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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.07K- 9.77% |
$284K - $347K
|
37.6K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-4.08K- 49.39% |
$285K - $349K
|
4.18K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.11K- 1.5% |
$286K - $351K
|
269K
$18.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.18K- 1.75% |
$292K - $357K
|
234K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.29K- 9.61% |
$300K - $367K
|
40.4K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.3K- 47.9% |
$300K - $367K
|
4.67K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.31K- 0.72% |
$301K - $368K
|
598K
$41.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.39K- 2.21% |
$306K - $375K
|
194K
$13.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.41K- 45.14% |
$307K - $376K
|
5.35K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.41K- 38.76% |
$308K - $377K
|
6.97K
$486K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.53K- 3.24% |
$316K - $387K
|
135K
$9.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.55K- 21.15% |
$317K - $389K
|
17K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.68K- 3.02% |
$327K - $400K
|
151K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4.7K- 39.65% |
$328K - $402K
|
7.16K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.73K- 19.58% |
$330K - $404K
|
19.4K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.76K- 53.22% |
$332K - $406K
|
4.18K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-4.76K- 10.47% |
$332K - $406K
|
40.7K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.79K- 1.54% |
$334K - $409K
|
307K
$21.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.81K- 8.2% |
$336K - $411K
|
53.8K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-4.9K- 58.44% |
$342K - $418K
|
3.48K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.99K- 12.58% |
$348K - $426K
|
34.7K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.01K- 6.82% |
$350K - $428K
|
68.5K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.1K- 4.41% |
$356K - $436K
|
111K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.12K- 1.45% |
$357K - $437K
|
349K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.19K- 2.67% |
$362K - $443K
|
189K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.2K- 4.34% |
$363K - $444K
|
115K
$8M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.26K- 82.17% |
$367K - $449K
|
1.14K
$79.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.42K- 57.68% |
$378K - $463K
|
3.98K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-5.46K- 4.35% |
$381K - $467K
|
120K
$8.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-5.5K- 0.68% |
$384K - $470K
|
802K
$55.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.57K- 12.96% |
$389K - $476K
|
37.4K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.67K- 1.68% |
$396K - $484K
|
333K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.81K- 21.01% |
$406K - $497K
|
21.9K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.86K- 59.34% |
$409K - $500K
|
4.01K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.86K- 10.2% |
$409K - $501K
|
51.6K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-6K- 45.67% |
$419K - $513K
|
7.14K
$498K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.18K- 11.17% |
$431K - $528K
|
49.2K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-6.71K- 9.54% |
$468K - $573K
|
63.6K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-6.78K- 23.06% |
$473K - $579K
|
22.6K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-6.85K- 24.77% |
$478K - $585K
|
20.8K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-6.86K- 6.01% |
$479K - $586K
|
107K
$7.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.97K- 0.96% |
$487K - $596K
|
721K
$50.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.03K- 62.36% |
$491K - $601K
|
4.24K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.2K- 40.65% |
$502K - $615K
|
10.5K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.32K- 33.7% |
$511K - $625K
|
14.4K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.44K- 47.75% |
$519K - $635K
|
8.14K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-7.5K- 3.03% |
$523K - $641K
|
240K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.79K- 32.15% |
$543K - $665K
|
16.4K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.96K- 2.93% |
$556K - $680K
|
264K
$18.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-8.1K- 12.61% |
$565K - $692K
|
56.1K
$3.91M
|