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 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-200- 6.12% |
$11K - $12.8K
|
3.07K
$206K
|
|
|
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
$2.86M
|
|
|
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
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-214- 1.06% |
$11.8K - $13.7K
|
20K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-214- 3.1% |
$11.8K - $13.7K
|
6.68K
$449K
|
|
|
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
$768K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-222- 1.79% |
$12.2K - $14.2K
|
12.2K
$819K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-222- 1.4% |
$12.2K - $14.2K
|
15.7K
$1.05M
|
|
|
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
$223K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-231- 2.94% |
$12.7K - $14.8K
|
7.62K
$512K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-231- 5.85% |
$12.7K - $14.8K
|
3.72K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-240- 3.29% |
$13.2K - $15.3K
|
7.05K
$474K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-243- 2.09% |
$13.4K - $15.5K
|
11.4K
$764K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-246- 1.37% |
$13.5K - $15.7K
|
17.6K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-249- 1.93% |
$13.7K - $15.9K
|
12.7K
$852K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-249- 4.75% |
$13.7K - $15.9K
|
4.99K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-250- 3.62% |
$13.7K - $16K
|
6.66K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-250- 1.56% |
$13.7K - $16K
|
15.8K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 2.06% |
$13.7K - $16K
|
11.9K
$800K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-253- 1.5% |
$13.9K - $16.2K
|
16.6K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-254- 2.11% |
$14K - $16.2K
|
11.8K
$791K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-255- 1.67% |
$14K - $16.3K
|
15K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-255- 2.58% |
$14K - $16.3K
|
9.65K
$648K
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-256- 0.72% |
$14.1K - $16.4K
|
35.5K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-268- 3.05% |
$14.7K - $17.1K
|
8.52K
$573K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-271- 2.71% |
$14.9K - $17.3K
|
9.71K
$653K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-272- 1.62% |
$15K - $17.4K
|
16.5K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-272- 0.24% |
$15K - $17.4K
|
114K
$7.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-274- 1.29% |
$15.1K - $17.5K
|
21K
$1.41M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-275- 1.61% |
$15.1K - $17.6K
|
16.8K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-275- 1.42% |
$15.1K - $17.6K
|
19K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-277- 2.66% |
$15.2K - $17.7K
|
10.1K
$682K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-279- 3.57% |
$15.3K - $17.8K
|
7.54K
$507K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-280- 1.96% |
$15.4K - $17.9K
|
14K
$941K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-280- 4.35% |
$15.4K - $17.9K
|
6.15K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-281- 5.28% |
$15.4K - $18K
|
5.04K
$339K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-285- 0.68% |
$15.7K - $18.2K
|
41.5K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-285- 0.73% |
$15.7K - $18.2K
|
38.9K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-286- 2.0% |
$15.7K - $18.3K
|
14K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-287- 2.27% |
$15.8K - $18.3K
|
12.3K
$829K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 11.97% |
$15.8K - $18.4K
|
2.12K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-291- 0.82% |
$16K - $18.6K
|
35.2K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-295- 1.87% |
$16.2K - $18.9K
|
15.5K
$1.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-300- 2.78% |
$16.5K - $19.2K
|
10.5K
$704K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-300- 0.75% |
$16.5K - $19.2K
|
39.9K
$2.68M
|