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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-165- 1.36% |
$11.5K - $12.8K
|
11.9K
$1.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.92K- 42.44% |
$483K - $537K
|
9.39K
$805K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$349 - $388
|
7.01K
$601K
|
|
|
Oct 30, 2025
Q3 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.1KNew |
$286K - $318K
|
4.1K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-36- 0.97% |
$2.51K - $2.79K
|
3.69K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.82K- 8.71% |
$197K - $219K
|
29.6K
$2.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.27K+ 131.17% |
$88.7K - $98.6K
|
2.24K
$192K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
50.1K+ 1305.08% |
$3.5M - $3.89M
|
54K
$4.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.22K- 0.28% |
$84.8K - $94.2K
|
436K
$37.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-492- 4.17% |
$34.3K - $38.1K
|
11.3K
$970K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
370+ 7.42% |
$25.8K - $28.7K
|
5.36K
$459K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 37.17% |
$118K - $131K
|
6.24K
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
413+ 10.06% |
$28.8K - $32K
|
4.52K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.5% |
$3.07K - $3.41K
|
2.99K
$256K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-177- 15.82% |
$12.3K - $13.7K
|
942
$80.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
130K+ 12.75% |
$9.07M - $10.1M
|
1.15M
$98.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
504+ 3.17% |
$35.2K - $39.1K
|
16.4K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
162+ 3.19% |
$11.3K - $12.6K
|
5.24K
$449K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$244K - $271K
|
3.49K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.18K+ 2.83% |
$152K - $169K
|
79.2K
$6.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.48K+ 2.52% |
$173K - $192K
|
101K
$8.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.06K+ 3.35% |
$74.2K - $82.4K
|
32.8K
$2.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
246+ 3.82% |
$17.2K - $19.1K
|
6.68K
$573K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
14+ 0.28% |
$977 - $1.09K
|
5.06K
$434K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-211- 8.47% |
$14.7K - $16.4K
|
2.28K
$196K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-6.25K- 22.07% |
$436K - $485K
|
22.1K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
858+ 0.35% |
$59.9K - $66.5K
|
249K
$21.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-137- 0.5% |
$9.56K - $10.6K
|
27.4K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
161+ 3.18% |
$11.2K - $12.5K
|
5.22K
$448K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-84- 0.69% |
$5.86K - $6.51K
|
12K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
8.54K+ 2.44% |
$596K - $662K
|
358K
$30.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-94- 1.11% |
$6.56K - $7.29K
|
8.36K
$717K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-195- 4.14% |
$13.6K - $15.1K
|
4.51K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-43.1K- 11.94% |
$3.01M - $3.34M
|
318K
$27.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
9.48K+ 133.29% |
$661K - $735K
|
16.6K
$1.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-119K- 2.4% |
$8.27M - $9.19M
|
4.82M
$414M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
508+ 3.7% |
$35.4K - $39.4K
|
14.2K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.83KNew |
$197K - $219K
|
2.83K
$243K
|
|
|
Oct 30, 2025
Q3 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
424+ 10.97% |
$29.6K - $32.9K
|
4.29K
$368K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
23K+ 22.52% |
$1.6M - $1.78M
|
125K
$10.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.6K+ 16.8% |
$112K - $124K
|
11.2K
$956K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-300- 0.7% |
$20.9K - $23.3K
|
42.4K
$3.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.03K- 3.41% |
$71.9K - $79.9K
|
29.2K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.3K- 5.99% |
$1.14M - $1.27M
|
256K
$22M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-823- 32.53% |
$57.4K - $63.8K
|
1.71K
$146K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.76K- 6.69% |
$541K - $602K
|
108K
$9.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
214+ 10.98% |
$14.9K - $16.6K
|
2.16K
$185K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
107+ 1.98% |
$7.47K - $8.3K
|
5.52K
$473K
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
2.94K+ 33.22% |
$205K - $228K
|
11.8K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.2K- 1.22% |
$784K - $872K
|
913K
$78.3M
|
|