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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.78K+ 45.22% |
$208K - $242K
|
12.1K
$870K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
150+ 2.58% |
$8.25K - $9.59K
|
5.96K
$427K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
14.9KNew |
$819K - $952K
|
14.9K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$222K - $258K
|
4.03K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.63KNew |
$199K - $232K
|
3.63K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
3.64KNew |
$200K - $232K
|
3.64K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
159K+ 283.7% |
$8.76M - $10.2M
|
216K
$15.4M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
141+ 2.01% |
$7.75K - $9.01K
|
7.17K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
938+ 2.1% |
$51.6K - $59.9K
|
45.7K
$3.27M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
51.1K+ 95.71% |
$2.81M - $3.26M
|
104K
$7.48M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.37KNew |
$460K - $535K
|
8.37K
$599K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-280- 4.35% |
$15.4K - $17.9K
|
6.15K
$441K
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
12.2K+ 83.81% |
$668K - $777K
|
26.6K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.56K+ 56.26% |
$251K - $291K
|
12.7K
$907K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.22KNew |
$177K - $206K
|
3.22K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
710New |
$39K - $45.4K
|
710
$50.9K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
154KNew |
$8.47M - $9.85M
|
154K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-552- 3.93% |
$30.3K - $35.3K
|
13.5K
$967K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13New |
$715 - $831
|
13
$931
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.31KNew |
$347K - $403K
|
6.31K
$452K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
15.6KNew |
$859K - $998K
|
15.6K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
156KNew |
$8.58M - $9.97M
|
156K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-828- 16.74% |
$45.5K - $52.9K
|
4.12K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.13KNew |
$117K - $136K
|
2.13K
$153K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.47% |
$5.5K - $6.39K
|
21.4K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.14K+ 7.79% |
$228K - $265K
|
57.3K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-5.52K- 78.71% |
$304K - $353K
|
1.49K
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.26K+ 26.58% |
$124K - $144K
|
10.7K
$770K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
53+ 13.22% |
$2.91K - $3.39K
|
454
$32.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
18+ 0.62% |
$989 - $1.15K
|
2.93K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-13.3K- 29.75% |
$731K - $850K
|
31.4K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.12KNew |
$446K - $519K
|
8.12K
$582K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-724- 15.78% |
$39.8K - $46.3K
|
3.86K
$277K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
104+ 2.74% |
$5.72K - $6.65K
|
3.89K
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-108- 24.77% |
$5.94K - $6.9K
|
328
$23.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
270+ 3.14% |
$14.8K - $17.3K
|
8.87K
$635K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16.6K- 54.88% |
$912K - $1.06M
|
13.6K
$977K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-478- 5.92% |
$26.3K - $30.5K
|
7.6K
$544K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 9.09% |
$825 - $959
|
150
$10.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.16K+ 5.53% |
$119K - $138K
|
41.2K
$2.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
62New |
$3.41K - $3.96K
|
62
$4.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-7.19K- 11.97% |
$395K - $459K
|
52.9K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.83K+ 26.6% |
$101K - $117K
|
8.71K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22- 2.12% |
$1.21K - $1.41K
|
1.02K
$72.8K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.2KNew |
$176K - $205K
|
3.2K
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
946+ 10.2% |
$52K - $60.5K
|
10.2K
$732K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-23- 0.59% |
$1.26K - $1.47K
|
3.86K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35New |
$1.92K - $2.24K
|
35
$2.51K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
50+ 1.32% |
$2.75K - $3.2K
|
3.83K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-42.4K- 84.2% |
$2.33M - $2.71M
|
7.95K
$569K
|