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 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-84- 0.98% |
$5.86K - $6.51K
|
8.51K
$729K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-396- 1.84% |
$27.6K - $30.7K
|
21.1K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.85K+ 3.12% |
$129K - $143K
|
61K
$5.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
506+ 3.8% |
$35.3K - $39.2K
|
13.8K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
185+ 0.34% |
$12.9K - $14.3K
|
55.4K
$4.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 286.05% |
$1.14M - $1.27M
|
22K
$1.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
98+ 0.83% |
$6.84K - $7.6K
|
11.8K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
120+ 3.81% |
$8.37K - $9.3K
|
3.27K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
662+ 37.44% |
$46.2K - $51.3K
|
2.43K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.27K- 5.36% |
$88.5K - $98.3K
|
22.4K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
2.56K+ 2.53% |
$179K - $199K
|
104K
$8.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5+ 0.05% |
$349 - $388
|
9.9K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-12- 0.16% |
$837 - $930
|
7.67K
$658K
|
|
|
Oct 21, 2025
Q3 2025
|
Asset Management Advisors, LLC
|
SELL
|
- |
-645- 0.55% |
$45K - $50K
|
116K
$9.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.63K+ 1.3% |
$253K - $282K
|
283K
$24.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
19+ 1.19% |
$1.33K - $1.47K
|
1.62K
$139K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-8.08K- 69.88% |
$564K - $627K
|
3.48K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-18.7K- 68.94% |
$1.3M - $1.45M
|
8.42K
$722K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-234- 4.24% |
$16.3K - $18.1K
|
5.29K
$453K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35K- 34.63% |
$2.44M - $2.71M
|
66K
$5.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.44K+ 2.9% |
$170K - $189K
|
86.4K
$7.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
390+ 2.51% |
$27.2K - $30.2K
|
16K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-19.9K- 20.19% |
$1.39M - $1.54M
|
78.5K
$6.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$69.8 - $77.5
|
4.69K
$402K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-600- 6.72% |
$41.9K - $46.5K
|
8.32K
$714K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.23K+ 1.57% |
$226K - $251K
|
209K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-20.7K- 73.98% |
$1.45M - $1.61M
|
7.29K
$625K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 3.34% |
$165K - $184K
|
73.2K
$6.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
119+ 1.47% |
$8.3K - $9.23K
|
8.22K
$705K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-33- 0.23% |
$2.3K - $2.56K
|
14.3K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.4K+ 7.66% |
$97.4K - $108K
|
19.6K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-987- 2.55% |
$68.9K - $76.5K
|
37.8K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-329- 1.3% |
$23K - $25.5K
|
25K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.74KNew |
$191K - $213K
|
2.74K
$235K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.32K- 11.9% |
$301K - $335K
|
32K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.38K+ 1.72% |
$96.1K - $107K
|
81.6K
$6.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
3K+ 34.65% |
$209K - $233K
|
11.7K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.15K- 9.25% |
$150K - $167K
|
21.1K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.93K+ 21.89% |
$204K - $227K
|
16.3K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.22K+ 4.04% |
$155K - $172K
|
57.1K
$4.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
31.3KNew |
$2.19M - $2.43M
|
31.3K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-475- 10.3% |
$33.1K - $36.8K
|
4.14K
$355K
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-156K- 3.91% |
$10.9M - $12.1M
|
3.84M
$329M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
52+ 0.59% |
$3.63K - $4.03K
|
8.91K
$764K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
171+ 0.71% |
$11.9K - $13.3K
|
24.3K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-400- 7.48% |
$27.9K - $31K
|
4.95K
$424K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
452K+ 153.16% |
$31.6M - $35.1M
|
747K
$64.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.69K- 3.28% |
$257K - $286K
|
109K
$9.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
13.2K+ 3.9% |
$920K - $1.02M
|
351K
$30.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
118+ 1.3% |
$8.23K - $9.15K
|
9.23K
$791K
|
|