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 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-885- 7.5% |
$61.8K - $75.9K
|
10.9K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-885- 4.59% |
$61.8K - $75.9K
|
18.4K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-888- 15.59% |
$62K - $76.1K
|
4.81K
$365K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-910- 13.13% |
$63.6K - $78K
|
6.02K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-916- 2.5% |
$64K - $78.5K
|
35.7K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-917- 1.61% |
$64.1K - $78.6K
|
55.9K
$4.25M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-920- 31.75% |
$64.3K - $78.9K
|
1.98K
$150K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-934- 0.88% |
$65.3K - $80.1K
|
105K
$7.99M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-939- 2.87% |
$65.6K - $80.5K
|
31.7K
$2.41M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-966- 10.83% |
$67.5K - $82.8K
|
7.96K
$605K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-970- 14.51% |
$67.8K - $83.2K
|
5.72K
$434K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-974- 2.12% |
$68.1K - $83.5K
|
45.1K
$3.43M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-987- 15.57% |
$69K - $84.6K
|
5.35K
$407K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-990- 7.74% |
$69.2K - $84.9K
|
11.8K
$897K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-992- 99.0% |
$69.3K - $85.1K
|
10
$760
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1K- 0.74% |
$69.9K - $85.7K
|
133K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1K- 7.69% |
$69.9K - $85.7K
|
12K
$912K
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1K- 4.39% |
$69.9K - $85.7K
|
21.8K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.9% |
$70.1K - $86K
|
19.4K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.02K- 12.48% |
$70.9K - $87K
|
7.12K
$541K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.02K- 6.87% |
$71.4K - $87.6K
|
13.8K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-1.02K- 4.05% |
$71.4K - $87.6K
|
24.2K
$1.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.03K- 5.98% |
$71.9K - $88.2K
|
16.2K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 4.07% |
$73.2K - $89.8K
|
24.7K
$1.88M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-1.05K- 1.11% |
$73.6K - $90.4K
|
93.6K
$7.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-1.07K- 2.59% |
$75K - $92K
|
40.4K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.07K- 8.42% |
$75K - $92.1K
|
11.7K
$887K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.08K- 0.39% |
$75.2K - $92.3K
|
275K
$20.9M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.08K- 9.61% |
$75.2K - $92.3K
|
10.1K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.08K- 4.66% |
$75.2K - $92.3K
|
22K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 2.84% |
$76.6K - $94K
|
37.5K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.1K- 9.0% |
$77.1K - $94.7K
|
11.2K
$848K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.11K- 2.72% |
$77.3K - $94.8K
|
39.5K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.12K- 25.75% |
$78.3K - $96K
|
3.23K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.13K- 37.13% |
$78.8K - $96.7K
|
1.91K
$145K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.14K- 17.19% |
$79.8K - $97.9K
|
5.5K
$418K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.15K- 6.61% |
$80.2K - $98.4K
|
16.2K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.17K- 2.07% |
$81.4K - $99.9K
|
55.2K
$4.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.17K- 2.87% |
$81.7K - $100K
|
39.5K
$3M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 21.64% |
$82K - $101K
|
4.25K
$323K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.18K- 2.54% |
$82.2K - $101K
|
45.1K
$3.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 7.94% |
$82.5K - $101K
|
13.7K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.19K- 0.54% |
$83.1K - $102K
|
219K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.2K- 10.48% |
$83.8K - $103K
|
10.3K
$779K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.2K- 14.51% |
$83.9K - $103K
|
7.08K
$538K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 1.43% |
$84.5K - $104K
|
83.5K
$6.34M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.21K- 3.45% |
$84.8K - $104K
|
34K
$2.58M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-1.23K- 3.7% |
$86.1K - $106K
|
32.1K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.25K- 7.16% |
$87.3K - $107K
|
16.2K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-1.26K- 13.02% |
$88.3K - $108K
|
8.44K
$642K
|