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
|
Asset Dedication, LLC
|
SELL
|
- |
-5.42K- 57.68% |
$378K - $463K
|
3.98K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.09K+ 8.05% |
$425K - $520K
|
81.7K
$5.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
16.9K+ 8.14% |
$1.18M - $1.45M
|
225K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-988- 0.26% |
$68.9K - $84.4K
|
374K
$26.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18+ 0.35% |
$1.26K - $1.54K
|
5.23K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.05% |
$140 - $171
|
4.14K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
950New |
$66.3K - $81.2K
|
950
$68K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.1K+ 21.85% |
$76.7K - $94K
|
6.13K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
523+ 21.71% |
$36.5K - $44.7K
|
2.93K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.67K+ 12.37% |
$605K - $741K
|
78.8K
$5.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-139- 2.66% |
$9.7K - $11.9K
|
5.08K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
677+ 2.9% |
$47.2K - $57.8K
|
24K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1K+ 334.0% |
$69.9K - $85.6K
|
1.3K
$93.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-513- 10.97% |
$35.8K - $43.8K
|
4.16K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.42K+ 16.35% |
$99.1K - $121K
|
10.1K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
376+ 3.23% |
$26.2K - $32.1K
|
12K
$860K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.47K+ 62.25% |
$312K - $382K
|
11.7K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
127+ 4.6% |
$8.86K - $10.8K
|
2.89K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-80- 0.66% |
$5.58K - $6.83K
|
12K
$860K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
26.4K+ 7.69% |
$1.84M - $2.25M
|
370K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.22K+ 23.31% |
$85.2K - $104K
|
6.46K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-15K- 29.41% |
$1.05M - $1.28M
|
36K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.32K- 33.7% |
$511K - $625K
|
14.4K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-201- 6.2% |
$14K - $17.2K
|
3.04K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
586+ 18.93% |
$40.9K - $50.1K
|
3.68K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
23+ 0.05% |
$1.6K - $1.96K
|
46.2K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
29+ 0.42% |
$2.02K - $2.48K
|
6.95K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.5K+ 25.59% |
$1.64M - $2.01M
|
115K
$8.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 6.02% |
$127K - $156K
|
32.1K
$2.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
262+ 6.64% |
$18.3K - $22.4K
|
4.21K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
145+ 1.71% |
$10.1K - $12.4K
|
8.62K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.19K+ 8.3% |
$641K - $785K
|
120K
$8.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
5.56K+ 0.72% |
$388K - $475K
|
780K
$55.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-41- 0.3% |
$2.86K - $3.5K
|
13.6K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-50K- 2.39% |
$3.49M - $4.27M
|
2.04M
$146M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$698 - $854
|
6.67K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.18K+ 38.82% |
$292K - $357K
|
15K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.1% |
$140 - $171
|
183
$13.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-320- 5.11% |
$22.3K - $27.3K
|
5.95K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.46% |
$69.8 - $85.4
|
220
$15.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-601- 1.97% |
$41.9K - $51.3K
|
30K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
440+ 13.85% |
$30.7K - $37.6K
|
3.62K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-848- 2.9% |
$59.2K - $72.4K
|
28.3K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-52- 0.68% |
$3.63K - $4.44K
|
7.59K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.62K+ 0.71% |
$113K - $138K
|
228K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.06K- 1.85% |
$73.8K - $90.4K
|
56K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.81K- 4.62% |
$266K - $326K
|
78.7K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-540- 4.6% |
$37.7K - $46.1K
|
11.2K
$801K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-643- 77.19% |
$44.9K - $54.9K
|
190
$13.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
225+ 1.51% |
$15.7K - $19.2K
|
15.1K
$1.08M
|