Purchases and Sales Made in Q3 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.54K- 16.32% |
$107K - $131K
|
7.88K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.54K- 0.72% |
$108K - $131K
|
212K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.54K- 8.82% |
$108K - $131K
|
16K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.58K- 0.29% |
$111K - $134K
|
540K
$38.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.59K- 27.26% |
$111K - $135K
|
4.25K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.61K- 8.38% |
$112K - $137K
|
17.6K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.61K- 2.12% |
$113K - $137K
|
74.2K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.62K- 1.18% |
$113K - $137K
|
135K
$9.61M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.63K- 1.55% |
$114K - $138K
|
104K
$7.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.64K- 18.59% |
$114K - $139K
|
7.17K
$509K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.65K- 5.98% |
$115K - $140K
|
25.9K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.66K- 3.15% |
$116K - $141K
|
50.9K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.66K- 3.61% |
$116K - $141K
|
44.5K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.7K- 2.98% |
$119K - $145K
|
55.4K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.71K- 6.35% |
$120K - $146K
|
25.3K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.55% |
$120K - $146K
|
109K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.72K- 9.49% |
$120K - $146K
|
16.4K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.74K- 9.73% |
$122K - $148K
|
16.1K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.76K- 2.86% |
$123K - $150K
|
59.7K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.76K- 35.38% |
$123K - $150K
|
3.22K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.81K- 2.79% |
$126K - $154K
|
63.1K
$4.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.84K- 39.16% |
$128K - $156K
|
2.85K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.84K- 28.1% |
$129K - $157K
|
4.71K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.84K- 4.71% |
$129K - $157K
|
37.3K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.87K- 0.78% |
$131K - $159K
|
240K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.9K- 9.79% |
$133K - $161K
|
17.5K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.91K- 1.59% |
$133K - $162K
|
118K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-1.95K- 0.44% |
$136K - $166K
|
444K
$31.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.96K- 8.19% |
$137K - $166K
|
21.9K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.96K- 7.64% |
$137K - $167K
|
23.7K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.97K- 14.67% |
$137K - $167K
|
11.4K
$812K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.97K- 1.81% |
$138K - $167K
|
107K
$7.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.98K- 15.87% |
$138K - $168K
|
10.5K
$745K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 18.92% |
$140K - $170K
|
8.57K
$608K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.05K- 16.97% |
$144K - $174K
|
10K
$713K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.05K- 6.54% |
$144K - $175K
|
29.4K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.06K- 0.41% |
$144K - $175K
|
502K
$35.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.07K- 0.62% |
$145K - $176K
|
330K
$23.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.08K- 16.55% |
$145K - $177K
|
10.5K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.09K- 2.44% |
$146K - $177K
|
83.5K
$5.93M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.09K- 1.99% |
$146K - $178K
|
103K
$7.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.11K- 3.87% |
$148K - $180K
|
52.5K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.12K- 20.56% |
$148K - $180K
|
8.2K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.15K- 2.61% |
$150K - $183K
|
80.3K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.16K- 1.49% |
$151K - $183K
|
143K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-2.19K- 9.24% |
$153K - $186K
|
21.5K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-2.21K- 42.86% |
$155K - $188K
|
2.95K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.22K- 0.14% |
$155K - $189K
|
1.53M
$109M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.25K- 14.41% |
$157K - $191K
|
13.4K
$948K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.27K- 9.0% |
$158K - $193K
|
22.9K
$1.63M
|