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 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-179- 1.19% |
$12.5K - $15.3K
|
14.9K
$1.17M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-180- 5.85% |
$12.6K - $15.4K
|
2.9K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-181- 4.04% |
$12.6K - $15.5K
|
4.3K
$337K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-181- 3.57% |
$12.6K - $15.5K
|
4.89K
$384K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-183- 1.53% |
$12.8K - $15.7K
|
11.8K
$926K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-187- 1.61% |
$13.1K - $16K
|
11.5K
$900K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-187- 0.45% |
$13.1K - $16K
|
41.6K
$3.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-188- 10.46% |
$13.1K - $16.1K
|
1.61K
$126K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-190- 0.62% |
$13.3K - $16.3K
|
30.5K
$2.39M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-190- 1.22% |
$13.3K - $16.3K
|
15.4K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-195- 4.9% |
$13.6K - $16.7K
|
3.79K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-198- 3.97% |
$13.8K - $17K
|
4.8K
$377K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-200- 1.51% |
$14K - $17.1K
|
13K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 2.42% |
$14K - $17.1K
|
8.07K
$634K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 2.06% |
$14K - $17.1K
|
9.51K
$747K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 25.0% |
$14K - $17.1K
|
600
$47.1K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 0.43% |
$14K - $17.1K
|
46K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-200- 4.24% |
$14K - $17.1K
|
4.52K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-202- 2.68% |
$14.1K - $17.3K
|
7.33K
$576K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-205- 0.46% |
$14.3K - $17.6K
|
44.3K
$3.48M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-206- 0.74% |
$14.4K - $17.7K
|
27.5K
$2.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-209- 5.5% |
$14.6K - $17.9K
|
3.59K
$282K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-209- 2.28% |
$14.6K - $17.9K
|
8.94K
$702K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-209- 2.87% |
$14.6K - $17.9K
|
7.07K
$555K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-212- 2.83% |
$14.8K - $18.2K
|
7.29K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-214- 4.12% |
$15K - $18.3K
|
4.98K
$391K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-215- 0.92% |
$15K - $18.4K
|
23.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-221- 3.06% |
$15.4K - $18.9K
|
7K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-224- 5.3% |
$15.7K - $19.2K
|
4.01K
$314K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-232- 0.67% |
$16.2K - $19.9K
|
34.6K
$2.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-237- 1.21% |
$16.6K - $20.3K
|
19.4K
$1.52M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-238- 10.52% |
$16.6K - $20.4K
|
2.03K
$159K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-240- 6.35% |
$16.8K - $20.6K
|
3.54K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-240- 8.18% |
$16.8K - $20.6K
|
2.7K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-241- 1.6% |
$16.8K - $20.7K
|
14.9K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-242- 5.78% |
$16.9K - $20.7K
|
3.94K
$310K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-245- 3.52% |
$17.1K - $21K
|
6.72K
$528K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-246- 16.08% |
$17.2K - $21.1K
|
1.28K
$101K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-247- 16.43% |
$17.3K - $21.2K
|
1.26K
$98.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-248- 1.55% |
$17.3K - $21.3K
|
15.7K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-248- 36.9% |
$17.3K - $21.3K
|
424
$33.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-249- 1.12% |
$17.4K - $21.3K
|
22K
$1.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-250- 1.89% |
$17.5K - $21.4K
|
13K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-250- 0.83% |
$17.5K - $21.4K
|
29.8K
$2.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-254- 5.96% |
$17.7K - $21.8K
|
4.01K
$315K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-258- 0.67% |
$18K - $22.1K
|
38K
$2.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-260- 3.2% |
$18.2K - $22.3K
|
7.85K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-260- 0.52% |
$18.2K - $22.3K
|
50.1K
$3.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-261- 4.33% |
$18.2K - $22.4K
|
5.76K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-261- 5.79% |
$18.2K - $22.4K
|
4.25K
$333K
|