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 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-138- 0.39% |
$7.59K - $8.82K
|
34.8K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-142- 0.97% |
$7.81K - $9.08K
|
14.5K
$976K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-146- 0.67% |
$8.03K - $9.33K
|
21.6K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-146- 3.75% |
$8.03K - $9.33K
|
3.75K
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-148- 1.52% |
$8.14K - $9.46K
|
9.57K
$645K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-150- 1.48% |
$8.25K - $9.59K
|
9.96K
$671K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 0.89% |
$8.25K - $9.59K
|
16.7K
$1.12M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-153- 1.01% |
$8.41K - $9.78K
|
15K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-156- 0.68% |
$8.58K - $9.97K
|
22.7K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-157- 4.31% |
$8.63K - $10K
|
3.48K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-159- 0.53% |
$8.74K - $10.2K
|
30K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-163- 0.88% |
$8.96K - $10.4K
|
18.4K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-165- 9.36% |
$9.07K - $10.5K
|
1.6K
$108K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-165- 0.28% |
$9.07K - $10.5K
|
58K
$3.91M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-168- 2.88% |
$9.23K - $10.7K
|
5.66K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-170- 0.18% |
$9.34K - $10.9K
|
96K
$6.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-172- 2.82% |
$9.45K - $11K
|
5.92K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-172- 1.06% |
$9.45K - $11K
|
16.1K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-175- 1.74% |
$9.62K - $11.2K
|
9.87K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-178- 5.11% |
$9.78K - $11.4K
|
3.31K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-185- 1.72% |
$10.2K - $11.8K
|
10.6K
$711K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-189- 1.77% |
$10.4K - $12.1K
|
10.5K
$708K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-190- 1.13% |
$10.4K - $12.1K
|
16.7K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-190- 3.18% |
$10.4K - $12.1K
|
5.78K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-191- 1.09% |
$10.5K - $12.2K
|
17.3K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-192- 0.8% |
$10.6K - $12.3K
|
23.8K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-192- 0.47% |
$10.6K - $12.3K
|
40.9K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-195- 1.4% |
$10.7K - $12.5K
|
13.8K
$927K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-195- 1.64% |
$10.7K - $12.5K
|
11.7K
$786K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-196- 0.97% |
$10.8K - $12.5K
|
20.1K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-199- 2.21% |
$10.9K - $12.7K
|
8.79K
$593K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-200- 1.73% |
$11K - $12.8K
|
11.4K
$766K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-200- 6.12% |
$11K - $12.8K
|
3.07K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-200- 5.07% |
$11K - $12.8K
|
3.75K
$252K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 0.47% |
$11K - $12.8K
|
42.6K
$2.87M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 3.92% |
$11K - $12.8K
|
4.9K
$330K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-206- 0.81% |
$11.3K - $13.2K
|
25.3K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-212- 0.62% |
$11.7K - $13.5K
|
34K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-214- 1.06% |
$11.8K - $13.7K
|
20K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-214- 3.1% |
$11.8K - $13.7K
|
6.68K
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-217- 6.31% |
$11.9K - $13.9K
|
3.22K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-220- 1.89% |
$12.1K - $14.1K
|
11.4K
$770K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-222- 1.79% |
$12.2K - $14.2K
|
12.2K
$821K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-222- 1.4% |
$12.2K - $14.2K
|
15.7K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-228- 10.55% |
$12.5K - $14.6K
|
1.93K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-229- 6.45% |
$12.6K - $14.6K
|
3.32K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-231- 2.94% |
$12.7K - $14.8K
|
7.62K
$513K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-231- 5.85% |
$12.7K - $14.8K
|
3.72K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-240- 3.29% |
$13.2K - $15.3K
|
7.05K
$475K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-243- 2.09% |
$13.4K - $15.5K
|
11.4K
$766K
|