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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
101New |
$7.06K - $8.58K
|
101
$7.23K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
190+ 1.28% |
$13.3K - $16.1K
|
15K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.46KNew |
$172K - $209K
|
2.46K
$176K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29- 0.78% |
$2.03K - $2.46K
|
3.7K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
788+ 10.71% |
$55.1K - $67K
|
8.15K
$583K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
245+ 350.0% |
$17.1K - $20.8K
|
315
$22.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
88+ 3.0% |
$6.15K - $7.48K
|
3.02K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
600New |
$41.9K - $51K
|
600
$43K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.43K+ 6.63% |
$99.8K - $121K
|
23K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
555+ 10.28% |
$38.8K - $47.2K
|
5.95K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
343+ 11.86% |
$24K - $29.1K
|
3.24K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
19+ 0.58% |
$1.33K - $1.61K
|
3.28K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.74KNew |
$192K - $233K
|
2.74K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.96K+ 3.67% |
$277K - $336K
|
112K
$8.02M
|
|
|
Nov 04, 2024
Q3 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$172K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 1.0% |
$3.5K - $4.25K
|
4.95K
$354K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-177K- 84.56% |
$12.3M - $15M
|
32.3K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.73K+ 0.63% |
$330K - $402K
|
761K
$54.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$192K - $233K
|
2.75K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-220- 7.3% |
$15.4K - $18.7K
|
2.79K
$200K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.02KNew |
$71K - $86.3K
|
1.02K
$72.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-180K- 12.22% |
$12.6M - $15.3M
|
1.29M
$92.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.9K+ 3.78% |
$1.04M - $1.26M
|
409K
$29.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
23K+ 7.32% |
$1.61M - $1.95M
|
337K
$24.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.88K- 67.13% |
$341K - $415K
|
2.39K
$171K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.41KNew |
$168K - $205K
|
2.41K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-168- 75.68% |
$11.7K - $14.3K
|
54
$3.87K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$169K - $205K
|
2.41K
$173K
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-12.6K- 42.42% |
$881K - $1.07M
|
17.1K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
739+ 16.51% |
$51.7K - $62.8K
|
5.22K
$374K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.57KNew |
$179K - $218K
|
2.57K
$184K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-152- 1.07% |
$10.6K - $12.9K
|
14K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-199- 5.61% |
$13.9K - $16.9K
|
3.35K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.74KNew |
$192K - $233K
|
2.74K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
45New |
$3.15K - $3.82K
|
45
$3.22K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.81KNew |
$196K - $239K
|
2.81K
$201K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-572- 3.19% |
$40K - $48.6K
|
17.4K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
262+ 8.69% |
$18.3K - $22.3K
|
3.28K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
268+ 0.83% |
$18.7K - $22.8K
|
32.4K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
2.6KNew |
$182K - $221K
|
2.6K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
160+ 4.24% |
$11.2K - $13.6K
|
3.94K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.75KNew |
$192K - $233K
|
2.75K
$197K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.48KNew |
$243K - $295K
|
3.48K
$249K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.21K+ 7.4% |
$84.6K - $103K
|
17.6K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$169K - $205K
|
2.42K
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-965- 10.0% |
$67.5K - $82K
|
8.68K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$185K - $224K
|
2.64K
$189K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.62KNew |
$183K - $223K
|
2.62K
$188K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
2.57KNew |
$180K - $218K
|
2.57K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
9.77K+ 45.3% |
$683K - $830K
|
31.3K
$2.24M
|