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 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-22- 0.09% |
$1.53K - $1.88K
|
24.2K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-23- 0.38% |
$1.6K - $1.96K
|
6K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-23- 0.55% |
$1.6K - $1.96K
|
4.12K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-24- 0.65% |
$1.67K - $2.05K
|
3.65K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-24- 34.78% |
$1.67K - $2.05K
|
45
$3.22K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 0.25% |
$1.74K - $2.14K
|
9.87K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-25- 0.32% |
$1.74K - $2.14K
|
7.86K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-25- 0.81% |
$1.74K - $2.14K
|
3.06K
$219K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-26- 0.53% |
$1.81K - $2.22K
|
4.84K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-26- 0.87% |
$1.81K - $2.22K
|
2.97K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-27- 20.0% |
$1.88K - $2.31K
|
108
$7.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-28- 0.42% |
$1.95K - $2.39K
|
6.64K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 0.05% |
$1.95K - $2.39K
|
51.9K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-29- 0.04% |
$2.02K - $2.48K
|
68.6K
$4.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-29- 0.26% |
$2.02K - $2.48K
|
11.1K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 4.39% |
$2.09K - $2.56K
|
654
$46.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-30- 0.75% |
$2.09K - $2.56K
|
4K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-31- 1.0% |
$2.16K - $2.65K
|
3.08K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-32- 0.23% |
$2.23K - $2.73K
|
13.9K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-32- 0.86% |
$2.23K - $2.73K
|
3.7K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-33- 0.65% |
$2.3K - $2.82K
|
5.04K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-33- 18.97% |
$2.3K - $2.82K
|
141
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-33- 0.28% |
$2.3K - $2.82K
|
11.9K
$850K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-34- 1.71% |
$2.37K - $2.9K
|
1.95K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 1.99% |
$2.44K - $2.99K
|
1.72K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-36- 1.85% |
$2.51K - $3.08K
|
1.91K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-36- 0.44% |
$2.51K - $3.08K
|
8.11K
$581K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 3.73% |
$2.51K - $3.08K
|
930
$66.6K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-38- 0.15% |
$2.65K - $3.25K
|
25.5K
$1.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-38- 0.5% |
$2.65K - $3.25K
|
7.59K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-38- 2.83% |
$2.65K - $3.25K
|
1.31K
$93.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-38- 0.13% |
$2.65K - $3.25K
|
28.6K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-38- 0.79% |
$2.65K - $3.25K
|
4.79K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-39- 0.94% |
$2.72K - $3.33K
|
4.1K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-39- 9.47% |
$2.72K - $3.33K
|
373
$26.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-40- 0.63% |
$2.79K - $3.42K
|
6.33K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-40- 0.28% |
$2.79K - $3.42K
|
14.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-40- 0.27% |
$2.79K - $3.42K
|
14.8K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-41- 0.89% |
$2.86K - $3.5K
|
4.59K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-41- 0.3% |
$2.86K - $3.5K
|
13.6K
$971K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-41- 0.18% |
$2.86K - $3.5K
|
22.2K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-41- 0.35% |
$2.86K - $3.5K
|
11.7K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-42- 0.7% |
$2.93K - $3.59K
|
5.96K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-42- 0.71% |
$2.93K - $3.59K
|
5.84K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-42- 0.74% |
$2.93K - $3.59K
|
5.64K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-42- 1.42% |
$2.93K - $3.59K
|
2.91K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-43- 0.32% |
$3K - $3.67K
|
13.5K
$969K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-43- 0.85% |
$3K - $3.67K
|
5.02K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-44- 2.77% |
$3.07K - $3.76K
|
1.55K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-45- 0.91% |
$3.14K - $3.84K
|
4.9K
$351K
|