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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.27K- 12.5% |
$88.4K - $108K
|
8.86K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-1.27K- 8.52% |
$88.8K - $109K
|
13.6K
$1.04M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.27K- 2.22% |
$89K - $109K
|
56.1K
$4.27M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.3K- 10.99% |
$90.8K - $111K
|
10.5K
$800K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.3K- 13.09% |
$91K - $112K
|
8.64K
$657K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 0.17% |
$91.9K - $113K
|
765K
$58.1M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.32K- 24.85% |
$92.4K - $113K
|
4K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.34K- 29.72% |
$93.3K - $114K
|
3.16K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.34K- 0.79% |
$93.9K - $115K
|
170K
$12.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.36K- 15.13% |
$94.7K - $116K
|
7.61K
$578K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.36K- 0.84% |
$94.9K - $116K
|
160K
$12.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.39K- 1.81% |
$97.3K - $119K
|
75.3K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.4K- 14.28% |
$97.5K - $120K
|
8.37K
$636K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.4K- 6.44% |
$97.8K - $120K
|
20.3K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 1.68% |
$98.1K - $120K
|
82.1K
$6.24M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.42K- 1.9% |
$99.4K - $122K
|
73.3K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.44K- 16.22% |
$101K - $123K
|
7.44K
$565K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
SELL
|
- |
-1.45K- 14.27% |
$101K - $124K
|
8.69K
$660K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.45K- 4.17% |
$101K - $124K
|
33.3K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
SELL
|
- |
-1.49K- 0.3% |
$104K - $128K
|
491K
$37.3M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.49K- 21.91% |
$104K - $128K
|
5.32K
$404K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.49K- 13.82% |
$104K - $128K
|
9.31K
$707K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.49K- 3.92% |
$104K - $128K
|
36.6K
$2.78M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 8.94% |
$105K - $129K
|
15.3K
$1.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.52K- 1.44% |
$106K - $130K
|
104K
$7.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.52K- 5.27% |
$106K - $130K
|
27.2K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.52K- 8.56% |
$106K - $130K
|
16.2K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 14.06% |
$107K - $131K
|
9.33K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.53K- 3.7% |
$107K - $131K
|
39.8K
$3.03M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.55K- 30.33% |
$108K - $133K
|
3.56K
$271K
|
|
|
May 08, 2023
Q1 2023
|
Boxwood Ventures, Inc.
|
SELL
|
- |
-1.55K- 6.85% |
$109K - $133K
|
21.1K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.58K- 33.38% |
$110K - $135K
|
3.15K
$239K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.6K- 34.37% |
$112K - $137K
|
3.05K
$232K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.6K- 14.73% |
$112K - $137K
|
9.26K
$704K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.61K- 21.16% |
$112K - $138K
|
6K
$456K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.62K- 3.88% |
$113K - $139K
|
40.1K
$3.05M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.63K- 24.49% |
$114K - $140K
|
5.04K
$383K
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.65K- 3.22% |
$115K - $141K
|
49.4K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.65K- 4.05% |
$115K - $141K
|
39.1K
$2.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.7K- 4.43% |
$119K - $146K
|
36.7K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.71K- 5.35% |
$119K - $146K
|
30.1K
$2.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 19.43% |
$120K - $147K
|
7.11K
$541K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.75K- 8.29% |
$122K - $150K
|
19.3K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.75K- 3.54% |
$123K - $150K
|
47.9K
$3.64M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
SELL
|
- |
-1.76K- 37.82% |
$123K - $151K
|
2.9K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.77K- 2.01% |
$124K - $152K
|
86.4K
$6.57M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-1.79K- 3.08% |
$125K - $153K
|
56.3K
$4.28M
|
|
|
May 02, 2023
Q1 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-1.83K- 9.3% |
$128K - $157K
|
17.8K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 23.09% |
$128K - $157K
|
6.1K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.85K- 1.75% |
$129K - $159K
|
104K
$7.91M
|