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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-722- 0.45% |
$44.5K - $57.8K
|
160K
$11.4M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-735- 10.6% |
$45.3K - $58.8K
|
6.2K
$440K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-742- 6.78% |
$45.8K - $59.4K
|
10.2K
$724K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-758- 1.37% |
$46.8K - $60.7K
|
54.6K
$3.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-762- 7.12% |
$47K - $61K
|
9.93K
$705K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-785- 6.85% |
$48.4K - $62.8K
|
10.7K
$758K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-797- 15.35% |
$49.2K - $63.8K
|
4.4K
$312K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-798- 7.29% |
$49.2K - $63.9K
|
10.2K
$721K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-800- 12.9% |
$49.4K - $64K
|
5.4K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-800- 14.76% |
$49.4K - $64K
|
4.62K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-802- 1.38% |
$49.5K - $64.2K
|
57.4K
$4.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-805- 0.19% |
$49.7K - $64.4K
|
434K
$30.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-806- 9.56% |
$49.7K - $64.5K
|
7.63K
$542K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-807- 1.55% |
$49.8K - $64.6K
|
51.2K
$3.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-816- 1.81% |
$50.3K - $65.3K
|
44.3K
$3.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-817- 3.48% |
$50.4K - $65.4K
|
22.6K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-825- 2.05% |
$50.9K - $66K
|
39.5K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-830- 2.45% |
$51.2K - $66.4K
|
33.1K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-833- 10.3% |
$51.4K - $66.7K
|
7.26K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-840- 10.21% |
$51.8K - $67.2K
|
7.39K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Fosun International LTD
|
SELL
|
- |
-841- 7.96% |
$51.9K - $67.3K
|
9.72K
$690K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-843- 11.62% |
$52K - $67.5K
|
6.41K
$455K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-857- 9.28% |
$52.9K - $68.6K
|
8.38K
$595K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-858- 13.97% |
$52.9K - $68.7K
|
5.29K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-875- 10.74% |
$54K - $70K
|
7.27K
$516K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-875- 4.9% |
$54K - $70K
|
17K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-891- 0.55% |
$55K - $71.3K
|
160K
$11.4M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-891- 4.8% |
$55K - $71.3K
|
17.7K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-895- 7.2% |
$55.2K - $71.6K
|
11.5K
$819K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-905- 8.81% |
$55.8K - $72.4K
|
9.37K
$665K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-910- 0.38% |
$56.1K - $72.8K
|
242K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-915- 22.27% |
$56.5K - $73.2K
|
3.19K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-929- 36.85% |
$57.3K - $74.3K
|
1.59K
$113K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-929- 13.86% |
$57.3K - $74.3K
|
5.77K
$410K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-931- 4.47% |
$57.4K - $74.5K
|
19.9K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-932- 2.3% |
$57.5K - $74.6K
|
39.6K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-932- 0.7% |
$57.5K - $74.6K
|
132K
$9.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-945- 0.41% |
$58.3K - $75.6K
|
228K
$16.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-945- 2.0% |
$58.3K - $75.6K
|
46.4K
$3.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-946- 1.9% |
$58.4K - $75.7K
|
48.8K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-948- 7.03% |
$58.5K - $75.9K
|
12.5K
$890K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-948- 8.33% |
$58.5K - $75.9K
|
10.4K
$741K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-950- 4.34% |
$58.6K - $76K
|
20.9K
$1.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-965- 49.11% |
$59.5K - $77.2K
|
1K
$71K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-965- 0.74% |
$59.5K - $77.2K
|
129K
$9.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-971- 6.56% |
$59.9K - $77.7K
|
13.8K
$982K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-976- 9.8% |
$60.2K - $78.1K
|
8.98K
$638K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-976- 2.68% |
$60.2K - $78.1K
|
35.4K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-977- 1.57% |
$60.3K - $78.2K
|
61.1K
$4.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-978- 1.69% |
$60.3K - $78.3K
|
57.1K
$4.05M
|