Purchases and Sales Made in Q4 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2024. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.56K+ 45.07% |
$249K - $304K
|
11.5K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.55K+ 5.41% |
$248K - $303K
|
69.2K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.54K+ 17.41% |
$247K - $302K
|
23.9K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.51K+ 18.32% |
$245K - $299K
|
22.6K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.5K+ 15.24% |
$244K - $299K
|
26.5K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.5KNew |
$244K - $299K
|
3.5K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
3.48K+ 3.82% |
$243K - $298K
|
94.6K
$6.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.48KNew |
$243K - $297K
|
3.48K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.45K+ 31.09% |
$241K - $295K
|
14.6K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.44K+ 4.87% |
$240K - $294K
|
74.1K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.44K+ 8.46% |
$240K - $294K
|
44.1K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.41KNew |
$238K - $291K
|
3.41K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.39K+ 1.03% |
$237K - $290K
|
333K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.38KNew |
$236K - $289K
|
3.38K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.35KNew |
$233K - $286K
|
3.35K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.34K+ 13.34% |
$233K - $286K
|
28.4K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
3.34KNew |
$233K - $285K
|
3.34K
$239K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
3.34KNew |
$233K - $285K
|
3.34K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 3.1% |
$231K - $283K
|
110K
$7.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
3.3KNew |
$230K - $282K
|
3.3K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.29KNew |
$230K - $281K
|
3.29K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.29K+ 4.56% |
$229K - $281K
|
75.4K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.28K+ 12.32% |
$229K - $280K
|
29.9K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.26KNew |
$228K - $279K
|
3.26K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.24K+ 3.16% |
$226K - $277K
|
106K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.2KNew |
$223K - $273K
|
3.2K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.18K+ 14.73% |
$222K - $271K
|
24.7K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.16KNew |
$221K - $270K
|
3.16K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.16K+ 46.58% |
$221K - $270K
|
9.96K
$713K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.15K+ 8.0% |
$220K - $269K
|
42.6K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
3.15KNew |
$220K - $269K
|
3.15K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
3.15K+ 1.48% |
$220K - $269K
|
216K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.15K+ 4.56% |
$219K - $269K
|
72.1K
$5.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.13K+ 7.46% |
$218K - $267K
|
45.1K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
3.12KNew |
$218K - $267K
|
3.12K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.11KNew |
$217K - $266K
|
3.11K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.11K+ 2.75% |
$217K - $265K
|
116K
$8.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.11K+ 15.7% |
$217K - $265K
|
22.9K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.1KNew |
$216K - $265K
|
3.1K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
3.08K+ 4.67% |
$215K - $263K
|
69.1K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.07K+ 26.37% |
$214K - $262K
|
14.7K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.04KNew |
$212K - $260K
|
3.04K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.03KNew |
$212K - $259K
|
3.03K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.03KNew |
$211K - $259K
|
3.03K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
3.02KNew |
$211K - $258K
|
3.02K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
3.01KNew |
$210K - $257K
|
3.01K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3K+ 6.45% |
$209K - $256K
|
49.5K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.99K+ 5.38% |
$208K - $255K
|
58.5K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.98K+ 5.06% |
$208K - $254K
|
61.7K
$4.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.98KNew |
$208K - $254K
|
2.98K
$213K
|