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 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-263- 0.09% |
$18.4K - $22.5K
|
306K
$24M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-264- 1.53% |
$18.4K - $22.6K
|
17K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-264- 1.3% |
$18.4K - $22.6K
|
20.1K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-266- 4.14% |
$18.6K - $22.8K
|
6.16K
$484K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-274- 6.17% |
$19.1K - $23.5K
|
4.17K
$327K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-275- 0.92% |
$19.2K - $23.6K
|
29.8K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-278- 3.04% |
$19.4K - $23.8K
|
8.87K
$696K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 2.82% |
$19.5K - $23.9K
|
9.63K
$756K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-285- 1.43% |
$19.9K - $24.4K
|
19.6K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-289- 0.56% |
$20.2K - $24.8K
|
51K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-291- 5.21% |
$20.3K - $25K
|
5.3K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-294- 2.15% |
$20.5K - $25.2K
|
13.4K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-294- 6.18% |
$20.5K - $25.2K
|
4.46K
$350K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-294- 1.16% |
$20.5K - $25.2K
|
25.1K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-298- 4.44% |
$20.8K - $25.6K
|
6.42K
$504K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 2.9% |
$21K - $25.7K
|
10K
$788K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-302- 0.33% |
$21.1K - $25.9K
|
89.9K
$7.06M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-304- 3.28% |
$21.2K - $26.1K
|
8.95K
$703K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-304- 6.58% |
$21.2K - $26.1K
|
4.32K
$339K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-307- 1.44% |
$21.5K - $26.3K
|
21K
$1.65M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-308- 0.37% |
$21.5K - $26.4K
|
82.3K
$6.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-310- 3.02% |
$21.7K - $26.6K
|
9.95K
$781K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-310- 0.44% |
$21.7K - $26.6K
|
69.4K
$5.45M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-318- 10.13% |
$22.2K - $27.3K
|
2.82K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-320- 4.06% |
$22.4K - $27.4K
|
7.57K
$594K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-320- 1.77% |
$22.4K - $27.4K
|
17.7K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-323- 3.13% |
$22.6K - $27.7K
|
9.99K
$784K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-325- 8.83% |
$22.7K - $27.9K
|
3.35K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-329- 5.48% |
$23K - $28.2K
|
5.68K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-330- 78.57% |
$23.1K - $28.3K
|
90
$7.07K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-331- 26.89% |
$23.1K - $28.4K
|
900
$70.7K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-334- 6.2% |
$23.3K - $28.6K
|
5.05K
$397K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-344- 5.92% |
$24K - $29.5K
|
5.47K
$430K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-346- 10.52% |
$24.2K - $29.7K
|
2.94K
$231K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-346- 1.91% |
$24.2K - $29.7K
|
17.7K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-350- 2.96% |
$24.5K - $30K
|
11.5K
$902K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-354- 7.83% |
$24.7K - $30.4K
|
4.17K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-354- 2.16% |
$24.7K - $30.4K
|
16K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-355- 0.56% |
$24.8K - $30.4K
|
62.8K
$4.93M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-357- 0.16% |
$24.9K - $30.6K
|
229K
$18M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-358- 2.54% |
$25K - $30.7K
|
13.7K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-358- 1.32% |
$25K - $30.7K
|
26.8K
$2.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-360- 1.02% |
$25.2K - $30.9K
|
34.9K
$2.74M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-363- 4.79% |
$25.4K - $31.1K
|
7.21K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-367- 5.86% |
$25.6K - $31.5K
|
5.89K
$463K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-378- 8.26% |
$26.4K - $32.4K
|
4.2K
$330K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-378- 3.05% |
$26.4K - $32.4K
|
12K
$944K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-380- 0.95% |
$26.6K - $32.6K
|
39.6K
$3.11M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-380- 3.99% |
$26.6K - $32.6K
|
9.14K
$718K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-380- 3.11% |
$26.6K - $32.6K
|
11.9K
$931K
|