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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-727- 40.46% |
$40K - $46.5K
|
1.07K
$72.1K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-727- 8.88% |
$40K - $46.5K
|
7.46K
$502K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-731- 15.34% |
$40.2K - $46.7K
|
4.03K
$272K
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-743- 3.13% |
$40.8K - $47.5K
|
23K
$1.55M
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-760- 13.91% |
$41.8K - $48.6K
|
4.71K
$317K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-762- 0.91% |
$41.9K - $48.7K
|
82.8K
$5.58M
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-763- 3.33% |
$41.9K - $48.8K
|
22.2K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-772- 0.81% |
$42.4K - $49.3K
|
94.7K
$6.38M
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-794- 6.16% |
$43.6K - $50.7K
|
12.1K
$816K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-795- 2.3% |
$43.7K - $50.8K
|
33.8K
$2.28M
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-800- 5.41% |
$44K - $51.1K
|
14K
$942K
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-800- 13.02% |
$44K - $51.1K
|
5.34K
$360K
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-801- 18.17% |
$44K - $51.2K
|
3.61K
$243K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-813- 48.77% |
$44.7K - $52K
|
854
$57.5K
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-823- 4.56% |
$45.2K - $52.6K
|
17.2K
$1.16M
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-828- 16.74% |
$45.5K - $52.9K
|
4.12K
$277K
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-840- 3.06% |
$46.2K - $53.7K
|
26.6K
$1.79M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-842- 0.59% |
$46.3K - $53.8K
|
142K
$9.57M
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-844- 1.76% |
$46.4K - $53.9K
|
47K
$3.17M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-857- 4.52% |
$47.1K - $54.8K
|
18.1K
$1.22M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-881- 10.47% |
$48.4K - $56.3K
|
7.53K
$508K
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-881- 3.75% |
$48.4K - $56.3K
|
22.6K
$1.52M
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-881- 21.76% |
$48.4K - $56.3K
|
3.17K
$213K
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-895- 0.29% |
$49.2K - $57.2K
|
313K
$21.1M
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-900- 14.3% |
$49.5K - $57.5K
|
5.39K
$363K
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-903- 10.62% |
$49.6K - $57.7K
|
7.6K
$512K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-916- 3.96% |
$50.4K - $58.5K
|
22.2K
$1.5M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-922- 1.36% |
$50.7K - $58.9K
|
66.9K
$4.51M
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-926- 11.26% |
$50.9K - $59.2K
|
7.3K
$492K
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-936- 5.49% |
$51.5K - $59.8K
|
16.1K
$1.08M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-938- 34.26% |
$51.6K - $59.9K
|
1.8K
$121K
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-951- 14.15% |
$52.3K - $60.8K
|
5.77K
$389K
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-963- 5.7% |
$52.9K - $61.5K
|
15.9K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-983- 6.42% |
$54K - $62.8K
|
14.3K
$965K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-987- 1.58% |
$54.3K - $63.1K
|
61.5K
$4.15M
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1K- 17.08% |
$55K - $63.9K
|
4.85K
$327K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 18.98% |
$55K - $63.9K
|
4.27K
$288K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.01K- 1.92% |
$55.4K - $64.4K
|
51.5K
$3.47M
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.01K- 1.38% |
$55.6K - $64.6K
|
72.4K
$4.88M
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.02K- 2.87% |
$55.8K - $64.9K
|
34.3K
$2.31M
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.02K- 30.89% |
$56K - $65.1K
|
2.28K
$153K
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.03K- 11.06% |
$56.5K - $65.7K
|
8.27K
$557K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.04K- 6.1% |
$57.1K - $66.3K
|
16K
$1.08M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.04K- 3.94% |
$57.2K - $66.5K
|
25.4K
$1.71M
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.04K- 27.76% |
$57.4K - $66.7K
|
2.72K
$183K
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.05K- 2.22% |
$57.5K - $66.8K
|
46.1K
$3.11M
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.05K- 6.44% |
$57.7K - $67.1K
|
15.3K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 1.22% |
$57.8K - $67.2K
|
85.3K
$5.75M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.05K- 8.04% |
$57.9K - $67.3K
|
12K
$811K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.06K- 21.89% |
$58.1K - $67.6K
|
3.77K
$254K
|