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 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.3% |
$10.5K - $12.8K
|
11.7K
$827K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-183K- 96.36% |
$12.8M - $15.7M
|
6.93K
$491K
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 0.04% |
$6.98K - $8.54K
|
253K
$17.9M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
17.5K+ 41.72% |
$1.22M - $1.5M
|
59.5K
$4.21M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
42.1KNew |
$2.93M - $3.59M
|
42.1K
$2.98M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-142- 31.49% |
$9.91K - $12.1K
|
309
$21.9K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
18.7K+ 6.39% |
$1.3M - $1.6M
|
311K
$22M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-464- 1.68% |
$32.4K - $39.6K
|
27.1K
$1.92M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.05K+ 34.06% |
$422K - $517K
|
23.8K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-177- 3.23% |
$12.3K - $15.1K
|
5.3K
$375K
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-2.54K- 0.59% |
$177K - $217K
|
430K
$30.5M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-135- 1.23% |
$9.42K - $11.5K
|
10.9K
$771K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.19% |
$78.1K - $95.7K
|
95K
$6.73M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-66- 0.47% |
$4.6K - $5.64K
|
14K
$993K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-490- 7.38% |
$34.2K - $41.9K
|
6.15K
$436K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-286- 1.03% |
$20K - $24.4K
|
27.4K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.01K- 26.2% |
$210K - $257K
|
8.47K
$600K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-87- 1.15% |
$6.07K - $7.43K
|
7.46K
$529K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-395- 3.79% |
$27.6K - $33.7K
|
10K
$710K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
6.38K+ 11.34% |
$445K - $545K
|
62.6K
$4.44M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-140- 0.72% |
$9.77K - $12K
|
19.2K
$1.36M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-659- 9.29% |
$46K - $56.3K
|
6.43K
$456K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-236- 3.68% |
$16.5K - $20.2K
|
6.17K
$437K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-6.71K- 9.54% |
$468K - $573K
|
63.6K
$4.5M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$69.8 - $85.4
|
5.3K
$375K
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
8.44K+ 3.57% |
$589K - $721K
|
245K
$17.4M
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-70- 1.99% |
$4.88K - $5.98K
|
3.45K
$245K
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.06% |
$209 - $256
|
5.32K
$377K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
417+ 2.37% |
$29.1K - $35.6K
|
18K
$1.27M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
533+ 3.97% |
$37.2K - $45.5K
|
14K
$990K
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
5.02K+ 5.48% |
$350K - $429K
|
96.7K
$6.85M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.33K+ 4.54% |
$163K - $199K
|
53.7K
$3.8M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.25% |
$767 - $940
|
4.34K
$307K
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-22- 0.2% |
$1.53K - $1.88K
|
11.2K
$797K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.9K+ 101.32% |
$481K - $589K
|
13.7K
$971K
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-42- 0.7% |
$2.93K - $3.59K
|
5.96K
$422K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
220+ 2.23% |
$15.3K - $18.8K
|
10.1K
$715K
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-873- 1.1% |
$60.9K - $74.6K
|
78.7K
$5.58M
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
185+ 1.76% |
$12.9K - $15.8K
|
10.7K
$756K
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
199+ 0.21% |
$13.9K - $17K
|
94.5K
$6.69M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.79K+ 197.85% |
$334K - $409K
|
7.21K
$511K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.97K+ 30.24% |
$277K - $339K
|
17.1K
$1.21M
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.63K+ 22.07% |
$114K - $139K
|
9.02K
$639K
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.59K+ 11.91% |
$111K - $136K
|
14.9K
$1.06M
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
430+ 7.77% |
$30K - $36.7K
|
5.97K
$423K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.75% |
$69.8 - $85.4
|
135
$9.56K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
111+ 0.73% |
$7.74K - $9.48K
|
15.3K
$1.08M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-234- 1.85% |
$16.3K - $20K
|
12.4K
$880K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 36.38% |
$98.9K - $121K
|
5.31K
$376K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-19K- 3.05% |
$1.33M - $1.63M
|
606K
$42.9M
|