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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
169+ 1.4% |
$10.8K - $12.7K
|
12.2K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-135- 20.55% |
$8.65K - $10.1K
|
522
$44.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-172- 2.31% |
$11K - $12.9K
|
7.27K
$623K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
742+ 5.33% |
$47.6K - $55.7K
|
14.7K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-900- 13.59% |
$57.7K - $67.5K
|
5.72K
$491K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.22KNew |
$334K - $391K
|
5.22K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
6.36KNew |
$408K - $477K
|
6.36K
$545K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.94KNew |
$317K - $371K
|
4.94K
$424K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4K- 41.86% |
$256K - $300K
|
5.56K
$476K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-87.4K- 99.9% |
$5.6M - $6.55M
|
88
$7.55K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
950New |
$60.9K - $71.3K
|
950
$81.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.12K - $2.48K
|
33
$2.83K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$128 - $150
|
7.06K
$605K
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
1.78KNew |
$114K - $133K
|
1.78K
$152K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.1K- 13.2% |
$199K - $233K
|
20.4K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-468- 7.69% |
$30K - $35.1K
|
5.62K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
36+ 1.25% |
$2.31K - $2.7K
|
2.92K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
71.1KNew |
$4.56M - $5.33M
|
71.1K
$6.09M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5+ 50.0% |
$321 - $375
|
15
$1.29K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-220- 5.89% |
$14.1K - $16.5K
|
3.52K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-252- 4.52% |
$16.2K - $18.9K
|
5.32K
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-175- 0.68% |
$11.2K - $13.1K
|
25.4K
$2.18M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.22K- 19.48% |
$206K - $241K
|
13.3K
$1.14M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-21- 0.4% |
$1.35K - $1.58K
|
5.26K
$451K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-503- 14.75% |
$32.2K - $37.7K
|
2.91K
$249K
|
|
| Q1 2025 | |||||||
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
111KNew |
$7.43M - $8.45M
|
111K
$9.52M
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-37- 0.52% |
$2.48K - $2.82K
|
7.09K
$608K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.07KNew |
$339K - $386K
|
5.07K
$435K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
661New |
$44.3K - $50.3K
|
661
$56.7K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
3K+ 32.98% |
$201K - $228K
|
12.1K
$1.04M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
386New |
$25.8K - $29.4K
|
386
$33.1K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.02KNew |
$135K - $153K
|
2.02K
$173K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.38K- 7.52% |
$92.6K - $105K
|
17K
$1.46M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.19K+ 16.66% |
$214K - $243K
|
22.4K
$1.92M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$268 - $305
|
4
$343
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.39K+ 16.85% |
$160K - $182K
|
16.6K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
843K+ 285.65% |
$56.5M - $64.2M
|
1.14M
$97.6M
|
|
|
May 15, 2025
Q1 2025
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-9.51K- 30.89% |
$637K - $724K
|
21.3K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-150K- 83.57% |
$10M - $11.4M
|
29.4K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.6K+ 15.28% |
$1.04M - $1.19M
|
117K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-186K- 50.99% |
$12.5M - $14.2M
|
179K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-60- 1.57% |
$4.02K - $4.57K
|
3.75K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
250K+ 166.67% |
$16.7M - $19M
|
400K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-591- 17.21% |
$39.6K - $45K
|
2.84K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.33KNew |
$223K - $254K
|
3.33K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 0.9% |
$3.35K - $3.81K
|
5.49K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
24.8KNew |
$1.66M - $1.89M
|
24.8K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.3K- 1.34% |
$891K - $1.01M
|
981K
$84.1M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
63.1KNew |
$4.23M - $4.81M
|
63.1K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
809New |
$54.2K - $61.6K
|
809
$69.4K
|
|