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 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.92K+ 2.71% |
$325K - $378K
|
224K
$15.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5.88K+ 12.26% |
$323K - $376K
|
53.9K
$3.63M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.88K+ 14.11% |
$323K - $375K
|
47.5K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
5.81K+ 3.32% |
$319K - $371K
|
181K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.78K+ 71.44% |
$318K - $369K
|
13.9K
$934K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
5.74KNew |
$316K - $367K
|
5.74K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.73K+ 18.23% |
$315K - $366K
|
37.1K
$2.5M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.68K+ 63.03% |
$312K - $363K
|
14.7K
$989K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.64K+ 3.63% |
$310K - $360K
|
161K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5.63KNew |
$309K - $360K
|
5.63K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
BUY
|
- |
5.63K+ 13.69% |
$309K - $360K
|
46.7K
$3.15M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
5.55KNew |
$305K - $355K
|
5.55K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.5K+ 8.66% |
$302K - $351K
|
69K
$4.65M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
5.48K+ 4.31% |
$301K - $350K
|
132K
$8.93M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.47KNew |
$301K - $350K
|
5.47K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
5.46K+ 6.28% |
$300K - $349K
|
92.4K
$6.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.46K+ 23.26% |
$300K - $349K
|
28.9K
$1.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.42KNew |
$298K - $346K
|
5.42K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.41K+ 32.84% |
$297K - $346K
|
21.9K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.4K+ 47.58% |
$297K - $345K
|
16.8K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 4.11% |
$294K - $342K
|
136K
$9.15M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
5.35K+ 4.4% |
$294K - $342K
|
127K
$8.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.3K+ 32.9% |
$291K - $339K
|
21.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
5.3K+ 9.11% |
$291K - $339K
|
63.5K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
5.3K+ 1.51% |
$291K - $339K
|
356K
$24M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5.3K+ 60.52% |
$291K - $339K
|
14K
$947K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.28KNew |
$290K - $337K
|
5.28K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.26KNew |
$289K - $336K
|
5.26K
$354K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.26K+ 9.18% |
$289K - $336K
|
62.5K
$4.21M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.23K+ 20.23% |
$288K - $334K
|
31.1K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.23KNew |
$287K - $334K
|
5.23K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.22KNew |
$287K - $334K
|
5.22K
$352K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.14K+ 3.27% |
$283K - $328K
|
162K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.09K+ 7.16% |
$280K - $325K
|
76.2K
$5.14M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.05KNew |
$278K - $323K
|
5.05K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
5.04K+ 36.16% |
$277K - $322K
|
19K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5.02K+ 14.98% |
$276K - $321K
|
38.5K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.01K+ 15.31% |
$275K - $320K
|
37.7K
$2.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.99K+ 21.95% |
$274K - $319K
|
27.7K
$1.87M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
4.98K+ 4.11% |
$274K - $318K
|
126K
$8.5M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.95K+ 0.09% |
$272K - $316K
|
5.59M
$377M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.94KNew |
$272K - $316K
|
4.94K
$333K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.91K+ 1.5% |
$270K - $314K
|
333K
$22.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
4.91K+ 2.09% |
$270K - $314K
|
240K
$16.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4.91K+ 1.89% |
$270K - $314K
|
265K
$17.8M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.84K+ 37.97% |
$266K - $309K
|
17.6K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
4.84K+ 96.99% |
$266K - $309K
|
9.83K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.8K+ 8.72% |
$264K - $307K
|
59.9K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.8K+ 5.79% |
$264K - $307K
|
87.7K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.75K+ 2.01% |
$261K - $304K
|
241K
$16.2M
|