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 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.08K- 84.38% |
$78.1K - $99K
|
200
$15.5K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 3.68% |
$78.2K - $99.1K
|
28.3K
$2.19M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 3.38% |
$79.1K - $100K
|
31.2K
$2.42M
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.1K- 7.23% |
$79.6K - $101K
|
14.1K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.1K- 26.79% |
$79.6K - $101K
|
3.01K
$233K
|
|
|
Apr 28, 2022
Q1 2022
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.1K- 12.77% |
$79.6K - $101K
|
7.52K
$583K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.12K- 20.66% |
$81K - $103K
|
4.3K
$333K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.13K- 0.71% |
$81.6K - $103K
|
157K
$12.2M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.13K- 11.67% |
$81.9K - $104K
|
8.58K
$665K
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-1.14K- 12.1% |
$82.2K - $104K
|
8.26K
$640K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.15K- 6.45% |
$83K - $105K
|
16.6K
$1.29M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.15K- 10.32% |
$83K - $105K
|
9.98K
$773K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-1.15K- 18.28% |
$83.2K - $106K
|
5.15K
$399K
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.16K- 13.7% |
$83.6K - $106K
|
7.28K
$564K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.16K- 12.74% |
$83.7K - $106K
|
7.93K
$614K
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.17K- 9.51% |
$84.5K - $107K
|
11.1K
$861K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.17K- 5.88% |
$84.8K - $108K
|
18.8K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.17K- 20.73% |
$84.8K - $108K
|
4.49K
$348K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.19K- 6.36% |
$85.8K - $109K
|
17.5K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 1.73% |
$86.8K - $110K
|
68.3K
$5.29M
|
|
|
May 02, 2022
Q1 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-1.2K- 3.36% |
$86.8K - $110K
|
34.5K
$2.68M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.23K- 7.54% |
$88.7K - $112K
|
15K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.23K- 4.67% |
$89.2K - $113K
|
25.2K
$1.95M
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.24K- 27.41% |
$89.4K - $113K
|
3.27K
$254K
|
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.24K- 3.95% |
$89.7K - $114K
|
30.1K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.25K- 13.11% |
$90.1K - $114K
|
8.26K
$640K
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.25K- 13.85% |
$90.5K - $115K
|
7.78K
$603K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.27K- 1.19% |
$91.7K - $116K
|
105K
$8.14M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.29KClosed |
$93.4K - $118K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.3K- 2.03% |
$93.8K - $119K
|
62.6K
$4.85M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.3K- 18.14% |
$93.9K - $119K
|
5.86K
$454K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.3K- 5.52% |
$94K - $119K
|
22.2K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.3K- 6.18% |
$94K - $119K
|
19.7K
$1.53M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.3K- 4.09% |
$94K - $119K
|
30.5K
$2.37M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 9.24% |
$94.1K - $119K
|
12.8K
$991K
|
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-1.31K- 1.12% |
$94.6K - $120K
|
116K
$8.99M
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.31K- 26.36% |
$94.7K - $120K
|
3.66K
$283K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.31K- 4.95% |
$94.7K - $120K
|
25.2K
$1.95M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.32K- 14.19% |
$95.1K - $121K
|
7.95K
$616K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.32K- 7.08% |
$95.3K - $121K
|
17.3K
$1.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.32K- 4.05% |
$95.6K - $121K
|
31.3K
$2.43M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.33K- 0.73% |
$96.1K - $122K
|
180K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.33K- 2.49% |
$96.5K - $122K
|
52.2K
$4.04M
|
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.35K- 1.78% |
$97.6K - $124K
|
74.6K
$5.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.36K- 0.4% |
$98.5K - $125K
|
340K
$26.4M
|
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-1.37KClosed |
$99.4K - $126K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-1.38K- 13.68% |
$99.7K - $126K
|
8.7K
$674K
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-1.39K- 13.17% |
$101K - $127K
|
9.17K
$710K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 1.04% |
$101K - $128K
|
132K
$10.2M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.4K- 18.0% |
$101K - $128K
|
6.36K
$493K
|