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 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-490- 12.07% |
$34.2K - $41.9K
|
3.57K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-490- 7.38% |
$34.2K - $41.9K
|
6.15K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-494- 9.76% |
$34.5K - $42.2K
|
4.57K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-500- 1.5% |
$34.9K - $42.7K
|
32.8K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 2.12% |
$34.9K - $42.7K
|
23.1K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-501- 11.81% |
$35K - $42.8K
|
3.74K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-502- 1.58% |
$35K - $42.9K
|
31.4K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-512- 0.82% |
$35.7K - $43.7K
|
61.9K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-513- 10.97% |
$35.8K - $43.8K
|
4.16K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-514- 1.93% |
$35.9K - $43.9K
|
26.1K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-515- 2.93% |
$35.9K - $44K
|
17.1K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-518- 0.59% |
$36.1K - $44.3K
|
87.2K
$6.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-524- 2.27% |
$36.6K - $44.8K
|
22.5K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-537- 1.36% |
$37.5K - $45.9K
|
39K
$2.79M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-537- 13.35% |
$37.5K - $45.9K
|
3.48K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-538- 2.4% |
$37.5K - $46K
|
21.9K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-540- 35.06% |
$37.7K - $46.1K
|
1K
$71.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-540- 4.6% |
$37.7K - $46.1K
|
11.2K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-542- 1.42% |
$37.8K - $46.3K
|
37.6K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-550- 4.65% |
$38.4K - $47K
|
11.3K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-551- 3.85% |
$38.4K - $47.1K
|
13.8K
$986K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-555- 2.91% |
$38.7K - $47.4K
|
18.5K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-557- 4.68% |
$38.9K - $47.6K
|
11.3K
$813K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-568- 2.77% |
$39.6K - $48.5K
|
19.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-569- 3.27% |
$39.7K - $48.6K
|
16.8K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-576- 1.67% |
$40.2K - $49.2K
|
33.9K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-577- 3.32% |
$40.3K - $49.3K
|
16.8K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-580- 0.89% |
$40.5K - $49.5K
|
64.4K
$4.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-588- 17.79% |
$41K - $50.2K
|
2.72K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-592- 7.5% |
$41.3K - $50.6K
|
7.3K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-596- 2.17% |
$41.6K - $50.9K
|
26.9K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-599- 3.62% |
$41.8K - $51.2K
|
16K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-600- 2.98% |
$41.9K - $51.3K
|
19.6K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-600- 7.41% |
$41.9K - $51.3K
|
7.49K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-601- 1.97% |
$41.9K - $51.3K
|
30K
$2.15M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-602- 17.35% |
$42K - $51.4K
|
2.87K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-603- 1.1% |
$42.1K - $51.5K
|
54.1K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-614- 1.32% |
$42.8K - $52.5K
|
45.9K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-615- 2.6% |
$42.9K - $52.5K
|
23.1K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-622- 0.33% |
$43.4K - $53.1K
|
190K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-624- 54.21% |
$43.5K - $53.3K
|
527
$37.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-633- 1.51% |
$44.2K - $54.1K
|
41.4K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-643- 77.19% |
$44.9K - $54.9K
|
190
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-643- 1.61% |
$44.9K - $54.9K
|
39.3K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-649- 19.99% |
$45.3K - $55.4K
|
2.6K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-650- 6.76% |
$45.4K - $55.5K
|
8.96K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-652- 2.53% |
$45.5K - $55.7K
|
25.1K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-655- 2.93% |
$45.7K - $56K
|
21.7K
$1.55M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-656- 12.49% |
$45.8K - $56K
|
4.6K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-657- 13.92% |
$45.8K - $56.1K
|
4.06K
$291K
|