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 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-500- 12.5% |
$34.9K - $42.9K
|
3.5K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-501- 4.39% |
$35K - $43K
|
10.9K
$857K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-506- 2.36% |
$35.4K - $43.4K
|
20.9K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-513- 7.98% |
$35.8K - $44K
|
5.92K
$465K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-522- 2.4% |
$36.5K - $44.8K
|
21.2K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-525- 6.7% |
$36.7K - $45K
|
7.31K
$574K
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-525- 0.92% |
$36.7K - $45K
|
56.5K
$4.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-525- 1.0% |
$36.7K - $45K
|
51.8K
$4.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-528- 5.7% |
$36.9K - $45.3K
|
8.74K
$686K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-529- 4.84% |
$37K - $45.4K
|
10.4K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-530- 0.74% |
$37K - $45.4K
|
71.3K
$5.6M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-534- 27.64% |
$37.3K - $45.8K
|
1.4K
$110K
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
SELL
|
- |
-535- 1.33% |
$37.4K - $45.9K
|
39.8K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-537- 5.05% |
$37.5K - $46K
|
10.1K
$793K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-543- 3.84% |
$37.9K - $46.6K
|
13.6K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-555- 1.17% |
$38.8K - $47.6K
|
46.7K
$3.67M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-555- 2.06% |
$38.8K - $47.6K
|
26.4K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-556- 50.0% |
$38.8K - $47.7K
|
556
$43.7K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-560- 4.46% |
$39.1K - $48K
|
12K
$941K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-575- 12.25% |
$40.2K - $49.3K
|
4.12K
$323K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-575- 2.97% |
$40.2K - $49.3K
|
18.8K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-580- 2.2% |
$40.5K - $49.7K
|
25.8K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-582- 11.69% |
$40.7K - $49.9K
|
4.4K
$345K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-582- 3.45% |
$40.7K - $49.9K
|
16.3K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-583- 4.95% |
$40.7K - $50K
|
11.2K
$878K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-585- 11.07% |
$40.9K - $50.2K
|
4.7K
$369K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-589Closed |
$41.2K - $50.5K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-590- 2.42% |
$41.2K - $50.6K
|
23.8K
$1.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-592- 13.82% |
$41.4K - $50.8K
|
3.69K
$290K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-598- 0.44% |
$41.8K - $51.3K
|
134K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-600- 1.89% |
$41.9K - $51.4K
|
31.2K
$2.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-612- 6.51% |
$42.8K - $52.5K
|
8.79K
$690K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-615- 6.63% |
$43K - $52.7K
|
8.67K
$680K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-617- 5.52% |
$43.1K - $52.9K
|
10.6K
$830K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-621- 6.56% |
$43.4K - $53.2K
|
8.84K
$694K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-624- 0.79% |
$43.6K - $53.5K
|
78K
$6.13M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-625- 2.94% |
$43.7K - $53.6K
|
20.6K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-628- 15.79% |
$43.9K - $53.8K
|
3.35K
$263K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-628- 1.0% |
$43.9K - $53.8K
|
62.5K
$4.9M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-631- 7.31% |
$44.1K - $54.1K
|
8K
$628K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-648- 2.27% |
$45.3K - $55.6K
|
27.9K
$2.19M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-650- 39.98% |
$45.4K - $55.7K
|
976
$76.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-653- 3.59% |
$45.6K - $56K
|
17.5K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-655- 18.03% |
$45.8K - $56.2K
|
2.98K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-656- 4.58% |
$45.8K - $56.2K
|
13.7K
$1.07M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-657- 10.38% |
$45.9K - $56.3K
|
5.67K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-660- 13.75% |
$46.1K - $56.6K
|
4.14K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-667- 8.25% |
$46.6K - $57.2K
|
7.42K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-668- 0.99% |
$46.7K - $57.3K
|
67.1K
$5.27M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-674- 8.77% |
$47.1K - $57.8K
|
7.01K
$551K
|