Purchases and Sales Made in Q1 2022 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-798- 44.88% |
$57.7K - $73.1K
|
980
$74.5K
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-800- 37.59% |
$57.9K - $73.3K
|
1.33K
$101K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-800Closed |
$57.9K - $73.3K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-807- 28.59% |
$58.4K - $74K
|
2.02K
$153K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-807- 0.92% |
$58.4K - $74K
|
87K
$6.61M
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-810- 9.3% |
$58.6K - $74.2K
|
7.9K
$600K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-810- 13.92% |
$58.6K - $74.2K
|
5.01K
$381K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-825- 68.58% |
$59.7K - $75.6K
|
378
$28.7K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-825- 3.19% |
$59.7K - $75.6K
|
25K
$1.9M
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-832- 12.25% |
$60.2K - $76.3K
|
5.96K
$453K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-833- 1.76% |
$60.2K - $76.4K
|
46.5K
$3.53M
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-834- 11.65% |
$60.3K - $76.4K
|
6.32K
$481K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-841- 29.25% |
$60.8K - $77.1K
|
2.03K
$155K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-847- 3.42% |
$61.3K - $77.6K
|
23.9K
$1.82M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-849- 3.74% |
$61.4K - $77.8K
|
21.9K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-859- 5.72% |
$62.1K - $78.7K
|
14.2K
$1.08M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-860- 16.21% |
$62.2K - $78.8K
|
4.45K
$338K
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-860- 15.32% |
$62.2K - $78.8K
|
4.75K
$361K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-864- 15.09% |
$62.5K - $79.2K
|
4.86K
$369K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-871Closed |
$63K - $79.8K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-875- 0.91% |
$63.3K - $80.2K
|
94.9K
$7.21M
|
|
May 05, 2022
Q1 2022
|
James Hambro & Partners
|
SELL
|
- |
-880- 7.27% |
$63.6K - $80.7K
|
11.2K
$853K
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-880- 10.35% |
$63.6K - $80.7K
|
7.62K
$579K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-883- 19.14% |
$63.9K - $80.9K
|
3.73K
$283K
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-892- 15.91% |
$64.5K - $81.8K
|
4.72K
$358K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-895- 87.75% |
$64.7K - $82K
|
125
$9.5K
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-899- 42.83% |
$65K - $82.4K
|
1.2K
$91.2K
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-906- 8.77% |
$65.5K - $83K
|
9.43K
$717K
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-907- 8.27% |
$65.6K - $83.1K
|
10.1K
$765K
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-930- 21.19% |
$67.3K - $85.2K
|
3.46K
$263K
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-930Closed |
$67.3K - $85.2K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-931- 1.64% |
$67.3K - $85.3K
|
55.9K
$4.25M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-940- 7.0% |
$68K - $86.2K
|
12.5K
$949K
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-976- 4.79% |
$70.6K - $89.5K
|
19.4K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-981- 3.16% |
$70.9K - $89.9K
|
30.1K
$2.29M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-981- 5.63% |
$70.9K - $89.9K
|
16.4K
$1.25M
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-984- 4.81% |
$71.2K - $90.2K
|
19.5K
$1.48M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-989- 4.33% |
$71.5K - $90.7K
|
21.8K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1K- 25.16% |
$72.3K - $91.7K
|
2.98K
$226K
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-1K- 5.1% |
$72.4K - $91.8K
|
18.6K
$1.42M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.02K- 5.58% |
$73.5K - $93.1K
|
17.2K
$1.31M
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.03K- 0.8% |
$74.3K - $94.2K
|
128K
$9.7M
|
|
Apr 13, 2022
Q1 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.03K- 5.32% |
$74.5K - $94.4K
|
18.3K
$1.39M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.03K- 6.81% |
$74.8K - $94.8K
|
14.1K
$1.07M
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.04K- 11.96% |
$75.5K - $95.7K
|
7.69K
$584K
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.05K- 8.02% |
$75.6K - $95.9K
|
12K
$911K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.05K- 15.6% |
$75.9K - $96.2K
|
5.68K
$432K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.05K- 8.05% |
$76.1K - $96.4K
|
12K
$914K
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
SELL
|
- |
-1.07K- 1.17% |
$77.3K - $98K
|
90.5K
$6.88M
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.08K- 84.38% |
$78.1K - $99K
|
200
$15.2K
|