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
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.49K- 0.11% |
$174K - $214K
|
2.34M
$178M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.5K- 2.48% |
$174K - $214K
|
98.1K
$7.45M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.51K- 18.73% |
$176K - $216K
|
10.9K
$829K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.53KClosed |
$177K - $217K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.53K- 26.96% |
$177K - $217K
|
6.85K
$521K
|
|
|
Apr 28, 2023
Q1 2023
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.6K- 0.46% |
$182K - $223K
|
561K
$42.7M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.64K- 8.41% |
$184K - $226K
|
28.7K
$2.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.64K- 1.9% |
$185K - $226K
|
136K
$10.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.7K- 2.21% |
$188K - $231K
|
119K
$9.05M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.7K- 8.01% |
$189K - $231K
|
31K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.71K- 14.85% |
$189K - $232K
|
15.5K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-2.72K- 10.97% |
$190K - $233K
|
22K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.73K- 48.13% |
$191K - $234K
|
2.94K
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.75K- 38.7% |
$192K - $235K
|
4.35K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.76K- 2.26% |
$193K - $236K
|
119K
$9.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.78K- 1.44% |
$194K - $238K
|
190K
$14.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.8K- 14.7% |
$196K - $240K
|
16.3K
$1.24M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.84K- 1.29% |
$198K - $243K
|
217K
$16.5M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 6.99% |
$203K - $249K
|
38.7K
$2.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.94K- 1.54% |
$205K - $252K
|
188K
$14.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.95K- 5.67% |
$206K - $253K
|
49K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.97K- 33.4% |
$207K - $254K
|
5.92K
$450K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.97K- 23.22% |
$208K - $255K
|
9.84K
$748K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.16% |
$210K - $257K
|
91.9K
$6.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.03K- 39.23% |
$212K - $260K
|
4.7K
$357K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.07K- 15.46% |
$215K - $263K
|
16.8K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.09K- 19.08% |
$216K - $265K
|
13.1K
$997K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.15K- 48.44% |
$220K - $270K
|
3.35K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.17K- 11.17% |
$222K - $272K
|
25.2K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.19K- 17.23% |
$223K - $273K
|
15.3K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.2K- 51.67% |
$224K - $274K
|
2.99K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.22K- 2.65% |
$225K - $276K
|
118K
$8.99M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.26K- 35.12% |
$228K - $279K
|
6.02K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.26K- 3.42% |
$228K - $279K
|
92.1K
$7M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.33K- 1.51% |
$232K - $285K
|
217K
$16.5M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.34K- 11.5% |
$233K - $286K
|
25.7K
$1.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.41K- 14.03% |
$238K - $292K
|
20.9K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.46K- 5.8% |
$242K - $297K
|
56.2K
$4.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.48K- 19.67% |
$243K - $299K
|
14.2K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.48K- 9.1% |
$243K - $299K
|
34.8K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.49K- 4.56% |
$244K - $299K
|
73K
$5.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.5K- 1.98% |
$245K - $300K
|
173K
$13.2M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.51K- 2.66% |
$245K - $301K
|
128K
$9.74M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.57K- 2.98% |
$250K - $306K
|
116K
$8.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.61K- 23.3% |
$252K - $309K
|
11.9K
$902K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.61K- 0.14% |
$252K - $309K
|
2.51M
$191M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.62K- 1.33% |
$253K - $310K
|
269K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.65K- 2.04% |
$255K - $313K
|
175K
$13.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-3.65K- 23.93% |
$255K - $313K
|
11.6K
$882K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.7K- 4.11% |
$258K - $317K
|
86.4K
$6.56M
|