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 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
207+ 0.4% |
$14.5K - $17.7K
|
52.3K
$4.1M
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
205+ 1.38% |
$14.3K - $17.6K
|
15K
$1.18M
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
205+ 1.75% |
$14.3K - $17.6K
|
11.9K
$936K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
202+ 0.87% |
$14.1K - $17.3K
|
23.4K
$1.84M
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
202+ 4.48% |
$14.1K - $17.3K
|
4.71K
$370K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$14K - $17.1K
|
200
$15.7K
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
194+ 3.73% |
$13.6K - $16.6K
|
5.39K
$424K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
194+ 1.77% |
$13.6K - $16.6K
|
11.2K
$876K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
193+ 6.12% |
$13.5K - $16.5K
|
3.35K
$263K
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
191+ 1.67% |
$13.3K - $16.4K
|
11.6K
$910K
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
190+ 2.23% |
$13.3K - $16.3K
|
8.73K
$685K
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
188+ 2.51% |
$13.1K - $16.1K
|
7.68K
$603K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
185+ 2.82% |
$12.9K - $15.9K
|
6.75K
$530K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
184+ 0.3% |
$12.9K - $15.8K
|
62.5K
$4.9M
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
179+ 4.96% |
$12.5K - $15.3K
|
3.79K
$298K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
179+ 5.02% |
$12.5K - $15.3K
|
3.74K
$294K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
175+ 5.39% |
$12.2K - $15K
|
3.42K
$269K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
173+ 0.12% |
$12.1K - $14.8K
|
143K
$11.2M
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
170+ 6.78% |
$11.9K - $14.6K
|
2.68K
$210K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
169+ 4.35% |
$11.8K - $14.5K
|
4.06K
$318K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
168+ 2.49% |
$11.7K - $14.4K
|
6.92K
$543K
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
163+ 0.98% |
$11.4K - $14K
|
16.9K
$1.33M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
163+ 1.32% |
$11.4K - $14K
|
12.5K
$980K
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
162+ 3.89% |
$11.3K - $13.9K
|
4.33K
$340K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
162+ 16200.0% |
$11.3K - $13.9K
|
163
$12.8K
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
162+ 2.39% |
$11.3K - $13.9K
|
6.94K
$545K
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
160+ 2.07% |
$11.2K - $13.7K
|
7.89K
$620K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
160+ 5.11% |
$11.2K - $13.7K
|
3.29K
$259K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
160+ 326.53% |
$11.2K - $13.7K
|
209
$16.4K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
160+ 0.68% |
$11.2K - $13.7K
|
23.6K
$1.86M
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
158+ 0.36% |
$11K - $13.5K
|
43.5K
$3.42M
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
157+ 0.23% |
$11K - $13.5K
|
67.2K
$5.27M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
156+ 8.17% |
$10.9K - $13.4K
|
2.07K
$162K
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
150+ 0.43% |
$10.5K - $12.9K
|
35.4K
$2.78M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
149+ 0.47% |
$10.4K - $12.8K
|
31.6K
$2.48M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
147+ 2.29% |
$10.3K - $12.6K
|
6.57K
$516K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
147+ 2.36% |
$10.3K - $12.6K
|
6.38K
$501K
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
146+ 0.76% |
$10.2K - $12.5K
|
19.3K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
144+ 2.23% |
$10.1K - $12.3K
|
6.59K
$517K
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
143+ 2.66% |
$9.99K - $12.3K
|
5.51K
$433K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
143+ 4.74% |
$9.99K - $12.3K
|
3.16K
$248K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
140+ 2.61% |
$9.78K - $12K
|
5.5K
$432K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
140+ 2.71% |
$9.78K - $12K
|
5.31K
$417K
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
139+ 1.55% |
$9.71K - $11.9K
|
9.12K
$716K
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
139+ 2.13% |
$9.71K - $11.9K
|
6.67K
$524K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
138+ 0.47% |
$9.64K - $11.8K
|
29.4K
$2.31M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
137+ 0.54% |
$9.57K - $11.7K
|
25.7K
$2.02M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
136+ 3.95% |
$9.5K - $11.7K
|
3.58K
$281K
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
136+ 3.15% |
$9.5K - $11.7K
|
4.45K
$349K
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
135+ 0.83% |
$9.43K - $11.6K
|
16.3K
$1.28M
|