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 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.93K- 1.09% |
$161K - $187K
|
265K
$17.8M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.96K- 23.99% |
$163K - $189K
|
9.38K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-3K- 1.08% |
$165K - $192K
|
276K
$18.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 26.84% |
$169K - $197K
|
8.4K
$564K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.09K- 11.6% |
$170K - $197K
|
23.5K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.09K- 5.78% |
$170K - $198K
|
50.4K
$3.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.12K- 14.67% |
$172K - $200K
|
18.2K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-3.13K- 10.33% |
$172K - $200K
|
27.1K
$1.82M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-3.13K- 38.9% |
$172K - $200K
|
4.92K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.15K- 16.47% |
$173K - $201K
|
16K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-3.16K- 9.0% |
$174K - $202K
|
32K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-3.18K- 31.32% |
$175K - $203K
|
6.98K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.19K- 8.14% |
$175K - $204K
|
35.9K
$2.41M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.26K- 20.02% |
$179K - $208K
|
13K
$875K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.31K- 13.2% |
$182K - $212K
|
21.8K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-3.32K- 14.95% |
$182K - $212K
|
18.9K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-3.39K- 48.39% |
$186K - $217K
|
3.62K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-3.44K- 1.0% |
$189K - $220K
|
339K
$22.8M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.47K- 51.23% |
$191K - $222K
|
3.3K
$222K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-3.48K- 1.89% |
$191K - $223K
|
181K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.49K- 10.6% |
$192K - $223K
|
29.4K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.53K- 15.95% |
$194K - $226K
|
18.6K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-3.56K- 39.82% |
$195K - $227K
|
5.37K
$361K
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-3.56K- 50.88% |
$196K - $227K
|
3.43K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.59K- 36.9% |
$197K - $230K
|
6.14K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-3.59K- 17.65% |
$198K - $230K
|
16.8K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-3.6K- 46.27% |
$198K - $230K
|
4.18K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.61K- 41.41% |
$198K - $230K
|
5.1K
$343K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.61K- 1.22% |
$199K - $231K
|
292K
$19.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-3.62K- 1.5% |
$199K - $231K
|
238K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.63K- 8.52% |
$200K - $232K
|
39K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-3.65K- 8.9% |
$201K - $233K
|
37.4K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.7K- 22.06% |
$204K - $237K
|
13.1K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-3.71K- 2.37% |
$204K - $237K
|
153K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.81K- 4.23% |
$209K - $243K
|
86.3K
$5.8M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.85K- 2.34% |
$212K - $246K
|
161K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-3.9K- 32.16% |
$214K - $249K
|
8.23K
$553K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.92K- 26.28% |
$216K - $251K
|
11K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.95K- 33.89% |
$217K - $253K
|
7.71K
$518K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.97K- 42.58% |
$218K - $254K
|
5.35K
$360K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-3.98K- 15.88% |
$219K - $254K
|
21.1K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.99K- 34.03% |
$219K - $255K
|
7.73K
$519K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-4K- 33.36% |
$220K - $256K
|
7.99K
$537K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.01K- 58.17% |
$220K - $256K
|
2.88K
$194K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.02K- 30.36% |
$221K - $257K
|
9.22K
$619K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.02K- 27.6% |
$221K - $257K
|
10.5K
$709K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 11.7% |
$221K - $257K
|
30.4K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.05K- 5.56% |
$222K - $259K
|
68.8K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.06K- 19.02% |
$223K - $260K
|
17.3K
$1.16M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.12K- 6.51% |
$226K - $263K
|
59.1K
$3.97M
|