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 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
72.8KNew |
$4.49M - $5.82M
|
72.8K
$5.2M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72.6K+ 7.45% |
$4.48M - $5.81M
|
1.05M
$74.7M
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
71.9K+ 2.72% |
$4.44M - $5.76M
|
2.72M
$194M
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
71.4KNew |
$4.41M - $5.71M
|
71.4K
$5.1M
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
71.4KNew |
$4.41M - $5.71M
|
71.4K
$5.1M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
71.2K+ 22.23% |
$4.4M - $5.7M
|
392K
$28M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
71.2K+ 171.74% |
$4.39M - $5.69M
|
113K
$8.04M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
70KNew |
$4.32M - $5.6M
|
70K
$5M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70K+ 3617.63% |
$4.32M - $5.6M
|
71.9K
$5.13M
|
|
Aug 14, 2024
Q2 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
68.4K+ 149.51% |
$4.22M - $5.47M
|
114K
$8.15M
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
67.6K+ 14.07% |
$4.17M - $5.41M
|
548K
$39.1M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67.4K+ 45.69% |
$4.16M - $5.4M
|
215K
$15.4M
|
|
Jul 30, 2024
Q2 2024
|
Mirova Us LLC
|
BUY
|
- |
67.3K+ 1.79% |
$4.15M - $5.38M
|
3.83M
$273M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
67K+ 1224.31% |
$4.13M - $5.36M
|
72.5K
$5.17M
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
65KNew |
$4.01M - $5.2M
|
65K
$4.64M
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
64.4K+ 22.34% |
$3.97M - $5.15M
|
353K
$25.2M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
64.1K+ 7.16% |
$3.96M - $5.13M
|
960K
$68.5M
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
63.7KNew |
$3.93M - $5.1M
|
63.7K
$4.55M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
62.7K+ 177.22% |
$3.87M - $5.02M
|
98.1K
$7M
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
BUY
|
- |
60.1K+ 15.03% |
$3.71M - $4.81M
|
460K
$32.8M
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
59.5KNew |
$3.67M - $4.76M
|
59.5K
$4.25M
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
59K+ 16.58% |
$3.64M - $4.72M
|
415K
$29.6M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
57KNew |
$3.52M - $4.56M
|
57K
$4.07M
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
55.4K+ 2.94% |
$3.42M - $4.44M
|
1.94M
$139M
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
55K+ 474.64% |
$3.39M - $4.4M
|
66.6K
$4.75M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
54.6K+ 37.76% |
$3.37M - $4.37M
|
199K
$14.2M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
54.4K+ 167.9% |
$3.36M - $4.35M
|
86.8K
$6.2M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53.2K+ 7.01% |
$3.28M - $4.26M
|
811K
$57.9M
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
53KNew |
$3.27M - $4.24M
|
53K
$3.78M
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
52.4K+ 33.43% |
$3.23M - $4.19M
|
209K
$14.9M
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
51.9K+ 61.0% |
$3.2M - $4.15M
|
137K
$9.78M
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
51.7K+ 2.44% |
$3.19M - $4.14M
|
2.17M
$155M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
51.1KNew |
$3.15M - $4.09M
|
51.1K
$3.65M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
50.6K+ 153.01% |
$3.12M - $4.05M
|
83.7K
$5.98M
|
|
Aug 13, 2024
Q2 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
50.6K+ 84.97% |
$3.12M - $4.05M
|
110K
$7.86M
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
50.1K+ 36.51% |
$3.09M - $4.01M
|
187K
$13.4M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
50K+ 90.25% |
$3.09M - $4M
|
105K
$7.53M
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
49.7K+ 846.93% |
$3.07M - $3.98M
|
55.6K
$3.97M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
49.2KNew |
$3.04M - $3.94M
|
49.2K
$3.51M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47.9K+ 26.78% |
$2.95M - $3.83M
|
227K
$16.2M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
46.2K+ 391.35% |
$2.85M - $3.69M
|
58K
$4.14M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
46.2K+ 2.71% |
$2.85M - $3.69M
|
1.75M
$125M
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
45.5K+ 589.43% |
$2.8M - $3.64M
|
53.2K
$3.8M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
45.5K+ 1327.04% |
$2.8M - $3.64M
|
48.9K
$3.49M
|
|
Aug 14, 2024
Q2 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
45.2K+ 80.61% |
$2.79M - $3.62M
|
101K
$7.23M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
44.5K+ 16.94% |
$2.74M - $3.56M
|
307K
$21.9M
|
|
Aug 13, 2024
Q2 2024
|
Mirova
Paris, I0 |
BUY
|
- |
43.8K+ 737.24% |
$2.7M - $3.51M
|
49.8K
$3.55M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
42.4K+ 18.33% |
$2.61M - $3.39M
|
274K
$19.5M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
42.1K+ 22.76% |
$2.6M - $3.37M
|
227K
$16.2M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 4.11% |
$2.54M - $3.29M
|
1.04M
$74.4M
|