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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.57KNew |
$249K - $305K
|
3.57K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 0.49% |
$13.3K - $16.3K
|
39K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-4.76K- 53.22% |
$332K - $406K
|
4.18K
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-28- 0.42% |
$1.95K - $2.39K
|
6.64K
$569K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.18KNew |
$431K - $528K
|
6.18K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
2.93KNew |
$205K - $251K
|
2.93K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3.91KNew |
$273K - $334K
|
3.91K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
7.18KNew |
$501K - $613K
|
7.18K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 2.52% |
$18.8K - $23K
|
11K
$940K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
SELL
|
- |
-70K- 20.9% |
$4.88M - $5.98M
|
265K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
7.3KNew |
$509K - $624K
|
7.3K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.29K+ 4.56% |
$229K - $281K
|
75.4K
$6.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
500New |
$34.9K - $42.7K
|
500
$42.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
250+ 2.56% |
$17.4K - $21.4K
|
10K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$6.14K - $7.52K
|
88
$7.55K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-55- 0.79% |
$3.84K - $4.7K
|
6.91K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-920- 8.03% |
$64.2K - $78.6K
|
10.5K
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-831- 20.73% |
$58K - $71K
|
3.18K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-800- 3.31% |
$55.8K - $68.3K
|
23.4K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-27- 20.0% |
$1.88K - $2.31K
|
108
$9.26K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18+ 0.35% |
$1.26K - $1.54K
|
5.23K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
950New |
$66.3K - $81.2K
|
950
$81.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.1K+ 21.85% |
$76.7K - $94K
|
6.13K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.32K- 33.7% |
$511K - $625K
|
14.4K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
262+ 6.64% |
$18.3K - $22.4K
|
4.21K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-643- 77.19% |
$44.9K - $54.9K
|
190
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.1K- 7.75% |
$76.7K - $94K
|
13.1K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 35.06% |
$37.7K - $46.1K
|
1K
$85.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
349+ 3.62% |
$24.3K - $29.8K
|
10K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.38K+ 35.73% |
$96.6K - $118K
|
5.26K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
386New |
$26.9K - $33K
|
386
$33.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.15KNew |
$220K - $269K
|
3.15K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-890- 46.57% |
$62.1K - $76K
|
1.02K
$87.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
14+ 0.69% |
$977 - $1.2K
|
2.04K
$175K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-300- 9.09% |
$20.9K - $25.6K
|
3K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
168+ 5.88% |
$11.7K - $14.4K
|
3.02K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
62.1K+ 5.02% |
$4.33M - $5.31M
|
1.3M
$111M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-20- 0.37% |
$1.4K - $1.71K
|
5.32K
$456K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.03KNew |
$211K - $259K
|
3.03K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-79- 1.94% |
$5.51K - $6.75K
|
4K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
4.55KNew |
$317K - $388K
|
4.55K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.03K- 62.36% |
$491K - $601K
|
4.24K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$6.98K - $8.54K
|
100
$8.58K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.03KNew |
$212K - $259K
|
3.03K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.35K+ 17.42% |
$94.2K - $115K
|
9.1K
$780K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-125- 3.18% |
$8.72K - $10.7K
|
3.81K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.29K- 42.23% |
$159K - $195K
|
3.13K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$20.9K - $25.6K
|
300
$25.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-100- 2.55% |
$6.98K - $8.54K
|
3.83K
$328K
|
|