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 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$69.8 - $85.4
|
5.3K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.75% |
$69.8 - $85.4
|
135
$10.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$69.8 - $85.4
|
7.25K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$69.8 - $85.4
|
220
$16.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$69.8 - $85.4
|
7.57K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1+ 0.02% |
$69.8 - $85.4
|
6.09K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$69.8 - $85.4
|
4.08K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 1.96% |
$69.8 - $85.4
|
52
$3.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 2.04% |
$69.8 - $85.4
|
50
$3.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 5.26% |
$69.8 - $85.4
|
20
$1.5K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.86% |
$69.8 - $85.4
|
117
$8.8K
|
|
|
May 29, 2025
Q4 2024
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$69.8 - $85.4
|
41.3K
$3.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.1% |
$69.8 - $85.4
|
970
$72.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1- -0.0% |
$69.8 - $85.4
|
22.4K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$69.8 - $85.4
|
7.06K
$530K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$140 - $171
|
8.24K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.06% |
$140 - $171
|
3.41K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.05% |
$140 - $171
|
4.14K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2- 0.05% |
$140 - $171
|
4.18K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2- 0.05% |
$140 - $171
|
3.76K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.06% |
$209 - $256
|
5.32K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.01% |
$209 - $256
|
40.9K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 0.66% |
$209 - $256
|
452
$34K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.09% |
$209 - $256
|
3.34K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$209 - $256
|
5.03K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.1% |
$279 - $342
|
3.81K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-4- 0.03% |
$279 - $342
|
11.5K
$865K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.02% |
$349 - $427
|
24.1K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6- 0.11% |
$419 - $513
|
5.39K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7- 0.1% |
$488 - $598
|
7.31K
$550K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-7- 0.15% |
$488 - $598
|
4.59K
$345K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-7- 0.06% |
$488 - $598
|
11.1K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-8- 0.03% |
$558 - $683
|
22.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-8- 0.12% |
$558 - $683
|
6.78K
$509K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-8- 0.08% |
$558 - $683
|
10.5K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$698 - $854
|
6.67K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12- 0.35% |
$837 - $1.03K
|
3.46K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-12- 0.16% |
$837 - $1.03K
|
7.33K
$551K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-17- 0.38% |
$1.19K - $1.45K
|
4.5K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-17- 0.09% |
$1.19K - $1.45K
|
18.2K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-18- 0.68% |
$1.26K - $1.54K
|
2.61K
$196K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-20- 0.26% |
$1.4K - $1.71K
|
7.54K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-20- 0.37% |
$1.4K - $1.71K
|
5.32K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-20- 50.0% |
$1.4K - $1.71K
|
20
$1.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-20- 0.49% |
$1.4K - $1.71K
|
4.04K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-21- 0.19% |
$1.47K - $1.79K
|
10.9K
$822K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-21- 1.03% |
$1.47K - $1.79K
|
2.02K
$152K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-22- 0.2% |
$1.53K - $1.88K
|
11.2K
$846K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-22- 0.09% |
$1.53K - $1.88K
|
24.2K
$1.82M
|