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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
307+ 0.75% |
$16.9K - $19.6K
|
41.2K
$2.78M
|
|
|
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
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
290+ 0.54% |
$15.9K - $18.5K
|
54.4K
$3.66M
|
|
|
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
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
279+ 6.11% |
$15.3K - $17.8K
|
4.84K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
278+ 0.41% |
$15.3K - $17.8K
|
67.9K
$4.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
278+ 3.97% |
$15.3K - $17.8K
|
7.29K
$491K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
278+ 3.97% |
$15.3K - $17.8K
|
7.29K
$491K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
270+ 2.4% |
$14.8K - $17.3K
|
11.5K
$776K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
270+ 3.14% |
$14.8K - $17.3K
|
8.87K
$598K
|
|
|
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
$876K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
253+ 1.84% |
$13.9K - $16.2K
|
14K
$944K
|
|
|
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
$338K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
246+ 4.76% |
$13.5K - $15.7K
|
5.42K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
245+ 7.79% |
$13.5K - $15.7K
|
3.39K
$229K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
242+ 2.72% |
$13.3K - $15.5K
|
9.15K
$616K
|
|
|
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
$16K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
234+ 0.22% |
$12.9K - $15K
|
108K
$7.29M
|
|
|
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
$353K
|
|
|
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
$926K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
222+ 5.01% |
$12.2K - $14.2K
|
4.66K
$314K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
219+ 0.45% |
$12K - $14K
|
48.5K
$3.27M
|
|
|
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
$293K
|
|
|
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
$339K
|
|
|
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
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
200+ 4.43% |
$11K - $12.8K
|
4.72K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
200+ 2.2% |
$11K - $12.8K
|
9.29K
$626K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
199+ 0.34% |
$10.9K - $12.7K
|
58.7K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
198+ 11.91% |
$10.9K - $12.7K
|
1.86K
$125K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
197+ 3.23% |
$10.8K - $12.6K
|
6.29K
$424K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
197+ 2.75% |
$10.8K - $12.6K
|
7.36K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
194+ 0.92% |
$10.7K - $12.4K
|
21.2K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
192+ 0.48% |
$10.6K - $12.3K
|
40.2K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
189+ 23.51% |
$10.4K - $12.1K
|
993
$66.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
188+ 1.26% |
$10.3K - $12K
|
15.1K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
187+ 1.57% |
$10.3K - $12K
|
12.1K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
187+ 4.77% |
$10.3K - $12K
|
4.11K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
183+ 1.33% |
$10.1K - $11.7K
|
13.9K
$939K
|