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 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-5.02K- 9.42% |
$248K - $315K
|
48.3K
$3.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.23K- 51.71% |
$258K - $328K
|
4.88K
$347K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.24K- 10.95% |
$259K - $329K
|
42.6K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.31K- 7.03% |
$262K - $334K
|
70.3K
$4.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-5.38K- 34.26% |
$265K - $338K
|
10.3K
$732K
|
|
|
Feb 07, 2024
Q4 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.4K- 1.44% |
$266K - $339K
|
369K
$26.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.4K- 3.03% |
$266K - $339K
|
173K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.53K- 2.29% |
$273K - $347K
|
235K
$16.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-5.54K- 18.1% |
$273K - $348K
|
25.1K
$1.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-5.6K- 71.25% |
$276K - $352K
|
2.26K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.63K- 55.95% |
$278K - $354K
|
4.44K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.65K- 46.77% |
$279K - $355K
|
6.43K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.79K- 28.19% |
$286K - $363K
|
14.8K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.79K- 17.73% |
$286K - $364K
|
26.9K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.8K- 16.1% |
$286K - $364K
|
30.2K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5.83K- 31.58% |
$287K - $366K
|
12.6K
$896K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-5.87K- 3.08% |
$290K - $369K
|
185K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-6.01K- 4.16% |
$296K - $377K
|
138K
$9.83M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-6.06K- 1.39% |
$299K - $381K
|
431K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.1K- 32.35% |
$301K - $383K
|
12.7K
$905K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-6.16K- 18.86% |
$304K - $387K
|
26.5K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-6.23K- 32.67% |
$307K - $391K
|
12.8K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.25K- 21.66% |
$308K - $392K
|
22.6K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.27K- 50.14% |
$309K - $394K
|
6.23K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-6.32K- 16.28% |
$312K - $397K
|
32.5K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.37K- 29.38% |
$314K - $400K
|
15.3K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.43K- 1.46% |
$317K - $404K
|
434K
$30.8M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6.51K- 10.21% |
$321K - $408K
|
57.2K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.51K- 42.09% |
$321K - $409K
|
8.96K
$636K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-6.52K- 1.75% |
$322K - $409K
|
366K
$26M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.63K- 3.0% |
$327K - $416K
|
214K
$15.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-6.63K- 30.42% |
$327K - $416K
|
15.2K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-6.67K- 10.73% |
$329K - $418K
|
55.5K
$3.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.68K- 6.06% |
$330K - $419K
|
104K
$7.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-6.85K- 40.17% |
$338K - $430K
|
10.2K
$724K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.88K- 60.36% |
$339K - $432K
|
4.52K
$321K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.92K- 11.37% |
$341K - $434K
|
53.9K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-7.01K- 32.74% |
$345K - $440K
|
14.4K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7.01K- 23.56% |
$346K - $440K
|
22.7K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-7.06K- 23.09% |
$348K - $443K
|
23.5K
$1.67M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-7.14K- 15.83% |
$352K - $449K
|
38K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.19K- 5.62% |
$354K - $451K
|
121K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7.19K- 8.47% |
$355K - $451K
|
77.7K
$5.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.24K- 2.12% |
$357K - $454K
|
333K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-7.27K- 5.97% |
$358K - $456K
|
114K
$8.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.29K- 10.59% |
$360K - $458K
|
61.5K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.31K- 15.79% |
$360K - $459K
|
39K
$2.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7.32K- 46.07% |
$361K - $460K
|
8.57K
$608K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.51K- 95.39% |
$371K - $472K
|
363
$25.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-7.59K- 75.76% |
$375K - $477K
|
2.43K
$173K
|