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
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-54- 0.41% |
$2.97K - $3.45K
|
13.1K
$881K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-55- 13.48% |
$3.02K - $3.52K
|
353
$23.7K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-56- 9.54% |
$3.08K - $3.58K
|
531
$35.7K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-57- 1.11% |
$3.13K - $3.64K
|
5.1K
$343K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-58- 0.44% |
$3.19K - $3.71K
|
13.1K
$881K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-60- 1.67% |
$3.3K - $3.83K
|
3.53K
$237K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-60- 0.62% |
$3.3K - $3.83K
|
9.58K
$644K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 0.2% |
$3.3K - $3.83K
|
30.7K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-60- 1.55% |
$3.3K - $3.83K
|
3.8K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-61- 0.45% |
$3.35K - $3.9K
|
13.5K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-61- 0.47% |
$3.35K - $3.9K
|
13K
$877K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-62- 0.24% |
$3.41K - $3.96K
|
25.6K
$1.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-66- 3.25% |
$3.63K - $4.22K
|
1.97K
$132K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-66- 1.5% |
$3.63K - $4.22K
|
4.34K
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-67- 1.57% |
$3.68K - $4.28K
|
4.2K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-68- 0.72% |
$3.74K - $4.35K
|
9.42K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-72- 1.68% |
$3.96K - $4.6K
|
4.21K
$283K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-73- 0.58% |
$4.01K - $4.67K
|
12.5K
$840K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-75- 0.13% |
$4.12K - $4.79K
|
58.2K
$3.91M
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-75- 1.9% |
$4.12K - $4.79K
|
3.87K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-79- 0.03% |
$4.34K - $5.05K
|
234K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-82- 0.47% |
$4.51K - $5.24K
|
17.5K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-82- 0.68% |
$4.51K - $5.24K
|
11.9K
$803K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-83- 2.3% |
$4.56K - $5.3K
|
3.53K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-83- 5.33% |
$4.56K - $5.3K
|
1.47K
$99K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-85- 16.83% |
$4.67K - $5.43K
|
420
$28.2K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-85- 2.21% |
$4.67K - $5.43K
|
3.76K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-87- 2.3% |
$4.78K - $5.56K
|
3.7K
$248K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-88- 2.01% |
$4.84K - $5.62K
|
4.28K
$288K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-88- 0.41% |
$4.84K - $5.62K
|
21.4K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-89- 1.73% |
$4.89K - $5.69K
|
5.07K
$340K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-89- 0.8% |
$4.89K - $5.69K
|
11K
$738K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-89- 2.19% |
$4.89K - $5.69K
|
3.98K
$268K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-90- 1.29% |
$4.95K - $5.75K
|
6.89K
$463K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-91- 1.83% |
$5K - $5.82K
|
4.87K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-91- 0.61% |
$5K - $5.82K
|
14.9K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-93- 1.01% |
$5.11K - $5.94K
|
9.08K
$610K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-93- 17.29% |
$5.11K - $5.94K
|
445
$29.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-93- 0.82% |
$5.11K - $5.94K
|
11.3K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-95- 0.98% |
$5.22K - $6.07K
|
9.64K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-98- 1.46% |
$5.39K - $6.26K
|
6.62K
$445K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-98- 0.59% |
$5.39K - $6.26K
|
16.6K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-99- 1.03% |
$5.44K - $6.33K
|
9.48K
$637K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-100- 0.93% |
$5.5K - $6.39K
|
10.7K
$718K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-100- 1.62% |
$5.5K - $6.39K
|
6.05K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-100- 0.74% |
$5.5K - $6.39K
|
13.5K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-100- 2.43% |
$5.5K - $6.39K
|
4.01K
$270K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-100- 0.93% |
$5.5K - $6.39K
|
10.7K
$718K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.71% |
$5.5K - $6.39K
|
14.1K
$947K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-102- 0.25% |
$5.61K - $6.52K
|
40.3K
$2.71M
|