Purchases and Sales Made in Q3 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 2023. 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 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-570- 5.1% |
$32.5K - $43.3K
|
10.6K
$752K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-572- 1.29% |
$32.6K - $43.4K
|
43.7K
$3.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-578- 3.95% |
$33K - $43.9K
|
14K
$997K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-580- 13.31% |
$33.1K - $44K
|
3.78K
$268K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-591- 6.13% |
$33.7K - $44.9K
|
9.05K
$643K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-605- 71.6% |
$34.5K - $45.9K
|
240
$17K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-608- 4.08% |
$34.7K - $46.1K
|
14.3K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-610- 2.58% |
$34.8K - $46.3K
|
23K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-611- 10.1% |
$34.9K - $46.4K
|
5.44K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-613- 5.44% |
$35K - $46.5K
|
10.7K
$757K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-614- 8.82% |
$35K - $46.6K
|
6.35K
$450K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-618- 7.02% |
$35.3K - $46.9K
|
8.19K
$581K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-620- 3.51% |
$35.4K - $47.1K
|
17K
$1.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-621- 6.53% |
$35.4K - $47.1K
|
8.9K
$631K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-624- 4.96% |
$35.6K - $47.4K
|
12K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-626- 6.97% |
$35.7K - $47.5K
|
8.35K
$593K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-632- 3.37% |
$36.1K - $48K
|
18.1K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-640- 18.16% |
$36.5K - $48.6K
|
2.88K
$205K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-642- 5.25% |
$36.6K - $48.7K
|
11.6K
$823K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-645- 4.55% |
$36.8K - $49K
|
13.5K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-646- 0.26% |
$36.9K - $49K
|
245K
$17.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-649- 3.05% |
$37K - $49.3K
|
20.7K
$1.47M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-650- 3.02% |
$37.1K - $49.3K
|
20.9K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-664- 8.94% |
$37.9K - $50.4K
|
6.77K
$480K
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-666- 1.75% |
$38K - $50.5K
|
37.3K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-667- 1.42% |
$38.1K - $50.6K
|
46.3K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-681- 5.9% |
$38.9K - $51.7K
|
10.9K
$772K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-700- 12.95% |
$40K - $53.1K
|
4.71K
$334K
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-700- 8.14% |
$40K - $53.1K
|
7.9K
$561K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-700- 3.58% |
$40K - $53.1K
|
18.9K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-711- 12.08% |
$40.6K - $54K
|
5.17K
$367K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-714- 10.53% |
$40.8K - $54.2K
|
6.07K
$431K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-714- 2.74% |
$40.8K - $54.2K
|
25.4K
$1.8M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-714- 10.53% |
$40.8K - $54.2K
|
6.07K
$431K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-727- 3.48% |
$41.5K - $55.2K
|
20.2K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-727- 1.46% |
$41.5K - $55.2K
|
49.2K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-733- 1.68% |
$41.8K - $55.6K
|
43K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-747- 13.36% |
$42.6K - $56.7K
|
4.84K
$344K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-750- 1.33% |
$42.8K - $56.9K
|
55.5K
$3.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-755- 15.25% |
$43.1K - $57.3K
|
4.2K
$298K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-758- 8.59% |
$43.3K - $57.5K
|
8.07K
$573K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-778- 2.04% |
$44.4K - $59.1K
|
37.4K
$2.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-780- 15.23% |
$44.5K - $59.2K
|
4.34K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-781- 8.08% |
$44.6K - $59.3K
|
8.89K
$631K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-792- 14.62% |
$45.2K - $60.1K
|
4.62K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-794- 2.92% |
$45.3K - $60.3K
|
26.4K
$1.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-800- 2.69% |
$45.7K - $60.7K
|
29K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-800- 17.02% |
$45.7K - $60.7K
|
3.9K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 4.57% |
$45.7K - $60.7K
|
16.7K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-804- 17.18% |
$45.9K - $61K
|
3.88K
$275K
|