Purchases and Sales Made in Q1 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.29K- 3.06% |
$160K - $197K
|
72.6K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.29K- 24.5% |
$160K - $197K
|
7.07K
$502K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.3K- 2.29% |
$161K - $197K
|
98.1K
$6.96M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.3K- 30.26% |
$161K - $198K
|
5.31K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.34K- 0.69% |
$164K - $201K
|
338K
$24M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.36K- 19.12% |
$165K - $202K
|
9.96K
$707K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.38K- 2.14% |
$166K - $204K
|
109K
$7.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-2.38K- 11.58% |
$166K - $204K
|
18.2K
$1.29M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.4KClosed |
$168K - $206K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.42K- 3.03% |
$169K - $207K
|
77.2K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-2.43K- 12.96% |
$169K - $208K
|
16.3K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-2.47K- 0.92% |
$173K - $212K
|
267K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.48K- 0.56% |
$173K - $212K
|
440K
$31.2M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.49K- 0.11% |
$174K - $214K
|
2.34M
$166M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.5K- 2.48% |
$174K - $214K
|
98.1K
$6.96M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.51K- 18.73% |
$176K - $216K
|
10.9K
$775K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.53KClosed |
$177K - $217K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.53K- 26.96% |
$177K - $217K
|
6.85K
$486K
|
|
|
Apr 28, 2023
Q1 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.6K- 0.46% |
$182K - $223K
|
561K
$39.9M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.64K- 8.41% |
$184K - $226K
|
28.7K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.64K- 1.9% |
$185K - $226K
|
136K
$9.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.7K- 2.21% |
$188K - $231K
|
119K
$8.46M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.7K- 8.01% |
$189K - $231K
|
31K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.71K- 14.85% |
$189K - $232K
|
15.5K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.72K- 10.97% |
$190K - $233K
|
22K
$1.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.73K- 48.13% |
$191K - $234K
|
2.94K
$209K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.75K- 38.7% |
$192K - $235K
|
4.35K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.76K- 2.26% |
$193K - $236K
|
119K
$8.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.78K- 1.44% |
$194K - $238K
|
190K
$13.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.8K- 14.7% |
$196K - $240K
|
16.3K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.84K- 1.29% |
$198K - $243K
|
217K
$15.4M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 6.99% |
$203K - $249K
|
38.7K
$2.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.94K- 1.54% |
$205K - $252K
|
188K
$13.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.95K- 5.67% |
$206K - $253K
|
49K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.97K- 33.4% |
$207K - $254K
|
5.92K
$420K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.97K- 23.22% |
$208K - $255K
|
9.84K
$698K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.16% |
$210K - $257K
|
91.9K
$6.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.03K- 39.23% |
$212K - $260K
|
4.7K
$334K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.07K- 15.46% |
$215K - $263K
|
16.8K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.09K- 19.08% |
$216K - $265K
|
13.1K
$931K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.15K- 48.44% |
$220K - $270K
|
3.35K
$238K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.17K- 11.17% |
$222K - $272K
|
25.2K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.19K- 17.23% |
$223K - $273K
|
15.3K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.2K- 51.67% |
$224K - $274K
|
2.99K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.22K- 2.65% |
$225K - $276K
|
118K
$8.4M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.26K- 35.12% |
$228K - $279K
|
6.02K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.26K- 3.42% |
$228K - $279K
|
92.1K
$6.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.33K- 1.51% |
$232K - $285K
|
217K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.34K- 11.5% |
$233K - $286K
|
25.7K
$1.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.41K- 14.03% |
$238K - $292K
|
20.9K
$1.48M
|