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 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.54KNew |
$177K - $216K
|
2.54K
$180K
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.45K- 13.46% |
$171K - $208K
|
15.7K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.65KNew |
$185K - $225K
|
2.65K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-101- 2.99% |
$7.06K - $8.58K
|
3.28K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.66KNew |
$186K - $226K
|
2.66K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 2.91% |
$559 - $680
|
267
$18.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-136- 4.64% |
$9.51K - $11.6K
|
2.8K
$198K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
139+ 1.04% |
$9.72K - $11.8K
|
13.5K
$956K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-119- 0.9% |
$8.32K - $10.1K
|
13.1K
$926K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.75K- 57.03% |
$262K - $319K
|
2.83K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.6KNew |
$182K - $221K
|
2.6K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-108- 1.84% |
$7.55K - $9.18K
|
5.77K
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.17K - $2.63K
|
5.35K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.82KNew |
$337K - $410K
|
4.82K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 10.0% |
$69.9 - $85
|
11
$779
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.72KNew |
$190K - $231K
|
2.72K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
819+ 5.25% |
$57.2K - $69.6K
|
16.4K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
317New |
$22.2K - $26.9K
|
317
$22.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-22- 0.53% |
$1.54K - $1.87K
|
4.15K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-332- 80.19% |
$23.2K - $28.2K
|
82
$5.81K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-76- 4.67% |
$5.31K - $6.46K
|
1.55K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25+ 12.14% |
$1.75K - $2.12K
|
231
$16.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$170K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-43- 1.15% |
$3.01K - $3.65K
|
3.69K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 6.67% |
$140 - $170
|
28
$1.98K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.41K+ 9.39% |
$518K - $629K
|
86.3K
$6.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48.2K+ 193.82% |
$3.37M - $4.09M
|
73K
$5.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-1K- 66.67% |
$69.9K - $85K
|
500
$35.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.41K- 22.3% |
$98.8K - $120K
|
4.93K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-9.27K- 0.43% |
$648K - $788K
|
2.16M
$153M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.64KNew |
$185K - $224K
|
2.64K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.72KNew |
$190K - $231K
|
2.72K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.36K- 36.0% |
$235K - $286K
|
5.97K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
76+ 1.83% |
$5.31K - $6.46K
|
4.23K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
126+ 1.52% |
$8.81K - $10.7K
|
8.44K
$598K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-510- 13.67% |
$35.6K - $43.3K
|
3.22K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-226- 5.32% |
$15.8K - $19.2K
|
4.03K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-63- 2.29% |
$4.4K - $5.35K
|
2.69K
$191K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-258- 2.89% |
$18K - $21.9K
|
8.67K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$166K - $202K
|
2.38K
$168K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
178+ 0.93% |
$12.4K - $15.1K
|
19.2K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
740+ 12.9% |
$51.7K - $62.9K
|
6.48K
$459K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.14KNew |
$429K - $522K
|
6.14K
$435K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-808- 3.59% |
$56.5K - $68.7K
|
21.7K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-124- 0.43% |
$8.67K - $10.5K
|
28.6K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-686- 20.38% |
$48K - $58.3K
|
2.68K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.65K- 5.98% |
$115K - $140K
|
25.9K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
462New |
$32.3K - $39.3K
|
462
$32.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-31- 39.74% |
$2.17K - $2.63K
|
47
$3.33K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-81.4K- 92.42% |
$5.69M - $6.91M
|
6.67K
$472K
|