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
|
Epiq Partners, LLC
|
SELL
|
- |
-800- 3.31% |
$55.8K - $68.3K
|
23.4K
$1.64M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-806- 1.17% |
$56.2K - $68.9K
|
68.3K
$4.78M
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-813- 1.4% |
$56.7K - $69.5K
|
57.2K
$4M
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-827- 1.71% |
$57.7K - $70.7K
|
47.6K
$3.32M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-830- 6.68% |
$57.9K - $70.9K
|
11.6K
$811K
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-831- 20.73% |
$58K - $71K
|
3.18K
$222K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-840- 0.45% |
$58.6K - $71.8K
|
187K
$13.1M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-840- 3.63% |
$58.6K - $71.8K
|
22.3K
$1.56M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-848- 2.9% |
$59.2K - $72.4K
|
28.3K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-855- 0.8% |
$59.7K - $73K
|
106K
$7.4M
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-873- 1.1% |
$60.9K - $74.6K
|
78.7K
$5.5M
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-876- 5.56% |
$61.1K - $74.8K
|
14.9K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-879- 0.43% |
$61.3K - $75.1K
|
205K
$14.3M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-884- 10.24% |
$61.7K - $75.5K
|
7.75K
$542K
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-888- 1.27% |
$62K - $75.9K
|
68.9K
$4.82M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-890- 46.57% |
$62.1K - $76K
|
1.02K
$71.4K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-893- 0.79% |
$62.3K - $76.3K
|
112K
$7.82M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-920- 8.03% |
$64.2K - $78.6K
|
10.5K
$737K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-942- 2.52% |
$65.7K - $80.5K
|
36.4K
$2.54M
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-950- 1.24% |
$66.3K - $81.2K
|
75.6K
$5.29M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-967- 0.87% |
$67.5K - $82.6K
|
110K
$7.72M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-985- 0.97% |
$68.7K - $84.1K
|
101K
$7.03M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-988- 0.26% |
$68.9K - $84.4K
|
374K
$26.2M
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1K- 1.01% |
$69.8K - $85.5K
|
97.9K
$6.84M
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.03K- 3.83% |
$71.7K - $87.8K
|
25.8K
$1.81M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.03K- 25.35% |
$71.9K - $88K
|
3.03K
$212K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.03K- 11.06% |
$71.9K - $88.1K
|
8.29K
$579K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.04K- 5.32% |
$72.6K - $88.8K
|
18.5K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-1.05K- 13.13% |
$72.9K - $89.3K
|
6.91K
$483K
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.06K- 1.85% |
$73.8K - $90.4K
|
56K
$3.91M
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.07K- 18.58% |
$74.7K - $91.4K
|
4.69K
$328K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.08K- 10.08% |
$75K - $91.8K
|
9.59K
$670K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.09K- 3.3% |
$76K - $93K
|
32K
$2.23M
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.1K- 7.75% |
$76.7K - $94K
|
13.1K
$915K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.1K- 0.76% |
$76.8K - $94.1K
|
144K
$10.1M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.1K- 11.72% |
$76.9K - $94.1K
|
8.3K
$580K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.15K- 22.57% |
$79.9K - $97.8K
|
3.93K
$275K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.15K- 6.82% |
$80.4K - $98.5K
|
15.8K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.16K- 6.9% |
$80.7K - $98.8K
|
15.6K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.17K- 5.71% |
$81.6K - $100K
|
19.3K
$1.35M
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.17K- 8.54% |
$81.7K - $100K
|
12.5K
$877K
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-1.18K- 11.29% |
$82.1K - $101K
|
9.25K
$646K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.19K- 25.35% |
$83K - $102K
|
3.5K
$245K
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.19K- 23.94% |
$83K - $102K
|
3.78K
$264K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.2K- 13.44% |
$83.6K - $102K
|
7.71K
$539K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-1.21K- 4.13% |
$84.7K - $104K
|
28.2K
$1.97M
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.25K- 20.83% |
$86.9K - $106K
|
4.73K
$331K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.25K- 1.68% |
$86.9K - $106K
|
73K
$5.1M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.27K- 15.17% |
$88.3K - $108K
|
7.07K
$494K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.28K- 1.54% |
$89.5K - $110K
|
82.2K
$5.75M
|