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
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
648+ 17.94% |
$45.3K - $55.6K
|
4.26K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
647+ 11.55% |
$45.2K - $55.5K
|
6.25K
$491K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
635+ 3.13% |
$44.4K - $54.4K
|
20.9K
$1.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
633New |
$44.2K - $54.3K
|
633
$49.7K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
629+ 19.3% |
$43.9K - $53.9K
|
3.89K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
627+ 0.53% |
$43.8K - $53.8K
|
118K
$9.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
622+ 2.9% |
$43.5K - $53.3K
|
22.1K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
609+ 12.74% |
$42.6K - $52.2K
|
5.39K
$423K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
606+ 4.43% |
$42.3K - $52K
|
14.3K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
602+ 0.18% |
$42.1K - $51.6K
|
339K
$26.6M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
601+ 3.83% |
$42K - $51.5K
|
16.3K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
596New |
$41.6K - $51.1K
|
596
$46.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
593+ 13.88% |
$41.4K - $50.8K
|
4.87K
$382K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
592+ 12.32% |
$41.4K - $50.8K
|
5.4K
$424K
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
585+ 3.07% |
$40.9K - $50.2K
|
19.6K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
583+ 4.45% |
$40.7K - $50K
|
13.7K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
576New |
$40.2K - $49.4K
|
576
$45.2K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
573+ 2.76% |
$40K - $49.1K
|
21.3K
$1.67M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
566+ 2.33% |
$39.5K - $48.5K
|
24.9K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
564+ 3.8% |
$39.4K - $48.4K
|
15.4K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
559+ 8.65% |
$39.1K - $47.9K
|
7.02K
$551K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
554+ 2770.0% |
$38.7K - $47.5K
|
574
$45.1K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
552+ 4.05% |
$38.6K - $47.3K
|
14.2K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
550+ 22.78% |
$38.4K - $47.2K
|
2.96K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
550+ 3.39% |
$38.4K - $47.2K
|
16.8K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
539+ 2.05% |
$37.7K - $46.2K
|
26.8K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
536+ 4.77% |
$37.5K - $46K
|
11.8K
$924K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
535+ 19.39% |
$37.4K - $45.9K
|
3.29K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
534+ 3.81% |
$37.3K - $45.8K
|
14.5K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
532+ 12.48% |
$37.2K - $45.6K
|
4.8K
$377K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
519+ 2.06% |
$36.3K - $44.5K
|
25.7K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
514+ 0.34% |
$35.9K - $44.1K
|
154K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
505+ 1.57% |
$35.3K - $43.3K
|
32.8K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
505+ 10.7% |
$35.3K - $43.3K
|
5.23K
$410K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
504New |
$35.2K - $43.2K
|
504
$39.6K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
500+ 3.15% |
$34.9K - $42.9K
|
16.4K
$1.29M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
498+ 4.76% |
$34.8K - $42.7K
|
11K
$861K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
497+ 4.08% |
$34.7K - $42.6K
|
12.7K
$995K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
495+ 1.99% |
$34.6K - $42.4K
|
25.4K
$2M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
488+ 3.01% |
$34.1K - $41.8K
|
16.7K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
483+ 5.45% |
$33.7K - $41.4K
|
9.34K
$733K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
479+ 3.68% |
$33.5K - $41.1K
|
13.5K
$1.06M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
475+ 17.95% |
$33.2K - $40.7K
|
3.12K
$245K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
474+ 3.41% |
$33.1K - $40.6K
|
14.4K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
474+ 16.98% |
$33.1K - $40.6K
|
3.27K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
473+ 2.91% |
$33K - $40.6K
|
16.7K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
468+ 1.02% |
$32.7K - $40.1K
|
46.2K
$3.63M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
465+ 1.16% |
$32.5K - $39.9K
|
40.6K
$3.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
457+ 17.9% |
$31.9K - $39.2K
|
3.01K
$236K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
450New |
$31.4K - $38.6K
|
450
$35.3K
|