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
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.2K+ 2.93% |
$153K - $188K
|
77K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-138K- 6.88% |
$9.66M - $11.8M
|
1.87M
$134M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.32% |
$140 - $171
|
620
$44.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
12+ 11.01% |
$837 - $1.03K
|
121
$8.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
137K+ 20.44% |
$9.53M - $11.7M
|
805K
$57.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 1.48% |
$94.3K - $115K
|
92.7K
$6.64M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-65- 1.05% |
$4.54K - $5.55K
|
6.15K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-79- 1.63% |
$5.51K - $6.75K
|
4.78K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-410- 3.3% |
$28.6K - $35K
|
12K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
918+ 5.0% |
$64K - $78.4K
|
19.3K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-205- 1.41% |
$14.3K - $17.5K
|
14.3K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-379- 9.19% |
$26.4K - $32.4K
|
3.74K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.07K- 18.58% |
$74.7K - $91.4K
|
4.69K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.99K- 2.91% |
$138K - $170K
|
66.2K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
113+ 0.87% |
$7.88K - $9.65K
|
13.2K
$942K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.09K+ 10.3% |
$76.2K - $93.3K
|
11.7K
$837K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.03% |
$209 - $256
|
10.7K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
78.9KNew |
$5.5M - $6.74M
|
78.9K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 0.05% |
$1.95K - $2.39K
|
51.9K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-175- 1.1% |
$12.2K - $15K
|
15.7K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-179- 3.81% |
$12.5K - $15.3K
|
4.52K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-67.4K- 6.68% |
$4.7M - $5.76M
|
942K
$67.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-450- 12.31% |
$31.4K - $38.4K
|
3.21K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.68K- 3.02% |
$327K - $400K
|
151K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
65+ 0.56% |
$4.54K - $5.55K
|
11.6K
$831K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
330+ 2.63% |
$23K - $28.2K
|
12.9K
$923K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.6K+ 4.08% |
$1.09M - $1.34M
|
399K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
19.2K+ 0.41% |
$1.34M - $1.64M
|
4.73M
$339M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.26K- 82.17% |
$367K - $449K
|
1.14K
$81.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-120- 1.9% |
$8.37K - $10.3K
|
6.18K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.36KNew |
$304K - $373K
|
4.36K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
352+ 6.33% |
$24.6K - $30.1K
|
5.91K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
8+ 0.02% |
$558 - $683
|
36.9K
$2.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
687+ 12.28% |
$47.9K - $58.7K
|
6.28K
$450K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.65K+ 2.08% |
$185K - $226K
|
130K
$9.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.89K- 29.45% |
$201K - $247K
|
6.92K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.03% |
$419 - $513
|
21.8K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
9.74KNew |
$680K - $832K
|
9.74K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
72+ 0.22% |
$5.02K - $6.15K
|
33.1K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.54K+ 8.8% |
$177K - $217K
|
31.4K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.11K+ 0.59% |
$77.1K - $94.4K
|
188K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-489- 3.39% |
$34.1K - $41.8K
|
13.9K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-320- 0.89% |
$22.3K - $27.3K
|
35.6K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.07K+ 45.23% |
$74.8K - $91.6K
|
3.44K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
293+ 0.91% |
$20.4K - $25K
|
32.4K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
79.9K+ 54.48% |
$5.58M - $6.83M
|
227K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2.12K+ 1781.51% |
$148K - $181K
|
2.24K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-277- 0.76% |
$19.3K - $23.7K
|
36.1K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.92K+ 9.22% |
$553K - $677K
|
93.8K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
45.9K+ 6.86% |
$3.2M - $3.92M
|
714K
$51.2M
|