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 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-951- 14.15% |
$52.3K - $60.8K
|
5.77K
$408K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-963- 5.7% |
$52.9K - $61.5K
|
15.9K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-983- 6.42% |
$54K - $62.8K
|
14.3K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-987- 1.58% |
$54.3K - $63.1K
|
61.5K
$4.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1K- 17.08% |
$55K - $63.9K
|
4.85K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 18.98% |
$55K - $63.9K
|
4.27K
$302K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.01K- 1.92% |
$55.4K - $64.4K
|
51.5K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-1.01K- 1.38% |
$55.6K - $64.6K
|
72.4K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.02K- 2.87% |
$55.8K - $64.9K
|
34.3K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.02K- 30.89% |
$56K - $65.1K
|
2.28K
$161K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.03K- 11.06% |
$56.5K - $65.7K
|
8.27K
$584K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.04K- 6.1% |
$57.1K - $66.3K
|
16K
$1.13M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.04K- 3.94% |
$57.2K - $66.5K
|
25.4K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.04K- 27.76% |
$57.4K - $66.7K
|
2.72K
$192K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.05K- 2.22% |
$57.5K - $66.8K
|
46.1K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.05K- 6.44% |
$57.7K - $67.1K
|
15.3K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.05K- 1.22% |
$57.8K - $67.2K
|
85.3K
$6.03M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.05K- 8.04% |
$57.9K - $67.3K
|
12K
$850K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.06K- 21.89% |
$58.1K - $67.6K
|
3.77K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 20.04% |
$59.1K - $68.8K
|
4.29K
$303K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.08K- 5.31% |
$59.5K - $69.2K
|
19.3K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.11K- 3.13% |
$60.8K - $70.7K
|
34.2K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.11K- 11.48% |
$60.9K - $70.7K
|
8.54K
$603K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.12K- 10.2% |
$61.6K - $71.6K
|
9.87K
$697K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.13K- 1.09% |
$62.1K - $72.2K
|
102K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.13K- 0.89% |
$62.1K - $72.2K
|
126K
$8.89M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 0.34% |
$62.1K - $72.2K
|
332K
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-1.13K- 9.01% |
$62.2K - $72.3K
|
11.4K
$807K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 3.87% |
$62.3K - $72.5K
|
28.2K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.13K- 17.69% |
$62.3K - $72.5K
|
5.28K
$373K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.18K- 2.06% |
$65K - $75.6K
|
56.3K
$3.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.19K- 10.28% |
$65.1K - $75.7K
|
10.3K
$731K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.19K- 11.57% |
$65.6K - $76.2K
|
9.12K
$644K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.21K- 4.79% |
$66.2K - $77K
|
24K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.21K- 8.25% |
$66.3K - $77.1K
|
13.4K
$947K
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.21K- 1.66% |
$66.6K - $77.5K
|
72K
$5.08M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.22K- 10.88% |
$67.2K - $78.2K
|
10K
$708K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.23K- 9.21% |
$67.8K - $78.9K
|
12.2K
$859K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.24K- 3.32% |
$68K - $79.1K
|
36K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1.25K- 12.14% |
$68.7K - $79.9K
|
9.05K
$639K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.29K- 3.22% |
$70.6K - $82.1K
|
38.6K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.29K- 5.19% |
$70.9K - $82.4K
|
23.6K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 20.36% |
$71.4K - $83K
|
5.08K
$359K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 20.08% |
$72.1K - $83.8K
|
5.22K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.31K- 24.66% |
$72.2K - $84K
|
4.02K
$284K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.32K- 4.8% |
$72.6K - $84.4K
|
26.2K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.33K- 11.26% |
$73.1K - $85K
|
10.5K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Cavalry Management Group, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 8.89% |
$73.1K - $85K
|
13.6K
$963K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.36K- 20.29% |
$74.5K - $86.7K
|
5.33K
$376K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.38K- 1.83% |
$76.1K - $88.5K
|
74.2K
$5.24M
|