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 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
928+ 1.46% |
$51K - $59.3K
|
64.4K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
928+ 1.58% |
$51K - $59.3K
|
59.6K
$4.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
926+ 7.0% |
$50.9K - $59.2K
|
14.2K
$954K
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
926+ 2.98% |
$50.9K - $59.2K
|
32.1K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
925+ 2.18% |
$50.8K - $59.1K
|
43.3K
$2.92M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
924+ 5.36% |
$50.8K - $59.1K
|
18.2K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
920+ 2.83% |
$50.6K - $58.8K
|
33.5K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
915+ 17.5% |
$50.3K - $58.5K
|
6.14K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
901+ 9.12% |
$49.5K - $57.6K
|
10.8K
$726K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
900+ 8.64% |
$49.5K - $57.5K
|
11.3K
$763K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
891+ 4.65% |
$49K - $56.9K
|
20K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
887+ 9.98% |
$48.8K - $56.7K
|
9.77K
$658K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
879+ 16.54% |
$48.3K - $56.2K
|
6.19K
$417K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
879+ 3.08% |
$48.3K - $56.2K
|
29.4K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
878+ 5.7% |
$48.3K - $56.1K
|
16.3K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
877+ 9.67% |
$48.2K - $56K
|
9.95K
$670K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
867+ 5.1% |
$47.7K - $55.4K
|
17.9K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
857+ 5.02% |
$47.1K - $54.8K
|
17.9K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
845+ 23.87% |
$46.4K - $54K
|
4.39K
$295K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
840+ 4.92% |
$46.2K - $53.7K
|
17.9K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
829+ 3.62% |
$45.6K - $53K
|
23.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
829+ 3.74% |
$45.6K - $53K
|
23K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
826+ 24.45% |
$45.4K - $52.8K
|
4.21K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
825+ 11.3% |
$45.4K - $52.7K
|
8.13K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
802+ 4.74% |
$44.1K - $51.3K
|
17.7K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
800+ 14.81% |
$44K - $51.1K
|
6.2K
$418K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
800New |
$44K - $51.1K
|
800
$53.9K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
793+ 14.32% |
$43.6K - $50.7K
|
6.33K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
791+ 22.74% |
$43.5K - $50.6K
|
4.27K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
790+ 1.69% |
$43.4K - $50.5K
|
47.5K
$3.2M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
784+ 2.44% |
$43.1K - $50.1K
|
32.9K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
779+ 19.19% |
$42.8K - $49.8K
|
4.84K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
776+ 4.07% |
$42.7K - $49.6K
|
19.8K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
770+ 6.21% |
$42.3K - $49.2K
|
13.2K
$887K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
769+ 14.54% |
$42.3K - $49.1K
|
6.06K
$408K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
759+ 3.78% |
$41.7K - $48.5K
|
20.8K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
757+ 19.41% |
$41.6K - $48.4K
|
4.66K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
751+ 68.71% |
$41.3K - $48K
|
1.84K
$124K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
742+ 37.68% |
$40.8K - $47.4K
|
2.71K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
741+ 8.41% |
$40.7K - $47.4K
|
9.55K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
733New |
$40.3K - $46.8K
|
733
$49.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
731+ 4.4% |
$40.2K - $46.7K
|
17.4K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
729+ 33.05% |
$40.1K - $46.6K
|
2.94K
$198K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
726+ 5.19% |
$39.9K - $46.4K
|
14.7K
$992K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
725+ 6.26% |
$39.9K - $46.3K
|
12.3K
$829K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
721+ 7.74% |
$39.6K - $46.1K
|
10K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
721+ 44.84% |
$39.6K - $46.1K
|
2.33K
$157K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
719+ 4.61% |
$39.5K - $46K
|
16.3K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
710New |
$39K - $45.4K
|
710
$47.8K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
706+ 1.09% |
$38.8K - $45.1K
|
65.7K
$4.43M
|