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 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
642New |
$44.8K - $54.8K
|
642
$46K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
640+ 4.99% |
$44.7K - $54.7K
|
13.5K
$965K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
638New |
$44.5K - $54.5K
|
638
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
638+ 1.22% |
$44.5K - $54.5K
|
52.8K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
635+ 37.8% |
$44.3K - $54.2K
|
2.32K
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
634+ 1.33% |
$44.2K - $54.2K
|
48.3K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
624New |
$43.5K - $53.3K
|
624
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
624+ 3.4% |
$43.5K - $53.3K
|
19K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
618New |
$43.1K - $52.8K
|
618
$44.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
608+ 4.55% |
$42.4K - $51.9K
|
14K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
605+ 8.87% |
$42.2K - $51.7K
|
7.43K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
600+ 1.24% |
$41.9K - $51.3K
|
48.9K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.18% |
$41.9K - $51.3K
|
341K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
595+ 0.34% |
$41.5K - $50.8K
|
178K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
592+ 2.33% |
$41.3K - $50.6K
|
26K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
588+ 3.66% |
$41K - $50.2K
|
16.7K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
586+ 18.93% |
$40.9K - $50.1K
|
3.68K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
582+ 1.7% |
$40.6K - $49.7K
|
34.8K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
579+ 0.64% |
$40.4K - $49.5K
|
90.4K
$6.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
577+ 0.27% |
$40.3K - $49.3K
|
218K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
570+ 7.53% |
$39.8K - $48.7K
|
8.14K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
569+ 4.17% |
$39.7K - $48.6K
|
14.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
561+ 2.85% |
$39.1K - $47.9K
|
20.3K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
558+ 1.45% |
$38.9K - $47.7K
|
39.1K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
553+ 2.35% |
$38.6K - $47.2K
|
24K
$1.72M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
553+ 1.25% |
$38.6K - $47.2K
|
44.9K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
552+ 1.48% |
$38.5K - $47.2K
|
37.9K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
551+ 6.69% |
$38.4K - $47.1K
|
8.79K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
541+ 3.64% |
$37.7K - $46.2K
|
15.4K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
541+ 6.01% |
$37.7K - $46.2K
|
9.55K
$684K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
540+ 19.03% |
$37.7K - $46.1K
|
3.38K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
540+ 3.0% |
$37.7K - $46.1K
|
18.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
539New |
$37.6K - $46K
|
539
$38.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
538+ 10.59% |
$37.5K - $46K
|
5.62K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
538+ 1.25% |
$37.5K - $46K
|
43.4K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
536+ 0.88% |
$37.4K - $45.8K
|
61.3K
$4.39M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
533+ 3.97% |
$37.2K - $45.5K
|
14K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
529+ 5.51% |
$36.9K - $45.2K
|
10.1K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
529+ 4.41% |
$36.9K - $45.2K
|
12.5K
$897K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
526+ 4.65% |
$36.7K - $44.9K
|
11.8K
$848K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
523+ 21.71% |
$36.5K - $44.7K
|
2.93K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
523+ 3.22% |
$36.5K - $44.7K
|
16.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
523+ 3.49% |
$36.5K - $44.7K
|
15.5K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
516+ 4.12% |
$36K - $44.1K
|
13.1K
$935K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
512+ 6.46% |
$35.7K - $43.7K
|
8.43K
$604K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
508+ 1.83% |
$35.4K - $43.4K
|
28.2K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
500New |
$34.9K - $42.7K
|
500
$35.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
500+ 19.51% |
$34.9K - $42.7K
|
3.06K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
500+ 12.17% |
$34.9K - $42.7K
|
4.61K
$330K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
494+ 11.26% |
$34.5K - $42.2K
|
4.88K
$350K
|