Latest Institutional Purchases of Nextera Energy Inc (NEE)
This list provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
4.08KNew |
$288K - $355K
|
4.08K
$289K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.87K+ 8.43% |
$273K - $337K
|
49.8K
$3.53M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.53KNew |
$249K - $307K
|
3.53K
$250K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.11K+ 4.14% |
$220K - $271K
|
78.2K
$5.55M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.91KNew |
$205K - $253K
|
2.91K
$206K
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.78KNew |
$196K - $242K
|
2.78K
$197K
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$191K - $236K
|
2.7K
$192K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$188K - $232K
|
2.66K
$189K
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$187K - $231K
|
2.65K
$188K
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.56KNew |
$181K - $223K
|
2.56K
$182K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.55KNew |
$180K - $222K
|
2.55K
$181K
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.53KNew |
$179K - $221K
|
2.53K
$180K
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.51KNew |
$178K - $219K
|
2.51K
$178K
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.5KNew |
$177K - $218K
|
2.5K
$177K
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.43KNew |
$172K - $212K
|
2.43K
$173K
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.43KNew |
$171K - $212K
|
2.43K
$172K
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.41KNew |
$171K - $210K
|
2.41K
$171K
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
2.41KNew |
$170K - $210K
|
2.41K
$171K
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.4KNew |
$169K - $209K
|
2.4K
$170K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.23KNew |
$158K - $194K
|
2.23K
$158K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.65KNew |
$117K - $144K
|
1.65K
$117K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.35KNew |
$95.4K - $118K
|
1.35K
$95.8K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.2KNew |
$84.8K - $105K
|
1.2K
$85.2K
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.06K+ 20.85% |
$74.9K - $92.4K
|
6.15K
$436K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.02K+ 1.58% |
$72.3K - $89.2K
|
65.7K
$4.66M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
794+ 138.33% |
$56.1K - $69.2K
|
1.37K
$97.1K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
707New |
$49.9K - $61.6K
|
707
$50.2K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
589New |
$41.6K - $51.3K
|
589
$41.8K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
542New |
$38.3K - $47.2K
|
542
$38.5K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
499+ 0.63% |
$35.2K - $43.5K
|
80.3K
$5.7M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
489New |
$34.5K - $42.6K
|
489
$34.7K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
476New |
$33.6K - $41.5K
|
476
$33.8K
|
|
Feb 13, 2023
Q4 2022
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
461New |
$32.6K - $40.2K
|
461
$32.7K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
440New |
$31.1K - $38.3K
|
440
$31.2K
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
368+ 11.43% |
$26K - $32.1K
|
3.59K
$255K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
319+ 2.22% |
$22.5K - $27.8K
|
14.7K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
219+ 2.84% |
$15.5K - $19.1K
|
7.93K
$563K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
205+ 3.66% |
$14.5K - $17.9K
|
5.81K
$412K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
177New |
$12.5K - $15.4K
|
177
$12.6K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
176+ 1.87% |
$12.4K - $15.3K
|
9.6K
$682K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
149+ 112.88% |
$10.5K - $13K
|
281
$19.9K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
144+ 0.86% |
$10.2K - $12.5K
|
16.9K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
139+ 15.55% |
$9.82K - $12.1K
|
1.03K
$73.3K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
129+ 0.51% |
$9.11K - $11.2K
|
25.4K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
120+ 0.38% |
$8.48K - $10.5K
|
31.4K
$2.23M
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
110+ 4.12% |
$7.77K - $9.59K
|
2.78K
$197K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
98+ 0.49% |
$6.92K - $8.54K
|
20K
$1.42M
|