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 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
334+ 88.13% |
$18.4K - $21.3K
|
713
$47.9K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
333+ 3.74% |
$18.3K - $21.3K
|
9.25K
$621K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
331+ 1.78% |
$18.2K - $21.2K
|
18.9K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
328+ 3.89% |
$18K - $21K
|
8.76K
$588K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
327+ 4.9% |
$18K - $20.9K
|
7K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
325+ 4.84% |
$17.9K - $20.8K
|
7.04K
$473K
|
|
|
May 08, 2024
Q1 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
325+ 6.83% |
$17.9K - $20.8K
|
5.08K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
325+ 8.13% |
$17.9K - $20.8K
|
4.33K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
321+ 0.75% |
$17.6K - $20.5K
|
42.9K
$2.88M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
317+ 5.45% |
$17.4K - $20.3K
|
6.13K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
311+ 7.83% |
$17.1K - $19.9K
|
4.29K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
307+ 0.75% |
$16.9K - $19.6K
|
41.2K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
305+ 1.52% |
$16.8K - $19.5K
|
20.3K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
292+ 1.4% |
$16.1K - $18.7K
|
21.2K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
290+ 0.54% |
$15.9K - $18.5K
|
54.4K
$3.65M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
287New |
$15.8K - $18.3K
|
287
$19.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
279+ 1.07% |
$15.3K - $17.8K
|
26.4K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
279+ 6.11% |
$15.3K - $17.8K
|
4.84K
$325K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
278+ 0.41% |
$15.3K - $17.8K
|
67.9K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
278+ 3.97% |
$15.3K - $17.8K
|
7.29K
$490K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
278+ 3.97% |
$15.3K - $17.8K
|
7.29K
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
270+ 2.4% |
$14.8K - $17.3K
|
11.5K
$774K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
270+ 3.14% |
$14.8K - $17.3K
|
8.87K
$596K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
268+ 1.66% |
$14.7K - $17.1K
|
16.5K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
264+ 2.07% |
$14.5K - $16.9K
|
13K
$873K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
261+ 1.52% |
$14.3K - $16.7K
|
17.4K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
253+ 1.84% |
$13.9K - $16.2K
|
14K
$941K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
252+ 0.73% |
$13.9K - $16.1K
|
34.6K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
249+ 5.22% |
$13.7K - $15.9K
|
5.02K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
246+ 4.76% |
$13.5K - $15.7K
|
5.42K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
245+ 7.79% |
$13.5K - $15.7K
|
3.39K
$228K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
242+ 2.72% |
$13.3K - $15.5K
|
9.15K
$615K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
242New |
$13.3K - $15.5K
|
242
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
237New |
$13K - $15.1K
|
237
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
234+ 0.22% |
$12.9K - $15K
|
108K
$7.27M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
231+ 1.52% |
$12.7K - $14.8K
|
15.4K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
230+ 4.59% |
$12.6K - $14.7K
|
5.24K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
226+ 1.06% |
$12.4K - $14.4K
|
21.5K
$1.45M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
226+ 1.67% |
$12.4K - $14.4K
|
13.7K
$924K
|
|
|
Apr 17, 2025
Q1 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
224+ 2.6% |
$12.3K - $14.3K
|
8.83K
$593K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
222+ 5.01% |
$12.2K - $14.2K
|
4.66K
$313K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
219+ 0.45% |
$12K - $14K
|
48.5K
$3.26M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
219+ 5.13% |
$12K - $14K
|
4.49K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
211+ 1.0% |
$11.6K - $13.5K
|
21.4K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
210+ 5.08% |
$11.5K - $13.4K
|
4.35K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
206+ 6.16% |
$11.3K - $13.2K
|
3.55K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
205+ 74.55% |
$11.3K - $13.1K
|
480
$32.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
204+ 4.23% |
$11.2K - $13K
|
5.03K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
202+ 0.07% |
$11.1K - $12.9K
|
290K
$19.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200+ 188.68% |
$11K - $12.8K
|
306
$20.6K
|