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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-8- 0.03% |
$558 - $683
|
22.9K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.44K+ 8.46% |
$240K - $294K
|
44.1K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-227- 0.6% |
$15.8K - $19.4K
|
37.3K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
16.7K+ 68.62% |
$1.17M - $1.43M
|
41.1K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-603- 1.1% |
$42.1K - $51.5K
|
54.1K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
81+ 0.66% |
$5.65K - $6.92K
|
12.3K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-72- 1.2% |
$5.02K - $6.15K
|
5.92K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-367- 5.26% |
$25.6K - $31.4K
|
6.61K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-792- 1.77% |
$55.3K - $67.7K
|
44K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.05K+ 2.97% |
$73.3K - $89.7K
|
36.5K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.94K+ 22.42% |
$414K - $507K
|
32.4K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-657- 13.92% |
$45.8K - $56.1K
|
4.06K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
808+ 2.03% |
$56.4K - $69K
|
40.7K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.23% |
$140 - $171
|
857
$61.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 16.06% |
$85.2K - $104K
|
8.83K
$632K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
997+ 13.27% |
$69.6K - $85.2K
|
8.51K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
907+ 0.61% |
$63.3K - $77.5K
|
151K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-6.86K- 6.01% |
$479K - $586K
|
107K
$7.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.87K- 10.17% |
$131K - $160K
|
16.6K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-150- 0.71% |
$10.5K - $12.8K
|
21K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
57.8KNew |
$4.04M - $4.94M
|
57.8K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
841+ 10.81% |
$58.7K - $71.8K
|
8.62K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
653+ 1.96% |
$45.6K - $55.8K
|
34K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
42.4KNew |
$2.96M - $3.62M
|
42.4K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
189+ 4.82% |
$13.2K - $16.1K
|
4.11K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.39K- 3.89% |
$167K - $204K
|
59.1K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-26.5K- 5.28% |
$1.85M - $2.26M
|
476K
$34.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-379- 6.39% |
$26.4K - $32.4K
|
5.55K
$398K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.01K- 7.43% |
$210K - $257K
|
37.5K
$2.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.11K+ 15.7% |
$217K - $265K
|
22.9K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.39KNew |
$306K - $375K
|
4.39K
$315K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.1K- 4.41% |
$356K - $436K
|
111K
$7.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.45K- 24.39% |
$171K - $209K
|
7.6K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
173+ 3.57% |
$12.1K - $14.8K
|
5.02K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
2.6K+ 4.57% |
$181K - $222K
|
59.5K
$4.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-20- 50.0% |
$1.4K - $1.71K
|
20
$1.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.19K- 1.69% |
$153K - $187K
|
127K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.06K+ 17.92% |
$74.2K - $90.9K
|
7K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.1K+ 6.81% |
$76.9K - $94.1K
|
17.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-121- 0.95% |
$8.44K - $10.3K
|
12.6K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.16K- 6.9% |
$80.7K - $98.8K
|
15.6K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3K+ 6.45% |
$209K - $256K
|
49.5K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
50+ 1.03% |
$3.49K - $4.27K
|
4.93K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
230+ 2.12% |
$16K - $19.6K
|
11.1K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
12.6KNew |
$877K - $1.07M
|
12.6K
$900K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.45K+ 31.09% |
$241K - $295K
|
14.6K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.2K- 13.44% |
$83.6K - $102K
|
7.71K
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
229+ 2.79% |
$16K - $19.6K
|
8.43K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-42- 0.74% |
$2.93K - $3.59K
|
5.64K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.2K+ 2.93% |
$153K - $188K
|
77K
$5.52M
|