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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
183New |
$10.1K - $11.7K
|
183
$12.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
181+ 17.29% |
$9.95K - $11.6K
|
1.23K
$82.7K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
177+ 4.13% |
$9.73K - $11.3K
|
4.47K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
170+ 5.07% |
$9.34K - $10.9K
|
3.52K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
165+ 2.54% |
$9.07K - $10.5K
|
6.65K
$448K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
163+ 2.48% |
$8.96K - $10.4K
|
6.73K
$453K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
162+ 2.55% |
$8.91K - $10.4K
|
6.51K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
162+ 0.25% |
$8.91K - $10.4K
|
65.1K
$4.39M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
158+ 0.59% |
$8.69K - $10.1K
|
27K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
155+ 0.8% |
$8.52K - $9.91K
|
19.5K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
150+ 1.95% |
$8.25K - $9.59K
|
7.84K
$528K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
150+ 2.58% |
$8.25K - $9.59K
|
5.96K
$401K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
148+ 0.47% |
$8.14K - $9.46K
|
31.6K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
148New |
$8.14K - $9.46K
|
148
$9.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
147+ 1.31% |
$8.08K - $9.39K
|
11.4K
$765K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
143+ 1.81% |
$7.86K - $9.14K
|
8.03K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
142+ 0.98% |
$7.81K - $9.08K
|
14.6K
$985K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
141+ 2.01% |
$7.75K - $9.01K
|
7.17K
$483K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
137+ 1.07% |
$7.53K - $8.76K
|
12.9K
$871K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
136+ 0.21% |
$7.48K - $8.69K
|
64.4K
$4.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
135+ 4.68% |
$7.42K - $8.63K
|
3.02K
$203K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
135+ 3.95% |
$7.42K - $8.63K
|
3.55K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
129+ 0.83% |
$7.09K - $8.24K
|
15.6K
$1.05M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
128+ 22.03% |
$7.04K - $8.18K
|
709
$47.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
126+ 1.9% |
$6.93K - $8.05K
|
6.75K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
125New |
$6.87K - $7.99K
|
125
$8.42K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.9% |
$6.76K - $7.86K
|
6.6K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
123+ 1.27% |
$6.76K - $7.86K
|
9.77K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
120+ 1.0% |
$6.6K - $7.67K
|
12.1K
$814K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
120+ 0.76% |
$6.6K - $7.67K
|
15.9K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
119+ 0.98% |
$6.54K - $7.61K
|
12.3K
$827K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
118+ 3.07% |
$6.49K - $7.54K
|
3.96K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
118+ 1.11% |
$6.49K - $7.54K
|
10.8K
$727K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
115+ 3.44% |
$6.32K - $7.35K
|
3.46K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
115+ 2.25% |
$6.32K - $7.35K
|
5.23K
$352K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
114+ 0.56% |
$6.27K - $7.29K
|
20.6K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
114+ 1.34% |
$6.27K - $7.29K
|
8.61K
$580K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
113+ 0.68% |
$6.21K - $7.22K
|
16.8K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
108New |
$5.94K - $6.9K
|
108
$7.28K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
108+ 0.35% |
$5.94K - $6.9K
|
31.2K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
105+ 14.19% |
$5.77K - $6.71K
|
845
$56.9K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
105+ 3.58% |
$5.77K - $6.71K
|
3.04K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
105+ 4.32% |
$5.77K - $6.71K
|
2.54K
$171K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
104+ 2.74% |
$5.72K - $6.65K
|
3.89K
$262K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
102+ 0.73% |
$5.61K - $6.52K
|
14K
$943K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 2.46% |
$5.5K - $6.39K
|
4.17K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 0.47% |
$5.5K - $6.39K
|
21.4K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
100+ 0.71% |
$5.5K - $6.39K
|
14.2K
$956K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
100+ 0.71% |
$5.5K - $6.39K
|
14.2K
$956K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 40.98% |
$5.5K - $6.39K
|
344
$23.2K
|