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 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.1K- 7.75% |
$76.7K - $94K
|
13.1K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3- 0.01% |
$209 - $256
|
40.9K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35.2K- 34.0% |
$2.46M - $3.01M
|
68.4K
$4.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-827- 1.71% |
$57.7K - $70.7K
|
47.6K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-117- 1.82% |
$8.16K - $10K
|
6.32K
$448K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
419+ 3.7% |
$29.2K - $35.8K
|
11.7K
$831K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
45+ 0.4% |
$3.14K - $3.84K
|
11.4K
$806K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
512+ 6.46% |
$35.7K - $43.7K
|
8.43K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9.02KNew |
$629K - $770K
|
9.02K
$639K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
356+ 0.32% |
$24.8K - $30.4K
|
113K
$7.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
919+ 13.49% |
$64.1K - $78.5K
|
7.73K
$548K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-60- 1.84% |
$4.19K - $5.13K
|
3.2K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.07K+ 13.41% |
$284K - $348K
|
34.5K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
300+ 0.25% |
$20.9K - $25.6K
|
121K
$8.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
9.94K+ 6.27% |
$693K - $849K
|
168K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.73K- 19.58% |
$330K - $404K
|
19.4K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
692+ 12.98% |
$48.3K - $59.1K
|
6.02K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 35.06% |
$37.7K - $46.1K
|
1K
$70.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-42K- 5.46% |
$2.93M - $3.59M
|
727K
$51.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
349+ 3.62% |
$24.3K - $29.8K
|
10K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
7K+ 41.18% |
$488K - $598K
|
24K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1K- 1.01% |
$69.8K - $85.5K
|
97.9K
$6.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.01% |
$69.8 - $85.4
|
7.25K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
334+ 3.34% |
$23.3K - $28.5K
|
10.3K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.26K+ 32.98% |
$367K - $449K
|
21.2K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-596- 2.17% |
$41.6K - $50.9K
|
26.9K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-75- 0.39% |
$5.23K - $6.41K
|
19.4K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
393+ 2.37% |
$27.4K - $33.6K
|
17K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 6.03% |
$1.44M - $1.77M
|
322K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-2.93K- 25.87% |
$204K - $250K
|
8.39K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
184+ 2.09% |
$12.8K - $15.7K
|
8.98K
$636K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-22- 0.09% |
$1.53K - $1.88K
|
24.2K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
443+ 0.3% |
$30.9K - $37.8K
|
149K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.1K- 11.72% |
$76.9K - $94.1K
|
8.3K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-633- 1.51% |
$44.2K - $54.1K
|
41.4K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.01K+ 51.62% |
$140K - $172K
|
5.9K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
127+ 1.19% |
$8.86K - $10.8K
|
10.8K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.31K- 6.05% |
$231K - $283K
|
51.4K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
733+ 5.0% |
$51.1K - $62.6K
|
15.4K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.83KNew |
$198K - $242K
|
2.83K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
27K+ 10.07% |
$1.88M - $2.31M
|
295K
$20.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
870+ 4.18% |
$60.7K - $74.3K
|
21.7K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 0.32% |
$1.74K - $2.14K
|
7.86K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-35.4K- 21.33% |
$2.47M - $3.02M
|
130K
$9.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
730+ 3.78% |
$50.9K - $62.4K
|
20.1K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
109K+ 260.8% |
$7.61M - $9.31M
|
151K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 1.42% |
$1.52M - $1.86M
|
1.51M
$107M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 1.82% |
$1.36M - $1.66M
|
1.09M
$77.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-650- 6.76% |
$45.4K - $55.5K
|
8.96K
$635K
|