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
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 3.61% |
$385 - $447
|
187
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7- 0.46% |
$385 - $447
|
1.51K
$101K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-8- 0.16% |
$440 - $511
|
5.12K
$344K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-8- 0.06% |
$440 - $511
|
12.4K
$835K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-8- 6.15% |
$440 - $511
|
122
$8.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-9- 0.18% |
$495 - $575
|
4.88K
$328K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 0.23% |
$550 - $639
|
4.29K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 11.21% |
$715 - $831
|
103
$6.92K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15- 9.09% |
$825 - $959
|
150
$10.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-16- 2.48% |
$880 - $1.02K
|
630
$42.3K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.09% |
$880 - $1.02K
|
18.4K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-16- 0.11% |
$880 - $1.02K
|
14.5K
$972K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.42% |
$880 - $1.02K
|
3.77K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 0.41% |
$880 - $1.02K
|
3.88K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-17- 0.19% |
$934 - $1.09K
|
8.73K
$587K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-17- 0.3% |
$934 - $1.09K
|
5.69K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-17- 0.51% |
$934 - $1.09K
|
3.3K
$222K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-19- 2.19% |
$1.04K - $1.21K
|
850
$57.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-20- 0.45% |
$1.1K - $1.28K
|
4.4K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-20- 0.09% |
$1.1K - $1.28K
|
22.1K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-22- 2.12% |
$1.21K - $1.41K
|
1.02K
$68.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-23- 0.59% |
$1.26K - $1.47K
|
3.86K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-23- 0.68% |
$1.26K - $1.47K
|
3.38K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-24- 61.54% |
$1.32K - $1.53K
|
15
$1.01K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-29- 4.94% |
$1.59K - $1.85K
|
558
$37.5K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-29- 0.56% |
$1.59K - $1.85K
|
5.14K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-30- 0.35% |
$1.65K - $1.92K
|
8.5K
$571K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-30- 13.22% |
$1.65K - $1.92K
|
197
$13.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-31- 0.6% |
$1.7K - $1.98K
|
5.11K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-31- 0.69% |
$1.7K - $1.98K
|
4.49K
$302K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-33- 0.84% |
$1.81K - $2.11K
|
3.9K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-35- 0.08% |
$1.92K - $2.24K
|
46.3K
$3.11M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-35- 0.44% |
$1.92K - $2.24K
|
7.99K
$537K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-35- 0.15% |
$1.92K - $2.24K
|
23K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-35- 0.05% |
$1.92K - $2.24K
|
75.7K
$5.09M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-38- 1.02% |
$2.09K - $2.43K
|
3.69K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-41- 0.35% |
$2.25K - $2.62K
|
11.7K
$784K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-42- 5.56% |
$2.31K - $2.68K
|
714
$48K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-44- 0.87% |
$2.42K - $2.81K
|
5.02K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-45- 27.44% |
$2.47K - $2.88K
|
119
$8K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-47- 3.29% |
$2.58K - $3K
|
1.38K
$92.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-50- 0.66% |
$2.75K - $3.2K
|
7.55K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 1.32% |
$2.75K - $3.2K
|
3.75K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-50- 0.86% |
$2.75K - $3.2K
|
5.74K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-51- 5.99% |
$2.8K - $3.26K
|
800
$53.8K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-51- 0.15% |
$2.8K - $3.26K
|
33.8K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-52- 0.71% |
$2.86K - $3.32K
|
7.24K
$487K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-53- 1.02% |
$2.91K - $3.39K
|
5.16K
$347K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-54- 25.47% |
$2.97K - $3.45K
|
158
$10.6K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-54- 3.49% |
$2.97K - $3.45K
|
1.49K
$100K
|