Latest Institutional Purchases of Nextera Energy Inc (NEE)
This list provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200+ 4.56% |
$14K - $17.1K
|
4.59K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
199+ 0.21% |
$13.9K - $17K
|
94.5K
$6.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
196+ 1.46% |
$13.7K - $16.7K
|
13.7K
$978K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
194+ 2.44% |
$13.5K - $16.6K
|
8.14K
$583K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
192New |
$13.4K - $16.4K
|
192
$13.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 0.49% |
$13.3K - $16.3K
|
39K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
189+ 0.83% |
$13.2K - $16.1K
|
23K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
189+ 4.82% |
$13.2K - $16.1K
|
4.11K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
188+ 41.32% |
$13.1K - $16.1K
|
643
$46.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
187+ 1.38% |
$13K - $16K
|
13.8K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
187+ 2.83% |
$13K - $16K
|
6.8K
$487K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
187+ 2.09% |
$13K - $16K
|
9.13K
$654K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
185+ 1.76% |
$12.9K - $15.8K
|
10.7K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
184+ 4.48% |
$12.8K - $15.7K
|
4.29K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
184+ 2.09% |
$12.8K - $15.7K
|
8.98K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
178+ 0.27% |
$12.4K - $15.2K
|
65.3K
$4.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
173+ 0.62% |
$12.1K - $14.8K
|
28.1K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
173New |
$12.1K - $14.8K
|
173
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
173+ 3.57% |
$12.1K - $14.8K
|
5.02K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
170+ 2.28% |
$11.9K - $14.5K
|
7.62K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
168New |
$11.7K - $14.4K
|
168
$12K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
168+ 5.88% |
$11.7K - $14.4K
|
3.02K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
168+ 2.97% |
$11.7K - $14.4K
|
5.82K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167+ 0.4% |
$11.7K - $14.3K
|
42.4K
$3.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
165+ 0.91% |
$11.5K - $14.1K
|
18.2K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
165+ 2.97% |
$11.5K - $14.1K
|
5.73K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
164+ 0.36% |
$11.4K - $14K
|
45.8K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
163+ 4.31% |
$11.4K - $13.9K
|
3.95K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 4.33% |
$11.2K - $13.8K
|
3.88K
$278K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
161+ 5.02% |
$11.2K - $13.8K
|
3.37K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
160+ 1.34% |
$11.2K - $13.7K
|
12.1K
$865K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
159+ 4.94% |
$11.1K - $13.6K
|
3.38K
$242K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
158+ 0.47% |
$11K - $13.5K
|
33.4K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
158+ 0.99% |
$11K - $13.5K
|
16.2K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
155+ 0.66% |
$10.8K - $13.2K
|
23.6K
$1.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
151+ 0.24% |
$10.5K - $12.9K
|
63.3K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
151+ 1.01% |
$10.5K - $12.9K
|
15.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
150+ 0.47% |
$10.5K - $12.8K
|
31.9K
$2.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
150+ 5.08% |
$10.5K - $12.8K
|
3.11K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
150+ 150.0% |
$10.5K - $12.8K
|
250
$17.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.3% |
$10.5K - $12.8K
|
11.7K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
149+ 8.31% |
$10.4K - $12.7K
|
1.94K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
145+ 0.95% |
$10.1K - $12.4K
|
15.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
145+ 1.71% |
$10.1K - $12.4K
|
8.62K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
142+ 2.34% |
$9.91K - $12.1K
|
6.21K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
142+ 3.16% |
$9.91K - $12.1K
|
4.63K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
140+ 0.71% |
$9.77K - $12K
|
19.8K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
140+ 2.71% |
$9.77K - $12K
|
5.3K
$380K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
135+ 2.54% |
$9.42K - $11.5K
|
5.46K
$391K
|