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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
7.58K+ 30.49% |
$416K - $484K
|
32.4K
$2.18M
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.53KNew |
$414K - $481K
|
7.53K
$507K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7.51K+ 13.49% |
$413K - $480K
|
63.2K
$4.26M
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.49K+ 23.13% |
$412K - $479K
|
39.9K
$2.69M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.45KNew |
$409K - $476K
|
7.45K
$502K
|
|
May 10, 2024
Q1 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
7.42KNew |
$408K - $474K
|
7.42K
$500K
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
7.37K+ 8.46% |
$405K - $471K
|
94.5K
$6.37M
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
7.28KNew |
$400K - $465K
|
7.28K
$490K
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.19K+ 3.14% |
$395K - $460K
|
236K
$15.9M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.17K+ 11.36% |
$394K - $458K
|
70.3K
$4.74M
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
7.16K+ 23109.68% |
$394K - $458K
|
7.2K
$485K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.14K+ 34.36% |
$392K - $456K
|
27.9K
$1.88M
|
|
May 15, 2024
Q1 2024
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
7.14K+ 11.33% |
$392K - $456K
|
70.1K
$4.73M
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
7.12K+ 5.35% |
$391K - $455K
|
140K
$9.44M
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.08K+ 67.93% |
$389K - $453K
|
17.5K
$1.18M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.01KNew |
$385K - $448K
|
7.01K
$472K
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
6.96K+ 50.94% |
$382K - $445K
|
20.6K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.9KNew |
$379K - $441K
|
6.9K
$465K
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
6.88KNew |
$378K - $440K
|
6.88K
$464K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
6.84K+ 6.49% |
$376K - $437K
|
112K
$7.56M
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.83K+ 62.22% |
$376K - $437K
|
17.8K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
6.81K+ 5.31% |
$374K - $435K
|
135K
$9.1M
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.8KNew |
$374K - $434K
|
6.8K
$458K
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6.77K+ 28.1% |
$372K - $433K
|
30.9K
$2.08M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.74K+ 10.64% |
$371K - $431K
|
70.1K
$4.73M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.69K+ 47.16% |
$367K - $427K
|
20.9K
$1.41M
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.59KNew |
$362K - $421K
|
6.59K
$444K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.52K+ 23.03% |
$358K - $417K
|
34.8K
$2.35M
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.48K+ 2.28% |
$356K - $414K
|
291K
$19.6M
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.38K+ 23.47% |
$351K - $408K
|
33.6K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.37K+ 53.74% |
$350K - $407K
|
18.2K
$1.23M
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
6.37KNew |
$350K - $407K
|
6.37K
$429K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.34K+ 55.01% |
$349K - $405K
|
17.9K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.32K+ 3.17% |
$347K - $404K
|
206K
$13.9M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
6.31KNew |
$347K - $403K
|
6.31K
$425K
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.3KNew |
$346K - $403K
|
6.3K
$425K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.23K+ 6.44% |
$342K - $398K
|
103K
$6.93M
|
|
May 14, 2024
Q1 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
6.23K+ 43.99% |
$342K - $398K
|
20.4K
$1.37M
|
|
Apr 25, 2024
Q1 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
6.2K+ 5.46% |
$341K - $396K
|
120K
$8.06M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.18K+ 15.03% |
$340K - $395K
|
47.3K
$3.19M
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.17K+ 40.28% |
$339K - $394K
|
21.5K
$1.45M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.16K+ 34.69% |
$339K - $394K
|
23.9K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.15K+ 2.61% |
$338K - $393K
|
242K
$16.3M
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
6.14KNew |
$338K - $393K
|
6.14K
$414K
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.06KNew |
$333K - $387K
|
6.06K
$408K
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
6.02K+ 18.1% |
$331K - $385K
|
39.3K
$2.65M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
6K+ 3.96% |
$330K - $384K
|
158K
$10.6M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.99KNew |
$329K - $383K
|
5.99K
$404K
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
5.98K+ 25.08% |
$328K - $382K
|
29.8K
$2.01M
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.92K+ 158.34% |
$326K - $378K
|
9.66K
$651K
|