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 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 0.7% |
$2.25K - $2.62K
|
5.91K
$397K
|
|
|
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
$13.6K
|
|
|
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
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35New |
$1.92K - $2.24K
|
35
$2.35K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
35+ 0.62% |
$1.92K - $2.24K
|
5.71K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
33+ 0.22% |
$1.81K - $2.11K
|
14.8K
$996K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
32+ 0.5% |
$1.76K - $2.05K
|
6.49K
$436K
|
|
|
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
$4.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
30+ 0.14% |
$1.65K - $1.92K
|
21.7K
$1.46M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
30+ 0.83% |
$1.65K - $1.92K
|
3.66K
$246K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
27+ 0.07% |
$1.48K - $1.73K
|
37.8K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
26+ 0.59% |
$1.43K - $1.66K
|
4.4K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26+ 4.53% |
$1.43K - $1.66K
|
600
$40.3K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
26+ 0.49% |
$1.43K - $1.66K
|
5.35K
$360K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
25+ 0.4% |
$1.37K - $1.6K
|
6.3K
$423K
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
24+ 0.44% |
$1.32K - $1.53K
|
5.42K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
24+ 0.51% |
$1.32K - $1.53K
|
4.7K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23+ 0.59% |
$1.26K - $1.47K
|
3.9K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
22+ 0.51% |
$1.21K - $1.41K
|
4.33K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21+ 0.45% |
$1.15K - $1.34K
|
4.65K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
21+ 1.24% |
$1.15K - $1.34K
|
1.72K
$116K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
20+ 0.36% |
$1.1K - $1.28K
|
5.62K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
19+ 0.19% |
$1.04K - $1.21K
|
10.1K
$681K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
19+ 0.34% |
$1.04K - $1.21K
|
5.58K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
19New |
$1.04K - $1.21K
|
19
$1.28K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18+ 0.13% |
$989 - $1.15K
|
14.2K
$952K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.12% |
$989 - $1.15K
|
15.1K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
18+ 0.24% |
$989 - $1.15K
|
7.39K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
18+ 0.62% |
$989 - $1.15K
|
2.93K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
17+ 0.31% |
$934 - $1.09K
|
5.57K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
17+ 0.86% |
$934 - $1.09K
|
2K
$135K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16New |
$880 - $1.02K
|
16
$1.08K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
16+ 0.3% |
$880 - $1.02K
|
5.33K
$358K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 1.67% |
$825 - $959
|
912
$61.3K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 0.33% |
$825 - $959
|
4.56K
$306K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
14+ 0.88% |
$770 - $895
|
1.6K
$108K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
13New |
$715 - $831
|
13
$874
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
13+ 0.18% |
$715 - $831
|
7.17K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
13+ 0.19% |
$715 - $831
|
6.85K
$460K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 2.46% |
$715 - $831
|
541
$36.4K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
12+ 0.21% |
$660 - $767
|
5.69K
$383K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11+ 0.27% |
$605 - $703
|
4.1K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.16% |
$550 - $639
|
6.24K
$420K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 0.78% |
$550 - $639
|
1.29K
$86.6K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10New |
$550 - $639
|
10
$672
|