Latest Institutional Transactions on Nextera Energy Inc (NEE)
This table provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-565- 5.38% |
$39.4K - $43.8K
|
9.95K
$853K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-806- 2.79% |
$56.2K - $62.5K
|
28K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-501- 4.28% |
$35K - $38.8K
|
11.2K
$961K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-2.76K- 3.02% |
$193K - $214K
|
88.7K
$7.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-536- 0.52% |
$37.4K - $41.6K
|
103K
$8.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-4.05K- 7.47% |
$282K - $314K
|
50.1K
$4.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
846+ 0.98% |
$59K - $65.6K
|
86.9K
$7.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
248+ 2.84% |
$17.3K - $19.2K
|
8.98K
$770K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.6K- 2.92% |
$882K - $980K
|
421K
$36.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
23.4K+ 13.13% |
$1.63M - $1.81M
|
201K
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.69K+ 17.31% |
$257K - $286K
|
25K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-380- 2.99% |
$26.5K - $29.5K
|
12.3K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
611+ 2.02% |
$42.6K - $47.4K
|
30.9K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
403+ 6.73% |
$28.1K - $31.2K
|
6.39K
$548K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 69.02% |
$205K - $228K
|
7.2K
$617K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.18K+ 0.87% |
$82.6K - $91.8K
|
137K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-52- 1.78% |
$3.63K - $4.03K
|
2.88K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
476+ 7.73% |
$33.2K - $36.9K
|
6.63K
$569K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.57K- 11.87% |
$458K - $510K
|
48.8K
$4.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 0.03% |
$1.05K - $1.16K
|
49.2K
$4.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.11K+ 15.46% |
$357K - $396K
|
38.2K
$3.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
697+ 3.64% |
$48.6K - $54K
|
19.9K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
472+ 4.35% |
$32.9K - $36.6K
|
11.3K
$971K
|
|
|
Nov 10, 2025
Q3 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-50- 1.55% |
$3.49K - $3.88K
|
3.17K
$272K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
518+ 0.74% |
$36.1K - $40.2K
|
70.4K
$6.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-54- 0.83% |
$3.77K - $4.19K
|
6.42K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
32+ 0.15% |
$2.23K - $2.48K
|
21.4K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.54K+ 4.2% |
$107K - $119K
|
38.2K
$3.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-151- 4.05% |
$10.5K - $11.7K
|
3.58K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-217- 2.12% |
$15.1K - $16.8K
|
10K
$860K
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
16.5K+ 1.77% |
$1.15M - $1.28M
|
951K
$81.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
9.91K+ 21.71% |
$691K - $768K
|
55.5K
$4.76M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.21KNew |
$224K - $249K
|
3.21K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.46K- 1.66% |
$171K - $191K
|
146K
$12.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.22K- 9.4% |
$85.3K - $94.8K
|
11.8K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-7.62K- 7.66% |
$532K - $591K
|
91.8K
$7.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-19.2K- 2.02% |
$1.34M - $1.49M
|
931K
$79.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.21K+ 77.34% |
$224K - $249K
|
7.36K
$631K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
251+ 2.56% |
$17.5K - $19.5K
|
10K
$861K
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
59.6K+ 12.77% |
$4.16M - $4.62M
|
526K
$45.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-1.11K- 16.29% |
$77.6K - $86.2K
|
5.71K
$490K
|
|
|
Nov 10, 2025
Q3 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
380+ 3.21% |
$26.5K - $29.5K
|
12.2K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
11.8KNew |
$824K - $916K
|
11.8K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
8.49KNew |
$592K - $658K
|
8.49K
$728K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-143- 0.71% |
$9.98K - $11.1K
|
20K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
226KNew |
$15.7M - $17.5M
|
226K
$19.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.01K- 35.19% |
$420K - $466K
|
11.1K
$950K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-34K- 1.17% |
$2.37M - $2.64M
|
2.88M
$247M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-41- 0.85% |
$2.86K - $3.18K
|
4.78K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-13.1K- 4.28% |
$912K - $1.01M
|
292K
$25M
|
|