Purchases and Sales Made in Q2 2022 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
30+ 0.32% |
$2.06K - $2.61K
|
9.47K
$656K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
30+ 25.64% |
$2.06K - $2.61K
|
147
$10.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
30+ 1.17% |
$2.06K - $2.61K
|
2.6K
$180K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
29+ 0.66% |
$1.99K - $2.53K
|
4.4K
$305K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
29+ 0.66% |
$1.99K - $2.53K
|
4.43K
$307K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
28+ 0.46% |
$1.92K - $2.44K
|
6.08K
$421K
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
28+ 0.51% |
$1.92K - $2.44K
|
5.52K
$383K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
28+ 0.95% |
$1.92K - $2.44K
|
2.96K
$205K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 11.79% |
$1.85K - $2.35K
|
256
$17.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26+ 0.71% |
$1.78K - $2.26K
|
3.69K
$256K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
25+ 0.21% |
$1.71K - $2.18K
|
12K
$834K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
25+ 0.97% |
$1.71K - $2.18K
|
2.61K
$181K
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
BUY
|
- |
25+ 0.18% |
$1.71K - $2.18K
|
14.3K
$991K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.1% |
$1.71K - $2.18K
|
25.5K
$1.77M
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
24+ 0.39% |
$1.64K - $2.09K
|
6.2K
$429K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
24+ 0.57% |
$1.64K - $2.09K
|
4.21K
$291K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
22+ 61.11% |
$1.51K - $1.92K
|
58
$4.02K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
22+ 0.93% |
$1.51K - $1.92K
|
2.39K
$166K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22+ 0.48% |
$1.51K - $1.92K
|
4.64K
$321K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
22+ 0.18% |
$1.51K - $1.92K
|
12K
$833K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
21New |
$1.44K - $1.83K
|
21
$1.45K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
21+ 0.44% |
$1.44K - $1.83K
|
4.81K
$333K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20+ 0.65% |
$1.37K - $1.74K
|
3.08K
$213K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
20+ 0.59% |
$1.37K - $1.74K
|
3.41K
$236K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
20New |
$1.37K - $1.74K
|
20
$1.39K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 1.28% |
$1.3K - $1.65K
|
1.5K
$104K
|
|
|
Jul 29, 2022
Q2 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
19+ 0.14% |
$1.3K - $1.65K
|
13.8K
$956K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
19+ 0.2% |
$1.3K - $1.65K
|
9.4K
$651K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19New |
$1.3K - $1.65K
|
19
$1.32K
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
18+ 0.58% |
$1.23K - $1.57K
|
3.11K
$215K
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
18+ 0.54% |
$1.23K - $1.57K
|
3.37K
$234K
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
18+ 0.53% |
$1.23K - $1.57K
|
3.4K
$236K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 0.1% |
$1.16K - $1.48K
|
17.8K
$1.24M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
16+ 0.27% |
$1.1K - $1.39K
|
6.05K
$419K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16+ 0.61% |
$1.1K - $1.39K
|
2.66K
$184K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16+ 88.89% |
$1.1K - $1.39K
|
34
$2.36K
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
16+ 0.22% |
$1.1K - $1.39K
|
7.3K
$506K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16+ 0.57% |
$1.1K - $1.39K
|
2.81K
$195K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.22% |
$1.03K - $1.31K
|
6.71K
$465K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.04% |
$1.03K - $1.31K
|
33.9K
$2.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15+ 0.57% |
$1.03K - $1.31K
|
2.63K
$182K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
14+ 0.53% |
$959 - $1.22K
|
2.64K
$183K
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14+ 0.26% |
$959 - $1.22K
|
5.5K
$381K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.04% |
$891 - $1.13K
|
29.2K
$2.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
13+ 0.19% |
$891 - $1.13K
|
6.88K
$477K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$822 - $1.04K
|
5.12K
$355K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12+ 0.04% |
$822 - $1.04K
|
29.6K
$2.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 1.98% |
$822 - $1.04K
|
617
$42.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
11+ 0.58% |
$754 - $958
|
1.92K
$133K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
11+ 21.15% |
$754 - $958
|
63
$4.36K
|