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
|
Advisory Alpha, LLC
|
BUY
|
- |
1.51K+ 13.44% |
$82.8K - $96.2K
|
12.7K
$856K
|
|
|
Apr 29, 2024
Q1 2024
|
Account Management LLC
|
BUY
|
- |
1.5K+ 2.15% |
$82.5K - $95.9K
|
71.2K
$4.79M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
1.5K+ 5.17% |
$82.2K - $95.5K
|
30.4K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.49K+ 4.12% |
$82K - $95.3K
|
37.7K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.48K+ 15.59% |
$81.1K - $94.3K
|
10.9K
$737K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.44K+ 29.13% |
$79.2K - $92K
|
6.38K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
1.44K+ 3.25% |
$79.1K - $92K
|
45.7K
$3.08M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.43K+ 11.38% |
$78.7K - $91.5K
|
14K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.43K+ 17.15% |
$78.6K - $91.3K
|
9.76K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.43K+ 7.37% |
$78.3K - $91.1K
|
20.8K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.42K+ 2.15% |
$78.1K - $90.8K
|
67.5K
$4.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.41K+ 3.5% |
$77.2K - $89.8K
|
41.6K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.4K+ 3.99% |
$77.1K - $89.7K
|
36.6K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.4K+ 35.18% |
$77K - $89.5K
|
5.38K
$362K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.39K+ 1.15% |
$76.6K - $89K
|
123K
$8.27M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.37K+ 14.34% |
$75K - $87.2K
|
10.9K
$733K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 1.54% |
$74.5K - $86.6K
|
89.5K
$6.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.36K+ 20.61% |
$74.5K - $86.6K
|
7.93K
$534K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.34KNew |
$73.7K - $85.7K
|
1.34K
$90.4K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 7.73% |
$73.7K - $85.7K
|
18.7K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.33K+ 29.87% |
$73.3K - $85.2K
|
5.8K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 6.14% |
$73.2K - $85.1K
|
23K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.33K+ 17.81% |
$73.2K - $85.1K
|
8.8K
$593K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.33K+ 10.89% |
$72.9K - $84.8K
|
13.5K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.32K+ 1.32% |
$72.6K - $84.4K
|
102K
$6.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.32K+ 4.35% |
$72.6K - $84.4K
|
31.7K
$2.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.31K+ 3.72% |
$72.1K - $83.8K
|
36.6K
$2.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.3K+ 13.17% |
$71.5K - $83.1K
|
11.2K
$752K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.3K+ 6.49% |
$71.5K - $83.1K
|
21.3K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.3K+ 4.49% |
$71.5K - $83.1K
|
30.3K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.29K+ 2.25% |
$70.8K - $82.3K
|
58.5K
$3.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.27K+ 32.59% |
$69.8K - $81.2K
|
5.17K
$348K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.27K+ 11.86% |
$69.5K - $80.8K
|
11.9K
$804K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.26K+ 5.27% |
$69.5K - $80.8K
|
25.2K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 18.78% |
$69.2K - $80.5K
|
7.96K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.26K+ 97.52% |
$69K - $80.3K
|
2.54K
$171K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.25K+ 3.66% |
$68.8K - $80K
|
35.5K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.25K+ 14.24% |
$68.7K - $79.9K
|
10K
$676K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.25K+ 16.3% |
$68.7K - $79.9K
|
8.92K
$601K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.25K+ 27.8% |
$68.4K - $79.6K
|
5.72K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.22K+ 6.06% |
$66.9K - $77.8K
|
21.3K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.22K+ 2.51% |
$66.8K - $77.7K
|
49.7K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.21K+ 33.44% |
$66.7K - $77.6K
|
4.84K
$326K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 1.34% |
$66.6K - $77.5K
|
91.5K
$6.17M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
1.21K+ 5.77% |
$66.5K - $77.3K
|
22.2K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.2KNew |
$66K - $76.7K
|
1.2K
$80.9K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.19K+ 5.91% |
$65.4K - $76.1K
|
21.3K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.18K+ 13.87% |
$64.8K - $75.3K
|
9.68K
$652K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.18K+ 8.56% |
$64.6K - $75.1K
|
14.9K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.17K+ 23.5% |
$64.5K - $75K
|
6.17K
$416K
|