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 |
---|---|---|---|---|---|---|---|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
8.78KNew |
$614K - $746K
|
8.78K
$627K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.74K+ 25.64% |
$611K - $742K
|
42.8K
$3.06M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
8.66K+ 8.49% |
$605K - $736K
|
111K
$7.9M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.65KNew |
$605K - $735K
|
8.65K
$618K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.44K+ 4.07% |
$590K - $717K
|
216K
$15.4M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8.41KNew |
$588K - $715K
|
8.41K
$600K
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
8.26K+ 178.85% |
$578K - $702K
|
12.9K
$920K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.24K+ 8.34% |
$576K - $700K
|
107K
$7.64M
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
8.18K+ 16.0% |
$572K - $695K
|
59.3K
$4.24M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
8.17KNew |
$571K - $694K
|
8.17K
$583K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
8.12KNew |
$567K - $690K
|
8.12K
$579K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.11K+ 60.48% |
$567K - $689K
|
21.5K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
8.08K+ 0.2% |
$564K - $686K
|
4.14M
$296M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.06K+ 8.43% |
$563K - $685K
|
104K
$7.4M
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.02K+ 23.72% |
$561K - $682K
|
41.8K
$2.99M
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.87K+ 5.43% |
$550K - $668K
|
153K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.86K+ 11.46% |
$549K - $668K
|
76.5K
$5.46M
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
7.85K+ 196.25% |
$549K - $667K
|
11.9K
$846K
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
7.79K+ 8.69% |
$544K - $662K
|
97.4K
$6.96M
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.75KNew |
$542K - $659K
|
7.75K
$553K
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.67K+ 15.59% |
$536K - $652K
|
56.9K
$4.06M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.57K+ 7.16% |
$529K - $644K
|
113K
$8.09M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.56KNew |
$528K - $642K
|
7.56K
$539K
|
|
Nov 06, 2024
Q3 2024
|
Sycomore Asset Management
|
BUY
|
- |
7.55K+ 15.94% |
$528K - $641K
|
54.9K
$3.92M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.52KNew |
$525K - $639K
|
7.52K
$537K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
7.49K+ 2.7% |
$524K - $637K
|
285K
$20.4M
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
7.47K+ 252.96% |
$522K - $635K
|
10.4K
$744K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
7.41K+ 9.39% |
$518K - $629K
|
86.3K
$6.16M
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7.39K+ 32.12% |
$516K - $628K
|
30.4K
$2.17M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.34K+ 51.07% |
$513K - $624K
|
21.7K
$1.55M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.32K+ 21.12% |
$511K - $622K
|
42K
$3M
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.25K+ 165.15% |
$506K - $616K
|
11.6K
$831K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.23K+ 86.73% |
$506K - $615K
|
15.6K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.23K+ 13.55% |
$505K - $614K
|
60.6K
$4.33M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
7.2K+ 100.93% |
$503K - $612K
|
14.3K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.16K+ 1.06% |
$501K - $609K
|
686K
$49M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.12K+ 7.26% |
$498K - $605K
|
105K
$7.51M
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
7.12KNew |
$497K - $605K
|
7.12K
$508K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.11K+ 4.01% |
$497K - $604K
|
185K
$13.2M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.1K+ 4.49% |
$496K - $603K
|
165K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.06K+ 635.86% |
$493K - $600K
|
8.17K
$583K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
7.04K+ 20.94% |
$492K - $598K
|
40.6K
$2.9M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.02KNew |
$491K - $596K
|
7.02K
$501K
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.94K+ 15.75% |
$485K - $590K
|
51K
$3.64M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.92K+ 1.65% |
$484K - $588K
|
428K
$30.5M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.92KNew |
$484K - $588K
|
6.92K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.89K+ 282.1% |
$482K - $585K
|
9.33K
$666K
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
6.89K+ 54.83% |
$481K - $585K
|
19.4K
$1.39M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.88K+ 34.53% |
$481K - $585K
|
26.8K
$1.91M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.79K+ 71.43% |
$474K - $577K
|
16.3K
$1.16M
|