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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.08K+ 0.67% |
$115K - $133K
|
315K
$21.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
2.06K+ 26.27% |
$113K - $132K
|
9.91K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.05K+ 93.27% |
$113K - $131K
|
4.25K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
2.05K+ 3.91% |
$112K - $131K
|
54.4K
$3.67M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.03K+ 32.79% |
$112K - $130K
|
8.22K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.03K+ 13.92% |
$112K - $130K
|
16.6K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.01K+ 50.63% |
$111K - $129K
|
5.99K
$403K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.94K+ 10.93% |
$107K - $124K
|
19.7K
$1.33M
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.92K+ 0.64% |
$105K - $123K
|
302K
$20.3M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.91K+ 30.01% |
$105K - $122K
|
8.28K
$558K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 3.48% |
$104K - $121K
|
56.5K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.89K+ 29.43% |
$104K - $120K
|
8.29K
$559K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.92% |
$104K - $120K
|
66.4K
$4.47M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.88K+ 6.29% |
$103K - $120K
|
31.8K
$2.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.87K+ 1.06% |
$103K - $119K
|
179K
$12M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.85K+ 5.39% |
$102K - $118K
|
36.2K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.85KNew |
$102K - $118K
|
1.85K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.85K+ 1.16% |
$101K - $118K
|
160K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
BUY
|
- |
1.84K+ 2.73% |
$101K - $118K
|
69.3K
$4.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.83K+ 26.6% |
$101K - $117K
|
8.71K
$587K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 8.48% |
$100K - $116K
|
23.3K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.78K+ 5.67% |
$97.8K - $114K
|
33.2K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
1.78K+ 3.83% |
$97.6K - $114K
|
48.2K
$3.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.75K+ 25.36% |
$96K - $112K
|
8.63K
$582K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.73K+ 6.22% |
$94.9K - $110K
|
29.5K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.72K+ 20.05% |
$94.4K - $110K
|
10.3K
$693K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.71K+ 5.99% |
$94.1K - $109K
|
30.3K
$2.04M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.71K+ 12.37% |
$94.1K - $109K
|
15.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.7K+ 15.99% |
$93.7K - $109K
|
12.4K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.7K+ 11.15% |
$93.4K - $109K
|
16.9K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.7K+ 3.78% |
$93.3K - $109K
|
46.6K
$3.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.7K+ 22.4% |
$93.3K - $108K
|
9.27K
$625K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.67K+ 3.22% |
$91.8K - $107K
|
53.6K
$3.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.67K+ 55.72% |
$91.5K - $106K
|
4.65K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.66K+ 7.89% |
$91.1K - $106K
|
22.7K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.65K+ 1.55% |
$90.9K - $106K
|
109K
$7.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.64K+ 1.67% |
$90K - $105K
|
99.6K
$6.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
1.63K+ 9.2% |
$89.7K - $104K
|
19.4K
$1.31M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.63K+ 14.85% |
$89.7K - $104K
|
12.6K
$850K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.63K+ 5.77% |
$89.4K - $104K
|
29.8K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.63K+ 14.04% |
$89.3K - $104K
|
13.2K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.62K+ 18.37% |
$88.9K - $103K
|
10.4K
$703K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.6K+ 1.19% |
$88K - $102K
|
136K
$9.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.6K+ 0.44% |
$87.7K - $102K
|
361K
$24.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 25.09% |
$86.5K - $101K
|
7.85K
$529K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.56K+ 13.87% |
$85.8K - $99.7K
|
12.8K
$863K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.54K+ 19.2% |
$84.8K - $98.5K
|
9.58K
$645K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.54K+ 42.17% |
$84.7K - $98.4K
|
5.19K
$350K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.52K+ 8.47% |
$83.3K - $96.8K
|
19.4K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.51K+ 2.36% |
$83K - $96.5K
|
65.4K
$4.4M
|