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 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-139- 2.44% |
$9.72K - $11.8K
|
5.56K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.68KNew |
$187K - $227K
|
2.68K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-142- 3.04% |
$9.93K - $12.1K
|
4.52K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.57KNew |
$320K - $388K
|
4.57K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 18.92% |
$140K - $170K
|
8.57K
$614K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 13.33% |
$55.9K - $68K
|
5.2K
$372K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-305- 1.44% |
$21.3K - $25.9K
|
20.9K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
12.7K+ 351.94% |
$887K - $1.08M
|
16.3K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
6.14KNew |
$429K - $521K
|
6.14K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-46- 0.57% |
$3.22K - $3.91K
|
7.96K
$570K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
140+ 184.21% |
$9.79K - $11.9K
|
216
$15.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.45KNew |
$171K - $208K
|
2.45K
$175K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
200+ 4.43% |
$14K - $17K
|
4.71K
$337K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.34% |
$1.12K - $1.36K
|
4.74K
$339K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
25+ 0.56% |
$1.75K - $2.12K
|
4.45K
$319K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
150+ 4.07% |
$10.5K - $12.7K
|
3.84K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-252- 0.66% |
$17.6K - $21.4K
|
38.1K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.86KNew |
$200K - $243K
|
2.86K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 1.33% |
$3.5K - $4.25K
|
3.72K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-10K- 66.67% |
$699K - $850K
|
5K
$358K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
3.8KNew |
$266K - $323K
|
3.8K
$272K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.71KNew |
$329K - $400K
|
4.71K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8- 0.15% |
$559 - $680
|
5.41K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
732New |
$51.2K - $62.2K
|
732
$52.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-485- 2.32% |
$33.9K - $41.2K
|
20.4K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.38KNew |
$166K - $202K
|
2.38K
$170K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.69KNew |
$188K - $229K
|
2.69K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 3.23% |
$6.71K - $8.16K
|
3.07K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
639+ 4.48% |
$44.7K - $54.3K
|
14.9K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$172K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.78KNew |
$194K - $236K
|
2.78K
$199K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18+ 1.8% |
$1.26K - $1.53K
|
1.02K
$72.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$166K - $201K
|
2.37K
$170K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
90.9KNew |
$6.35M - $7.72M
|
90.9K
$6.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-25K- 18.52% |
$1.75M - $2.12M
|
110K
$7.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-100- 4.42% |
$6.99K - $8.5K
|
2.16K
$155K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-48- 1.48% |
$3.36K - $4.08K
|
3.2K
$229K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-160- 3.22% |
$11.2K - $13.6K
|
4.81K
$344K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
861+ 6.34% |
$60.2K - $73.2K
|
14.4K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-630- 6.46% |
$44K - $53.5K
|
9.13K
$654K
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 2.73% |
$69.9K - $85K
|
35.6K
$2.55M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-130- 4.17% |
$9.09K - $11K
|
2.99K
$214K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.37KNew |
$166K - $202K
|
2.37K
$170K
|
|
| Q2 2024 | |||||||
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
511K+ 43.96% |
$31.5M - $40.9M
|
1.67M
$120M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
134K+ 58.29% |
$8.26M - $10.7M
|
364K
$26M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
2.56K+ 8.4% |
$158K - $204K
|
33K
$2.36M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-36- 1.11% |
$2.22K - $2.88K
|
3.21K
$230K
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1New |
$61.7 - $80
|
1
$71.6
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.9KNew |
$426K - $552K
|
6.9K
$494K
|
|