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 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.05K+ 25.87% |
$73.5K - $90.2K
|
5.12K
$403K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 6.26% |
$73.4K - $90K
|
17.8K
$1.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.04K+ 3.59% |
$72.8K - $89.3K
|
30K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03K+ 0.82% |
$72.2K - $88.7K
|
128K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.03K+ 10.96% |
$72.2K - $88.6K
|
10.5K
$822K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
1.03K+ 1.09% |
$72K - $88.3K
|
95.4K
$7.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.03K+ 0.66% |
$71.8K - $88.1K
|
157K
$12.4M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.03K+ 12.93% |
$71.8K - $88.1K
|
8.97K
$706K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.02K+ 0.56% |
$71.4K - $87.6K
|
185K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.02K+ 24.63% |
$71.4K - $87.6K
|
5.17K
$407K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.47% |
$71.3K - $87.5K
|
30.4K
$2.39M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.02K+ 7.79% |
$71K - $87.1K
|
14.1K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.01K+ 0.53% |
$70.4K - $86.3K
|
191K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.01K+ 2.99% |
$70.4K - $86.3K
|
34.6K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.01K+ 1.13% |
$70.3K - $86.3K
|
90.4K
$7.11M
|
|
|
May 01, 2023
Q1 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1KNew |
$69.9K - $85.7K
|
1K
$78.7K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1K+ 2.59% |
$69.9K - $85.7K
|
39.7K
$3.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
997+ 3.92% |
$69.7K - $85.5K
|
26.5K
$2.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
986+ 3.51% |
$68.9K - $84.5K
|
29K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
973+ 2.04% |
$68K - $83.4K
|
48.6K
$3.82M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
967+ 2.38% |
$67.6K - $82.9K
|
41.7K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
967+ 12.41% |
$67.6K - $82.9K
|
8.76K
$689K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
962+ 0.44% |
$67.2K - $82.5K
|
221K
$17.4M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
959+ 0.87% |
$67K - $82.2K
|
111K
$8.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
953+ 13.26% |
$66.6K - $81.7K
|
8.14K
$641K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
949+ 7.43% |
$66.3K - $81.4K
|
13.7K
$1.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
941+ 11.17% |
$65.7K - $80.7K
|
9.37K
$737K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
940+ 2.71% |
$65.7K - $80.6K
|
35.7K
$2.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
939+ 197.68% |
$65.6K - $80.5K
|
1.41K
$111K
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
928+ 2.76% |
$64.8K - $79.6K
|
34.5K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
918+ 1.06% |
$64.1K - $78.7K
|
87.4K
$6.87M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
918+ 1.58% |
$64.1K - $78.7K
|
58.9K
$4.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
915+ 7.23% |
$63.9K - $78.5K
|
13.6K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
904+ 6.78% |
$63.2K - $77.5K
|
14.2K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
901+ 2.04% |
$63K - $77.3K
|
45.2K
$3.55M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
900+ 18.36% |
$62.9K - $77.2K
|
5.8K
$456K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
900+ 31.03% |
$62.9K - $77.2K
|
3.8K
$299K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
899+ 7.4% |
$62.8K - $77.1K
|
13.1K
$1.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
881+ 8.86% |
$61.6K - $75.5K
|
10.8K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
881+ 0.17% |
$61.6K - $75.5K
|
515K
$40.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
880+ 0.68% |
$61.5K - $75.5K
|
131K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
874+ 0.4% |
$61.1K - $74.9K
|
221K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
873+ 6.16% |
$61K - $74.9K
|
15K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
868+ 11.03% |
$60.6K - $74.4K
|
8.74K
$687K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
863+ 6.15% |
$60.3K - $74K
|
14.9K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
861+ 1.3% |
$60.2K - $73.8K
|
67K
$5.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
861+ 12.65% |
$60.2K - $73.8K
|
7.67K
$603K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
848+ 2.74% |
$59.2K - $72.7K
|
31.8K
$2.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
846+ 15.97% |
$59.1K - $72.5K
|
6.14K
$483K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
845+ 8.69% |
$59K - $72.5K
|
10.6K
$831K
|