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 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
3.25K+ 2.26% |
$179K - $208K
|
147K
$9.93M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.25K+ 8.19% |
$179K - $208K
|
42.9K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.25K+ 15.62% |
$178K - $207K
|
24K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.24KNew |
$178K - $207K
|
3.24K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.23KNew |
$178K - $207K
|
3.23K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.23KNew |
$178K - $206K
|
3.23K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.23KNew |
$178K - $206K
|
3.23K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.23KNew |
$177K - $206K
|
3.23K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.22KNew |
$177K - $206K
|
3.22K
$217K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.22KNew |
$177K - $206K
|
3.22K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.21K+ 5.78% |
$177K - $205K
|
58.8K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.2K+ 18.06% |
$176K - $205K
|
20.9K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.2KNew |
$176K - $205K
|
3.2K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.2KNew |
$176K - $205K
|
3.2K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.2KNew |
$176K - $205K
|
3.2K
$216K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.2KNew |
$176K - $204K
|
3.2K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.19KNew |
$176K - $204K
|
3.19K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3.17KNew |
$174K - $203K
|
3.17K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.17KNew |
$174K - $202K
|
3.17K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.16KNew |
$174K - $202K
|
3.16K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.16KNew |
$174K - $202K
|
3.16K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
3.15KNew |
$173K - $201K
|
3.15K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.13KNew |
$172K - $200K
|
3.13K
$211K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3.12K+ 4.81% |
$172K - $200K
|
68K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.1K+ 22.38% |
$170K - $198K
|
17K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.09K+ 6.51% |
$170K - $197K
|
50.5K
$3.41M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.09K+ 8.22% |
$170K - $197K
|
40.6K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.08K+ 2.23% |
$169K - $197K
|
141K
$9.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.06K+ 38.5% |
$168K - $196K
|
11K
$743K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
3.03K+ 9.06% |
$167K - $194K
|
36.5K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3K+ 3.86% |
$165K - $192K
|
80.7K
$5.44M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.99K+ 36.51% |
$164K - $191K
|
11.2K
$754K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2.99K+ 51.67% |
$164K - $191K
|
8.77K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.97K+ 41.6% |
$163K - $190K
|
10.1K
$682K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.97K+ 4.28% |
$163K - $190K
|
72.3K
$4.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
2.96K+ 2.32% |
$162K - $189K
|
130K
$8.78M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.95K+ 11.81% |
$162K - $188K
|
27.9K
$1.88M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.94K+ 2.34% |
$161K - $188K
|
128K
$8.65M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
2.9K+ 17.67% |
$159K - $185K
|
19.3K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.84K+ 3.63% |
$156K - $182K
|
81.1K
$5.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.83KNew |
$155K - $181K
|
2.83K
$190K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.81K+ 7.85% |
$154K - $180K
|
38.6K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.8K+ 13.98% |
$154K - $179K
|
22.8K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
2.8K+ 2.46% |
$154K - $179K
|
117K
$7.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.79K+ 23.8% |
$153K - $178K
|
14.5K
$979K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.79K+ 1.7% |
$153K - $178K
|
167K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
2.78K+ 4.91% |
$153K - $178K
|
59.4K
$4M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.77K+ 9.27% |
$152K - $177K
|
32.6K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
2.76K+ 2.3% |
$152K - $177K
|
123K
$8.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 8.08% |
$151K - $176K
|
36.8K
$2.48M
|