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
|
Heartland Bank & Trust CO
|
BUY
|
- |
309+ 9.28% |
$21.6K - $26.4K
|
3.64K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
308New |
$21.5K - $26.3K
|
308
$21.7K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
307+ 2.65% |
$21.4K - $26.2K
|
11.9K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
300+ 0.25% |
$20.9K - $25.6K
|
121K
$8.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$20.9K - $25.6K
|
300
$21.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
298+ 6.54% |
$20.8K - $25.5K
|
4.85K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
293+ 0.91% |
$20.4K - $25K
|
32.4K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
292+ 8.81% |
$20.4K - $24.9K
|
3.61K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
285+ 4.82% |
$19.9K - $24.3K
|
6.19K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
285+ 0.23% |
$19.9K - $24.3K
|
125K
$8.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
282+ 7.98% |
$19.7K - $24.1K
|
3.82K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 2.52% |
$18.8K - $23K
|
11K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
262+ 6.64% |
$18.3K - $22.4K
|
4.21K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
259+ 1.35% |
$18.1K - $22.1K
|
19.5K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
250+ 2.56% |
$17.4K - $21.4K
|
10K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
232+ 2.62% |
$16.2K - $19.8K
|
9.1K
$642K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
228+ 1.04% |
$15.9K - $19.5K
|
22.2K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
225+ 1.51% |
$15.7K - $19.2K
|
15.1K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
224+ 5.5% |
$15.6K - $19.1K
|
4.3K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
223+ 7.72% |
$15.6K - $19.1K
|
3.11K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
220+ 2.23% |
$15.3K - $18.8K
|
10.1K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
218+ 1.05% |
$15.2K - $18.6K
|
21.1K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
212+ 0.76% |
$14.8K - $18.1K
|
28.1K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
209+ 6.57% |
$14.6K - $17.9K
|
3.39K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
199+ 0.21% |
$13.9K - $17K
|
94.5K
$6.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
196+ 1.46% |
$13.7K - $16.7K
|
13.7K
$964K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
194+ 2.44% |
$13.5K - $16.6K
|
8.14K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 0.49% |
$13.3K - $16.3K
|
39K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
187+ 1.38% |
$13K - $16K
|
13.8K
$970K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
187+ 2.83% |
$13K - $16K
|
6.8K
$479K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
187+ 2.09% |
$13K - $16K
|
9.13K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
185+ 1.76% |
$12.9K - $15.8K
|
10.7K
$753K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
184+ 4.48% |
$12.8K - $15.7K
|
4.29K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
184+ 2.09% |
$12.8K - $15.7K
|
8.98K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
170+ 2.28% |
$11.9K - $14.5K
|
7.62K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
168+ 5.88% |
$11.7K - $14.4K
|
3.02K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
168+ 2.97% |
$11.7K - $14.4K
|
5.82K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
165+ 2.97% |
$11.5K - $14.1K
|
5.73K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
164+ 0.36% |
$11.4K - $14K
|
45.8K
$3.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
161+ 5.02% |
$11.2K - $13.8K
|
3.37K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
158+ 0.99% |
$11K - $13.5K
|
16.2K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
155+ 0.66% |
$10.8K - $13.2K
|
23.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.3% |
$10.5K - $12.8K
|
11.7K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$10.5K - $12.8K
|
250
$17.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
145+ 1.71% |
$10.1K - $12.4K
|
8.62K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142+ 3.16% |
$9.91K - $12.1K
|
4.63K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
142+ 2.34% |
$9.91K - $12.1K
|
6.21K
$438K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
140+ 2.71% |
$9.77K - $12K
|
5.3K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
131+ 1.96% |
$9.14K - $11.2K
|
6.82K
$481K
|