Purchases and Sales Made in Q1 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.44K+ 577.97% |
$519K - $604K
|
11.1K
$746K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.33KNew |
$513K - $596K
|
9.33K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.33K+ 128.19% |
$513K - $596K
|
16.6K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.32K+ 89.2% |
$513K - $596K
|
19.8K
$1.33M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
9.31KNew |
$512K - $595K
|
9.31K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
9.3K+ 4.22% |
$511K - $594K
|
230K
$15.5M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
9.3K+ 4.22% |
$511K - $594K
|
230K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.28K+ 54.35% |
$510K - $593K
|
26.3K
$1.78M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
9.07K+ 8.36% |
$498K - $579K
|
117K
$7.92M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.03K+ 189.73% |
$497K - $577K
|
13.8K
$929K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
9K+ 23.55% |
$495K - $575K
|
47.2K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
9K+ 48.96% |
$495K - $575K
|
27.4K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.96KNew |
$493K - $573K
|
8.96K
$604K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
8.92KNew |
$490K - $570K
|
8.92K
$601K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8.9K+ 8.46% |
$489K - $569K
|
114K
$7.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
8.83K+ 3.23% |
$485K - $564K
|
282K
$19M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
8.8KNew |
$484K - $562K
|
8.8K
$593K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
8.68K+ 205.98% |
$477K - $555K
|
12.9K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.66KNew |
$476K - $553K
|
8.66K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
8.64KNew |
$475K - $552K
|
8.64K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.59K+ 23.69% |
$472K - $549K
|
44.9K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.57K+ 1.49% |
$471K - $548K
|
583K
$39.3M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.57K+ 7.95% |
$471K - $548K
|
116K
$7.84M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.51KNew |
$468K - $544K
|
8.51K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
8.45K+ 7.12% |
$464K - $540K
|
127K
$8.56M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.4K+ 126.84% |
$462K - $537K
|
15K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.4K+ 4.69% |
$462K - $537K
|
187K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.37KNew |
$460K - $535K
|
8.37K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.37K+ 5.99% |
$460K - $535K
|
148K
$9.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.34K+ 23.21% |
$458K - $533K
|
44.3K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
8.33K+ 36.64% |
$458K - $532K
|
31.1K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
8.33K+ 33.68% |
$458K - $532K
|
33K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.26K+ 31.74% |
$454K - $528K
|
34.3K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.22K+ 48.84% |
$452K - $525K
|
25.1K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
8.16K+ 79.07% |
$448K - $521K
|
18.5K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.12KNew |
$446K - $519K
|
8.12K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.09K+ 18.08% |
$445K - $517K
|
52.8K
$3.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
8.04K+ 43.56% |
$442K - $514K
|
26.5K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
8K+ 66.67% |
$440K - $511K
|
20K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
7.99K+ 178.65% |
$439K - $511K
|
12.5K
$840K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.95K+ 33.61% |
$437K - $508K
|
31.6K
$2.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
7.89K+ 23.07% |
$434K - $504K
|
42.1K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.84K+ 104.66% |
$431K - $501K
|
15.3K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
7.81K+ 4.83% |
$429K - $499K
|
170K
$11.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7.75K+ 15.66% |
$426K - $495K
|
57.2K
$3.86M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.75K+ 63.96% |
$426K - $495K
|
19.9K
$1.34M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
7.74K+ 1.74% |
$425K - $494K
|
451K
$30.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.71K+ 15.43% |
$424K - $493K
|
57.7K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.68K+ 10.62% |
$422K - $491K
|
80K
$5.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.67K+ 1.36% |
$421K - $490K
|
570K
$38.4M
|