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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.46K+ 5.05% |
$172K - $210K
|
51.2K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.39K+ 22.02% |
$167K - $204K
|
13.3K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
2.39K+ 0.99% |
$166K - $204K
|
242K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.34K+ 1.33% |
$163K - $200K
|
178K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.33K+ 4.54% |
$163K - $199K
|
53.7K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.33K+ 0.68% |
$162K - $199K
|
346K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.33K+ 5.05% |
$162K - $199K
|
48.4K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.32K+ 21.6% |
$162K - $198K
|
13K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.31K+ 13.11% |
$161K - $197K
|
19.9K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.3K+ 23.71% |
$161K - $197K
|
12K
$860K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.3K+ 4.47% |
$160K - $196K
|
53.7K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.3K+ 1.87% |
$160K - $196K
|
125K
$8.95M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.29K+ 1.0% |
$160K - $196K
|
232K
$16.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.27K+ 40.27% |
$158K - $193K
|
7.89K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.21K+ 32.4% |
$154K - $189K
|
9.04K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.21K+ 4.33% |
$154K - $189K
|
53.3K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.2K+ 15.53% |
$154K - $188K
|
16.4K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.2K+ 51.61% |
$153K - $188K
|
6.45K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.2K+ 2.93% |
$153K - $188K
|
77K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.18K+ 4.19% |
$152K - $187K
|
54.4K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.18K+ 2.27% |
$152K - $186K
|
98.1K
$7.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
2.14K+ 12.28% |
$150K - $183K
|
19.6K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.14K+ 1.33% |
$149K - $183K
|
163K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.14K+ 2.88% |
$149K - $183K
|
76.3K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.13K+ 2.75% |
$148K - $182K
|
79.5K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.13K+ 9.33% |
$148K - $182K
|
24.9K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.13K+ 82.4% |
$148K - $182K
|
4.7K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
2.12K+ 1781.51% |
$148K - $181K
|
2.24K
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.11K+ 1.91% |
$147K - $181K
|
113K
$8.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
2.11K+ 15.62% |
$147K - $181K
|
15.6K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.08K+ 36.45% |
$145K - $177K
|
7.77K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.07K+ 65.71% |
$144K - $177K
|
5.22K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.05K+ 0.55% |
$143K - $175K
|
375K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.04KNew |
$142K - $174K
|
2.04K
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.03K+ 0.48% |
$142K - $174K
|
423K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.02K+ 4.24% |
$141K - $173K
|
49.7K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.02K+ 6.12% |
$141K - $173K
|
35.1K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.01K+ 51.62% |
$140K - $172K
|
5.9K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.99KNew |
$139K - $170K
|
1.99K
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 1.97% |
$138K - $169K
|
103K
$7.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
1.95KNew |
$136K - $167K
|
1.95K
$140K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.93K+ 7.29% |
$135K - $165K
|
28.5K
$2.04M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.93K+ 7.19% |
$135K - $165K
|
28.7K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.93K+ 1.93% |
$134K - $165K
|
102K
$7.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.87K+ 0.64% |
$130K - $159K
|
293K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.84K+ 6.96% |
$128K - $157K
|
28.3K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 3.38% |
$128K - $157K
|
56.2K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.82K+ 6.02% |
$127K - $156K
|
32.1K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.82KNew |
$127K - $155K
|
1.82K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.8K+ 1.43% |
$126K - $154K
|
128K
$9.14M
|