Purchases and Sales Made in Q4 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.11K- 5.14% |
$54.7K - $69.6K
|
20.5K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.11K- 0.97% |
$54.7K - $69.7K
|
113K
$8.04M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1.12K- 12.18% |
$55.1K - $70.1K
|
8.05K
$572K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.12K- 6.59% |
$55.3K - $70.4K
|
15.9K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.12K- 7.36% |
$55.4K - $70.5K
|
14.1K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.12K- 1.72% |
$55.4K - $70.6K
|
64.2K
$4.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 3.71% |
$55.8K - $71K
|
29.3K
$2.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.14K- 2.37% |
$56K - $71.3K
|
46.8K
$3.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.14K- 9.7% |
$56.2K - $71.6K
|
10.6K
$753K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.15K- 11.58% |
$56.8K - $72.3K
|
8.79K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.17K- 20.76% |
$57.8K - $73.6K
|
4.47K
$318K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.17K- 2.59% |
$57.9K - $73.7K
|
44.2K
$3.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.19K- 3.78% |
$58.9K - $75K
|
30.4K
$2.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.2K- 18.42% |
$59.2K - $75.3K
|
5.32K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.21K- 4.59% |
$59.7K - $76K
|
25.2K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.22K- 15.63% |
$60.1K - $76.5K
|
6.57K
$467K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.24K- 6.79% |
$61.2K - $77.8K
|
17K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.25K- 21.21% |
$61.5K - $78.3K
|
4.63K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.26K- 10.75% |
$61.9K - $78.9K
|
10.4K
$740K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.26K- 2.12% |
$62.1K - $79.1K
|
58.2K
$4.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.27K- 0.17% |
$62.5K - $79.6K
|
729K
$51.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.28K- 3.71% |
$63.1K - $80.4K
|
33.2K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.28K- 2.61% |
$63.2K - $80.5K
|
47.8K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.29K- 67.33% |
$63.4K - $80.7K
|
624
$44.3K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.29K- 2.2% |
$63.7K - $81.1K
|
57.5K
$4.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.3K- 14.9% |
$64K - $81.5K
|
7.41K
$526K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 1.04% |
$64.1K - $81.6K
|
124K
$8.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.3K- 21.46% |
$64.2K - $81.7K
|
4.77K
$338K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.3K- 21.46% |
$64.2K - $81.7K
|
4.77K
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.32K- 7.17% |
$65.1K - $82.8K
|
17.1K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.32K- 2.75% |
$65.1K - $82.9K
|
46.7K
$3.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1.33K- 1.03% |
$65.6K - $83.6K
|
127K
$9.04M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.33K- 10.12% |
$65.6K - $83.6K
|
11.8K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.35K- 9.88% |
$66.3K - $84.4K
|
12.3K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.35K- 22.96% |
$66.7K - $84.9K
|
4.54K
$322K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.36K- 4.27% |
$66.8K - $85.1K
|
30.3K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.36K- 22.21% |
$67K - $85.3K
|
4.76K
$338K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.37K- 7.42% |
$67.3K - $85.7K
|
17K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.4K- 6.42% |
$69K - $87.9K
|
20.4K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.4K- 12.43% |
$69K - $87.9K
|
9.86K
$700K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.4K- 4.33% |
$69.2K - $88.1K
|
31.1K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 10.91% |
$69.3K - $88.2K
|
11.5K
$815K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-1.41K- 0.31% |
$69.6K - $88.6K
|
457K
$32.4M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-1.41K- 0.31% |
$69.6K - $88.6K
|
457K
$32.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.43K- 9.39% |
$70.7K - $90K
|
13.8K
$981K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.43K- 14.16% |
$70.7K - $90K
|
8.69K
$617K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.44K- 4.65% |
$71.1K - $90.5K
|
29.6K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.44K- 21.71% |
$71.2K - $90.6K
|
5.21K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.45K- 11.95% |
$71.4K - $90.9K
|
10.7K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.45K- 1.27% |
$71.7K - $91.3K
|
113K
$8.01M
|