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
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.24K- 28.64% |
$436K - $535K
|
15.5K
$1.18M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-6.37K- 55.21% |
$445K - $547K
|
5.17K
$393K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.38K- 6.37% |
$446K - $547K
|
93.7K
$7.12M
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-6.46K- 1.47% |
$452K - $554K
|
432K
$32.8M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.54K- 14.63% |
$457K - $560K
|
38.1K
$2.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.62K- 23.41% |
$463K - $568K
|
21.7K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.84K- 19.14% |
$478K - $586K
|
28.9K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-6.98K- 15.22% |
$487K - $598K
|
38.9K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.02K- 17.1% |
$491K - $602K
|
34.1K
$2.59M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-7.03K- 70.46% |
$491K - $603K
|
2.95K
$224K
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.1K- 0.96% |
$496K - $609K
|
730K
$55.5M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-7.14K- 3.44% |
$499K - $612K
|
201K
$15.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-7.31K- 38.04% |
$511K - $627K
|
11.9K
$905K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.33K- 76.88% |
$512K - $628K
|
2.2K
$168K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.33K- 30.88% |
$512K - $629K
|
16.4K
$1.25M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-7.47K- 19.25% |
$522K - $641K
|
31.4K
$2.38M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.85K- 99.03% |
$549K - $673K
|
77
$5.85K
|
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-8.28K- 14.67% |
$578K - $710K
|
48.1K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.36K- 12.72% |
$584K - $717K
|
57.3K
$4.36M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.68K- 9.77% |
$607K - $744K
|
80.2K
$6.09M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-8.78K- 9.75% |
$613K - $753K
|
81.2K
$6.17M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.92K- 0.58% |
$623K - $765K
|
1.54M
$117M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-8.92K- 68.03% |
$623K - $765K
|
4.19K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.32K- 37.01% |
$651K - $799K
|
15.9K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.43K- 0.97% |
$659K - $809K
|
965K
$73.3M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.49K- 45.74% |
$663K - $813K
|
11.3K
$855K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.53K- 2.77% |
$666K - $817K
|
334K
$25.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.54K- 6.01% |
$666K - $818K
|
149K
$11.3M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-9.57K- 29.54% |
$669K - $820K
|
22.8K
$1.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-9.61K- 95.81% |
$671K - $824K
|
420
$31.9K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-9.69K- 0.34% |
$677K - $831K
|
2.87M
$218M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-10K- 19.63% |
$700K - $859K
|
41K
$3.12M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10K- 6.21% |
$701K - $860K
|
152K
$11.5M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10.2K- 32.55% |
$715K - $877K
|
21.2K
$1.61M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10.3K- 77.7% |
$721K - $885K
|
2.96K
$225K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4KClosed |
$724K - $889K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 9.25% |
$725K - $889K
|
102K
$7.74M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10.4K- 7.88% |
$728K - $894K
|
122K
$9.26M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-10.5K- 2.88% |
$734K - $900K
|
354K
$26.9M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-11K- 9.24% |
$767K - $942K
|
108K
$8.2M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-11.1K- 8.25% |
$774K - $950K
|
123K
$9.37M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-11.1K- 10.94% |
$775K - $951K
|
90.3K
$6.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 21.89% |
$788K - $967K
|
40.2K
$3.06M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-11.3K- 20.19% |
$789K - $968K
|
44.6K
$3.39M
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-11.3K- 5.62% |
$791K - $971K
|
190K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-11.4K- 13.59% |
$797K - $978K
|
72.5K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.5K- 78.6% |
$805K - $988K
|
3.14K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-11.5K- 48.44% |
$806K - $989K
|
12.3K
$933K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.6K- 9.28% |
$809K - $993K
|
113K
$8.6M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-11.6K- 54.15% |
$812K - $997K
|
9.84K
$748K
|