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 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-240- 2.04% |
$14.8K - $19.2K
|
11.5K
$818K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-245- 2.15% |
$15.1K - $19.6K
|
11.1K
$791K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 8.42% |
$15.4K - $20K
|
2.72K
$193K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 1.1% |
$15.4K - $20K
|
22.5K
$1.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-250- 1.5% |
$15.4K - $20K
|
16.4K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-253- 6.61% |
$15.6K - $20.2K
|
3.58K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-257- 7.66% |
$15.9K - $20.6K
|
3.1K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-259- 8.6% |
$16K - $20.7K
|
2.75K
$195K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-260- 1.56% |
$16K - $20.8K
|
16.4K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-260- 1.13% |
$16K - $20.8K
|
22.7K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-261- 41.43% |
$16.1K - $20.9K
|
369
$26.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-262- 2.58% |
$16.2K - $21K
|
9.88K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-269- 34.89% |
$16.6K - $21.5K
|
502
$35.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 5.14% |
$16.7K - $21.6K
|
4.99K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-270- 2.09% |
$16.7K - $21.6K
|
12.6K
$897K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-273- 5.73% |
$16.8K - $21.8K
|
4.49K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-273- 3.4% |
$16.8K - $21.8K
|
7.76K
$551K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-275- 2.39% |
$17K - $22K
|
11.2K
$797K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-275- 5.21% |
$17K - $22K
|
5.01K
$355K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-280- 5.53% |
$17.3K - $22.4K
|
4.79K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-280- 1.59% |
$17.3K - $22.4K
|
17.4K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-283- 1.23% |
$17.5K - $22.6K
|
22.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-285- 0.45% |
$17.6K - $22.8K
|
63.1K
$4.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-289- 6.91% |
$17.8K - $23.1K
|
3.89K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-291- 0.79% |
$18K - $23.3K
|
36.3K
$2.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-296- 3.36% |
$18.3K - $23.7K
|
8.51K
$604K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-297- 0.19% |
$18.3K - $23.8K
|
155K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-298- 7.69% |
$18.4K - $23.8K
|
3.58K
$254K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-299- 1.76% |
$18.4K - $23.9K
|
16.7K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-300- 1.42% |
$18.5K - $24K
|
20.8K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-300- 1.74% |
$18.5K - $24K
|
16.9K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-300- 7.7% |
$18.5K - $24K
|
3.6K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-301- 2.29% |
$18.6K - $24.1K
|
12.8K
$912K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-303- 2.39% |
$18.7K - $24.2K
|
12.4K
$878K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-304- 3.05% |
$18.8K - $24.3K
|
9.66K
$685K
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-306- 3.9% |
$18.9K - $24.5K
|
7.53K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-307- 9.24% |
$18.9K - $24.6K
|
3.01K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-315- 5.21% |
$19.4K - $25.2K
|
5.73K
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-315- 9.49% |
$19.4K - $25.2K
|
3.01K
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-319- 7.26% |
$19.7K - $25.5K
|
4.08K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-320- 0.9% |
$19.7K - $25.6K
|
35.2K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-323- 80.75% |
$19.9K - $25.8K
|
77
$5.47K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-327- 4.67% |
$20.2K - $26.2K
|
6.67K
$474K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-327- 2.66% |
$20.2K - $26.2K
|
11.9K
$848K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-328- 0.92% |
$20.2K - $26.2K
|
35.1K
$2.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-330- 4.09% |
$20.4K - $26.4K
|
7.74K
$550K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-330- 7.49% |
$20.4K - $26.4K
|
4.07K
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-334- 0.3% |
$20.6K - $26.7K
|
111K
$7.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-334- 0.09% |
$20.6K - $26.7K
|
382K
$27.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-336- 0.66% |
$20.7K - $26.9K
|
50.8K
$3.6M
|