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 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 1.91% |
$1.47K - $1.79K
|
1.12K
$79.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18+ 0.35% |
$1.26K - $1.54K
|
5.23K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18+ 0.08% |
$1.26K - $1.54K
|
21.2K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
15+ 0.34% |
$1.05K - $1.28K
|
4.4K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
14+ 0.69% |
$977 - $1.2K
|
2.04K
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 2.03% |
$837 - $1.03K
|
602
$42.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12+ 0.29% |
$837 - $1.03K
|
4.15K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.25% |
$767 - $940
|
4.34K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
9+ 0.06% |
$628 - $769
|
14.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.29% |
$628 - $769
|
3.1K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
8+ 0.02% |
$558 - $683
|
36.9K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
8+ 0.11% |
$558 - $683
|
7.22K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
8New |
$558 - $683
|
8
$564
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.03% |
$419 - $513
|
21.8K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5+ 0.04% |
$349 - $427
|
13.7K
$965K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.11% |
$349 - $427
|
4.53K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$279 - $342
|
3.56K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.19% |
$140 - $171
|
1.08K
$75.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$140 - $171
|
1.51K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 0.3% |
$140 - $171
|
677
$47.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.9% |
$140 - $171
|
225
$15.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
2+ 0.05% |
$140 - $171
|
4.1K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.1% |
$140 - $171
|
183
$12.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.75% |
$69.8 - $85.4
|
135
$9.52K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$69.8 - $85.4
|
5.3K
$374K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$69.8 - $85.4
|
2.82K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$69.8 - $85.4
|
220
$15.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$69.8 - $85.4
|
7.57K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$69.8 - $85.4
|
7.25K
$511K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$69.8 - $85.4
|
41.3K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.1% |
$69.8 - $85.4
|
970
$68.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$140 - $171
|
8.24K
$582K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.05% |
$140 - $171
|
4.14K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.06% |
$140 - $171
|
3.41K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.01% |
$209 - $256
|
40.9K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 0.66% |
$209 - $256
|
452
$31.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3- 0.09% |
$209 - $256
|
3.34K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.06% |
$209 - $256
|
5.32K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-4- 0.03% |
$279 - $342
|
11.5K
$812K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.1% |
$279 - $342
|
3.81K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-7- 0.1% |
$488 - $598
|
7.31K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$698 - $854
|
6.67K
$471K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-12- 0.16% |
$837 - $1.03K
|
7.33K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-12- 0.35% |
$837 - $1.03K
|
3.46K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-17- 0.38% |
$1.19K - $1.45K
|
4.5K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-20- 0.37% |
$1.4K - $1.71K
|
5.32K
$375K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-20- 0.26% |
$1.4K - $1.71K
|
7.54K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-22- 0.09% |
$1.53K - $1.88K
|
24.2K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-22- 0.2% |
$1.53K - $1.88K
|
11.2K
$793K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-23- 0.38% |
$1.6K - $1.96K
|
6K
$423K
|