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
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-305- 2.27% |
$16.8K - $19.5K
|
13.1K
$884K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-306- 2.62% |
$16.8K - $19.6K
|
11.4K
$766K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-308- 2.85% |
$16.9K - $19.7K
|
10.5K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-308- 7.69% |
$16.9K - $19.7K
|
3.7K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-308- 3.83% |
$16.9K - $19.7K
|
7.73K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-310- 9.93% |
$17K - $19.8K
|
2.81K
$189K
|
|
|
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
$269K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-315- 2.56% |
$17.3K - $20.1K
|
12K
$806K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-317- 2.3% |
$17.4K - $20.3K
|
13.4K
$903K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-320- 21.39% |
$17.6K - $20.5K
|
1.18K
$79K
|
|
|
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
$684K
|
|
|
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
$683K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-325- 4.1% |
$17.9K - $20.8K
|
7.61K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-329- 3.05% |
$18.1K - $21K
|
10.5K
$703K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-333- 2.31% |
$18.3K - $21.3K
|
14.1K
$945K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-336- 2.64% |
$18.5K - $21.5K
|
12.4K
$834K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-336- 3.26% |
$18.5K - $21.5K
|
9.96K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-336- 4.07% |
$18.5K - $21.5K
|
7.92K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-339- 4.73% |
$18.6K - $21.7K
|
6.82K
$459K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-339- 5.96% |
$18.6K - $21.7K
|
5.35K
$360K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-340- 95.77% |
$18.7K - $21.7K
|
15
$1.01K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-345- 2.91% |
$19K - $22K
|
11.5K
$773K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-349- 1.25% |
$19.2K - $22.3K
|
27.6K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-356- 3.22% |
$19.6K - $22.8K
|
10.7K
$719K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-357- 5.37% |
$19.6K - $22.8K
|
6.29K
$423K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-359- 9.96% |
$19.7K - $22.9K
|
3.24K
$218K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-360- 4.28% |
$19.8K - $23K
|
8.06K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-361- 0.76% |
$19.8K - $23.1K
|
47.3K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-362- 7.34% |
$19.9K - $23.1K
|
4.57K
$307K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-368- 1.07% |
$20.2K - $23.5K
|
34K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-368- 10.33% |
$20.2K - $23.5K
|
3.2K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-369- 0.77% |
$20.3K - $23.6K
|
47.3K
$3.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-375- 3.86% |
$20.6K - $24K
|
9.33K
$627K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-379- 5.29% |
$20.8K - $24.2K
|
6.78K
$456K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-379- 7.01% |
$20.8K - $24.2K
|
5.03K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-384- 83.84% |
$21.1K - $24.5K
|
74
$4.97K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-395- 8.43% |
$21.7K - $25.2K
|
4.29K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-395- 0.77% |
$21.7K - $25.2K
|
51.1K
$3.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-400- 2.0% |
$22K - $25.6K
|
19.6K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-400- 4.44% |
$22K - $25.6K
|
8.6K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-400- 0.71% |
$22K - $25.6K
|
55.8K
$3.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-420- 1.33% |
$23.1K - $26.8K
|
31.1K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-425- 2.11% |
$23.4K - $27.2K
|
19.7K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-432- 7.53% |
$23.7K - $27.6K
|
5.31K
$357K
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-435- 2.47% |
$23.9K - $27.8K
|
17.2K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-435- 4.96% |
$23.9K - $27.8K
|
8.34K
$561K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-440- 8.09% |
$24.2K - $28.1K
|
5K
$336K
|