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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.9K+ 7.98% |
$132K - $162K
|
25.6K
$2.02M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.9K+ 37.79% |
$132K - $162K
|
6.91K
$544K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.89K+ 42.5% |
$132K - $162K
|
6.33K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.88K+ 0.2% |
$131K - $161K
|
925K
$72.7M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.86K+ 3.92% |
$130K - $160K
|
49.4K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.83K+ 0.52% |
$128K - $157K
|
353K
$27.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
1.8K+ 0.29% |
$126K - $154K
|
627K
$49.3M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.79K+ 44.79% |
$125K - $154K
|
5.79K
$456K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.78K+ 10.72% |
$124K - $153K
|
18.4K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.77K+ 17.45% |
$124K - $152K
|
11.9K
$938K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.77K+ 6.19% |
$124K - $152K
|
30.4K
$2.39M
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
1.74K+ 1.25% |
$121K - $149K
|
141K
$11.1M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
1.71K+ 4.55% |
$119K - $146K
|
39.2K
$3.09M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.7K+ 0.28% |
$119K - $146K
|
611K
$48.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.69K+ 1.13% |
$118K - $145K
|
151K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.69K+ 45.59% |
$118K - $145K
|
5.39K
$424K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.67K+ 3.54% |
$116K - $143K
|
48.8K
$3.84M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.67K+ 5.03% |
$116K - $143K
|
34.8K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.65K+ 11.42% |
$116K - $142K
|
16.1K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.64K+ 3.6% |
$114K - $140K
|
47K
$3.7M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.63K+ 52.06% |
$114K - $140K
|
4.76K
$375K
|
|
|
Apr 07, 2023
Q1 2023
|
Sycomore Asset Management
|
BUY
|
- |
1.62K+ 33.15% |
$113K - $139K
|
6.52K
$513K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
1.62K+ 3.11% |
$113K - $139K
|
53.7K
$4.22M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.58K+ 1.64% |
$110K - $135K
|
97.5K
$7.67M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.57K+ 10.18% |
$110K - $135K
|
17K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.57K+ 1.69% |
$110K - $134K
|
94.3K
$7.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.55K+ 0.99% |
$108K - $133K
|
158K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.54K+ 2.67% |
$107K - $132K
|
59K
$4.64M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
1.54K+ 46.0% |
$107K - $132K
|
4.87K
$383K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.53K+ 3.87% |
$107K - $131K
|
41.1K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.52K+ 63.91% |
$106K - $131K
|
3.91K
$307K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
1.51K+ 0.43% |
$105K - $129K
|
353K
$27.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.5K+ 10.4% |
$105K - $129K
|
16K
$1.26M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.5K+ 17.85% |
$105K - $129K
|
9.9K
$779K
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.5K+ 2.32% |
$105K - $129K
|
66.2K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.49K+ 15.59% |
$104K - $128K
|
11.1K
$870K
|
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.48K+ 16.05% |
$103K - $127K
|
10.7K
$840K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.47K+ 6.13% |
$103K - $126K
|
25.5K
$2M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.45K+ 72.41% |
$102K - $125K
|
3.46K
$272K
|
|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.44K+ 7.01% |
$101K - $124K
|
22K
$1.73M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.43K+ 19.11% |
$100K - $123K
|
8.93K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.42K+ 2.29% |
$99.1K - $122K
|
63.3K
$4.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.42KNew |
$98.9K - $121K
|
1.42K
$111K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.41K+ 33.98% |
$98.7K - $121K
|
5.57K
$438K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.4K+ 8.24% |
$98.1K - $120K
|
18.4K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.4K+ 7.18% |
$97.7K - $120K
|
20.9K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 6.06% |
$97.5K - $120K
|
24.4K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
1.39K+ 62.85% |
$96.9K - $119K
|
3.59K
$283K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.37K+ 7.34% |
$95.9K - $118K
|
20.1K
$1.58M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.37K+ 13.85% |
$95.4K - $117K
|
11.2K
$884K
|