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 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 0.32% |
$685 - $871
|
3.14K
$224K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
10+ 0.52% |
$685 - $871
|
1.92K
$137K
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8+ 0.08% |
$548 - $697
|
9.92K
$707K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$548 - $697
|
39.3K
$2.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8New |
$548 - $697
|
8
$570
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
8+ 0.09% |
$548 - $697
|
9.05K
$645K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7+ 0.18% |
$480 - $610
|
3.91K
$279K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7+ 0.36% |
$480 - $610
|
1.95K
$139K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.16% |
$480 - $610
|
4.3K
$307K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 0.35% |
$411 - $522
|
1.74K
$124K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6+ 0.04% |
$411 - $522
|
16.5K
$1.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5+ 0.01% |
$343 - $435
|
97.7K
$6.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
5+ 0.8% |
$343 - $435
|
631
$45K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.06% |
$343 - $435
|
7.85K
$560K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.13% |
$343 - $435
|
3.94K
$281K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
4+ 0.03% |
$274 - $348
|
13.1K
$935K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$274 - $348
|
46.7K
$3.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
4+ 0.66% |
$274 - $348
|
612
$43.6K
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.01% |
$274 - $348
|
56.8K
$4.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.01% |
$274 - $348
|
32.5K
$2.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4+ 0.09% |
$274 - $348
|
4.23K
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.04% |
$274 - $348
|
10.5K
$745K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$206 - $261
|
2.51K
$179K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$206 - $261
|
13K
$924K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$206 - $261
|
7.8K
$556K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3+ 0.3% |
$206 - $261
|
1.02K
$72.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.65% |
$206 - $261
|
466
$33.2K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.02% |
$206 - $261
|
19.7K
$1.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.46% |
$137 - $174
|
440
$31.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$137 - $174
|
4.41K
$315K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.01% |
$137 - $174
|
24.9K
$1.78M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$137 - $174
|
192
$13.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$137 - $174
|
6.2K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.04% |
$137 - $174
|
5.01K
$357K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$68.5 - $87.1
|
4.78K
$341K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$68.5 - $87.1
|
21.7K
$1.55M
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$68.5 - $87.1
|
22.2K
$1.58M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$68.5 - $87.1
|
12.6K
$900K
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.02% |
$68.5 - $87.1
|
5K
$356K
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$68.5 - $87.1
|
11.1K
$793K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$68.5 - $87.1
|
3.22K
$229K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$68.5 - $87.1
|
3.08K
$220K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$68.5 - $87.1
|
2.96K
$211K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$68.5 - $87.1
|
13.4K
$957K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$68.5 - $87.1
|
6.2K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.77% |
$68.5 - $87.1
|
131
$9.34K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.0% |
$68.5 - $87.1
|
23.2K
$1.65M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-1- 0.05% |
$68.5 - $87.1
|
2.05K
$146K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2- 0.01% |
$137 - $174
|
18K
$1.28M
|