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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
112New |
$7.81K - $9.57K
|
112
$8.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
112+ 0.29% |
$7.81K - $9.57K
|
38.6K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
111+ 0.73% |
$7.74K - $9.48K
|
15.3K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
108New |
$7.54K - $9.23K
|
108
$7.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
107+ 2.27% |
$7.47K - $9.14K
|
4.82K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
106+ 3.75% |
$7.4K - $9.06K
|
2.93K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
103+ 1.96% |
$7.19K - $8.8K
|
5.35K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
103+ 2.78% |
$7.19K - $8.8K
|
3.81K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
100+ 2.13% |
$6.98K - $8.54K
|
4.8K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
100+ 1.9% |
$6.98K - $8.54K
|
5.36K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
100New |
$6.98K - $8.54K
|
100
$7.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.72% |
$6.98K - $8.54K
|
13.9K
$997K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
100+ 0.22% |
$6.98K - $8.54K
|
46.6K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.79% |
$6.98K - $8.54K
|
12.8K
$919K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
99+ 2.6% |
$6.91K - $8.46K
|
3.91K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 3.47% |
$6.77K - $8.29K
|
2.9K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
97+ 3.32% |
$6.77K - $8.29K
|
3.02K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 0.43% |
$6.63K - $8.12K
|
22.3K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
93New |
$6.49K - $7.94K
|
93
$6.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
90New |
$6.28K - $7.69K
|
90
$6.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
90New |
$6.28K - $7.69K
|
90
$6.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
90+ 0.58% |
$6.28K - $7.69K
|
15.6K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
89+ 0.55% |
$6.21K - $7.6K
|
16.2K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
89+ 1.03% |
$6.21K - $7.6K
|
8.74K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
88New |
$6.14K - $7.52K
|
88
$6.3K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
88New |
$6.14K - $7.52K
|
88
$6.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
88+ 2.76% |
$6.14K - $7.52K
|
3.28K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
88+ 0.29% |
$6.14K - $7.52K
|
30.7K
$2.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
86+ 0.62% |
$6K - $7.35K
|
13.8K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
85+ 0.38% |
$5.93K - $7.26K
|
22.2K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
84+ 1.84% |
$5.86K - $7.18K
|
4.65K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
83+ 0.69% |
$5.79K - $7.09K
|
12.1K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
81+ 0.09% |
$5.65K - $6.92K
|
90.9K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
81+ 0.66% |
$5.65K - $6.92K
|
12.3K
$879K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
81+ 0.47% |
$5.65K - $6.92K
|
17.1K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
81+ 0.51% |
$5.65K - $6.92K
|
15.9K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
81+ 0.23% |
$5.65K - $6.92K
|
35.4K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
80+ 6.49% |
$5.58K - $6.83K
|
1.31K
$94K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
79+ 0.97% |
$5.51K - $6.75K
|
8.25K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
79+ 2.55% |
$5.51K - $6.75K
|
3.18K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
77+ 10.97% |
$5.37K - $6.58K
|
779
$55.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
75+ 1.08% |
$5.23K - $6.41K
|
7.04K
$504K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
75+ 0.35% |
$5.23K - $6.41K
|
21.8K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
74+ 35.41% |
$5.16K - $6.32K
|
283
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
73+ 0.34% |
$5.09K - $6.24K
|
21.6K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
72+ 0.22% |
$5.02K - $6.15K
|
33.1K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
70+ 0.07% |
$4.88K - $5.98K
|
94.1K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
68+ 1.01% |
$4.74K - $5.81K
|
6.79K
$486K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
66+ 3.27% |
$4.6K - $5.64K
|
2.09K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
66+ 0.73% |
$4.6K - $5.64K
|
9.11K
$653K
|