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 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
11.3K+ 1.26% |
$789K - $968K
|
907K
$71.2M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2K+ 32.68% |
$784K - $962K
|
45.5K
$3.58M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.2K+ 32.68% |
$784K - $962K
|
45.5K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
11K+ 7.29% |
$767K - $941K
|
161K
$12.7M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
11K+ 25.77% |
$766K - $940K
|
53.5K
$4.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
11K+ 19.96% |
$765K - $939K
|
65.8K
$5.17M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
10.8K+ 9.41% |
$756K - $928K
|
126K
$9.89M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 0.46% |
$755K - $927K
|
2.37M
$186M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
10.7K+ 12.76% |
$744K - $913K
|
94.1K
$7.39M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 424.75% |
$736K - $904K
|
13K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10.5KNew |
$730K - $896K
|
10.5K
$821K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
10.3K+ 9.67% |
$723K - $887K
|
117K
$9.21M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.3K+ 181.23% |
$721K - $884K
|
16K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
10.2KNew |
$713K - $875K
|
10.2K
$802K
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
10.1K+ 20.19% |
$708K - $868K
|
60.3K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10.1K+ 5.47% |
$704K - $864K
|
194K
$15.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
10.1KNew |
$703K - $863K
|
10.1K
$790K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.91KNew |
$692K - $849K
|
9.91K
$778K
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
9.82K+ 18.64% |
$686K - $842K
|
62.5K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.62KNew |
$672K - $825K
|
9.62K
$756K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.38K+ 399.87% |
$655K - $804K
|
11.7K
$921K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.27K+ 226.33% |
$647K - $794K
|
13.4K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
9.12K+ 0.43% |
$637K - $782K
|
2.14M
$168M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.12K+ 8.96% |
$637K - $782K
|
111K
$8.71M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.99K+ 4.49% |
$628K - $771K
|
209K
$16.4M
|
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
8.7K+ 1.73% |
$608K - $746K
|
511K
$40.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
8.69K+ 1524.21% |
$607K - $745K
|
9.26K
$727K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.68K+ 8.2% |
$606K - $744K
|
115K
$8.99M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
8.53K+ 136.17% |
$596K - $731K
|
14.8K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.52K+ 335.99% |
$596K - $731K
|
11.1K
$869K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.52K+ 0.22% |
$595K - $730K
|
3.85M
$302M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.48KNew |
$592K - $727K
|
8.48K
$666K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
8.42KNew |
$588K - $722K
|
8.42K
$661K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.36K+ 265.81% |
$584K - $717K
|
11.5K
$903K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.28K+ 21.83% |
$579K - $710K
|
46.2K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
8.17KNew |
$571K - $700K
|
8.17K
$642K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
8.01K+ 9.94% |
$560K - $687K
|
88.6K
$6.96M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7.97K+ 5.58% |
$557K - $683K
|
151K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.66KNew |
$535K - $656K
|
7.66K
$601K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.63KNew |
$533K - $654K
|
7.63K
$599K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.57K+ 155.22% |
$529K - $649K
|
12.5K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.49K+ 1.07% |
$524K - $643K
|
711K
$55.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.46K+ 3.08% |
$521K - $640K
|
249K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.4K+ 17.96% |
$517K - $635K
|
48.6K
$3.82M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
7.39K+ 15.6% |
$516K - $633K
|
54.7K
$4.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.34K+ 2.01% |
$513K - $630K
|
373K
$29.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
7.3K+ 2.97% |
$510K - $626K
|
253K
$19.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7.28K+ 14.06% |
$509K - $625K
|
59.1K
$4.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
7.23K+ 1.35% |
$505K - $620K
|
543K
$42.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
7.05K+ 3.66% |
$492K - $604K
|
200K
$15.7M
|