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, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
309+ 8.09% |
$21.6K - $26.5K
|
4.13K
$354K
|
|
|
May 08, 2023
Q1 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-1.55K- 6.85% |
$109K - $133K
|
21.1K
$1.81M
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-3.63M- 99.58% |
$254M - $311M
|
15.2K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-157- 4.62% |
$11K - $13.5K
|
3.24K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-33- 0.58% |
$2.31K - $2.83K
|
5.65K
$484K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-49- 10.32% |
$3.42K - $4.2K
|
426
$36.5K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-149- 4.7% |
$10.4K - $12.8K
|
3.02K
$259K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-66- 39.29% |
$4.61K - $5.66K
|
102
$8.75K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.06% |
$7.27K - $8.92K
|
3.5K
$300K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-240- 8.18% |
$16.8K - $20.6K
|
2.7K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
256New |
$17.9K - $21.9K
|
256
$22K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
- |
-1.76K- 37.82% |
$123K - $151K
|
2.9K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$140 - $171
|
2.71K
$233K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-7- 10.77% |
$489 - $600
|
58
$4.97K
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
6.18KNew |
$432K - $530K
|
6.18K
$530K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
297+ 10.42% |
$20.8K - $25.5K
|
3.15K
$270K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-149- 4.45% |
$10.4K - $12.8K
|
3.2K
$274K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
16+ 0.61% |
$1.12K - $1.37K
|
2.65K
$227K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.42KNew |
$98.9K - $121K
|
1.42K
$121K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
47New |
$3.28K - $4.03K
|
47
$4.03K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
633New |
$44.2K - $54.3K
|
633
$54.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-25- 0.04% |
$1.75K - $2.14K
|
56.9K
$4.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
450New |
$31.4K - $38.6K
|
450
$38.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-280K- 97.42% |
$19.5M - $24M
|
7.4K
$635K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.18K- 2.54% |
$82.2K - $101K
|
45.1K
$3.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-146- 5.23% |
$10.2K - $12.5K
|
2.64K
$227K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-9.61K- 95.81% |
$671K - $824K
|
420
$36K
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
7KNew |
$489K - $600K
|
7K
$600K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
390+ 1.49% |
$27.2K - $33.4K
|
26.5K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.75K- 38.7% |
$192K - $235K
|
4.35K
$373K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-20- 0.55% |
$1.4K - $1.71K
|
3.6K
$309K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 26.68% |
$165K - $202K
|
11.2K
$960K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
170+ 6.78% |
$11.9K - $14.6K
|
2.68K
$230K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
63+ 2.16% |
$4.4K - $5.4K
|
2.99K
$256K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-360- 1.02% |
$25.2K - $30.9K
|
34.9K
$2.99M
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.06K+ 20.85% |
$74.9K - $92.4K
|
6.15K
$527K
|
|
|
Nov 27, 2023
Q4 2022
|
Yaupon Capital Management LP
New York, NY |
BUY
|
- |
158KNew |
$11.2M - $13.8M
|
158K
$13.6M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.92KClosed |
$347K - $429K
|
0
$0
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.78KNew |
$196K - $242K
|
2.78K
$238K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
707New |
$49.9K - $61.6K
|
707
$60.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
589New |
$41.6K - $51.3K
|
589
$50.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.43KNew |
$171K - $212K
|
2.43K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.5KNew |
$177K - $218K
|
2.5K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
27.4KNew |
$1.93M - $2.39M
|
27.4K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Eulav Asset Management
|
SELL
|
- |
-145K- 57.14% |
$10.2M - $12.6M
|
109K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
120+ 0.38% |
$8.48K - $10.5K
|
31.4K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-590- 16.69% |
$41.7K - $51.4K
|
2.95K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
5.44KNew |
$384K - $474K
|
5.44K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
112K+ 17.26% |
$7.9M - $9.75M
|
760K
$65.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-384- 2.81% |
$27.1K - $33.5K
|
13.3K
$1.14M
|
|