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 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
$197K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
726+ 5.19% |
$39.9K - $46.4K
|
14.7K
$989K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
725+ 6.26% |
$39.9K - $46.3K
|
12.3K
$827K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
721+ 7.74% |
$39.6K - $46.1K
|
10K
$675K
|
|
|
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
$47.7K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
706+ 1.09% |
$38.8K - $45.1K
|
65.7K
$4.42M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
705+ 1.41% |
$38.8K - $45.1K
|
50.8K
$3.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
702+ 5.81% |
$38.6K - $44.9K
|
12.8K
$859K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
701+ 1.07% |
$38.5K - $44.8K
|
66.4K
$4.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
701+ 625.89% |
$38.5K - $44.8K
|
813
$54.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
695+ 1.29% |
$38.2K - $44.4K
|
54.6K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
692+ 3.11% |
$38K - $44.2K
|
23K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
690+ 3.63% |
$37.9K - $44.1K
|
19.7K
$1.32M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
688+ 2.12% |
$37.8K - $44K
|
33.1K
$2.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
687+ 0.4% |
$37.8K - $43.9K
|
174K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
683+ 7.85% |
$37.5K - $43.7K
|
9.38K
$630K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
667+ 4.96% |
$36.7K - $42.6K
|
14.1K
$948K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
667+ 4.43% |
$36.7K - $42.6K
|
15.7K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
664+ 0.15% |
$36.5K - $42.4K
|
453K
$30.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
650+ 3.67% |
$35.7K - $41.5K
|
18.3K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
640+ 16.88% |
$35.2K - $40.9K
|
4.43K
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
636+ 1.96% |
$35K - $40.6K
|
33.1K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
630+ 6.13% |
$34.6K - $40.3K
|
10.9K
$733K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
629+ 3.89% |
$34.6K - $40.2K
|
16.8K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
626+ 18.44% |
$34.4K - $40K
|
4.02K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
623+ 7.87% |
$34.2K - $39.8K
|
8.54K
$574K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
623+ 5.27% |
$34.2K - $39.8K
|
12.4K
$836K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
617+ 11.65% |
$33.9K - $39.4K
|
5.91K
$397K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
615+ 2.94% |
$33.8K - $39.3K
|
21.5K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
611+ 2.62% |
$33.6K - $39K
|
23.9K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
607+ 2.81% |
$33.4K - $38.8K
|
22.2K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
593+ 4.45% |
$32.6K - $37.9K
|
13.9K
$934K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
592+ 8.99% |
$32.5K - $37.8K
|
7.17K
$482K
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
577+ 2.57% |
$31.7K - $36.9K
|
23K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
572+ 1.03% |
$31.4K - $36.6K
|
56K
$3.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
571+ 3.12% |
$31.4K - $36.5K
|
18.9K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
570+ 3.19% |
$31.3K - $36.4K
|
18.4K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
570+ 0.08% |
$31.3K - $36.4K
|
729K
$49M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
562+ 9.65% |
$30.9K - $35.9K
|
6.39K
$429K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
556+ 8.92% |
$30.6K - $35.5K
|
6.79K
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
548+ 2.62% |
$30.1K - $35K
|
21.5K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
546+ 6.85% |
$30K - $34.9K
|
8.51K
$572K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
543+ 15.57% |
$29.8K - $34.7K
|
4.03K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
543+ 15.5% |
$29.8K - $34.7K
|
4.05K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
542+ 2.97% |
$29.8K - $34.6K
|
18.8K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
541+ 12.22% |
$29.7K - $34.6K
|
4.97K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
536+ 6.41% |
$29.5K - $34.3K
|
8.89K
$598K
|