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 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-4.27K- 1.56% |
$244K - $324K
|
270K
$19.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.31K- 53.32% |
$246K - $327K
|
3.77K
$268K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-4.32K- 31.43% |
$247K - $328K
|
9.43K
$669K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.35K- 46.21% |
$248K - $330K
|
5.06K
$359K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-4.39K- 20.56% |
$250K - $333K
|
16.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4.45K- 5.05% |
$254K - $338K
|
83.7K
$5.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.46K- 5.28% |
$255K - $339K
|
80.1K
$5.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-4.47K- 25.87% |
$255K - $339K
|
12.8K
$909K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.49K- 11.08% |
$256K - $341K
|
36.1K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.52K- 4.7% |
$258K - $343K
|
91.5K
$6.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.54K- 15.96% |
$259K - $344K
|
23.9K
$1.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.61K- 1.55% |
$263K - $350K
|
292K
$20.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-4.62K- 29.39% |
$263K - $350K
|
11.1K
$787K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.66K- 13.27% |
$266K - $354K
|
30.5K
$2.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.7K- 24.23% |
$268K - $357K
|
14.7K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.73K- 15.55% |
$270K - $359K
|
25.7K
$1.82M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.74KClosed |
$270K - $360K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ns Partners LTD
|
SELL
|
- |
-4.81K- 0.99% |
$275K - $365K
|
481K
$34.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.81K- 0.28% |
$275K - $365K
|
1.69M
$120M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4.89K- 11.59% |
$279K - $371K
|
37.3K
$2.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.93K- 15.03% |
$281K - $374K
|
27.9K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.96K- 38.88% |
$283K - $377K
|
7.8K
$554K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-4.97K- 95.51% |
$284K - $377K
|
234
$16.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-4.99K- 1.08% |
$285K - $379K
|
458K
$32.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-5K- 52.75% |
$285K - $379K
|
4.48K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5K- 45.56% |
$285K - $380K
|
5.98K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.01K- 9.93% |
$286K - $380K
|
45.5K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.02K- 53.22% |
$287K - $381K
|
4.41K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.03K- 22.88% |
$287K - $382K
|
17K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.06K- 17.31% |
$289K - $384K
|
24.2K
$1.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.09K- 0.23% |
$291K - $386K
|
2.2M
$156M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-5.12K- 6.04% |
$292K - $389K
|
79.7K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.13K- 22.45% |
$293K - $390K
|
17.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.14K- 4.83% |
$293K - $390K
|
101K
$7.19M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.22K- 8.17% |
$298K - $396K
|
58.7K
$4.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-5.3K- 35.61% |
$303K - $402K
|
9.58K
$680K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.32K- 4.6% |
$303K - $403K
|
110K
$7.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-5.42K- 21.84% |
$310K - $412K
|
19.4K
$1.38M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.48K- 2.27% |
$313K - $416K
|
235K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.48K- 20.24% |
$313K - $416K
|
21.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.63K- 5.86% |
$321K - $427K
|
90.4K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.64K- 31.97% |
$322K - $428K
|
12K
$852K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-5.64K- 0.98% |
$322K - $428K
|
573K
$40.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.64K- 29.23% |
$322K - $428K
|
13.7K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-5.65K- 5.83% |
$323K - $429K
|
91.4K
$6.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.68K- 1.45% |
$324K - $431K
|
386K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-5.7K- 1.12% |
$325K - $432K
|
503K
$35.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-5.75K- 6.47% |
$328K - $437K
|
83.2K
$5.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.83K- 25.05% |
$333K - $443K
|
17.5K
$1.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.93K- 3.71% |
$339K - $450K
|
154K
$10.9M
|