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
|
Wolff Wiese Magana LLC
|
BUY
|
- |
97+ 82.91% |
$5.33K - $6.2K
|
214
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
95+ 0.86% |
$5.22K - $6.07K
|
11.2K
$755K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
93+ 1328.57% |
$5.11K - $5.94K
|
100
$6.74K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
92+ 2.33% |
$5.06K - $5.88K
|
4.04K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
88+ 4.61% |
$4.84K - $5.62K
|
2K
$134K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
86+ 0.38% |
$4.73K - $5.5K
|
22.8K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
85+ 0.94% |
$4.67K - $5.43K
|
9.17K
$618K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
83+ 15.01% |
$4.56K - $5.3K
|
636
$42.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
76New |
$4.18K - $4.86K
|
76
$5.12K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
74+ 5.11% |
$4.07K - $4.73K
|
1.52K
$102K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
74+ 0.09% |
$4.07K - $4.73K
|
85.9K
$5.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
71+ 0.23% |
$3.9K - $4.54K
|
30.4K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
71+ 1.86% |
$3.9K - $4.54K
|
3.89K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
71+ 1.36% |
$3.9K - $4.54K
|
5.28K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
70+ 1.94% |
$3.85K - $4.47K
|
3.68K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
62New |
$3.41K - $3.96K
|
62
$4.18K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
61+ 1.35% |
$3.35K - $3.9K
|
4.57K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
60+ 0.29% |
$3.3K - $3.83K
|
20.6K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
60+ 0.49% |
$3.3K - $3.83K
|
12.3K
$830K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
59+ 0.36% |
$3.24K - $3.77K
|
16.3K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
58+ 0.23% |
$3.19K - $3.71K
|
25.5K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
56+ 1.02% |
$3.08K - $3.58K
|
5.55K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
54+ 0.03% |
$2.97K - $3.45K
|
195K
$13.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
53+ 13.22% |
$2.91K - $3.39K
|
454
$30.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51+ 1.47% |
$2.8K - $3.26K
|
3.51K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
51+ 0.21% |
$2.8K - $3.26K
|
24.3K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
50+ 1.32% |
$2.75K - $3.2K
|
3.83K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50+ 9.19% |
$2.75K - $3.2K
|
594
$40K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
49+ 8.88% |
$2.69K - $3.13K
|
601
$40.5K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
48+ 23.3% |
$2.64K - $3.07K
|
254
$17.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
47+ 0.29% |
$2.58K - $3K
|
16.4K
$1.11M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
46+ 0.35% |
$2.53K - $2.94K
|
13.3K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
44+ 2.84% |
$2.42K - $2.81K
|
1.59K
$107K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 2.72% |
$2.36K - $2.75K
|
1.62K
$109K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
43+ 0.65% |
$2.36K - $2.75K
|
6.62K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
42+ 1.44% |
$2.31K - $2.68K
|
2.95K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
42+ 0.63% |
$2.31K - $2.68K
|
6.67K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 0.7% |
$2.25K - $2.62K
|
5.91K
$398K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
41+ 17.75% |
$2.25K - $2.62K
|
272
$18.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
40+ 0.86% |
$2.2K - $2.56K
|
4.7K
$316K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 24.54% |
$2.2K - $2.56K
|
203
$13.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 1.0% |
$2.14K - $2.49K
|
3.95K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
38+ 0.73% |
$2.09K - $2.43K
|
5.25K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35New |
$1.92K - $2.24K
|
35
$2.36K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
35+ 0.62% |
$1.92K - $2.24K
|
5.71K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
33+ 0.22% |
$1.81K - $2.11K
|
14.8K
$999K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
31+ 14.55% |
$1.7K - $1.98K
|
244
$16.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
31+ 14.55% |
$1.7K - $1.98K
|
244
$16.4K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
31+ 83.78% |
$1.7K - $1.98K
|
68
$4.58K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
30+ 0.14% |
$1.65K - $1.92K
|
21.7K
$1.46M
|