% |
$24.8K - $30.4K
|
113K
$7.8M
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
353+ 4.37% |
$24.6K - $30.2K
|
8.43K
$584K
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
352+ 6.33% |
$24.6K - $30.1K
|
5.91K
$410K
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
352+ 4.79% |
$24.6K - $30.1K
|
7.7K
$534K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
349+ 3.62% |
$24.3K - $29.8K
|
10K
$693K
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
348+ 0.2% |
$24.3K - $29.7K
|
176K
$12.2M
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
347+ 1.76% |
$24.2K - $29.6K
|
20K
$1.39M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
345+ 3.0% |
$24.1K - $29.5K
|
11.8K
$820K
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
341+ 6.62% |
$23.8K - $29.1K
|
5.49K
$380K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
339+ 9.84% |
$23.7K - $29K
|
3.78K
$262K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
334+ 3.34% |
$23.3K - $28.5K
|
10.3K
$716K
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
334+ 3.36% |
$23.3K - $28.5K
|
10.3K
$712K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
332+ 1229.63% |
$23.2K - $28.4K
|
359
$24.9K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
330+ 2.63% |
$23K - $28.2K
|
12.9K
$892K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
321+ 22.05% |
$22.4K - $27.4K
|
1.78K
$123K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
317+ 0.27% |
$22.1K - $27.1K
|
116K
$8.03M
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
315+ 12.3% |
$22K - $26.9K
|
2.88K
$199K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
309+ 9.28% |
$21.6K - $26.4K
|
3.64K
$252K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
308New |
$21.5K - $26.3K
|
308
$21.3K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
307+ 2.65% |
$21.4K - $26.2K
|
11.9K
$823K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
303+ 0.7% |
$21.1K - $25.9K
|
43.3K
$3M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
301+ 7.41% |
$21K - $25.7K
|
4.37K
$302K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$20.9K - $25.6K
|
300
$20.8K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
300+ 0.25% |
$20.9K - $25.6K
|
121K
$8.35M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
298+ 6.54% |
$20.8K - $25.5K
|
4.85K
$336K
|