Purchases and Sales Made in Q1 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
2.48K+ 24.73% |
$173K - $213K
|
12.5K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.47K+ 11.22% |
$172K - $211K
|
24.4K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
2.43K+ 2.87% |
$170K - $208K
|
87.2K
$6.84M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.43K+ 6.86% |
$170K - $208K
|
37.8K
$2.97M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.42K+ 19.36% |
$169K - $208K
|
14.9K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
2.4K+ 0.53% |
$168K - $206K
|
453K
$35.5M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.4K+ 4.11% |
$168K - $206K
|
60.8K
$4.78M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.39K+ 29.79% |
$167K - $205K
|
10.4K
$817K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
2.38K+ 6.65% |
$166K - $204K
|
38.1K
$2.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.37K+ 51.68% |
$166K - $203K
|
6.97K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.37K+ 83.59% |
$166K - $203K
|
5.21K
$409K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.37K+ 4.91% |
$166K - $203K
|
50.6K
$3.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 26.68% |
$165K - $202K
|
11.2K
$880K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.34K+ 0.94% |
$164K - $201K
|
252K
$19.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.28K+ 26.9% |
$159K - $195K
|
10.8K
$845K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.28K+ 7.23% |
$159K - $195K
|
33.7K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.27K+ 2.45% |
$158K - $194K
|
94.9K
$7.45M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.27K+ 39.82% |
$158K - $194K
|
7.96K
$625K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
2.26K+ 23.48% |
$158K - $194K
|
11.9K
$932K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.24K+ 33.32% |
$157K - $192K
|
8.97K
$704K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 10.16% |
$155K - $191K
|
24.1K
$1.89M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.2K+ 3.71% |
$154K - $189K
|
61.6K
$4.84M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.19K+ 6.32% |
$153K - $188K
|
36.8K
$2.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.16K+ 41.23% |
$151K - $185K
|
7.4K
$581K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.16K+ 5.28% |
$151K - $185K
|
43K
$3.37M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.14K+ 14.98% |
$150K - $184K
|
16.5K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.14K+ 53.53% |
$150K - $184K
|
6.14K
$482K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.14K+ 59.12% |
$149K - $183K
|
5.75K
$451K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.08K+ 6.57% |
$146K - $179K
|
33.8K
$2.65M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.08K+ 2.17% |
$145K - $178K
|
98K
$7.69M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.08K+ 63.26% |
$145K - $178K
|
5.37K
$421K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.08K+ 7.22% |
$145K - $178K
|
30.8K
$2.42M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.07K+ 22.05% |
$145K - $178K
|
11.5K
$902K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 36.87% |
$144K - $177K
|
7.66K
$601K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.04K+ 2.09% |
$142K - $174K
|
99.6K
$7.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.03K+ 47.28% |
$142K - $174K
|
6.34K
$498K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.03K+ 22.22% |
$142K - $174K
|
11.2K
$878K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.03K+ 10.99% |
$142K - $174K
|
20.5K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.02K+ 0.39% |
$141K - $174K
|
520K
$40.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2K+ 8.0% |
$140K - $172K
|
27K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2KNew |
$140K - $171K
|
2K
$157K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.99K+ 1.71% |
$139K - $170K
|
118K
$9.28M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 13.51% |
$138K - $169K
|
16.6K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.94K+ 9.93% |
$136K - $166K
|
21.5K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.94K+ 0.37% |
$135K - $166K
|
519K
$40.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.92K+ 12.47% |
$134K - $165K
|
17.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.91K+ 1.02% |
$134K - $164K
|
189K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.91K+ 5.43% |
$133K - $163K
|
37K
$2.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
1.91K+ 1.97% |
$133K - $163K
|
98.4K
$7.72M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.9K+ 180.04% |
$133K - $163K
|
2.96K
$232K
|