Latest Institutional Sells of Nextera Energy Inc (NEE)
This list provides information on the latest institutional transactions involving Nextera Energy Inc (NEE) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11.5K- 11.75% |
$838K - $911K
|
86.6K
$6.15M
|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
SELL
|
- |
-8.74K- 73.6% |
$635K - $691K
|
3.14K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-6.72K- 96.16% |
$488K - $531K
|
268
$19K
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.6K- 46.67% |
$407K - $443K
|
6.4K
$454K
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-5.13K- 50.13% |
$373K - $406K
|
5.11K
$363K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.12K- 60.38% |
$372K - $405K
|
3.36K
$238K
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.13K- 14.67% |
$300K - $326K
|
24K
$1.7M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.78K- 9.42% |
$275K - $299K
|
36.3K
$2.58M
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-2.43K- 2.6% |
$177K - $192K
|
91.2K
$6.47M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.19K- 1.46% |
$159K - $173K
|
147K
$10.4M
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 29.96% |
$139K - $151K
|
4.46K
$316K
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.57K- 50.16% |
$114K - $124K
|
1.56K
$111K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.47K- 19.87% |
$107K - $116K
|
5.93K
$421K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-1.16K- 0.98% |
$84.5K - $91.9K
|
117K
$8.31M
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.04K- 20.71% |
$75.7K - $82.3K
|
3.99K
$283K
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-945- 25.44% |
$68.7K - $74.7K
|
2.77K
$197K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-856- 17.8% |
$62.2K - $67.7K
|
3.95K
$281K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-776- 3.99% |
$56.4K - $61.3K
|
18.7K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
CALL |
-700- 16.67% |
$50.9K - $55.3K
|
3.5K
$248K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-608- 5.76% |
$44.2K - $48.1K
|
9.95K
$707K
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-580- 14.74% |
$42.2K - $45.8K
|
3.36K
$238K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-567- 16.61% |
$41.2K - $44.8K
|
2.85K
$202K
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-388- 26.47% |
$28.2K - $30.7K
|
1.08K
$76.5K
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-382- 0.13% |
$27.8K - $30.2K
|
285K
$20.2M
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-376- 94.0% |
$27.3K - $29.7K
|
24
$1.7K
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-300- 8.57% |
$21.8K - $23.7K
|
3.2K
$227K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$742K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$742K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-268- 7.02% |
$19.5K - $21.2K
|
3.55K
$252K
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-267- 6.45% |
$19.4K - $21.1K
|
3.87K
$275K
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-164- 5.21% |
$11.9K - $13K
|
2.98K
$212K
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-133- 3.81% |
$9.67K - $10.5K
|
3.35K
$238K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-82- 1.73% |
$5.96K - $6.48K
|
4.65K
$330K
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-70- 0.91% |
$5.09K - $5.53K
|
7.64K
$542K
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 1.52% |
$3.2K - $3.48K
|
2.85K
$202K
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-43- 1.43% |
$3.13K - $3.4K
|
2.97K
$211K
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-39- 1.12% |
$2.83K - $3.08K
|
3.45K
$245K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-39- 1.14% |
$2.83K - $3.08K
|
3.38K
$240K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 14.17% |
$1.31K - $1.42K
|
109
$7.74K
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4- 0.27% |
$291 - $316
|
1.47K
$104K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.02% |
$72.7 - $79
|
4.05K
$288K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-3.63M- 99.58% |
$254M - $311M
|
15.2K
$1.08M
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-280K- 97.42% |
$19.5M - $24M
|
7.4K
$525K
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-90KClosed |
$6.29M - $7.72M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-63.7K- 27.24% |
$4.45M - $5.46M
|
170K
$12.1M
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-32.1K- 74.03% |
$2.24M - $2.75M
|
11.3K
$800K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-19.6KClosed |
$1.37M - $1.68M
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-9.61K- 95.81% |
$671K - $824K
|
420
$29.8K
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.75K- 38.7% |
$192K - $235K
|
4.35K
$309K
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.43K- 12.96% |
$169K - $208K
|
16.3K
$1.16M
|