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 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
530+ 13.51% |
$29.1K - $33.9K
|
4.45K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
527+ 9.26% |
$29K - $33.7K
|
6.22K
$418K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
519+ 1.22% |
$28.5K - $33.2K
|
43.1K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
519+ 1.27% |
$28.5K - $33.2K
|
41.4K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
511+ 11.26% |
$28.1K - $32.7K
|
5.05K
$339K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
507+ 1.2% |
$27.9K - $32.4K
|
42.6K
$2.86M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
507+ 3.77% |
$27.9K - $32.4K
|
13.9K
$937K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
506+ 1.06% |
$27.8K - $32.3K
|
48.2K
$3.24M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
505+ 5.11% |
$27.8K - $32.3K
|
10.4K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
504+ 0.98% |
$27.7K - $32.2K
|
52K
$3.49M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
500+ 7.68% |
$27.5K - $32K
|
7.01K
$471K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
497+ 3.83% |
$27.3K - $31.8K
|
13.5K
$905K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
496+ 4.32% |
$27.3K - $31.7K
|
12K
$804K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
496+ 3.61% |
$27.3K - $31.7K
|
14.2K
$957K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
494+ 5.51% |
$27.2K - $31.6K
|
9.45K
$635K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
492+ 7.37% |
$27K - $31.4K
|
7.17K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
492+ 0.12% |
$27K - $31.4K
|
424K
$28.5M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
489+ 2.3% |
$26.9K - $31.3K
|
21.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
481+ 10.59% |
$26.4K - $30.7K
|
5.02K
$337K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
471+ 2.57% |
$25.9K - $30.1K
|
18.8K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
464+ 5.82% |
$25.5K - $29.7K
|
8.44K
$567K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
463+ 2.05% |
$25.5K - $29.6K
|
23K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
462+ 1.11% |
$25.4K - $29.5K
|
42.1K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
453+ 0.51% |
$24.9K - $29K
|
88.6K
$5.96M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
440New |
$24.2K - $28.1K
|
440
$29.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
438+ 25.49% |
$24.1K - $28K
|
2.16K
$145K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
423+ 1.2% |
$23.3K - $27K
|
35.6K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
420+ 3.47% |
$23.1K - $26.8K
|
12.5K
$841K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
410+ 2.47% |
$22.5K - $26.2K
|
17K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
407+ 4.69% |
$22.4K - $26K
|
9.09K
$611K
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
400+ 7.84% |
$22K - $25.6K
|
5.5K
$370K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
400+ 6.49% |
$22K - $25.6K
|
6.56K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
400+ 64.1% |
$22K - $25.6K
|
1.02K
$68.8K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
400New |
$22K - $25.6K
|
400
$26.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
392+ 4.61% |
$21.5K - $25.1K
|
8.89K
$597K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
388+ 1.03% |
$21.3K - $24.8K
|
38.2K
$2.57M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
376+ 1.3% |
$20.7K - $24K
|
29.4K
$1.97M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
371+ 7.73% |
$20.4K - $23.7K
|
5.17K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
368+ 9.07% |
$20.2K - $23.5K
|
4.43K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
364+ 2.01% |
$20K - $23.3K
|
18.4K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
364+ 31.06% |
$20K - $23.3K
|
1.54K
$103K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
364+ 8.24% |
$20K - $23.3K
|
4.78K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
350+ 6.98% |
$19.2K - $22.4K
|
5.37K
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
349+ 7.26% |
$19.2K - $22.3K
|
5.16K
$347K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
344+ 7.08% |
$18.9K - $22K
|
5.2K
$350K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
343+ 1.92% |
$18.9K - $21.9K
|
18.2K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
340+ 4.1% |
$18.7K - $21.7K
|
8.64K
$580K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
338+ 34.07% |
$18.6K - $21.6K
|
1.33K
$89.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
337+ 9.24% |
$18.5K - $21.5K
|
3.99K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
335+ 0.51% |
$18.4K - $21.4K
|
66.3K
$4.46M
|