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
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.81KNew |
$210K - $244K
|
3.81K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.78K+ 45.22% |
$208K - $242K
|
12.1K
$818K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.78K+ 14.9% |
$208K - $242K
|
29.2K
$1.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.77K+ 16.49% |
$207K - $241K
|
26.6K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.75KNew |
$206K - $240K
|
3.75K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.74K+ 9.51% |
$206K - $239K
|
43.1K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.74K+ 86.25% |
$205K - $239K
|
8.07K
$544K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.73K+ 24.79% |
$205K - $238K
|
18.8K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.73KNew |
$205K - $238K
|
3.73K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.72K+ 2.79% |
$204K - $238K
|
137K
$9.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.71K+ 8.06% |
$204K - $237K
|
49.7K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 38.76% |
$203K - $236K
|
13.2K
$892K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.66KNew |
$201K - $234K
|
3.66K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.65K+ 1.83% |
$201K - $233K
|
203K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
3.64KNew |
$200K - $232K
|
3.64K
$245K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3.63KNew |
$199K - $232K
|
3.63K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.63KNew |
$199K - $232K
|
3.63K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
3.62KNew |
$199K - $231K
|
3.62K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.59KNew |
$197K - $229K
|
3.59K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.58KNew |
$197K - $229K
|
3.58K
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.57K+ 2.26% |
$196K - $228K
|
161K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.56K+ 6.52% |
$196K - $227K
|
58.1K
$3.91M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.55KNew |
$195K - $227K
|
3.55K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3.55K+ 4.71% |
$195K - $227K
|
78.8K
$5.31M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.54K+ 5.64% |
$195K - $226K
|
66.3K
$4.47M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.52KNew |
$194K - $225K
|
3.52K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$193K - $225K
|
3.51K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.5K+ 9.12% |
$192K - $223K
|
41.8K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.49K+ 72.62% |
$192K - $223K
|
8.28K
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.47K+ 2.72% |
$191K - $222K
|
131K
$8.84M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.46K+ 9.83% |
$190K - $221K
|
38.6K
$2.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.45KNew |
$189K - $220K
|
3.45K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
3.44KNew |
$189K - $220K
|
3.44K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.44KNew |
$189K - $220K
|
3.44K
$232K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.42KNew |
$188K - $218K
|
3.42K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$186K - $216K
|
3.38K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.38K+ 6.32% |
$186K - $216K
|
56.8K
$3.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
3.37KNew |
$185K - $215K
|
3.37K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.37K+ 18.58% |
$185K - $215K
|
21.5K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.35KNew |
$184K - $214K
|
3.35K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.35K+ 13.5% |
$184K - $214K
|
28.1K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.35K+ 3.11% |
$184K - $214K
|
111K
$7.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.33KNew |
$183K - $213K
|
3.33K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.33KNew |
$183K - $213K
|
3.33K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.32KNew |
$183K - $212K
|
3.32K
$224K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.31KNew |
$182K - $211K
|
3.31K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.31KNew |
$182K - $211K
|
3.31K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.3K+ 4.79% |
$182K - $211K
|
72.2K
$4.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$180K - $210K
|
3.28K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.25KNew |
$179K - $208K
|
3.25K
$219K
|