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 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.8K+ 0.55% |
$195K - $239K
|
516K
$36.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.77K+ 76.72% |
$193K - $237K
|
6.38K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.66K+ 11.86% |
$186K - $228K
|
25.1K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.65K+ 2.08% |
$185K - $226K
|
130K
$9.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
2.6K+ 3.14% |
$181K - $222K
|
85.3K
$6.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.58K+ 2.98% |
$180K - $221K
|
89.2K
$6.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
2.55K+ 0.95% |
$178K - $218K
|
271K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.54K+ 8.8% |
$177K - $217K
|
31.4K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.54K+ 6.06% |
$177K - $217K
|
44.4K
$3.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
2.46K+ 2.27% |
$172K - $210K
|
111K
$7.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.46K+ 5.05% |
$172K - $210K
|
51.2K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.39K+ 22.02% |
$167K - $204K
|
13.3K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.34K+ 1.33% |
$163K - $200K
|
178K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.33K+ 4.54% |
$163K - $199K
|
53.7K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.29K+ 1.0% |
$160K - $196K
|
232K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.2K+ 51.61% |
$153K - $188K
|
6.45K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.18K+ 2.27% |
$152K - $186K
|
98.1K
$6.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.14K+ 2.88% |
$149K - $183K
|
76.3K
$5.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2.12K+ 1781.51% |
$148K - $181K
|
2.24K
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.11K+ 1.91% |
$147K - $181K
|
113K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.07K+ 65.71% |
$144K - $177K
|
5.22K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.01K+ 51.62% |
$140K - $172K
|
5.9K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 1.97% |
$138K - $169K
|
103K
$7.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.93K+ 7.19% |
$135K - $165K
|
28.7K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.87K+ 0.64% |
$130K - $159K
|
293K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.84K+ 6.96% |
$128K - $157K
|
28.3K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 6.02% |
$127K - $156K
|
32.1K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 2.19% |
$124K - $152K
|
82.9K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 59.3% |
$123K - $150K
|
4.73K
$334K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.65K+ 5.36% |
$115K - $141K
|
32.5K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.63K+ 22.07% |
$114K - $139K
|
9.02K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.63K+ 1.34% |
$113K - $139K
|
123K
$8.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.62K+ 0.71% |
$113K - $138K
|
228K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.59K+ 11.91% |
$111K - $136K
|
14.9K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.55K+ 7.97% |
$108K - $132K
|
20.9K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.54K+ 16.07% |
$107K - $131K
|
11.1K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.49K+ 1.31% |
$104K - $127K
|
115K
$8.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.47K+ 54.07% |
$102K - $125K
|
4.18K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.46K+ 114.82% |
$102K - $125K
|
2.74K
$193K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.42K+ 16.35% |
$99.1K - $121K
|
10.1K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 36.38% |
$98.9K - $121K
|
5.31K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41K+ 4.78% |
$98.6K - $121K
|
31K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.38K+ 35.73% |
$96.6K - $118K
|
5.26K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 26.81% |
$95.9K - $117K
|
6.5K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.37K+ 12.15% |
$95.7K - $117K
|
12.7K
$893K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.35K+ 17.42% |
$94.2K - $115K
|
9.1K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.3K+ 2.13% |
$90.8K - $111K
|
62.3K
$4.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.26K+ 1.9% |
$88.1K - $108K
|
67.8K
$4.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.24K+ 5.56% |
$86.4K - $106K
|
23.5K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 6.78% |
$86K - $105K
|
19.4K
$1.37M
|