Purchases and Sales Made in Q2 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31+ 65.96% |
$1.91K - $2.48K
|
78
$5.54K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
31+ 0.24% |
$1.91K - $2.48K
|
13.1K
$932K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
31+ 0.17% |
$1.91K - $2.48K
|
18.2K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
30+ 0.48% |
$1.85K - $2.4K
|
6.33K
$449K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
30+ 0.44% |
$1.85K - $2.4K
|
6.83K
$485K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
28+ 0.18% |
$1.73K - $2.24K
|
15.7K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
26+ 0.34% |
$1.6K - $2.08K
|
7.57K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.56% |
$1.54K - $2K
|
4.48K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
25+ 0.32% |
$1.54K - $2K
|
7.92K
$563K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
25+ 0.27% |
$1.54K - $2K
|
9.34K
$663K
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
24+ 0.07% |
$1.48K - $1.92K
|
32.9K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
23+ 0.57% |
$1.42K - $1.84K
|
4.05K
$288K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 6.52% |
$1.42K - $1.84K
|
376
$26.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
23New |
$1.42K - $1.84K
|
23
$1.63K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.23% |
$1.36K - $1.76K
|
9.57K
$679K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 10.84% |
$1.36K - $1.76K
|
225
$16K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
22+ 0.87% |
$1.36K - $1.76K
|
2.56K
$182K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
21+ 0.14% |
$1.3K - $1.68K
|
15K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
21New |
$1.3K - $1.68K
|
21
$1.49K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 0.15% |
$1.23K - $1.6K
|
13.6K
$963K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$1.23K - $1.6K
|
4.31K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
20+ 0.22% |
$1.23K - $1.6K
|
9.29K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 0.44% |
$1.23K - $1.6K
|
4.58K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
18+ 0.32% |
$1.11K - $1.44K
|
5.64K
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
17New |
$1.05K - $1.36K
|
17
$1.21K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
16+ 0.54% |
$987 - $1.28K
|
2.97K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 5.86% |
$987 - $1.28K
|
289
$20.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
16+ 0.27% |
$987 - $1.28K
|
5.94K
$421K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 0.44% |
$987 - $1.28K
|
3.67K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16New |
$987 - $1.28K
|
16
$1.14K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 7.01% |
$926 - $1.2K
|
229
$16.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
15+ 0.24% |
$926 - $1.2K
|
6.28K
$446K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
15+ 1.22% |
$926 - $1.2K
|
1.24K
$88.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 0.18% |
$926 - $1.2K
|
8.51K
$604K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.3% |
$926 - $1.2K
|
4.98K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
14New |
$864 - $1.12K
|
14
$994
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
14+ 0.7% |
$864 - $1.12K
|
2.02K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13+ 0.18% |
$802 - $1.04K
|
7.36K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
13+ 0.07% |
$802 - $1.04K
|
19.5K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.24% |
$802 - $1.04K
|
5.37K
$381K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.65% |
$740 - $960
|
1.86K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12+ 0.11% |
$740 - $960
|
10.6K
$750K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12+ 0.08% |
$740 - $960
|
15.9K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10+ 0.07% |
$617 - $800
|
15K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 0.05% |
$617 - $800
|
22K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 1.1% |
$617 - $800
|
922
$65.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$555 - $720
|
4.11K
$292K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
9+ 0.16% |
$555 - $720
|
5.69K
$404K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.29% |
$555 - $720
|
3.08K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
8+ 0.09% |
$494 - $640
|
8.93K
$634K
|