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 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.26K+ 6.15% |
$227K - $253K
|
56.2K
$4.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.85K+ 2.86% |
$199K - $221K
|
103K
$8.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
118+ 0.61% |
$8.23K - $9.15K
|
19.4K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
366+ 5.45% |
$25.5K - $28.4K
|
7.08K
$607K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.79K+ 19.99% |
$195K - $216K
|
16.8K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.23K- 31.2% |
$156K - $173K
|
4.92K
$422K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
921+ 33.49% |
$64.3K - $71.4K
|
3.67K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-154- 2.66% |
$10.7K - $11.9K
|
5.65K
$484K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
26+ 0.41% |
$1.81K - $2.02K
|
6.35K
$545K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-116- 2.42% |
$8.09K - $8.99K
|
4.67K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
627+ 11.27% |
$43.7K - $48.6K
|
6.19K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.61K+ 12.15% |
$112K - $125K
|
14.9K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
34+ 0.63% |
$2.37K - $2.64K
|
5.41K
$464K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
101+ 2.62% |
$7.05K - $7.83K
|
3.96K
$340K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15+ 0.2% |
$1.05K - $1.16K
|
7.62K
$654K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
5.85KNew |
$408K - $454K
|
5.85K
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.02% |
$69.8 - $77.5
|
4.17K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-625- 4.6% |
$43.6K - $48.5K
|
13K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
850+ 1.45% |
$59.3K - $65.9K
|
59.5K
$5.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
516+ 0.51% |
$36K - $40K
|
102K
$8.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.51K+ 12.75% |
$175K - $195K
|
22.2K
$1.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.68K- 25.81% |
$187K - $208K
|
7.7K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-570- 2.21% |
$39.8K - $44.2K
|
25.3K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-152- 58.69% |
$10.6K - $11.8K
|
107
$9.18K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-85.7K- 84.36% |
$5.98M - $6.64M
|
15.9K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
216+ 0.3% |
$15.1K - $16.7K
|
71.3K
$6.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4K- 37.84% |
$279K - $310K
|
6.57K
$563K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-25- 0.18% |
$1.74K - $1.94K
|
14K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
304+ 1.81% |
$21.2K - $23.6K
|
17.1K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-302- 65.23% |
$21.1K - $23.4K
|
161
$13.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.42K+ 32.35% |
$518K - $575K
|
30.4K
$2.6M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-9- 5.66% |
$628 - $698
|
150
$12.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
73.6K+ 3.14% |
$5.13M - $5.71M
|
2.42M
$207M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-936- 5.24% |
$65.3K - $72.6K
|
16.9K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
5.14K+ 5.53% |
$358K - $398K
|
98K
$8.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-275- 0.49% |
$19.2K - $21.3K
|
56.4K
$4.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-36- 0.22% |
$2.51K - $2.79K
|
16.4K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
911+ 4.71% |
$63.6K - $70.6K
|
20.2K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.07K- 21.11% |
$144K - $160K
|
7.72K
$662K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
8.02K+ 22.76% |
$560K - $622K
|
43.3K
$3.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
805+ 1.16% |
$56.2K - $62.4K
|
70.2K
$6.02M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.43K+ 7.48% |
$99.5K - $111K
|
20.5K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
864+ 1.18% |
$60.3K - $67K
|
74K
$6.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.42KNew |
$99.1K - $110K
|
1.42K
$122K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-124- 12.73% |
$8.65K - $9.61K
|
850
$72.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
741+ 41.14% |
$51.7K - $57.5K
|
2.54K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
113+ 1.78% |
$7.88K - $8.76K
|
6.46K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.29K+ 13.06% |
$90K - $100K
|
11.2K
$958K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
3+ 0.16% |
$209 - $233
|
1.92K
$165K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-640- 1.61% |
$44.7K - $49.6K
|
39K
$3.35M
|
|