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
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.66K- 10.54% |
$378K - $481K
|
65.1K
$4.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7.71K- 26.09% |
$380K - $484K
|
21.8K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.82K- 29.3% |
$386K - $491K
|
18.9K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.87K- 26.2% |
$388K - $494K
|
22.2K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-7.89K- 43.17% |
$389K - $495K
|
10.4K
$737K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.92K- 6.87% |
$391K - $497K
|
107K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-7.93K- 65.9% |
$391K - $498K
|
4.1K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.99K- 26.15% |
$394K - $502K
|
22.6K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-8K- 57.86% |
$395K - $502K
|
5.83K
$414K
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.01K- 97.1% |
$395K - $503K
|
239
$17K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-8.08K- 8.19% |
$399K - $507K
|
90.5K
$6.43M
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-8.1K- 78.34% |
$400K - $509K
|
2.24K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.16K- 32.13% |
$402K - $512K
|
17.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-8.25K- 10.1% |
$407K - $518K
|
73.4K
$5.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.27K- 32.21% |
$408K - $519K
|
17.4K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-8.41K- 2.88% |
$415K - $528K
|
284K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.42K- 61.52% |
$415K - $529K
|
5.27K
$374K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8.44K- 7.65% |
$416K - $530K
|
102K
$7.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-8.5K- 14.06% |
$419K - $534K
|
52K
$3.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.53K- 14.74% |
$421K - $535K
|
49.3K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.6K- 11.52% |
$424K - $540K
|
66K
$4.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.64K- 0.33% |
$426K - $543K
|
2.58M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-8.67K- 10.5% |
$428K - $544K
|
73.9K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-8.81K- 31.66% |
$434K - $553K
|
19K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-8.81K- 57.46% |
$435K - $553K
|
6.53K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8.83K- 96.17% |
$436K - $554K
|
352
$25K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-8.96K- 6.09% |
$442K - $563K
|
138K
$9.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-9.19K- 5.03% |
$453K - $577K
|
174K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-9.21K- 6.36% |
$454K - $578K
|
136K
$9.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9.29K- 73.97% |
$458K - $583K
|
3.27K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Camden Asset Management L P
Los Angeles, CA |
SELL
|
- |
-9.5K- 1.34% |
$469K - $596K
|
698K
$49.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-9.75K- 12.9% |
$481K - $612K
|
65.8K
$4.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-9.76K- 50.38% |
$482K - $613K
|
9.62K
$683K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-9.9K- 10.88% |
$488K - $622K
|
81.1K
$5.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-10.2K- 3.32% |
$502K - $639K
|
296K
$21M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-10.2K- 17.87% |
$503K - $640K
|
46.9K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.2K- 8.64% |
$504K - $641K
|
108K
$7.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-10.2K- 2.29% |
$504K - $641K
|
436K
$31M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.4K- 9.57% |
$511K - $651K
|
98K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 2.43% |
$516K - $656K
|
419K
$29.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10.5K- 81.92% |
$516K - $657K
|
2.31K
$164K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-10.5K- 42.57% |
$518K - $660K
|
14.2K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-10.6K- 23.06% |
$523K - $665K
|
35.4K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-10.6K- 72.01% |
$524K - $668K
|
4.13K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.8K- 14.73% |
$535K - $681K
|
62.8K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-10.9K- 28.13% |
$535K - $682K
|
27.7K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.9K- 45.37% |
$536K - $683K
|
13.1K
$929K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-10.9K- 9.48% |
$539K - $686K
|
104K
$7.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-11K- 7.76% |
$543K - $691K
|
131K
$9.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-11.1K- 98.95% |
$546K - $695K
|
117
$8.31K
|