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 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-34.6K- 84.43% |
$1.7M - $2.17M
|
6.37K
$452K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-35.9K- 3.82% |
$1.77M - $2.26M
|
906K
$64.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-36.6K- 16.0% |
$1.81M - $2.3M
|
192K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.3K- 13.09% |
$1.84M - $2.34M
|
247K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-37.5K- 72.92% |
$1.85M - $2.35M
|
13.9K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37.7K- 1.55% |
$1.86M - $2.37M
|
2.4M
$170M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-38.2K- 36.97% |
$1.88M - $2.4M
|
65.1K
$4.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-38.9K- 34.84% |
$1.92M - $2.44M
|
72.8K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-39.3K- 84.61% |
$1.94M - $2.47M
|
7.16K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-39.9K- 89.5% |
$1.97M - $2.5M
|
4.68K
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-40.2K- 57.68% |
$1.98M - $2.53M
|
29.5K
$2.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-40.8K- 21.01% |
$2.01M - $2.56M
|
153K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.8K- 31.64% |
$2.01M - $2.56M
|
88.2K
$6.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-41K- 6.26% |
$2.02M - $2.57M
|
614K
$43.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-41.3K- 58.77% |
$2.04M - $2.59M
|
29K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-41.5K- 41.29% |
$2.05M - $2.61M
|
59.1K
$4.19M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-42.3K- 21.67% |
$2.08M - $2.65M
|
153K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-42.3K- 85.46% |
$2.08M - $2.65M
|
7.19K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-42.3K- 28.3% |
$2.09M - $2.66M
|
107K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-44.3K- 4.48% |
$2.19M - $2.78M
|
945K
$67.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-44.8K- 22.22% |
$2.21M - $2.81M
|
157K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45.2K- 24.45% |
$2.23M - $2.84M
|
140K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-45.3K- 58.78% |
$2.23M - $2.84M
|
31.8K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-45.3K- 22.95% |
$2.23M - $2.84M
|
152K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-45.3K- 4.46% |
$2.23M - $2.84M
|
971K
$68.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-45.6K- 40.18% |
$2.25M - $2.86M
|
67.9K
$4.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-46.7K- 22.21% |
$2.3M - $2.93M
|
163K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-46.9K- 11.19% |
$2.31M - $2.94M
|
372K
$26.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47K- 16.48% |
$2.32M - $2.95M
|
239K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-47.2K- 10.55% |
$2.33M - $2.96M
|
400K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-47.6K- 56.83% |
$2.35M - $2.99M
|
36.2K
$2.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-48.3K- 4.92% |
$2.38M - $3.03M
|
935K
$66.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-48.5K- 15.2% |
$2.39M - $3.04M
|
270K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-48.5K- 5.23% |
$2.39M - $3.05M
|
879K
$62.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48.6K- 25.12% |
$2.4M - $3.05M
|
145K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-49.2K- 99.83% |
$2.43M - $3.09M
|
83
$5.89K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-49.4K- 65.32% |
$2.43M - $3.1M
|
26.2K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-49.6K- 7.1% |
$2.45M - $3.11M
|
649K
$46.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-50.1K- 24.78% |
$2.47M - $3.15M
|
152K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.7K- 6.93% |
$2.5M - $3.18M
|
680K
$48.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-51.1K- 29.12% |
$2.52M - $3.21M
|
124K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-51.5K- 89.66% |
$2.54M - $3.23M
|
5.94K
$421K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-52K- 46.46% |
$2.56M - $3.26M
|
59.9K
$4.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-52.2K- 3.97% |
$2.58M - $3.28M
|
1.26M
$89.7M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-53.6K- 2.54% |
$2.65M - $3.37M
|
2.06M
$146M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-58.1K- 11.88% |
$2.86M - $3.65M
|
431K
$30.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-59.1K- 30.92% |
$2.92M - $3.71M
|
132K
$9.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-59.8K- 53.0% |
$2.95M - $3.76M
|
53.1K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-60.7K- 4.93% |
$2.99M - $3.81M
|
1.17M
$83.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-61K- 6.71% |
$3.01M - $3.83M
|
848K
$60.2M
|