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 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.19KNew |
$292K - $325K
|
4.19K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.48K+ 1.45% |
$173K - $192K
|
174K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-509- 3.75% |
$35.5K - $39.5K
|
13.1K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 0.25% |
$5.58K - $6.2K
|
32.4K
$2.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.65K- 1.93% |
$394K - $438K
|
288K
$24.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-564- 0.59% |
$39.4K - $43.7K
|
95.7K
$8.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
12+ 0.33% |
$837 - $930
|
3.68K
$315K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-51- 0.77% |
$3.56K - $3.95K
|
6.54K
$560K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
1.01K+ 1.13% |
$70.6K - $78.5K
|
90.8K
$7.79M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-70- 1.45% |
$4.88K - $5.43K
|
4.75K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-2.05K- 0.82% |
$143K - $159K
|
246K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.84K+ 121.96% |
$617K - $686K
|
16.1K
$1.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.85KNew |
$199K - $221K
|
2.85K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-215K- 23.05% |
$15M - $16.7M
|
718K
$61.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.09K- 28.13% |
$75.8K - $84.3K
|
2.78K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-85- 0.9% |
$5.93K - $6.59K
|
9.32K
$799K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5.66K+ 2.13% |
$395K - $439K
|
272K
$23.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
8+ 0.07% |
$558 - $620
|
11.3K
$969K
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.41K- 1.76% |
$168K - $187K
|
135K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-675- 4.76% |
$47.1K - $52.3K
|
13.5K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-1K- 7.91% |
$69.8K - $77.5K
|
11.6K
$998K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-285- 1.9% |
$19.9K - $22.1K
|
14.7K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
65+ 3.25% |
$4.54K - $5.04K
|
2.07K
$177K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-213- 2.12% |
$14.9K - $16.5K
|
9.86K
$845K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
558+ 10.03% |
$38.9K - $43.3K
|
6.12K
$525K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
75+ 0.55% |
$5.23K - $5.82K
|
13.7K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.19K- 14.82% |
$362K - $403K
|
29.8K
$2.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 35.64% |
$1.74M - $1.93M
|
94.7K
$8.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
70+ 2.0% |
$4.88K - $5.43K
|
3.57K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10.4K+ 2.68% |
$729K - $810K
|
400K
$34.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
BUY
|
- |
53.2K+ 9.02% |
$3.71M - $4.12M
|
643K
$55.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-8.34K- 7.79% |
$582K - $647K
|
98.7K
$8.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-11.8K- 3.31% |
$823K - $915K
|
345K
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-3- 0.05% |
$209 - $233
|
5.5K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
20K+ 2.35% |
$1.39M - $1.55M
|
871K
$74.7M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.51K- 6.45% |
$105K - $117K
|
21.8K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
2.31K+ 3.51% |
$161K - $179K
|
67.9K
$5.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.33K+ 12.67% |
$163K - $181K
|
20.7K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-151- 3.08% |
$10.5K - $11.7K
|
4.75K
$407K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
709+ 6.79% |
$49.5K - $55K
|
11.2K
$957K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62+ 1.34% |
$4.33K - $4.81K
|
4.68K
$401K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-981- 1.51% |
$68.4K - $76.1K
|
63.9K
$5.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
194+ 66.21% |
$13.5K - $15K
|
487
$41.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-421- 5.9% |
$29.4K - $32.6K
|
6.71K
$575K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.2K+ 1.98% |
$714K - $794K
|
529K
$45.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-210- 3.53% |
$14.7K - $16.3K
|
5.74K
$493K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.49K- 22.42% |
$104K - $116K
|
5.16K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
365+ 4.63% |
$25.5K - $28.3K
|
8.24K
$707K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
50+ 1.55% |
$3.49K - $3.88K
|
3.28K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-1.29K- 12.09% |
$89.7K - $99.7K
|
9.35K
$802K
|
|