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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.93K+ 7.29% |
$135K - $165K
|
28.5K
$1.99M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.93K+ 7.19% |
$135K - $165K
|
28.7K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.87K+ 0.64% |
$130K - $159K
|
293K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.84K+ 6.96% |
$128K - $157K
|
28.3K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 3.38% |
$128K - $157K
|
56.2K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 6.02% |
$127K - $156K
|
32.1K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 2.19% |
$124K - $152K
|
82.9K
$5.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 59.3% |
$123K - $150K
|
4.73K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.75K+ 0.25% |
$122K - $149K
|
690K
$48.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75KNew |
$122K - $149K
|
1.75K
$122K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.65K+ 5.36% |
$115K - $141K
|
32.5K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.63K+ 22.07% |
$114K - $139K
|
9.02K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.63K+ 1.34% |
$113K - $139K
|
123K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.62K+ 0.71% |
$113K - $138K
|
228K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.59K+ 11.91% |
$111K - $136K
|
14.9K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.58K+ 1.01% |
$110K - $135K
|
157K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.58K+ 0.51% |
$110K - $135K
|
308K
$21.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.55K+ 9.71% |
$108K - $133K
|
17.6K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.55K+ 7.97% |
$108K - $132K
|
20.9K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.54K+ 16.07% |
$107K - $131K
|
11.1K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.49K+ 1.31% |
$104K - $127K
|
115K
$8.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.47K+ 54.07% |
$102K - $125K
|
4.18K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.46K+ 114.82% |
$102K - $125K
|
2.74K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.43K+ 1.59% |
$99.7K - $122K
|
91.5K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.42K+ 16.35% |
$99.1K - $121K
|
10.1K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 36.38% |
$98.9K - $121K
|
5.31K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41K+ 4.78% |
$98.6K - $121K
|
31K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.38K+ 35.73% |
$96.6K - $118K
|
5.26K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 26.81% |
$95.9K - $117K
|
6.5K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.37K+ 12.15% |
$95.7K - $117K
|
12.7K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 1.48% |
$94.3K - $115K
|
92.7K
$6.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.35K+ 17.42% |
$94.2K - $115K
|
9.1K
$636K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.32K+ 2.22% |
$92K - $113K
|
60.7K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.3K+ 2.13% |
$90.8K - $111K
|
62.3K
$4.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28K+ 2.12% |
$89.4K - $110K
|
61.9K
$4.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.26K+ 1.9% |
$88.1K - $108K
|
67.8K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.24K+ 5.56% |
$86.4K - $106K
|
23.5K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
1.24K+ 5.92% |
$86.3K - $106K
|
22.1K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 6.78% |
$86K - $105K
|
19.4K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.22K+ 23.31% |
$85.2K - $104K
|
6.46K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 16.06% |
$85.2K - $104K
|
8.83K
$617K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 20.47% |
$85.1K - $104K
|
7.18K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.19K+ 3.04% |
$83.3K - $102K
|
40.5K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.18K+ 6.43% |
$82.3K - $101K
|
19.5K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.18K+ 10.22% |
$82.3K - $101K
|
12.7K
$889K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.17K+ 0.45% |
$81.6K - $100K
|
263K
$18.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.17K+ 23.56% |
$81.5K - $99.8K
|
6.13K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.17K+ 1.99% |
$81.5K - $99.8K
|
59.8K
$4.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
1.16K+ 5.31% |
$81.1K - $99.3K
|
23K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.19% |
$78.1K - $95.7K
|
95K
$6.64M
|