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 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
775+ 21.29% |
$54.1K - $66.2K
|
4.42K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
751+ 4.91% |
$52.4K - $64.2K
|
16.1K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
734+ 0.63% |
$51.2K - $62.7K
|
116K
$8.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
733+ 5.0% |
$51.1K - $62.6K
|
15.4K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
730+ 3.78% |
$50.9K - $62.4K
|
20.1K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
727+ 9.62% |
$50.7K - $62.1K
|
8.28K
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
724+ 5.11% |
$50.5K - $61.9K
|
14.9K
$1.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
713+ 19.56% |
$49.7K - $60.9K
|
4.36K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
704+ 8.02% |
$49.1K - $60.1K
|
9.48K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
692+ 12.98% |
$48.3K - $59.1K
|
6.02K
$421K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
687+ 12.28% |
$47.9K - $58.7K
|
6.28K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
686+ 5.46% |
$47.9K - $58.6K
|
13.2K
$925K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
677+ 2.9% |
$47.2K - $57.8K
|
24K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
663+ 15.46% |
$46.3K - $56.6K
|
4.95K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
660+ 7.3% |
$46K - $56.4K
|
9.71K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
653+ 1.96% |
$45.6K - $55.8K
|
34K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
BUY
|
- |
647+ 0.48% |
$45.1K - $55.3K
|
135K
$9.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
642New |
$44.8K - $54.8K
|
642
$44.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
634+ 1.33% |
$44.2K - $54.2K
|
48.3K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
618New |
$43.1K - $52.8K
|
618
$43.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
592+ 2.33% |
$41.3K - $50.6K
|
26K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
586+ 18.93% |
$40.9K - $50.1K
|
3.68K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
579+ 0.64% |
$40.4K - $49.5K
|
90.4K
$6.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
570+ 7.53% |
$39.8K - $48.7K
|
8.14K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
561+ 2.85% |
$39.1K - $47.9K
|
20.3K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
553+ 2.35% |
$38.6K - $47.2K
|
24K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
552+ 1.48% |
$38.5K - $47.2K
|
37.9K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
541+ 3.64% |
$37.7K - $46.2K
|
15.4K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
541+ 6.01% |
$37.7K - $46.2K
|
9.55K
$667K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
540+ 19.03% |
$37.7K - $46.1K
|
3.38K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
540+ 3.0% |
$37.7K - $46.1K
|
18.6K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
538+ 10.59% |
$37.5K - $46K
|
5.62K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
536+ 0.88% |
$37.4K - $45.8K
|
61.3K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
533+ 3.97% |
$37.2K - $45.5K
|
14K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
529+ 5.51% |
$36.9K - $45.2K
|
10.1K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
526+ 4.65% |
$36.7K - $44.9K
|
11.8K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
523+ 21.71% |
$36.5K - $44.7K
|
2.93K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
523+ 3.22% |
$36.5K - $44.7K
|
16.8K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
512+ 6.46% |
$35.7K - $43.7K
|
8.43K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
508+ 1.83% |
$35.4K - $43.4K
|
28.2K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
500New |
$34.9K - $42.7K
|
500
$35K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500+ 19.51% |
$34.9K - $42.7K
|
3.06K
$214K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
494+ 11.26% |
$34.5K - $42.2K
|
4.88K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
489+ 0.85% |
$34.1K - $41.8K
|
57.7K
$4.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
484+ 1.02% |
$33.8K - $41.3K
|
47.9K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
478+ 0.45% |
$33.4K - $40.8K
|
108K
$7.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
478+ 2.85% |
$33.4K - $40.8K
|
17.3K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
475+ 1.21% |
$33.1K - $40.6K
|
39.6K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
460+ 3.26% |
$32.1K - $39.3K
|
14.6K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
445+ 1.31% |
$31K - $38K
|
34.5K
$2.41M
|