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 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
251+ 3.36% |
$17.5K - $21.4K
|
7.71K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
250+ 2.56% |
$17.4K - $21.4K
|
10K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
250+ 4.07% |
$17.4K - $21.4K
|
6.39K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
250+ 2.01% |
$17.4K - $21.4K
|
12.7K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
239+ 3.11% |
$16.7K - $20.4K
|
7.93K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
235New |
$16.4K - $20.1K
|
235
$16.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
232+ 2.62% |
$16.2K - $19.8K
|
9.1K
$652K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
230+ 2.12% |
$16K - $19.6K
|
11.1K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
229+ 2.79% |
$16K - $19.6K
|
8.43K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
229+ 0.94% |
$16K - $19.6K
|
24.6K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
228+ 1.04% |
$15.9K - $19.5K
|
22.2K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
228+ 1.19% |
$15.9K - $19.5K
|
19.5K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
225+ 1.51% |
$15.7K - $19.2K
|
15.1K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
225+ 6.22% |
$15.7K - $19.2K
|
3.84K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
224+ 5.5% |
$15.6K - $19.1K
|
4.3K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
223+ 7.72% |
$15.6K - $19.1K
|
3.11K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
221+ 0.49% |
$15.4K - $18.9K
|
45.7K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
221New |
$15.4K - $18.9K
|
221
$15.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
221+ 4.77% |
$15.4K - $18.9K
|
4.85K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
221+ 4.7% |
$15.4K - $18.9K
|
4.92K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
220+ 2.23% |
$15.3K - $18.8K
|
10.1K
$722K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
218+ 1.05% |
$15.2K - $18.6K
|
21.1K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
218+ 1.32% |
$15.2K - $18.6K
|
16.7K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
212+ 0.76% |
$14.8K - $18.1K
|
28.1K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
212+ 5.48% |
$14.8K - $18.1K
|
4.08K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
211+ 4.2% |
$14.7K - $18K
|
5.23K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
211New |
$14.7K - $18K
|
211
$15.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
209+ 6.57% |
$14.6K - $17.9K
|
3.39K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
207+ 1.64% |
$14.4K - $17.7K
|
12.8K
$919K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
206+ 0.6% |
$14.4K - $17.6K
|
34.6K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
201+ 12.02% |
$14K - $17.2K
|
1.87K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 4.08% |
$14K - $17.1K
|
5.1K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
200+ 4.56% |
$14K - $17.1K
|
4.59K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
199+ 0.21% |
$13.9K - $17K
|
94.5K
$6.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
196+ 1.46% |
$13.7K - $16.7K
|
13.7K
$978K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
194+ 2.44% |
$13.5K - $16.6K
|
8.14K
$583K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
192New |
$13.4K - $16.4K
|
192
$13.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 0.49% |
$13.3K - $16.3K
|
39K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
189+ 4.82% |
$13.2K - $16.1K
|
4.11K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
189+ 0.83% |
$13.2K - $16.1K
|
23K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
188+ 41.32% |
$13.1K - $16.1K
|
643
$46.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
187+ 2.09% |
$13K - $16K
|
9.13K
$654K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
187+ 2.83% |
$13K - $16K
|
6.8K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
187+ 1.38% |
$13K - $16K
|
13.8K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
185+ 1.76% |
$12.9K - $15.8K
|
10.7K
$765K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
184+ 2.09% |
$12.8K - $15.7K
|
8.98K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
184+ 4.48% |
$12.8K - $15.7K
|
4.29K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
178+ 0.27% |
$12.4K - $15.2K
|
65.3K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
173+ 3.57% |
$12.1K - $14.8K
|
5.02K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
173New |
$12.1K - $14.8K
|
173
$12.4K
|