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 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-360- 1.02% |
$25.2K - $30.9K
|
34.9K
$2.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-363- 4.79% |
$25.4K - $31.1K
|
7.21K
$491K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-367- 5.86% |
$25.6K - $31.5K
|
5.89K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-378- 8.26% |
$26.4K - $32.4K
|
4.2K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-378- 3.05% |
$26.4K - $32.4K
|
12K
$819K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-380- 0.95% |
$26.6K - $32.6K
|
39.6K
$2.7M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-380- 3.99% |
$26.6K - $32.6K
|
9.14K
$622K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-380- 3.11% |
$26.6K - $32.6K
|
11.9K
$807K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-381- 3.68% |
$26.6K - $32.7K
|
9.97K
$679K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-381- 3.83% |
$26.6K - $32.7K
|
9.58K
$652K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-382- 10.86% |
$26.7K - $32.8K
|
3.14K
$213K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-386- 0.63% |
$27K - $33.1K
|
60.7K
$4.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-387- 27.82% |
$27K - $33.2K
|
1K
$68.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-389- 6.16% |
$27.2K - $33.4K
|
5.93K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-391- 6.42% |
$27.3K - $33.5K
|
5.7K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-392- 3.51% |
$27.4K - $33.6K
|
10.8K
$733K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-394- 2.72% |
$27.5K - $33.8K
|
14.1K
$961K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-394- 2.17% |
$27.5K - $33.8K
|
17.8K
$1.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-400- 1.77% |
$27.9K - $34.3K
|
22.2K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-400- 3.03% |
$27.9K - $34.3K
|
12.8K
$870K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-400- 6.24% |
$27.9K - $34.3K
|
6.01K
$409K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-400- 2.77% |
$27.9K - $34.3K
|
14K
$954K
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-400- 1.85% |
$27.9K - $34.3K
|
21.2K
$1.44M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 2.06% |
$27.9K - $34.3K
|
19.1K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-401- 0.28% |
$28K - $34.4K
|
141K
$9.6M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-403- 4.34% |
$28.2K - $34.6K
|
8.87K
$604K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-408- 20.93% |
$28.5K - $35K
|
1.54K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-424- 4.77% |
$29.6K - $36.4K
|
8.47K
$577K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-428- 5.18% |
$29.9K - $36.7K
|
7.83K
$533K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-428- 1.38% |
$29.9K - $36.7K
|
30.6K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-432- 2.88% |
$30.2K - $37K
|
14.6K
$991K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-433- 2.27% |
$30.3K - $37.1K
|
18.6K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-434- 1.05% |
$30.3K - $37.2K
|
41.1K
$2.8M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-439- 1.03% |
$30.7K - $37.6K
|
42.4K
$2.88M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-439- 1.03% |
$30.7K - $37.6K
|
42.4K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-440- 0.23% |
$30.7K - $37.7K
|
187K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-444- 0.4% |
$31K - $38.1K
|
110K
$7.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-450- 2.2% |
$31.4K - $38.6K
|
20K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-456- 1.04% |
$31.9K - $39.1K
|
43.5K
$2.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-457- 0.5% |
$31.9K - $39.2K
|
91.1K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-457- 4.96% |
$31.9K - $39.2K
|
8.75K
$595K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-462- 9.64% |
$32.3K - $39.6K
|
4.33K
$295K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-462- 11.54% |
$32.3K - $39.6K
|
3.54K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-463- 26.22% |
$32.3K - $39.7K
|
1.3K
$88.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-466- 0.46% |
$32.6K - $40K
|
102K
$6.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-467- 3.17% |
$32.6K - $40K
|
14.3K
$972K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-470- 7.28% |
$32.8K - $40.3K
|
5.99K
$407K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-472- 2.9% |
$33K - $40.5K
|
15.8K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-472- 6.11% |
$33K - $40.5K
|
7.25K
$494K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-475- 1.66% |
$33.2K - $40.7K
|
28.1K
$1.91M
|