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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410+ 315.38% |
$20.2K - $25.7K
|
540
$38.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-377- 0.83% |
$18.6K - $23.7K
|
45.1K
$3.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-155- 1.03% |
$7.64K - $9.73K
|
14.9K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-107- 2.13% |
$5.28K - $6.72K
|
4.92K
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.19K- 20.64% |
$108K - $137K
|
8.4K
$602K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
37.9K+ 232.63% |
$1.87M - $2.38M
|
54.2K
$3.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-182- 3.39% |
$8.98K - $11.4K
|
5.19K
$372K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-32- 3.83% |
$1.58K - $2.01K
|
804
$57.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-480- 4.45% |
$23.7K - $30.1K
|
10.3K
$738K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-78- 27.27% |
$3.85K - $4.9K
|
208
$14.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.26KNew |
$62.2K - $79.2K
|
1.26K
$90.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
533+ 1.28% |
$26.3K - $33.5K
|
42.3K
$3.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-349- 3.35% |
$17.2K - $21.9K
|
10.1K
$721K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$181K - $230K
|
3.66K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 4.69% |
$9.86K - $12.6K
|
4.06K
$291K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
600New |
$29.6K - $37.7K
|
600
$43K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
481+ 13.31% |
$23.7K - $30.2K
|
4.09K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.9% |
$1.73K - $2.2K
|
3.85K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-282- 28.83% |
$13.9K - $17.7K
|
696
$49.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
3.43KNew |
$169K - $215K
|
3.43K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-283K- 15.13% |
$14M - $17.8M
|
1.59M
$114M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2K- 32.28% |
$98.6K - $126K
|
4.2K
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
504+ 10.5% |
$24.9K - $31.6K
|
5.3K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-864- 11.11% |
$42.6K - $54.2K
|
6.91K
$495K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 52.54% |
$583K - $741K
|
10.7K
$764K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 2.76% |
$7.84K - $9.98K
|
5.61K
$402K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-7.89K- 43.17% |
$389K - $495K
|
10.4K
$743K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-122- 7.49% |
$6.02K - $7.66K
|
1.51K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.88K- 15.31% |
$92.8K - $118K
|
10.4K
$746K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-13.3K- 39.25% |
$658K - $838K
|
20.7K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.58K+ 19.35% |
$275K - $351K
|
34.4K
$2.47M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
309+ 1.34% |
$15.2K - $19.4K
|
23.3K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.84K+ 25.1% |
$140K - $178K
|
14.2K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5.37K+ 76.19% |
$265K - $337K
|
12.4K
$889K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
186+ 3.11% |
$9.17K - $11.7K
|
6.16K
$441K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-802- 16.24% |
$39.6K - $50.3K
|
4.14K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-26.5K- 99.62% |
$1.31M - $1.66M
|
100
$7.16K
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-910- 15.41% |
$44.9K - $57.1K
|
4.99K
$358K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-295- 0.52% |
$14.5K - $18.5K
|
56.6K
$4.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.86KNew |
$240K - $305K
|
4.86K
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.06K- 20.95% |
$52.2K - $66.5K
|
4K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.58K- 21.9% |
$78K - $99.3K
|
5.64K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.02K- 23.8% |
$99.6K - $127K
|
6.47K
$463K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.45KNew |
$170K - $216K
|
3.45K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-171- 45.72% |
$8.43K - $10.7K
|
203
$14.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-253- 25.48% |
$12.5K - $15.9K
|
740
$53K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
72+ 0.87% |
$3.55K - $4.52K
|
8.37K
$600K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 45.48% |
$98.7K - $126K
|
2.4K
$172K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-80.7K- 8.3% |
$3.98M - $5.07M
|
892K
$63.9M
|