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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.1K- 14.74% |
$547K - $696K
|
64.1K
$4.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-11.3K- 41.86% |
$557K - $709K
|
15.7K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-11.4K- 29.48% |
$560K - $713K
|
27.2K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.4K- 17.62% |
$562K - $716K
|
53.3K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-11.5K- 3.0% |
$565K - $719K
|
371K
$26.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-11.6K- 3.41% |
$571K - $727K
|
328K
$23.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.6K- 14.63% |
$571K - $727K
|
67.6K
$4.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-11.8K- 52.54% |
$583K - $741K
|
10.7K
$757K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.8K- 13.68% |
$583K - $742K
|
74.6K
$5.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-11.8K- 18.93% |
$583K - $742K
|
50.6K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12.2K- 16.12% |
$599K - $763K
|
63.2K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-12.2K- 17.37% |
$603K - $768K
|
58.2K
$4.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-12.3K- 70.8% |
$605K - $770K
|
5.06K
$359K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.3K- 50.42% |
$607K - $772K
|
12.1K
$859K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-12.4K- 72.91% |
$609K - $775K
|
4.59K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-12.5K- 10.58% |
$615K - $783K
|
105K
$7.48M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-12.6K- 25.84% |
$621K - $790K
|
36.1K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.7K- 4.42% |
$627K - $798K
|
275K
$19.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-12.7K- 7.6% |
$628K - $799K
|
155K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-12.8K- 29.8% |
$632K - $805K
|
30.2K
$2.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.8K- 16.88% |
$633K - $806K
|
63.2K
$4.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-12.9K- 3.34% |
$635K - $809K
|
373K
$26.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.9K- 33.64% |
$636K - $809K
|
25.4K
$1.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.1K- 15.62% |
$648K - $824K
|
70.9K
$5.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-13.3K- 39.25% |
$658K - $838K
|
20.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-13.4K- 15.51% |
$661K - $841K
|
73K
$5.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-13.4K- 12.15% |
$662K - $843K
|
97K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.5K- 4.91% |
$665K - $847K
|
261K
$18.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.5K- 10.86% |
$667K - $849K
|
111K
$7.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-13.5K- 0.8% |
$667K - $849K
|
1.68M
$119M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-13.6K- 45.31% |
$673K - $856K
|
16.5K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14K- 68.13% |
$690K - $878K
|
6.54K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-14.3K- 49.05% |
$704K - $896K
|
14.8K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 7.1% |
$706K - $899K
|
187K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.8K- 31.86% |
$729K - $928K
|
31.6K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-15K- 32.57% |
$737K - $939K
|
31K
$2.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-15.2K- 6.52% |
$751K - $956K
|
218K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-15.3K- 0.96% |
$752K - $958K
|
1.58M
$112M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.3K- 10.52% |
$754K - $959K
|
130K
$9.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-15.3K- 64.01% |
$754K - $960K
|
8.6K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-15.3K- 18.42% |
$756K - $962K
|
67.9K
$4.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.3K- 17.17% |
$756K - $962K
|
73.9K
$5.25M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.3K- 17.17% |
$756K - $962K
|
73.9K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.3K- 9.8% |
$756K - $963K
|
141K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.6K- 10.95% |
$770K - $980K
|
127K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15.8K- 6.04% |
$779K - $992K
|
246K
$17.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.2K- 33.59% |
$799K - $1.02M
|
32K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16.5K- 15.76% |
$812K - $1.03M
|
88.1K
$6.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-16.8K- 7.93% |
$826K - $1.05M
|
194K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-16.8K- 73.11% |
$829K - $1.06M
|
6.18K
$439K
|