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 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
449+ 12.5% |
$31.4K - $38.5K
|
4.04K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
445+ 14.62% |
$31.1K - $38.2K
|
3.49K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
445+ 14.62% |
$31.1K - $38.2K
|
3.49K
$274K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
441+ 8.31% |
$30.8K - $37.8K
|
5.75K
$451K
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
436+ 9.84% |
$30.5K - $37.4K
|
4.87K
$382K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
432+ 3.34% |
$30.2K - $37K
|
13.4K
$1.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
432+ 1.28% |
$30.2K - $37K
|
34.2K
$2.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
432+ 5.27% |
$30.2K - $37K
|
8.62K
$677K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
431+ 31.19% |
$30.1K - $37K
|
1.81K
$142K
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
422+ 2.41% |
$29.5K - $36.2K
|
17.9K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
421+ 6.81% |
$29.4K - $36.1K
|
6.6K
$518K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
416New |
$29.1K - $35.7K
|
416
$32.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
409+ 2.01% |
$28.6K - $35.1K
|
20.8K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
402+ 14.04% |
$28.1K - $34.5K
|
3.27K
$256K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
400New |
$27.9K - $34.3K
|
400
$31.4K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
400+ 3.43% |
$27.9K - $34.3K
|
12.1K
$948K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
400+ 3.66% |
$27.9K - $34.3K
|
11.3K
$889K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
393+ 0.46% |
$27.5K - $33.7K
|
86K
$6.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
392+ 1.54% |
$27.4K - $33.6K
|
25.9K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
390+ 1.49% |
$27.2K - $33.4K
|
26.5K
$2.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
388+ 5.3% |
$27.1K - $33.3K
|
7.71K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
386+ 7.02% |
$27K - $33.1K
|
5.88K
$462K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
380+ 14.32% |
$26.6K - $32.6K
|
3.03K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
380+ 3.66% |
$26.6K - $32.6K
|
10.8K
$846K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
379+ 3.64% |
$26.5K - $32.5K
|
10.8K
$846K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
378+ 5.83% |
$26.4K - $32.4K
|
6.87K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
375+ 7.95% |
$26.2K - $32.2K
|
5.09K
$400K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
366+ 2.96% |
$25.6K - $31.4K
|
12.7K
$1M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
365+ 0.12% |
$25.5K - $31.3K
|
314K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
365+ 1.97% |
$25.5K - $31.3K
|
18.9K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
364+ 2.39% |
$25.4K - $31.2K
|
15.6K
$1.22M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
358+ 3.85% |
$25K - $30.7K
|
9.66K
$758K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
353+ 0.11% |
$24.7K - $30.3K
|
312K
$24.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
351+ 3.15% |
$24.5K - $30.1K
|
11.5K
$903K
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
350+ 7.22% |
$24.5K - $30K
|
5.2K
$408K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
348+ 3.12% |
$24.3K - $29.8K
|
11.5K
$903K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
346+ 5.27% |
$24.2K - $29.7K
|
6.91K
$543K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
342+ 12.46% |
$23.9K - $29.3K
|
3.09K
$242K
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
339+ 1.99% |
$23.7K - $29.1K
|
17.4K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
336+ 10.66% |
$23.5K - $28.8K
|
3.49K
$274K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
335+ 2.71% |
$23.4K - $28.7K
|
12.7K
$996K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
329+ 9.73% |
$23K - $28.2K
|
3.71K
$291K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
328+ 2.29% |
$22.9K - $28.1K
|
14.7K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
328+ 1.44% |
$22.9K - $28.1K
|
23.1K
$1.81M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
326+ 11.45% |
$22.8K - $28K
|
3.17K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
325+ 0.94% |
$22.7K - $27.9K
|
34.9K
$2.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
324+ 3.29% |
$22.6K - $27.8K
|
10.2K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
314+ 7.99% |
$21.9K - $26.9K
|
4.24K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
310New |
$21.7K - $26.6K
|
310
$24.3K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
309+ 8.09% |
$21.6K - $26.5K
|
4.13K
$324K
|