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
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
842+ 16.72% |
$58.8K - $72.2K
|
5.88K
$462K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
838+ 2.16% |
$58.6K - $71.9K
|
39.6K
$3.11M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
837+ 4.49% |
$58.5K - $71.8K
|
19.5K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
822+ 13.88% |
$57.4K - $70.5K
|
6.74K
$529K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
821+ 4.27% |
$57.4K - $70.4K
|
20K
$1.57M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
816+ 0.75% |
$57K - $70K
|
110K
$8.65M
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
814+ 10.03% |
$56.9K - $69.8K
|
8.93K
$701K
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
807+ 4.45% |
$56.4K - $69.2K
|
19K
$1.49M
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
800+ 4.29% |
$55.9K - $68.6K
|
19.5K
$1.53M
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 0.62% |
$55.9K - $68.6K
|
129K
$10.1M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
795+ 2.23% |
$55.5K - $68.2K
|
36.4K
$2.86M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
791+ 30.17% |
$55.3K - $67.8K
|
3.41K
$268K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
789+ 20.75% |
$55.1K - $67.6K
|
4.59K
$361K
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
789+ 0.3% |
$55.1K - $67.6K
|
268K
$21M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
778+ 3.44% |
$54.4K - $66.7K
|
23.4K
$1.84M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
777+ 1195.38% |
$54.3K - $66.6K
|
842
$66.1K
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
775+ 1.07% |
$54.1K - $66.4K
|
73.5K
$5.77M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
773+ 5.61% |
$54K - $66.3K
|
14.5K
$1.14M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
771+ 535.42% |
$53.9K - $66.1K
|
915
$71.8K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
771+ 535.42% |
$53.9K - $66.1K
|
915
$71.8K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
769+ 2.78% |
$53.7K - $65.9K
|
28.4K
$2.23M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
769+ 1.83% |
$53.7K - $65.9K
|
42.9K
$3.37M
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
767+ 6.84% |
$53.6K - $65.8K
|
12K
$941K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
764+ 1.8% |
$53.4K - $65.5K
|
43.2K
$3.4M
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
757+ 3.06% |
$52.9K - $64.9K
|
25.5K
$2M
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
755+ 1.76% |
$52.8K - $64.7K
|
43.6K
$3.42M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
747+ 3.1% |
$52.2K - $64K
|
24.8K
$1.95M
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
740+ 0.95% |
$51.7K - $63.4K
|
78.4K
$6.16M
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
740+ 23.16% |
$51.7K - $63.4K
|
3.94K
$309K
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
740+ 0.89% |
$51.7K - $63.4K
|
83.6K
$6.57M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
732+ 26.35% |
$51.1K - $62.8K
|
3.51K
$276K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
728+ 9.66% |
$50.9K - $62.4K
|
8.27K
$649K
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
719+ 0.67% |
$50.2K - $61.6K
|
107K
$8.44M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
711+ 1.41% |
$49.7K - $61K
|
51.1K
$4.01M
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
702+ 5.73% |
$49K - $60.2K
|
12.9K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
701+ 27.16% |
$49K - $60.1K
|
3.28K
$258K
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
696+ 1.09% |
$48.6K - $59.7K
|
64.5K
$5.06M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
690+ 3.03% |
$48.2K - $59.2K
|
23.5K
$1.84M
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
687+ 2.1% |
$48K - $58.9K
|
33.3K
$2.62M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
680New |
$47.5K - $58.3K
|
680
$53.4K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
679+ 21.42% |
$47.4K - $58.2K
|
3.85K
$302K
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
676+ 6.83% |
$47.2K - $58K
|
10.6K
$830K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
674+ 5.7% |
$47.1K - $57.8K
|
12.5K
$982K
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
667+ 2.3% |
$46.6K - $57.2K
|
29.6K
$2.33M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
666+ 7.74% |
$46.5K - $57.1K
|
9.27K
$728K
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
665+ 10.57% |
$46.5K - $57K
|
6.96K
$546K
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
661+ 3.36% |
$46.2K - $56.7K
|
20.3K
$1.59M
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
660+ 11.97% |
$46.1K - $56.6K
|
6.18K
$485K
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
655+ 3.46% |
$45.8K - $56.2K
|
19.6K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
653+ 4.08% |
$45.6K - $56K
|
16.6K
$1.31M
|