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 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-193K- 95.93% |
$10.6M - $12.3M
|
8.2K
$587K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
278+ 0.41% |
$15.3K - $17.8K
|
67.9K
$4.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-54- 25.47% |
$2.97K - $3.45K
|
158
$11.3K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
75.4KNew |
$4.14M - $4.82M
|
75.4K
$5.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
148New |
$8.14K - $9.46K
|
148
$10.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
16.4K+ 6.81% |
$899K - $1.05M
|
257K
$18.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
17.8KNew |
$976K - $1.13M
|
17.8K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
125New |
$6.87K - $7.99K
|
125
$8.95K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.9% |
$6.76K - $7.86K
|
6.6K
$473K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.83KNew |
$155K - $181K
|
2.83K
$202K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16New |
$880 - $1.02K
|
16
$1.15K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
1.44K+ 3.25% |
$79.1K - $92K
|
45.7K
$3.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
57K+ 54.18% |
$3.13M - $3.64M
|
162K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-217- 6.31% |
$11.9K - $13.9K
|
3.22K
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
5.24KNew |
$288K - $335K
|
5.24K
$375K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-340- 95.77% |
$18.7K - $21.7K
|
15
$1.07K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.56K- 50.88% |
$196K - $227K
|
3.43K
$246K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.78% |
$16.5K - $19.2K
|
10.5K
$751K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
9+ 0.1% |
$495 - $575
|
8.69K
$623K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
16.8KNew |
$830K - $1.06M
|
16.8K
$1.2M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.5KNew |
$616K - $785K
|
12.5K
$895K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
3.34KNew |
$165K - $209K
|
3.34K
$239K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.36KNew |
$166K - $211K
|
3.36K
$240K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-2.22K- 44.47% |
$109K - $139K
|
2.77K
$198K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-33.8KClosed |
$1.67M - $2.12M
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.59KNew |
$127K - $162K
|
2.59K
$185K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.11K+ 110700.0% |
$54.6K - $69.5K
|
1.11K
$79.4K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.76KNew |
$235K - $299K
|
4.76K
$341K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.67KNew |
$280K - $356K
|
5.67K
$406K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
807New |
$39.8K - $50.7K
|
807
$57.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
131New |
$6.46K - $8.22K
|
131
$9.38K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
9.2K+ 28.84% |
$454K - $578K
|
41.1K
$2.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.59K- 29.64% |
$227K - $288K
|
10.9K
$781K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
372+ 12.91% |
$18.3K - $23.4K
|
3.25K
$233K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.46K- 0.81% |
$71.8K - $91.4K
|
179K
$12.8M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$78.5K - $99.9K
|
1.59K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
CALL |
100KNew |
$4.93M - $6.28M
|
100K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
43.9K+ 5.59% |
$2.17M - $2.76M
|
830K
$59.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
37.2K+ 930.82% |
$1.83M - $2.33M
|
41.2K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-115K- 78.2% |
$5.65M - $7.19M
|
31.9K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-533- 82.38% |
$26.3K - $33.5K
|
114
$8.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$123K - $157K
|
2.5K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-293K- 41.64% |
$14.4M - $18.4M
|
411K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-27.1K- 87.13% |
$1.34M - $1.7M
|
4K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-98- 2.7% |
$4.83K - $6.15K
|
3.53K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
101New |
$4.98K - $6.34K
|
101
$7.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.62K- 87.36% |
$228K - $290K
|
668
$47.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-7.93K- 65.9% |
$391K - $498K
|
4.1K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.54K+ 83.12% |
$174K - $222K
|
7.79K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.33KNew |
$263K - $335K
|
5.33K
$382K
|
|