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 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-103- 0.57% |
$7.2K - $8.83K
|
18K
$1.42M
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-104- 3.53% |
$7.27K - $8.92K
|
2.84K
$223K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-107- 84.25% |
$7.48K - $9.17K
|
20
$1.57K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-114- 2.7% |
$7.97K - $9.77K
|
4.11K
$323K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-115- 0.79% |
$8.04K - $9.86K
|
14.5K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-115Closed |
$8.04K - $9.86K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-120- 0.68% |
$8.38K - $10.3K
|
17.6K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-121- 1.3% |
$8.45K - $10.4K
|
9.17K
$720K
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-124- 1.29% |
$8.66K - $10.6K
|
9.5K
$746K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-126- 1.41% |
$8.8K - $10.8K
|
8.8K
$691K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-126- 1.21% |
$8.8K - $10.8K
|
10.3K
$806K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-126- 20.66% |
$8.8K - $10.8K
|
484
$38K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-130- 2.07% |
$9.08K - $11.1K
|
6.15K
$483K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-138- 2.1% |
$9.64K - $11.8K
|
6.43K
$504K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-143- 1.37% |
$9.99K - $12.3K
|
10.3K
$806K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-144- 1.19% |
$10.1K - $12.3K
|
12K
$939K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-144- 6.53% |
$10.1K - $12.3K
|
2.06K
$162K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-145- 3.77% |
$10.1K - $12.4K
|
3.7K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-145- 0.22% |
$10.1K - $12.4K
|
65.2K
$5.12M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-145- 0.62% |
$10.1K - $12.4K
|
23.2K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-146- 5.23% |
$10.2K - $12.5K
|
2.64K
$208K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-148- 5.9% |
$10.3K - $12.7K
|
2.36K
$185K
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-148- 0.22% |
$10.3K - $12.7K
|
68.1K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-148- 1.3% |
$10.3K - $12.7K
|
11.3K
$884K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-149- 4.45% |
$10.4K - $12.8K
|
3.2K
$251K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-149- 4.7% |
$10.4K - $12.8K
|
3.02K
$237K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-153- 1.08% |
$10.7K - $13.1K
|
14K
$1.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-154- 1.96% |
$10.8K - $13.2K
|
7.69K
$604K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-155- 0.63% |
$10.8K - $13.3K
|
24.3K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-155- 0.89% |
$10.8K - $13.3K
|
17.2K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-156- 2.4% |
$10.9K - $13.4K
|
6.35K
$498K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-156- 1.1% |
$10.9K - $13.4K
|
14.1K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-156- 2.51% |
$10.9K - $13.4K
|
6.05K
$475K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-157- 4.62% |
$11K - $13.5K
|
3.24K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-158- 0.39% |
$11K - $13.5K
|
40.5K
$3.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-159- 44.29% |
$11.1K - $13.6K
|
200
$15.7K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-160- 3.75% |
$11.2K - $13.7K
|
4.11K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-161- 2.23% |
$11.2K - $13.8K
|
7.06K
$554K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-162- 66.94% |
$11.3K - $13.9K
|
80
$6.28K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-164- 1.05% |
$11.5K - $14.1K
|
15.4K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-165- 5.17% |
$11.5K - $14.1K
|
3.03K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-165- 4.94% |
$11.5K - $14.1K
|
3.18K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-166- 0.82% |
$11.6K - $14.2K
|
20K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-167- 9.65% |
$11.7K - $14.3K
|
1.56K
$123K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-170- 2.05% |
$11.9K - $14.6K
|
8.12K
$637K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-173- 0.72% |
$12.1K - $14.8K
|
23.7K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-174- 0.18% |
$12.2K - $14.9K
|
97.8K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-174- 3.4% |
$12.2K - $14.9K
|
4.94K
$388K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-175- 0.36% |
$12.2K - $15K
|
48.7K
$3.82M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-178- 1.2% |
$12.4K - $15.3K
|
14.7K
$1.15M
|