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
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.5K+ 605.15% |
$2.13M - $2.62M
|
35.6K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
30.1K+ 7.1% |
$2.1M - $2.58M
|
454K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
29.9KNew |
$2.09M - $2.57M
|
29.9K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
27.7KNew |
$1.93M - $2.37M
|
27.7K
$2.1M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27.4K+ 19.5% |
$1.92M - $2.35M
|
168K
$12.8M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27.1K+ 5.59% |
$1.89M - $2.32M
|
512K
$38.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
26.9K+ 111.64% |
$1.88M - $2.31M
|
51K
$3.88M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
26.1K+ 2.9% |
$1.82M - $2.23M
|
924K
$70.2M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.1K+ 2.9% |
$1.82M - $2.23M
|
924K
$70.2M
|
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
25.8K+ 31.92% |
$1.81M - $2.22M
|
107K
$8.12M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
25.8KNew |
$1.8M - $2.21M
|
25.8K
$1.96M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.4K+ 4.99% |
$1.78M - $2.18M
|
535K
$40.7M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
24.7K+ 16.64% |
$1.73M - $2.12M
|
173K
$13.2M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
24.7K+ 4.04% |
$1.72M - $2.11M
|
634K
$48.2M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.4K+ 11.66% |
$1.71M - $2.09M
|
234K
$17.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
24.4K+ 13.28% |
$1.7M - $2.09M
|
208K
$15.8M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
24.1K+ 34.5% |
$1.68M - $2.07M
|
93.9K
$7.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
24.1K+ 94.36% |
$1.68M - $2.07M
|
49.6K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
24K+ 114.59% |
$1.68M - $2.06M
|
44.9K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
23.6K+ 53.66% |
$1.65M - $2.02M
|
67.5K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.4K+ 9.06% |
$1.63M - $2M
|
281K
$21.4M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
23.1K+ 24.11% |
$1.61M - $1.98M
|
119K
$9.03M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.7K+ 50.79% |
$1.59M - $1.95M
|
67.4K
$5.12M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
22.7K+ 0.66% |
$1.58M - $1.94M
|
3.48M
$264M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
22.7KNew |
$1.58M - $1.94M
|
22.7K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
22K+ 0.39% |
$1.53M - $1.88M
|
5.66M
$430M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
21.5K+ 20.86% |
$1.5M - $1.85M
|
125K
$9.48M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
21.5K+ 20.64% |
$1.5M - $1.85M
|
126K
$9.56M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
21.1K+ 47.58% |
$1.47M - $1.81M
|
65.4K
$4.97M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
20.9K+ 38.37% |
$1.46M - $1.79M
|
75.4K
$5.73M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
20.3K+ 97.62% |
$1.42M - $1.74M
|
41.1K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
20.3KNew |
$1.42M - $1.74M
|
20.3K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$1.41M - $1.73M
|
20.2K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8K+ 82.72% |
$1.38M - $1.7M
|
43.7K
$3.32M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
19.4K+ 20.42% |
$1.36M - $1.67M
|
115K
$8.72M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19.4KNew |
$1.36M - $1.66M
|
19.4K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
19.3KNew |
$1.35M - $1.66M
|
19.3K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.1K+ 17.1% |
$1.33M - $1.63M
|
131K
$9.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
19K+ 7.3% |
$1.33M - $1.63M
|
280K
$21.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
18.6K+ 101.27% |
$1.3M - $1.59M
|
36.9K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
BUY
|
- |
18.3K+ 27.01% |
$1.28M - $1.57M
|
85.9K
$6.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
17.9K+ 6.04% |
$1.25M - $1.53M
|
314K
$23.9M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
17.8KNew |
$1.25M - $1.53M
|
17.8K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
17.4K+ 1282.66% |
$1.21M - $1.49M
|
18.7K
$1.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.3KNew |
$1.21M - $1.48M
|
17.3K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
17.1K+ 9.7% |
$1.19M - $1.47M
|
193K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
17K+ 107.94% |
$1.19M - $1.46M
|
32.8K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
16.9K+ 1115.94% |
$1.18M - $1.45M
|
18.5K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.8K+ 10.24% |
$1.17M - $1.44M
|
180K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
16.3K+ 12.56% |
$1.14M - $1.4M
|
146K
$11.1M
|