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 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.75K+ 1.14% |
$151K - $176K
|
243K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.71K+ 29.82% |
$149K - $173K
|
11.8K
$795K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
2.7K+ 6.07% |
$148K - $173K
|
47.2K
$3.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.68K+ 76.25% |
$147K - $171K
|
6.18K
$417K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.65K+ 18.13% |
$146K - $169K
|
17.3K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.64K+ 48.54% |
$145K - $169K
|
8.09K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.64K+ 28.65% |
$145K - $169K
|
11.9K
$799K
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.64K+ 14.82% |
$145K - $168K
|
20.4K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.6K+ 0.05% |
$143K - $166K
|
5M
$337M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.59K+ 45.67% |
$142K - $165K
|
8.25K
$556K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.55K+ 17.85% |
$140K - $163K
|
16.9K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.55K+ 7.76% |
$140K - $163K
|
35.4K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.53K+ 5.44% |
$139K - $162K
|
49K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.52K+ 1.33% |
$138K - $161K
|
192K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.51K+ 17.75% |
$138K - $160K
|
16.6K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.46K+ 0.65% |
$135K - $157K
|
382K
$25.8M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.43K+ 3.93% |
$134K - $155K
|
64.4K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.42K+ 3.64% |
$133K - $154K
|
68.8K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.38K+ 82.71% |
$131K - $152K
|
5.26K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.38K+ 57.08% |
$131K - $152K
|
6.55K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.38K+ 1.48% |
$131K - $152K
|
163K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.38K+ 28.5% |
$131K - $152K
|
10.7K
$722K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.37K+ 60.1% |
$130K - $151K
|
6.31K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.36K+ 8.76% |
$129K - $151K
|
29.2K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.34K+ 66.3% |
$128K - $149K
|
5.86K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.33K+ 3.42% |
$128K - $149K
|
70.6K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.31K+ 1.26% |
$127K - $148K
|
186K
$12.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.31K+ 15.72% |
$127K - $148K
|
17K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.29K+ 18.28% |
$126K - $146K
|
14.8K
$998K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.29K+ 2.58% |
$126K - $146K
|
90.7K
$6.11M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.28K+ 14.56% |
$126K - $146K
|
18K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.27K+ 2.4% |
$125K - $145K
|
96.9K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.26K+ 26.58% |
$124K - $144K
|
10.7K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.25K+ 46.51% |
$124K - $144K
|
7.09K
$478K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.24K+ 0.81% |
$123K - $143K
|
277K
$18.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.22K+ 18.37% |
$122K - $142K
|
14.3K
$962K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.18K+ 7.22% |
$120K - $140K
|
32.4K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.18K+ 7.37% |
$120K - $139K
|
31.7K
$2.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.18K+ 5.94% |
$120K - $139K
|
38.8K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.18K+ 27.36% |
$120K - $139K
|
10.1K
$683K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.17K+ 13.22% |
$119K - $139K
|
18.6K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.16K+ 5.53% |
$119K - $138K
|
41.2K
$2.78M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.15K+ 5.62% |
$118K - $138K
|
40.4K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.14K+ 3.91% |
$117K - $136K
|
56.7K
$3.82M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.13KNew |
$117K - $136K
|
2.13K
$144K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.12K+ 6.9% |
$117K - $136K
|
32.9K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
2.12K+ 1.79% |
$117K - $136K
|
121K
$8.15M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.12K+ 23.54% |
$116K - $135K
|
11.1K
$749K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
2.11K+ 2.63% |
$116K - $135K
|
82.5K
$5.56M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.09K+ 7.4% |
$115K - $134K
|
30.4K
$2.05M
|