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 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.58K+ 19.35% |
$275K - $351K
|
34.4K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.57KNew |
$275K - $350K
|
5.57K
$399K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5.37K+ 76.19% |
$265K - $337K
|
12.4K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.33KNew |
$263K - $335K
|
5.33K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.89KNew |
$241K - $307K
|
4.89K
$350K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.86KNew |
$240K - $305K
|
4.86K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
4.78KNew |
$236K - $300K
|
4.78K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.78KNew |
$236K - $300K
|
4.78K
$342K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.76KNew |
$235K - $299K
|
4.76K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$200K - $255K
|
4.06K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$182K - $232K
|
3.7K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$181K - $230K
|
3.66K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
3.54K+ 83.12% |
$174K - $222K
|
7.79K
$558K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.45KNew |
$170K - $216K
|
3.45K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
BUY
|
- |
3.43KNew |
$169K - $215K
|
3.43K
$246K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.36KNew |
$166K - $211K
|
3.36K
$240K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
3.34KNew |
$165K - $209K
|
3.34K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.84K+ 25.1% |
$140K - $178K
|
14.2K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$132K - $168K
|
2.67K
$191K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.59KNew |
$127K - $162K
|
2.59K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$123K - $157K
|
2.5K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.24K+ 22.88% |
$111K - $141K
|
12K
$862K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$78.5K - $99.9K
|
1.59K
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.26KNew |
$62.2K - $79.2K
|
1.26K
$90.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.2KNew |
$59.2K - $75.3K
|
1.2K
$85.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.11K+ 110700.0% |
$54.6K - $69.5K
|
1.11K
$79.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
916New |
$45.2K - $57.5K
|
916
$65.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
872New |
$43K - $54.7K
|
872
$62.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
807New |
$39.8K - $50.7K
|
807
$57.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
600New |
$29.6K - $37.7K
|
600
$43K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
533+ 1.28% |
$26.3K - $33.5K
|
42.3K
$3.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
504+ 10.5% |
$24.9K - $31.6K
|
5.3K
$380K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
481+ 13.31% |
$23.7K - $30.2K
|
4.09K
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
410+ 315.38% |
$20.2K - $25.7K
|
540
$38.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
388New |
$19.1K - $24.4K
|
388
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
384+ 8.35% |
$18.9K - $24.1K
|
4.98K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
372+ 12.91% |
$18.3K - $23.4K
|
3.25K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
348+ 6.06% |
$17.2K - $21.8K
|
6.09K
$436K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
309+ 1.34% |
$15.2K - $19.4K
|
23.3K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
238+ 3.91% |
$11.7K - $14.9K
|
6.32K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
186+ 3.11% |
$9.17K - $11.7K
|
6.16K
$441K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
131New |
$6.46K - $8.22K
|
131
$9.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
101New |
$4.98K - $6.34K
|
101
$7.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
84+ 2.35% |
$4.14K - $5.27K
|
3.66K
$262K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
72+ 0.87% |
$3.55K - $4.52K
|
8.37K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
61New |
$3.01K - $3.83K
|
61
$4.37K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10+ 0.17% |
$493 - $628
|
5.88K
$421K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.39MNew |
$79.1M - $105M
|
1.39M
$99.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
92.8KNew |
$5.3M - $7.04M
|
92.8K
$6.65M
|
|