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 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-640- 6.13% |
$35.2K - $40.9K
|
9.8K
$692K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-643- 5.6% |
$35.3K - $41.1K
|
10.8K
$765K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-648- 45.67% |
$35.6K - $41.4K
|
771
$54.5K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-653- 7.19% |
$35.9K - $41.7K
|
8.44K
$596K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-657- 10.38% |
$36.1K - $42K
|
5.67K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-659- 3.76% |
$36.2K - $42.1K
|
16.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-664- 1.42% |
$36.5K - $42.4K
|
46K
$3.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-665- 5.28% |
$36.6K - $42.5K
|
11.9K
$842K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-667- 2.77% |
$36.7K - $42.6K
|
23.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-669- 13.75% |
$36.8K - $42.8K
|
4.2K
$296K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-670- 1.8% |
$36.8K - $42.8K
|
36.6K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-676- 2.22% |
$37.2K - $43.2K
|
29.8K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-685- 15.68% |
$37.7K - $43.8K
|
3.69K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-708- 7.9% |
$38.9K - $45.2K
|
8.25K
$583K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-710- 4.31% |
$39K - $45.4K
|
15.8K
$1.11M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-718- 4.52% |
$39.5K - $45.9K
|
15.2K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-719- 15.18% |
$39.5K - $46K
|
4.02K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-720- 5.83% |
$39.6K - $46K
|
11.6K
$821K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-724- 15.78% |
$39.8K - $46.3K
|
3.86K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-727- 40.46% |
$40K - $46.5K
|
1.07K
$75.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-727- 8.88% |
$40K - $46.5K
|
7.46K
$527K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-731- 15.34% |
$40.2K - $46.7K
|
4.03K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-743- 3.13% |
$40.8K - $47.5K
|
23K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-760- 13.91% |
$41.8K - $48.6K
|
4.71K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-762- 0.91% |
$41.9K - $48.7K
|
82.8K
$5.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-763- 3.33% |
$41.9K - $48.8K
|
22.2K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-772- 0.81% |
$42.4K - $49.3K
|
94.7K
$6.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-794- 6.16% |
$43.6K - $50.7K
|
12.1K
$855K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-795- 2.3% |
$43.7K - $50.8K
|
33.8K
$2.39M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-800- 5.41% |
$44K - $51.1K
|
14K
$987K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-800- 13.02% |
$44K - $51.1K
|
5.34K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-801- 18.17% |
$44K - $51.2K
|
3.61K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-813- 48.77% |
$44.7K - $52K
|
854
$60.3K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-823- 4.56% |
$45.2K - $52.6K
|
17.2K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-828- 16.74% |
$45.5K - $52.9K
|
4.12K
$291K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-840- 3.06% |
$46.2K - $53.7K
|
26.6K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-842- 0.59% |
$46.3K - $53.8K
|
142K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-844- 1.76% |
$46.4K - $53.9K
|
47K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-857- 4.52% |
$47.1K - $54.8K
|
18.1K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-881- 10.47% |
$48.4K - $56.3K
|
7.53K
$532K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-881- 3.75% |
$48.4K - $56.3K
|
22.6K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-881- 21.76% |
$48.4K - $56.3K
|
3.17K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-895- 0.29% |
$49.2K - $57.2K
|
313K
$22.1M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-900- 14.3% |
$49.5K - $57.5K
|
5.39K
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-903- 10.62% |
$49.6K - $57.7K
|
7.6K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-916- 3.96% |
$50.4K - $58.5K
|
22.2K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-922- 1.36% |
$50.7K - $58.9K
|
66.9K
$4.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-926- 11.26% |
$50.9K - $59.2K
|
7.3K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-936- 5.49% |
$51.5K - $59.8K
|
16.1K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-938- 34.26% |
$51.6K - $59.9K
|
1.8K
$127K
|