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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
75New |
$5.24K - $6.43K
|
75
$5.89K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
75+ 0.11% |
$5.24K - $6.43K
|
69.9K
$5.49M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
75+ 3.23% |
$5.24K - $6.43K
|
2.4K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
72+ 0.45% |
$5.03K - $6.17K
|
16.2K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
71+ 2.44% |
$4.96K - $6.09K
|
2.99K
$234K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 0.37% |
$4.89K - $6K
|
18.8K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
70+ 4.81% |
$4.89K - $6K
|
1.52K
$120K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
69+ 38.12% |
$4.82K - $5.92K
|
250
$19.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
66+ 0.64% |
$4.61K - $5.66K
|
10.3K
$812K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
65+ 0.3% |
$4.54K - $5.57K
|
21.6K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
64+ 1.62% |
$4.47K - $5.49K
|
4.02K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
64+ 2.14% |
$4.47K - $5.49K
|
3.05K
$240K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
63+ 2.16% |
$4.4K - $5.4K
|
2.99K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
61+ 2.3% |
$4.26K - $5.23K
|
2.71K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
61+ 0.27% |
$4.26K - $5.23K
|
22.4K
$1.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
60+ 0.57% |
$4.19K - $5.14K
|
10.5K
$825K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
57+ 2.13% |
$3.98K - $4.89K
|
2.73K
$214K
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57+ 1.13% |
$3.98K - $4.89K
|
5.08K
$399K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
56+ 1.01% |
$3.91K - $4.8K
|
5.61K
$440K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
56New |
$3.91K - $4.8K
|
56
$4.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
55+ 1.67% |
$3.84K - $4.72K
|
3.34K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
55+ 1.57% |
$3.84K - $4.72K
|
3.56K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
54New |
$3.77K - $4.63K
|
54
$4.24K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
54+ 0.72% |
$3.77K - $4.63K
|
7.6K
$597K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
53+ 0.15% |
$3.7K - $4.54K
|
36.1K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
53+ 0.2% |
$3.7K - $4.54K
|
26.9K
$2.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
52+ 0.6% |
$3.63K - $4.46K
|
8.72K
$685K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
52+ 1.37% |
$3.63K - $4.46K
|
3.86K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
51+ 1.15% |
$3.56K - $4.37K
|
4.47K
$351K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
50+ 0.63% |
$3.49K - $4.29K
|
7.95K
$624K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
50+ 111.11% |
$3.49K - $4.29K
|
95
$7.46K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
50+ 0.63% |
$3.49K - $4.29K
|
7.95K
$624K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
49+ 1.56% |
$3.42K - $4.2K
|
3.19K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
48+ 0.1% |
$3.35K - $4.12K
|
46.5K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
48+ 100.0% |
$3.35K - $4.12K
|
96
$7.54K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
47New |
$3.28K - $4.03K
|
47
$3.69K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
47+ 0.52% |
$3.28K - $4.03K
|
9.01K
$707K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
44+ 1.07% |
$3.07K - $3.77K
|
4.14K
$325K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
44+ 0.48% |
$3.07K - $3.77K
|
9.13K
$717K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
44+ 0.29% |
$3.07K - $3.77K
|
15.3K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
43+ 0.2% |
$3K - $3.69K
|
21.2K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
43+ 1.39% |
$3K - $3.69K
|
3.13K
$246K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
42+ 1.12% |
$2.93K - $3.6K
|
3.81K
$299K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
42+ 14.69% |
$2.93K - $3.6K
|
328
$25.8K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
40+ 1.02% |
$2.79K - $3.43K
|
3.98K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
40+ 2.1% |
$2.79K - $3.43K
|
1.95K
$153K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 0.44% |
$2.79K - $3.43K
|
9.21K
$723K
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
39+ 1.13% |
$2.72K - $3.34K
|
3.49K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
39+ 8.14% |
$2.72K - $3.34K
|
518
$40.7K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
37+ 1.12% |
$2.59K - $3.17K
|
3.35K
$263K
|