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 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-675- 6.39% |
$47.2K - $57.9K
|
9.89K
$776K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-684- 3.78% |
$47.8K - $58.6K
|
17.4K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-684- 0.43% |
$47.8K - $58.6K
|
158K
$12.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-697- 7.8% |
$48.7K - $59.8K
|
8.24K
$647K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-698- 15.69% |
$48.8K - $59.8K
|
3.75K
$295K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-703- 9.77% |
$49.1K - $60.3K
|
6.49K
$510K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-713- 8.47% |
$49.8K - $61.1K
|
7.71K
$605K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-714- 2.2% |
$49.9K - $61.2K
|
31.8K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-714- 6.52% |
$49.9K - $61.2K
|
10.2K
$804K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-724- 1.33% |
$50.6K - $62.1K
|
53.8K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-724- 0.88% |
$50.6K - $62.1K
|
81.2K
$6.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-725- 1.25% |
$50.7K - $62.2K
|
57.5K
$4.51M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-730- 0.55% |
$51K - $62.6K
|
132K
$10.3M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-733- 16.93% |
$51.2K - $62.8K
|
3.6K
$282K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-738- 4.75% |
$51.6K - $63.3K
|
14.8K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-751- 0.35% |
$52.5K - $64.4K
|
217K
$17M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-753- 13.9% |
$52.6K - $64.6K
|
4.67K
$366K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-759- 13.93% |
$53K - $65.1K
|
4.69K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-768- 0.96% |
$53.7K - $65.8K
|
79.1K
$6.21M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-771- 3.71% |
$53.9K - $66.1K
|
20K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-774- 8.05% |
$54.1K - $66.4K
|
8.85K
$695K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-777- 7.51% |
$54.3K - $66.6K
|
9.58K
$752K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-777- 92.28% |
$54.3K - $66.6K
|
65
$5.1K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-779- 14.62% |
$54.4K - $66.8K
|
4.55K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-787- 6.17% |
$55K - $67.5K
|
12K
$939K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-793- 4.37% |
$55.4K - $68K
|
17.4K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-795- 1.74% |
$55.5K - $68.2K
|
44.9K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-798- 1.68% |
$55.8K - $68.4K
|
46.7K
$3.66M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-799- 6.84% |
$55.8K - $68.5K
|
10.9K
$855K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-799- 2.87% |
$55.8K - $68.5K
|
27K
$2.12M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-800- 66.67% |
$55.9K - $68.6K
|
400
$31.4K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-800- 16.44% |
$55.9K - $68.6K
|
4.07K
$319K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-800- 19.78% |
$55.9K - $68.6K
|
3.24K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-802- 15.85% |
$56K - $68.8K
|
4.26K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-804- 5.04% |
$56.2K - $68.9K
|
15.2K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-804- 14.6% |
$56.2K - $68.9K
|
4.7K
$369K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-812- 2.66% |
$56.7K - $69.6K
|
29.7K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-820- 4.25% |
$57.3K - $70.3K
|
18.5K
$1.45M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-820- 4.25% |
$57.3K - $70.3K
|
18.5K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-822- 2.92% |
$57.4K - $70.5K
|
27.3K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-840- 2.81% |
$58.7K - $72K
|
29.1K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-849- 8.34% |
$59.3K - $72.8K
|
9.33K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-857- 49.97% |
$59.9K - $73.5K
|
858
$67.4K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-860- 1.28% |
$60.1K - $73.7K
|
66.3K
$5.21M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-867- 1.0% |
$60.6K - $74.3K
|
86K
$6.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-869- 1.15% |
$60.7K - $74.5K
|
74.6K
$5.86M
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-872- 8.83% |
$60.9K - $74.8K
|
9K
$707K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-879- 20.41% |
$61.4K - $75.4K
|
3.43K
$269K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-880- 0.68% |
$61.5K - $75.5K
|
129K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-881- 18.63% |
$61.6K - $75.5K
|
3.85K
$302K
|