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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.31KNew |
$257K - $309K
|
3.31K
$232K
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.12KNew |
$243K - $291K
|
3.12K
$219K
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.08KNew |
$240K - $288K
|
3.08K
$216K
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.64KNew |
$205K - $246K
|
2.64K
$185K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
902New |
$70.2K - $84.2K
|
902
$63.3K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
633New |
$49.3K - $59.1K
|
633
$44.4K
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
600New |
$46.7K - $56K
|
600
$42.1K
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
97New |
$7.55K - $9.06K
|
97
$6.81K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
33+ 5.19% |
$2.57K - $3.08K
|
669
$46.9K
|
|
Q3 2021 | |||||||
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
119KNew |
$8.79M - $10.2M
|
119K
$8.32M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
37.4KNew |
$2.77M - $3.23M
|
37.4K
$2.62M
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
13K+ 28.02% |
$964K - $1.12M
|
59.4K
$4.17M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.91K+ 14.15% |
$364K - $424K
|
39.6K
$2.78M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.76KNew |
$205K - $238K
|
2.76K
$193K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
CALL |
800New |
$59.4K - $69.2K
|
800
$56.1K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
200New |
$14.8K - $17.3K
|
200
$14K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
779KNew |
$55.7M - $63M
|
779K
$54.7M
|
|
Aug 06, 2021
Q2 2021
|
Ruffer LLP
|
BUY
|
- |
9.7KNew |
$694K - $785K
|
9.7K
$681K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
7.71KNew |
$552K - $624K
|
7.71K
$541K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
3.2KNew |
$229K - $259K
|
3.2K
$225K
|
|
Aug 16, 2021
Q2 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.5K+ 23.42% |
$107K - $121K
|
7.9K
$555K
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
533KNew |
$37.7M - $46.3M
|
533K
$37.4M
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
250K+ 83.33% |
$17.7M - $21.7M
|
550K
$38.6M
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
17.5KNew |
$1.24M - $1.52M
|
17.5K
$1.23M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
1KNew |
$70.7K - $86.9K
|
1K
$70.2K
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
400New |
$28.3K - $34.7K
|
400
$28.1K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 2.49% |
$4.1K - $5.04K
|
2.39K
$168K
|
|
Q4 2020 | |||||||
Feb 08, 2021
Q4 2020
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$14.1M - $15.6M
|
200K
$14M
|
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
61.9K+ 300.0% |
$4.35M - $4.81M
|
82.5K
$5.79M
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
36K+ 300.0% |
$2.53M - $2.8M
|
48K
$3.37M
|
|
Feb 02, 2021
Q4 2020
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
30K+ 300.0% |
$2.11M - $2.33M
|
40K
$2.81M
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
27.5K+ 170.08% |
$1.93M - $2.14M
|
43.7K
$3.06M
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
10.7KNew |
$750K - $829K
|
10.7K
$748K
|
|
Feb 12, 2021
Q4 2020
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
6K+ 300.0% |
$422K - $467K
|
8K
$561K
|
|
Feb 16, 2021
Q4 2020
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
5.4K+ 300.0% |
$380K - $420K
|
7.2K
$505K
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.46KNew |
$243K - $269K
|
3.46K
$243K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
3.1K+ 300.0% |
$218K - $241K
|
4.13K
$290K
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.04KNew |
$214K - $236K
|
3.04K
$213K
|
|
Feb 03, 2021
Q4 2020
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.34K+ 300.0% |
$164K - $182K
|
3.12K
$219K
|
|
Feb 03, 2021
Q4 2020
|
Private Wealth Partners, LLC
|
BUY
|
PUT |
2.3KNew |
$162K - $179K
|
2.3K
$161K
|
|
Feb 16, 2021
Q4 2020
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 300.0% |
$161K - $178K
|
3.06K
$215K
|
|
Feb 05, 2021
Q4 2020
|
Silvant Capital Management LLC
|
BUY
|
- |
1.46K+ 300.0% |
$102K - $113K
|
1.94K
$136K
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.09K+ 300.0% |
$76.3K - $84.4K
|
1.45K
$102K
|
|
Jan 13, 2021
Q4 2020
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
1.04K+ 300.0% |
$73K - $80.7K
|
1.38K
$97.1K
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
600+ 300.0% |
$42.2K - $46.7K
|
800
$56.1K
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
75+ 300.0% |
$5.27K - $5.83K
|
100
$7.02K
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
57+ 300.0% |
$4.01K - $4.43K
|
76
$5.33K
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
15+ 300.0% |
$1.05K - $1.17K
|
20
$1.4K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
22.6KNew |
$1.39M - $1.67M
|
22.6K
$1.59M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.33KNew |
$82.1K - $98.5K
|
1.33K
$93.5K
|