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
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.04K+ 90.35% |
$492K - $604K
|
14.8K
$1.16M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.01KNew |
$490K - $601K
|
7.01K
$551K
|
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
7KNew |
$489K - $600K
|
7K
$550K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
6.97K+ 6.84% |
$487K - $597K
|
109K
$8.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
6.95K+ 46.03% |
$485K - $596K
|
22K
$1.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.91K+ 113.63% |
$483K - $593K
|
13K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.89K+ 61.03% |
$481K - $591K
|
18.2K
$1.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.88K+ 4.88% |
$481K - $590K
|
148K
$11.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.87K+ 9.62% |
$480K - $589K
|
78.2K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
6.8KNew |
$475K - $583K
|
6.8K
$534K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.77K+ 19.02% |
$473K - $580K
|
42.4K
$3.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
6.68K+ 59.67% |
$467K - $573K
|
17.9K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.67K+ 40.18% |
$466K - $572K
|
23.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.63K+ 4.36% |
$463K - $568K
|
159K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.58K+ 6.37% |
$460K - $564K
|
110K
$8.63M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.56KNew |
$458K - $562K
|
6.56K
$515K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.56K+ 114.86% |
$458K - $562K
|
12.3K
$963K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6.5KNew |
$454K - $557K
|
6.5K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.37K+ 11.07% |
$445K - $546K
|
63.9K
$5.02M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.33KNew |
$442K - $543K
|
6.33K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.3KNew |
$440K - $540K
|
6.3K
$495K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
6.22K+ 12.13% |
$435K - $533K
|
57.5K
$4.52M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
6.2K+ 14.38% |
$433K - $531K
|
49.3K
$3.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
6.18KNew |
$432K - $530K
|
6.18K
$486K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
6.18K+ 564.14% |
$432K - $530K
|
7.28K
$572K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.18K+ 0.72% |
$432K - $530K
|
869K
$68.3M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.16K+ 111.42% |
$431K - $529K
|
11.7K
$918K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.16K+ 8.85% |
$430K - $528K
|
75.8K
$5.95M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.08K+ 1.61% |
$425K - $521K
|
385K
$30.2M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.96K+ 104.25% |
$416K - $511K
|
11.7K
$917K
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.91KNew |
$413K - $507K
|
5.91K
$464K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.89K+ 124.45% |
$412K - $505K
|
10.6K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
5.86K+ 31.16% |
$410K - $503K
|
24.7K
$1.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.77K+ 42.35% |
$403K - $495K
|
19.4K
$1.52M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
5.76KNew |
$403K - $494K
|
5.76K
$453K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
5.75K+ 17.18% |
$402K - $493K
|
39.2K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.66K+ 3.37% |
$395K - $485K
|
173K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5.65KNew |
$395K - $484K
|
5.65K
$444K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
5.6K+ 1.04% |
$391K - $480K
|
546K
$42.8M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
5.51K+ 30.57% |
$385K - $472K
|
23.5K
$1.85M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.5KNew |
$384K - $471K
|
5.5K
$432K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.47K+ 16.87% |
$382K - $469K
|
37.9K
$2.98M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.46KNew |
$381K - $468K
|
5.46K
$429K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.39K+ 8.89% |
$377K - $462K
|
66K
$5.18M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
5.39K+ 151.39% |
$376K - $462K
|
8.95K
$703K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
5.35K+ 7.56% |
$373K - $458K
|
76.1K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.29K+ 3.8% |
$369K - $453K
|
144K
$11.3M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.25K+ 3.34% |
$367K - $450K
|
162K
$12.8M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.23K+ 4.12% |
$366K - $449K
|
132K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.18K+ 18.23% |
$362K - $444K
|
33.6K
$2.64M
|