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 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
$854K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-249- 4.75% |
$13.7K - $15.9K
|
4.99K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-250- 3.62% |
$13.7K - $16K
|
6.66K
$449K
|
|
|
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
$802K
|
|
|
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
$793K
|
|
|
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
$650K
|
|
|
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
$574K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-271- 2.71% |
$14.9K - $17.3K
|
9.71K
$654K
|
|
|
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
$7.66M
|
|
|
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
$1.14M
|
|
|
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
$684K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-279- 3.57% |
$15.3K - $17.8K
|
7.54K
$508K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-280- 1.96% |
$15.4K - $17.9K
|
14K
$944K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-280- 4.35% |
$15.4K - $17.9K
|
6.15K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-281- 5.28% |
$15.4K - $18K
|
5.04K
$340K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-285- 0.68% |
$15.7K - $18.2K
|
41.5K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-285- 0.73% |
$15.7K - $18.2K
|
38.9K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-286- 2.0% |
$15.7K - $18.3K
|
14K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-287- 2.27% |
$15.8K - $18.3K
|
12.3K
$831K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 11.97% |
$15.8K - $18.4K
|
2.12K
$143K
|
|
|
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
$706K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-300- 0.75% |
$16.5K - $19.2K
|
39.9K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-305- 2.27% |
$16.8K - $19.5K
|
13.1K
$886K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-306- 2.62% |
$16.8K - $19.6K
|
11.4K
$767K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-308- 2.85% |
$16.9K - $19.7K
|
10.5K
$708K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-308- 7.69% |
$16.9K - $19.7K
|
3.7K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-308- 3.83% |
$16.9K - $19.7K
|
7.73K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-310- 9.93% |
$17K - $19.8K
|
2.81K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-312- 1.78% |
$17.2K - $19.9K
|
17.2K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-314- 7.28% |
$17.3K - $20.1K
|
4K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-315- 2.56% |
$17.3K - $20.1K
|
12K
$808K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-317- 2.3% |
$17.4K - $20.3K
|
13.4K
$905K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-320- 21.39% |
$17.6K - $20.5K
|
1.18K
$79.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-320- 8.56% |
$17.6K - $20.5K
|
3.42K
$230K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-321- 3.06% |
$17.6K - $20.5K
|
10.2K
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-324- 1.7% |
$17.8K - $20.7K
|
18.7K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-324- 3.09% |
$17.8K - $20.7K
|
10.2K
$685K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-325- 4.1% |
$17.9K - $20.8K
|
7.61K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-329- 3.05% |
$18.1K - $21K
|
10.5K
$705K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-333- 2.31% |
$18.3K - $21.3K
|
14.1K
$948K
|