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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-339- 2.66% |
$20.9K - $27.1K
|
12.4K
$881K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-340- 7.65% |
$21K - $27.2K
|
4.11K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-342- 3.28% |
$21.1K - $27.4K
|
10.1K
$716K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-345- 2.38% |
$21.3K - $27.6K
|
14.2K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-356- 0.85% |
$22K - $28.5K
|
41.7K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-358- 8.2% |
$22.1K - $28.6K
|
4.01K
$285K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-359- 8.04% |
$22.2K - $28.7K
|
4.11K
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-360- 4.04% |
$22.2K - $28.8K
|
8.56K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-360- 2.84% |
$22.2K - $28.8K
|
12.3K
$875K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-361- 0.63% |
$22.3K - $28.9K
|
56.9K
$4.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-363- 2.5% |
$22.4K - $29K
|
14.2K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-364- 3.36% |
$22.5K - $29.1K
|
10.5K
$743K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-365- 2.12% |
$22.5K - $29.2K
|
16.8K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-366- 2.77% |
$22.6K - $29.3K
|
12.8K
$911K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-366- 5.41% |
$22.6K - $29.3K
|
6.4K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-371- 5.89% |
$22.9K - $29.7K
|
5.93K
$421K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-374- 9.12% |
$23.1K - $29.9K
|
3.73K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-378- 3.34% |
$23.3K - $30.2K
|
10.9K
$776K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-381- 3.91% |
$23.5K - $30.5K
|
9.36K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-382- 9.84% |
$23.6K - $30.6K
|
3.5K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-394- 5.71% |
$24.3K - $31.5K
|
6.51K
$462K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-395- 0.93% |
$24.4K - $31.6K
|
42.2K
$3M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-395- 7.12% |
$24.4K - $31.6K
|
5.15K
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-396- 9.38% |
$24.4K - $31.7K
|
3.83K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-400- 2.04% |
$24.7K - $32K
|
19.2K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-400- 1.67% |
$24.7K - $32K
|
23.6K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-407- 2.89% |
$25.1K - $32.6K
|
13.7K
$970K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-410- 3.78% |
$25.3K - $32.8K
|
10.4K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-412- 8.51% |
$25.4K - $33K
|
4.43K
$314K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-415- 3.27% |
$25.6K - $33.2K
|
12.3K
$873K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-418- 4.89% |
$25.8K - $33.4K
|
8.14K
$578K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-419- 1.42% |
$25.9K - $33.5K
|
29K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-419- 1.65% |
$25.9K - $33.5K
|
25K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-420- 3.6% |
$25.9K - $33.6K
|
11.3K
$799K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-426- 0.28% |
$26.3K - $34.1K
|
154K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-428- 4.5% |
$26.4K - $34.2K
|
9.08K
$644K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-430- 1.36% |
$26.5K - $34.4K
|
31.2K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-432- 8.11% |
$26.7K - $34.6K
|
4.9K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-434- 2.33% |
$26.8K - $34.7K
|
18.2K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-435- 1.56% |
$26.8K - $34.8K
|
27.5K
$1.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-450- 2.31% |
$27.8K - $36K
|
19K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-450- 10.76% |
$27.8K - $36K
|
3.73K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-455- 2.74% |
$28.1K - $36.4K
|
16.1K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-460- 12.69% |
$28.4K - $36.8K
|
3.17K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-464- 0.92% |
$28.6K - $37.1K
|
49.9K
$3.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-464- 12.3% |
$28.6K - $37.1K
|
3.31K
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-464- 8.33% |
$28.6K - $37.1K
|
5.1K
$362K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-465- 2.77% |
$28.7K - $37.2K
|
16.3K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-466- 2.28% |
$28.8K - $37.3K
|
20K
$1.42M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-468- 11.81% |
$28.9K - $37.4K
|
3.5K
$248K
|