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 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 0.37% |
$1.05K - $1.29K
|
4.09K
$321K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
15+ 0.39% |
$1.05K - $1.29K
|
3.88K
$304K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 0.53% |
$978 - $1.2K
|
2.63K
$207K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.14% |
$908 - $1.11K
|
9.18K
$721K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
13+ 0.36% |
$908 - $1.11K
|
3.59K
$282K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 6.22% |
$838 - $1.03K
|
205
$16.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.36% |
$838 - $1.03K
|
3.31K
$260K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
12+ 0.16% |
$838 - $1.03K
|
7.53K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12+ 0.23% |
$838 - $1.03K
|
5.28K
$414K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11+ 0.12% |
$769 - $943
|
9.39K
$737K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10+ 0.31% |
$699 - $857
|
3.29K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
10+ 0.11% |
$699 - $857
|
9.05K
$711K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
10+ 0.05% |
$699 - $857
|
21.4K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.23% |
$629 - $772
|
3.95K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
8+ 0.1% |
$559 - $686
|
8.16K
$641K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8+ 0.07% |
$559 - $686
|
11.8K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
7+ 0.17% |
$489 - $600
|
4.05K
$318K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6+ 0.03% |
$419 - $514
|
17.6K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$419 - $514
|
2.97K
$233K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6+ 0.16% |
$419 - $514
|
3.82K
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.25% |
$349 - $429
|
2K
$157K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 1.22% |
$349 - $429
|
415
$32.6K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5+ 0.04% |
$349 - $429
|
12.8K
$1M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
4+ 0.02% |
$279 - $343
|
24.7K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.04% |
$279 - $343
|
11.2K
$879K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
4+ 0.13% |
$279 - $343
|
3.07K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4+ 0.03% |
$279 - $343
|
12.3K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.09% |
$279 - $343
|
4.25K
$333K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4+ 0.02% |
$279 - $343
|
23.8K
$1.87M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$210 - $257
|
14.5K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3+ 0.04% |
$210 - $257
|
8.5K
$667K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$210 - $257
|
2.27K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.64% |
$210 - $257
|
473
$37.1K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.41% |
$210 - $257
|
727
$57.1K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.06% |
$210 - $257
|
5.02K
$394K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.21% |
$140 - $171
|
940
$73.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.06% |
$140 - $171
|
3.35K
$263K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 4.65% |
$140 - $171
|
45
$3.53K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
2+ 0.07% |
$140 - $171
|
2.71K
$213K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.02% |
$140 - $171
|
11.6K
$913K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2+ 0.01% |
$140 - $171
|
23.8K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
2+ 0.02% |
$140 - $171
|
13.2K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$69.9 - $85.7
|
4.97K
$391K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$69.9 - $85.7
|
14.2K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
1+ 0.03% |
$69.9 - $85.7
|
3.93K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$69.9 - $85.7
|
3.35K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1New |
$69.9 - $85.7
|
1
$78.5
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-2- 0.05% |
$140 - $171
|
3.9K
$306K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2- 0.04% |
$140 - $171
|
5.03K
$395K
|