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 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.17K+ 12.73% |
$64.3K - $74.8K
|
10.4K
$698K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.17K+ 19.2% |
$64.2K - $74.6K
|
7.25K
$489K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.16K+ 6.41% |
$63.5K - $73.8K
|
19.2K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.14K+ 10.36% |
$62.8K - $73K
|
12.2K
$820K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.14K+ 11.24% |
$62.5K - $72.7K
|
11.3K
$758K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.14K+ 2.08% |
$62.5K - $72.7K
|
55.7K
$3.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 4.44% |
$62.1K - $72.2K
|
26.6K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.13K+ 1.03% |
$62K - $72K
|
110K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.12K+ 15.1% |
$61.8K - $71.8K
|
8.57K
$577K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.12K+ 9.89% |
$61.4K - $71.4K
|
12.4K
$836K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.11K+ 1.69% |
$61K - $70.9K
|
66.6K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.1K+ 4.2% |
$60.3K - $70.1K
|
27.2K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.09K+ 5.97% |
$59.8K - $69.5K
|
19.3K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.08K+ 0.49% |
$59.1K - $68.7K
|
223K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.07K+ 12.75% |
$58.9K - $68.4K
|
9.47K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.06K+ 7.84% |
$58.5K - $68K
|
14.6K
$986K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 2.54% |
$58.3K - $67.7K
|
42.8K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.05K+ 25.8% |
$57.7K - $67.1K
|
5.12K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.05K+ 1.22% |
$57.7K - $67.1K
|
87K
$5.86M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 27.26% |
$57.4K - $66.8K
|
4.88K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.04K+ 4.69% |
$57.3K - $66.6K
|
23.2K
$1.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.04K+ 19.42% |
$57.1K - $66.3K
|
6.38K
$430K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.04K+ 9.91% |
$56.9K - $66.2K
|
11.5K
$774K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.04K+ 16.69% |
$56.9K - $66.2K
|
7.24K
$488K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.03K+ 7.66% |
$56.8K - $66K
|
14.5K
$978K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.03K+ 12.15% |
$56.6K - $65.8K
|
9.51K
$641K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 24.73% |
$56.6K - $65.8K
|
5.19K
$350K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 16.33% |
$56K - $65.1K
|
7.25K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.01K+ 22.84% |
$55.7K - $64.7K
|
5.45K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.01K+ 11.55% |
$55.3K - $64.3K
|
9.72K
$655K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 2.28% |
$55.3K - $64.3K
|
45.2K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1K+ 3.95% |
$55.1K - $64.1K
|
26.4K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
996+ 28.38% |
$54.8K - $63.7K
|
4.51K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
992+ 1.97% |
$54.5K - $63.4K
|
51.4K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
985+ 3.11% |
$54.1K - $63K
|
32.6K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
980New |
$53.9K - $62.6K
|
980
$66K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
975+ 21.48% |
$53.6K - $62.3K
|
5.52K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
971+ 25.31% |
$53.4K - $62.1K
|
4.81K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
962+ 2.72% |
$52.9K - $61.5K
|
36.4K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
960+ 13.21% |
$52.8K - $61.4K
|
8.23K
$554K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
960+ 13.83% |
$52.8K - $61.4K
|
7.9K
$532K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
952+ 1.46% |
$52.3K - $60.8K
|
66K
$4.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
950+ 8.52% |
$52.2K - $60.7K
|
12.1K
$816K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
946+ 10.2% |
$52K - $60.5K
|
10.2K
$689K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
945+ 1.54% |
$51.9K - $60.4K
|
62.2K
$4.19M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 5.86% |
$51.7K - $60.1K
|
17K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
938+ 2.91% |
$51.6K - $59.9K
|
33.2K
$2.23M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
938+ 2.1% |
$51.6K - $59.9K
|
45.7K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
933+ 4.77% |
$51.3K - $59.6K
|
20.5K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
931+ 4.68% |
$51.2K - $59.5K
|
20.8K
$1.4M
|