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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
109+ 0.54% |
$7.92K - $8.62K
|
20.4K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-19.1K- 23.54% |
$1.39M - $1.51M
|
62.1K
$5.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 1.1% |
$78.1K - $85K
|
99.1K
$8.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.83KNew |
$279K - $303K
|
3.83K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
100+ 0.4% |
$7.27K - $7.9K
|
25.2K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.36K+ 5.04% |
$317K - $344K
|
90.8K
$7.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
840New |
$61.1K - $66.4K
|
840
$72K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-776- 3.99% |
$56.4K - $61.3K
|
18.7K
$1.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-300- 8.57% |
$21.8K - $23.7K
|
3.2K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-133- 3.81% |
$9.67K - $10.5K
|
3.35K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-388- 26.47% |
$28.2K - $30.7K
|
1.08K
$92.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.5K+ 20.23% |
$109K - $119K
|
8.91K
$764K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.16KNew |
$230K - $250K
|
3.16K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.63% |
$1.24K - $1.34K
|
2.7K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.21% |
$145 - $158
|
942
$80.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-72.8K- 9.76% |
$5.29M - $5.75M
|
672K
$57.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
19+ 19.0% |
$1.38K - $1.5K
|
119
$10.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.63% |
$72.7 - $79
|
161
$13.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
18.8KNew |
$1.37M - $1.48M
|
18.8K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
541+ 10.1% |
$39.3K - $42.8K
|
5.9K
$505K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5.81K+ 157.8% |
$422K - $459K
|
9.49K
$814K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-39- 1.12% |
$2.83K - $3.08K
|
3.45K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.19K- 1.46% |
$159K - $173K
|
147K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 29.96% |
$139K - $151K
|
4.46K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$436 - $474
|
3.24K
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
PUT |
70KNew |
$5.09M - $5.53M
|
70K
$6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
16.6KNew |
$1.2M - $1.31M
|
16.6K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.12K- 60.38% |
$372K - $405K
|
3.36K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.9K+ 256.48% |
$574K - $624K
|
11K
$941K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.6K- 46.67% |
$407K - $443K
|
6.4K
$549K
|
|
|
Jul 25, 2023
Q2 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
957K+ 24.48% |
$69.6M - $75.7M
|
4.87M
$417M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.47K- 19.87% |
$107K - $116K
|
5.93K
$508K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
605+ 19.29% |
$44K - $47.8K
|
3.74K
$321K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$896K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.31% |
$654 - $711
|
2.87K
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
43+ 1.07% |
$3.13K - $3.4K
|
4.06K
$348K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$896K
|
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-8.74K- 73.6% |
$635K - $691K
|
3.14K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
125+ 3.5% |
$9.09K - $9.88K
|
3.7K
$317K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
220+ 2.37% |
$16K - $17.4K
|
9.51K
$815K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-39- 1.14% |
$2.83K - $3.08K
|
3.38K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$2.33K - $2.53K
|
11.2K
$961K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-608- 5.76% |
$44.2K - $48.1K
|
9.95K
$853K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.65KNew |
$411K - $446K
|
5.65K
$484K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.13K- 14.67% |
$300K - $326K
|
24K
$2.06M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 14.17% |
$1.31K - $1.42K
|
109
$9.35K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-455K- 89.57% |
$33.1M - $36M
|
53K
$4.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
287+ 6.41% |
$20.9K - $22.7K
|
4.77K
$409K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.22% |
$654 - $711
|
4.03K
$346K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.63% |
$1.24K - $1.34K
|
2.72K
$233K
|
|