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 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.17K- 9.14% |
$229K - $267K
|
41.4K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-4.19K- 7.45% |
$230K - $268K
|
52K
$3.5M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.19K- 5.96% |
$230K - $268K
|
66.1K
$4.44M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4.22K- 23.73% |
$232K - $269K
|
13.6K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-4.25K- 44.59% |
$234K - $272K
|
5.28K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.26K- 11.15% |
$234K - $272K
|
34K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.31K- 3.47% |
$237K - $276K
|
120K
$8.07M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.32K- 1.36% |
$237K - $276K
|
312K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.32K- 38.59% |
$237K - $276K
|
6.88K
$462K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.46K- 18.3% |
$245K - $285K
|
19.9K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.53K- 3.05% |
$249K - $290K
|
144K
$9.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.56K- 17.21% |
$251K - $292K
|
22K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-4.58K- 4.91% |
$252K - $293K
|
88.7K
$5.96M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-4.58K- 3.46% |
$252K - $293K
|
128K
$8.59M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.65K- 83.8% |
$255K - $297K
|
898
$60.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.66K- 2.3% |
$256K - $298K
|
198K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-4.7K- 56.24% |
$258K - $300K
|
3.66K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.7K- 3.79% |
$258K - $300K
|
119K
$8.02M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.75K- 2.31% |
$261K - $304K
|
201K
$13.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.78K- 3.58% |
$263K - $305K
|
129K
$8.65M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4.79K- 4.54% |
$263K - $306K
|
101K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.81K- 58.44% |
$265K - $308K
|
3.42K
$230K
|
|
|
May 07, 2024
Q1 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-4.82K- 0.47% |
$265K - $308K
|
1.02M
$68.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-4.83K- 37.04% |
$265K - $308K
|
8.2K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-4.86K- 16.43% |
$267K - $310K
|
24.7K
$1.66M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.95K- 17.68% |
$272K - $316K
|
23K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.99K- 53.0% |
$274K - $319K
|
4.42K
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-5K- 0.75% |
$275K - $320K
|
665K
$44.7M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.03K- 3.93% |
$277K - $322K
|
123K
$8.27M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-5.06K- 21.78% |
$278K - $323K
|
18.2K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.07K- 23.05% |
$279K - $324K
|
16.9K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-5.2K- 1.07% |
$286K - $332K
|
482K
$32.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.27K- 24.14% |
$290K - $337K
|
16.6K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.28K- 43.82% |
$290K - $337K
|
6.77K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.33K- 13.01% |
$293K - $341K
|
35.7K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.39K- 7.37% |
$296K - $344K
|
67.7K
$4.55M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.46K- 1.93% |
$300K - $349K
|
278K
$18.7M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-5.52K- 78.71% |
$304K - $353K
|
1.49K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.52K- 37.58% |
$304K - $353K
|
9.18K
$617K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5.54K- 62.31% |
$305K - $354K
|
3.35K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-5.65K- 30.35% |
$311K - $361K
|
13K
$872K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-5.66K- 4.09% |
$311K - $361K
|
133K
$8.91M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.69K- 14.96% |
$313K - $363K
|
32.3K
$2.17M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.72K- 32.83% |
$314K - $365K
|
11.7K
$786K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.72K- 21.12% |
$314K - $365K
|
21.3K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.75K- 4.81% |
$316K - $367K
|
114K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-5.79K- 56.81% |
$318K - $370K
|
4.4K
$296K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.81K- 32.05% |
$319K - $371K
|
12.3K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.84K- 61.7% |
$321K - $373K
|
3.63K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-5.85K- 46.01% |
$321K - $374K
|
6.86K
$461K
|