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 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 0.38% |
$1.88K - $2.31K
|
7.17K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-22.1K- 19.46% |
$1.54M - $1.88M
|
91.3K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.31KNew |
$370K - $454K
|
5.31K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-1.21K- 4.13% |
$84.7K - $104K
|
28.2K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
9+ 0.06% |
$628 - $769
|
14.5K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-920- 8.03% |
$64.2K - $78.6K
|
10.5K
$755K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-831- 20.73% |
$58K - $71K
|
3.18K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
57.4K+ 37.56% |
$4M - $4.9M
|
210K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 1.08% |
$6.98K - $8.54K
|
9.15K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
309+ 9.28% |
$21.6K - $26.4K
|
3.64K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
660+ 7.3% |
$46K - $56.4K
|
9.71K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
251K+ 289.47% |
$17.5M - $21.5M
|
338K
$24.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-118K- 99.91% |
$8.22M - $10.1M
|
112
$8.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47.6K+ 199.96% |
$3.32M - $4.06M
|
71.3K
$5.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-800- 3.31% |
$55.8K - $68.3K
|
23.4K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
223+ 7.72% |
$15.6K - $19.1K
|
3.11K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-855- 0.8% |
$59.7K - $73K
|
106K
$7.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.5K- 13.01% |
$175K - $214K
|
16.7K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 2.03% |
$837 - $1.03K
|
602
$43.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.63K+ 131.64% |
$672K - $823K
|
16.9K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-614- 1.32% |
$42.8K - $52.5K
|
45.9K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
11.6K+ 4.13% |
$806K - $987K
|
292K
$20.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.31K- 11.29% |
$91.3K - $112K
|
10.3K
$736K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-884- 10.24% |
$61.7K - $75.5K
|
7.75K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-555- 2.91% |
$38.7K - $47.4K
|
18.5K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-162- 2.31% |
$11.3K - $13.8K
|
6.86K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.11KNew |
$496K - $607K
|
7.11K
$509K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-261- 1.49% |
$18.2K - $22.3K
|
17.3K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5.09K+ 26.29% |
$355K - $435K
|
24.5K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.29K+ 1.0% |
$160K - $196K
|
232K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
298+ 6.54% |
$20.8K - $25.5K
|
4.85K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.44K- 2.37% |
$170K - $209K
|
100K
$7.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-408- 3.03% |
$28.5K - $34.9K
|
13.1K
$936K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
5.8K+ 3.48% |
$405K - $496K
|
173K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.66K+ 11.86% |
$186K - $228K
|
25.1K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-27- 20.0% |
$1.88K - $2.31K
|
108
$7.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-257- 7.2% |
$17.9K - $22K
|
3.31K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.63% |
$2.79K - $3.42K
|
6.33K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
86+ 0.62% |
$6K - $7.35K
|
13.8K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$279 - $342
|
3.56K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
84+ 1.84% |
$5.86K - $7.18K
|
4.65K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$69.8 - $85.4
|
7.57K
$542K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-272- 3.88% |
$19K - $23.2K
|
6.73K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2- 0.06% |
$140 - $171
|
3.41K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.39K- 3.17% |
$97.1K - $119K
|
42.4K
$3.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-45- 0.91% |
$3.14K - $3.84K
|
4.9K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-3.58K- 3.11% |
$250K - $306K
|
112K
$8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 29.73% |
$1.07M - $1.31M
|
66.7K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.02K+ 3.3% |
$71K - $87K
|
31.9K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 3.55% |
$74.7K - $91.4K
|
31.2K
$2.23M
|