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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.78K+ 2.19% |
$124K - $152K
|
82.9K
$5.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
1.77K+ 14.76% |
$123K - $151K
|
13.8K
$985K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.77K+ 46.87% |
$123K - $151K
|
5.54K
$397K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.77KNew |
$123K - $151K
|
1.77K
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.76K+ 59.3% |
$123K - $150K
|
4.73K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.75K+ 0.25% |
$122K - $149K
|
690K
$49.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75KNew |
$122K - $149K
|
1.75K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.73KNew |
$121K - $148K
|
1.73K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.69K+ 38.21% |
$118K - $144K
|
6.11K
$438K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.68K+ 0.95% |
$117K - $144K
|
179K
$12.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.65K+ 5.36% |
$115K - $141K
|
32.5K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.63K+ 24.83% |
$114K - $140K
|
8.21K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$114K - $139K
|
1.63K
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.63K+ 22.07% |
$114K - $139K
|
9.02K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.63K+ 1.34% |
$113K - $139K
|
123K
$8.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.62K+ 2.17% |
$113K - $139K
|
76.4K
$5.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.62K+ 0.71% |
$113K - $138K
|
228K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.59K+ 11.91% |
$111K - $136K
|
14.9K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.58K+ 1.01% |
$110K - $135K
|
157K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.58K+ 0.51% |
$110K - $135K
|
308K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.58K+ 9.68% |
$110K - $135K
|
17.9K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.55K+ 9.71% |
$108K - $133K
|
17.6K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.55K+ 7.97% |
$108K - $132K
|
20.9K
$1.5M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.54K+ 55.5% |
$108K - $132K
|
4.32K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.54K+ 7.19% |
$108K - $132K
|
23K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.54K+ 16.07% |
$107K - $131K
|
11.1K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.51K+ 25.79% |
$105K - $129K
|
7.37K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.5K+ 29.35% |
$105K - $128K
|
6.61K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.49K+ 36.6% |
$104K - $127K
|
5.57K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Management Advisors, LLC
|
BUY
|
- |
1.49K+ 1.31% |
$104K - $127K
|
115K
$8.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.49K+ 1.0% |
$104K - $127K
|
151K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.47K+ 0.81% |
$103K - $126K
|
184K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.47K+ 54.07% |
$102K - $125K
|
4.18K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.46K+ 114.82% |
$102K - $125K
|
2.74K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.45KNew |
$101K - $124K
|
1.45K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.45K+ 3.49% |
$101K - $124K
|
43.1K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.43K+ 1.59% |
$99.7K - $122K
|
91.5K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.43K+ 4.36% |
$99.4K - $122K
|
34.1K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.42K+ 16.35% |
$99.1K - $121K
|
10.1K
$724K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.42KNew |
$99.1K - $121K
|
1.42K
$102K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 36.38% |
$98.9K - $121K
|
5.31K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.41K+ 4.78% |
$98.6K - $121K
|
31K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.38K+ 35.73% |
$96.6K - $118K
|
5.26K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 24.29% |
$96.4K - $118K
|
7.07K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.38K+ 26.81% |
$95.9K - $117K
|
6.5K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.37K+ 12.15% |
$95.7K - $117K
|
12.7K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.37K+ 24.91% |
$95.6K - $117K
|
6.87K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 1.48% |
$94.3K - $115K
|
92.7K
$6.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.35K+ 17.42% |
$94.2K - $115K
|
9.1K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.34K+ 7.63% |
$93.6K - $115K
|
18.9K
$1.35M
|