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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
286+ 5.63% |
$19.2K - $21.8K
|
5.37K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.44% |
$1.41K - $1.6K
|
4.72K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.03K+ 0.59% |
$68.7K - $78.1K
|
174K
$14.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-705- 45.63% |
$47.2K - $53.7K
|
840
$72K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-129- 2.61% |
$8.64K - $9.82K
|
4.82K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
3.43K+ 21.88% |
$230K - $261K
|
19.1K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46New |
$3.08K - $3.5K
|
46
$3.94K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-234- 15.5% |
$15.7K - $17.8K
|
1.28K
$109K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.96KNew |
$198K - $225K
|
2.96K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-47- 0.66% |
$3.15K - $3.58K
|
7.02K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
37New |
$2.48K - $2.82K
|
37
$3.17K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
137+ 856.25% |
$9.17K - $10.4K
|
153
$13.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
5.78KNew |
$387K - $440K
|
5.78K
$496K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-593- 15.44% |
$39.7K - $45.2K
|
3.25K
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
12.7KNew |
$848K - $964K
|
12.7K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-200- 45.45% |
$13.4K - $15.2K
|
240
$20.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
773+ 8.76% |
$51.8K - $58.9K
|
9.6K
$823K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
3.81K+ 103.81% |
$255K - $290K
|
7.49K
$642K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-86- 3.14% |
$5.76K - $6.55K
|
2.65K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.4K- 51.87% |
$294K - $335K
|
4.08K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.15KNew |
$211K - $240K
|
3.15K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
84+ 1.53% |
$5.62K - $6.4K
|
5.58K
$478K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
39+ 0.84% |
$2.61K - $2.97K
|
4.71K
$404K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-682- 19.71% |
$45.7K - $51.9K
|
2.78K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-10- 11.11% |
$670 - $762
|
80
$6.86K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.93KNew |
$196K - $223K
|
2.93K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1K- 3.26% |
$67.1K - $76.3K
|
29.8K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-41.5K- 10.62% |
$2.78M - $3.16M
|
349K
$29.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-212- 5.94% |
$14.2K - $16.1K
|
3.36K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.02K+ 16.67% |
$68K - $77.4K
|
7.11K
$610K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.05K- 51.98% |
$271K - $308K
|
3.74K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-245- 4.14% |
$16.4K - $18.7K
|
5.67K
$486K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
13.5K+ 26.48% |
$907K - $1.03M
|
64.7K
$5.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.21K+ 74.72% |
$215K - $244K
|
7.51K
$644K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
76+ 0.92% |
$5.09K - $5.79K
|
8.37K
$717K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-49.4K- 50.49% |
$3.31M - $3.76M
|
48.5K
$4.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200+ 215.05% |
$13.4K - $15.2K
|
293
$25.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-184- 6.71% |
$12.3K - $14K
|
2.56K
$219K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.57K+ 34.71% |
$105K - $119K
|
6.08K
$521K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6K- 92.31% |
$402K - $457K
|
500
$42.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-146- 1.73% |
$9.78K - $11.1K
|
8.27K
$709K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
723+ 4.84% |
$48.4K - $55.1K
|
15.7K
$1.34M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
147+ 13.5% |
$10.3K - $12.6K
|
1.24K
$106K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
115+ 2.64% |
$8.02K - $9.82K
|
4.47K
$383K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-9.56K- 91.65% |
$667K - $817K
|
871
$74.7K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-5.85K- 1.66% |
$408K - $500K
|
348K
$29.8M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
20New |
$1.4K - $1.71K
|
20
$1.72K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$753K - $922K
|
10.8K
$925K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.24KNew |
$156K - $191K
|
2.24K
$192K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
357+ 10.66% |
$24.9K - $30.5K
|
3.71K
$318K
|
|