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 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
307+ 8.34% |
$21.5K - $26.3K
|
3.99K
$313K
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
305+ 0.45% |
$21.3K - $26.2K
|
68.5K
$5.38M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
305+ 1794.12% |
$21.3K - $26.2K
|
322
$25.3K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
304+ 124.08% |
$21.2K - $26.1K
|
549
$43.1K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
303+ 3.64% |
$21.2K - $26K
|
8.63K
$678K
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
300+ 1.39% |
$21K - $25.7K
|
21.8K
$1.72M
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
297+ 10.42% |
$20.8K - $25.5K
|
3.15K
$247K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
297+ 26.9% |
$20.8K - $25.5K
|
1.4K
$110K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
297+ 0.42% |
$20.8K - $25.5K
|
70.7K
$5.55M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
295+ 0.16% |
$20.6K - $25.3K
|
180K
$14.2M
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
294+ 1.94% |
$20.5K - $25.2K
|
15.5K
$1.22M
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
294+ 1.41% |
$20.5K - $25.2K
|
21.2K
$1.67M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
293+ 0.67% |
$20.5K - $25.1K
|
44.1K
$3.46M
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
292+ 2.33% |
$20.4K - $25K
|
12.8K
$1.01M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
288+ 15.96% |
$20.1K - $24.7K
|
2.09K
$164K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
286+ 2.15% |
$20K - $24.5K
|
13.6K
$1.06M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
283+ 0.24% |
$19.8K - $24.3K
|
116K
$9.13M
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
280+ 0.86% |
$19.6K - $24K
|
32.7K
$2.57M
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
276+ 0.98% |
$19.3K - $23.7K
|
28.5K
$2.24M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
275+ 0.81% |
$19.2K - $23.6K
|
34.3K
$2.7M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
273+ 3.2% |
$19.1K - $23.4K
|
8.8K
$691K
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
271+ 0.64% |
$18.9K - $23.2K
|
42.7K
$3.36M
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
269+ 5.51% |
$18.8K - $23.1K
|
5.15K
$404K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
267+ 8.34% |
$18.7K - $22.9K
|
3.47K
$272K
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
267+ 1.6% |
$18.7K - $22.9K
|
16.9K
$1.33M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
263+ 0.75% |
$18.4K - $22.5K
|
35.3K
$2.77M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
261+ 3.04% |
$18.2K - $22.4K
|
8.84K
$694K
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
BUY
|
- |
260+ 9.77% |
$18.2K - $22.3K
|
2.92K
$229K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
260+ 4.7% |
$18.2K - $22.3K
|
5.79K
$454K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
256New |
$17.9K - $21.9K
|
256
$20.1K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
255+ 5.75% |
$17.8K - $21.9K
|
4.69K
$368K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
254+ 5.24% |
$17.7K - $21.8K
|
5.1K
$400K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
252+ 5.62% |
$17.6K - $21.6K
|
4.73K
$372K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 1.01% |
$17.5K - $21.4K
|
25K
$1.97M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
248+ 3100.0% |
$17.3K - $21.3K
|
256
$20.1K
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
247+ 3.25% |
$17.3K - $21.2K
|
7.85K
$617K
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
240+ 0.45% |
$16.8K - $20.6K
|
53.9K
$4.23M
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
238+ 5.37% |
$16.6K - $20.4K
|
4.67K
$366K
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
237+ 2.77% |
$16.6K - $20.3K
|
8.78K
$689K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
236+ 2.85% |
$16.5K - $20.2K
|
8.52K
$669K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
231+ 8.66% |
$16.1K - $19.8K
|
2.9K
$228K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
229+ 5.11% |
$16K - $19.6K
|
4.71K
$370K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
225+ 1.85% |
$15.7K - $19.3K
|
12.4K
$973K
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
225+ 3.75% |
$15.7K - $19.3K
|
6.23K
$489K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
218+ 26.62% |
$15.2K - $18.7K
|
1.04K
$81.4K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
213+ 3.58% |
$14.9K - $18.3K
|
6.16K
$484K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
212+ 2.05% |
$14.8K - $18.2K
|
10.6K
$829K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
210+ 2.05% |
$14.7K - $18K
|
10.5K
$822K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
210+ 6.78% |
$14.7K - $18K
|
3.31K
$260K
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
210+ 2.21% |
$14.7K - $18K
|
9.7K
$761K
|