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
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 20.04% |
$59.1K - $68.8K
|
4.29K
$289K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.08K- 5.31% |
$59.5K - $69.2K
|
19.3K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 3.13% |
$60.8K - $70.7K
|
34.2K
$2.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.11K- 11.48% |
$60.9K - $70.7K
|
8.54K
$575K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.12K- 10.2% |
$61.6K - $71.6K
|
9.87K
$665K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.13K- 1.09% |
$62.1K - $72.2K
|
102K
$6.9M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.13K- 0.89% |
$62.1K - $72.2K
|
126K
$8.48M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 0.34% |
$62.1K - $72.2K
|
332K
$22.4M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.13K- 9.01% |
$62.2K - $72.3K
|
11.4K
$770K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 3.87% |
$62.3K - $72.5K
|
28.2K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 17.69% |
$62.3K - $72.5K
|
5.28K
$356K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.18K- 2.06% |
$65K - $75.6K
|
56.3K
$3.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.19K- 10.28% |
$65.1K - $75.7K
|
10.3K
$697K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.19K- 11.57% |
$65.6K - $76.2K
|
9.12K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.21K- 4.79% |
$66.2K - $77K
|
24K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.21K- 8.25% |
$66.3K - $77.1K
|
13.4K
$903K
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.66% |
$66.6K - $77.5K
|
72K
$4.85M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.22K- 10.88% |
$67.2K - $78.2K
|
10K
$675K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.23K- 9.21% |
$67.8K - $78.9K
|
12.2K
$819K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.24K- 3.32% |
$68K - $79.1K
|
36K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.25K- 12.14% |
$68.7K - $79.9K
|
9.05K
$610K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.29K- 3.22% |
$70.6K - $82.1K
|
38.6K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.29K- 5.19% |
$70.9K - $82.4K
|
23.6K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 20.36% |
$71.4K - $83K
|
5.08K
$342K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 20.08% |
$72.1K - $83.8K
|
5.22K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.31K- 24.66% |
$72.2K - $84K
|
4.02K
$271K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.32K- 4.8% |
$72.6K - $84.4K
|
26.2K
$1.76M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.33K- 11.26% |
$73.1K - $85K
|
10.5K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Cavalry Management Group, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 8.89% |
$73.1K - $85K
|
13.6K
$919K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.36K- 20.29% |
$74.5K - $86.7K
|
5.33K
$359K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.38K- 1.83% |
$76.1K - $88.5K
|
74.2K
$5M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.39K- 21.14% |
$76.4K - $88.8K
|
5.19K
$349K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 5.99% |
$76.8K - $89.3K
|
21.9K
$1.48M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.41K- 29.3% |
$77.2K - $89.8K
|
3.39K
$228K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.4% |
$77.7K - $90.4K
|
99.6K
$6.71M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.43K- 15.09% |
$78.8K - $91.6K
|
8.07K
$544K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.44K- 8.71% |
$78.9K - $91.8K
|
15K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.48K- 0.28% |
$81.4K - $94.6K
|
520K
$35M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 2.34% |
$81.4K - $94.7K
|
61.7K
$4.16M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.48K- 6.03% |
$81.5K - $94.8K
|
23.1K
$1.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 3.09% |
$82.5K - $95.9K
|
47K
$3.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.5K- 25.21% |
$82.5K - $95.9K
|
4.45K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.51K- 12.15% |
$83.2K - $96.7K
|
10.9K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.52K- 15.7% |
$83.6K - $97.1K
|
8.16K
$550K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.53K- 5.75% |
$84.2K - $97.8K
|
25.1K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 7.76% |
$84.4K - $98.2K
|
18.3K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.56K- 11.92% |
$85.5K - $99.4K
|
11.5K
$774K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 1.64% |
$85.7K - $99.6K
|
93.3K
$6.29M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.57K- 7.18% |
$86.2K - $100K
|
20.3K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.58K- 3.74% |
$86.6K - $101K
|
40.5K
$2.73M
|