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 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.8K+ 11.28% |
$1.17M - $1.3M
|
166K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
8.33KNew |
$581K - $646K
|
8.33K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.45K- 2.67% |
$171K - $190K
|
89.3K
$7.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-932- 5.13% |
$65K - $72.3K
|
17.2K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
150+ 1.13% |
$10.5K - $11.6K
|
13.5K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-953- 0.32% |
$66.5K - $73.9K
|
295K
$25.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-148- 3.13% |
$10.3K - $11.5K
|
4.57K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-16.1K- 53.57% |
$1.13M - $1.25M
|
14K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
SELL
|
- |
-530- 0.94% |
$37K - $41.1K
|
56.1K
$4.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-639- 1.38% |
$44.6K - $49.5K
|
45.6K
$3.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
186+ 3.33% |
$13K - $14.4K
|
5.78K
$495K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-144- 1.56% |
$10K - $11.2K
|
9.06K
$777K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.61KNew |
$252K - $280K
|
3.61K
$309K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-72.3K- 7.99% |
$5.05M - $5.61M
|
833K
$71.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.3K- 5.4% |
$90.7K - $101K
|
22.8K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.8K+ 15.67% |
$474K - $527K
|
50.2K
$4.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
120New |
$8.37K - $9.3K
|
120
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.94K- 23.89% |
$205K - $228K
|
9.37K
$803K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
38+ 0.76% |
$2.65K - $2.95K
|
5.04K
$432K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9+ 0.09% |
$628 - $698
|
10.5K
$901K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
508+ 12.12% |
$35.4K - $39.4K
|
4.7K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
3.94K+ 1.9% |
$275K - $306K
|
211K
$18.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 14.48% |
$94.8K - $105K
|
10.7K
$921K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-876- 14.14% |
$61.1K - $67.9K
|
5.32K
$456K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.92KNew |
$204K - $226K
|
2.92K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
31+ 0.45% |
$2.16K - $2.4K
|
6.93K
$594K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
613+ 16.83% |
$42.8K - $47.5K
|
4.26K
$365K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-17- 0.31% |
$1.19K - $1.32K
|
5.48K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
951+ 5.83% |
$66.4K - $73.7K
|
17.3K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
22+ 0.14% |
$1.53K - $1.71K
|
16.2K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
330+ 4.16% |
$23K - $25.6K
|
8.25K
$708K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.66K- 40.33% |
$255K - $284K
|
5.41K
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
828+ 21.18% |
$57.8K - $64.2K
|
4.74K
$406K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-302- 2.14% |
$21.1K - $23.4K
|
13.8K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.94K+ 0.7% |
$205K - $228K
|
421K
$36.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-421- 3.94% |
$29.4K - $32.6K
|
10.3K
$880K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
1.25K+ 9.11% |
$87.4K - $97.1K
|
15K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.54K+ 46.81% |
$108K - $120K
|
4.84K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.75K- 15.99% |
$122K - $135K
|
9.18K
$787K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
8.12KNew |
$566K - $630K
|
8.12K
$696K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
2.71K+ 2.18% |
$189K - $210K
|
127K
$10.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-300- 8.83% |
$20.9K - $23.3K
|
3.1K
$266K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.49K+ 17.35% |
$174K - $193K
|
16.9K
$1.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 2.06% |
$698 - $775
|
495
$42.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.1K- 24.41% |
$77K - $85.5K
|
3.42K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-556- 5.76% |
$38.8K - $43.1K
|
9.09K
$780K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4.08K- 31.55% |
$285K - $317K
|
8.86K
$760K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 91.49% |
$107K - $119K
|
3.22K
$276K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 0.21% |
$1.81K - $2.02K
|
12.3K
$1.05M
|
|