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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-703- 5.56% |
$48.2K - $61.2K
|
11.9K
$826K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-720- 93.75% |
$49.3K - $62.7K
|
48
$3.32K
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-722- 13.28% |
$49.5K - $62.9K
|
4.71K
$326K
|
|
|
Jul 15, 2022
Q2 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-742- 3.96% |
$50.8K - $64.6K
|
18K
$1.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-742- 17.03% |
$50.8K - $64.6K
|
3.61K
$250K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-748- 2.23% |
$51.2K - $65.1K
|
32.8K
$2.27M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-749- 4.33% |
$51.3K - $65.2K
|
16.6K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-750- 1.51% |
$51.4K - $65.3K
|
49.1K
$3.4M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-754- 2.11% |
$51.7K - $65.7K
|
35K
$2.42M
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-760- 6.35% |
$52.1K - $66.2K
|
11.2K
$775K
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-762- 9.58% |
$52.2K - $66.4K
|
7.19K
$498K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-763- 2.72% |
$52.3K - $66.4K
|
27.3K
$1.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-770- 2.73% |
$52.8K - $67.1K
|
27.4K
$1.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-770- 5.6% |
$52.8K - $67.1K
|
13K
$899K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-775- 13.26% |
$53.1K - $67.5K
|
5.07K
$351K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-788- 3.46% |
$54K - $68.6K
|
22K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-795- 1.87% |
$54.5K - $69.2K
|
41.7K
$2.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-797- 6.35% |
$54.6K - $69.4K
|
11.8K
$813K
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-800- 16.1% |
$54.8K - $69.7K
|
4.17K
$288K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-800- 12.65% |
$54.8K - $69.7K
|
5.52K
$382K
|
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-800- 0.82% |
$54.8K - $69.7K
|
97.2K
$6.73M
|
|
|
Jul 27, 2022
Q2 2022
|
John G Ullman & Associates Inc
|
SELL
|
- |
-800- 17.22% |
$54.8K - $69.7K
|
3.85K
$266K
|
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-800- 0.82% |
$54.8K - $69.7K
|
97.2K
$6.73M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-803- 8.97% |
$55K - $69.9K
|
8.15K
$564K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-818- 6.04% |
$56K - $71.2K
|
12.7K
$880K
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-821- 1.73% |
$56.2K - $71.5K
|
46.5K
$3.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-823- 0.35% |
$56.4K - $71.7K
|
236K
$16.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-842Closed |
$57.7K - $73.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-846- 1.12% |
$58K - $73.7K
|
74.4K
$5.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-855- 3.43% |
$58.6K - $74.5K
|
24.1K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-865- 3.61% |
$59.3K - $75.3K
|
23.1K
$1.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-869- 4.46% |
$59.5K - $75.7K
|
18.6K
$1.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-875- 6.05% |
$59.9K - $76.2K
|
13.6K
$941K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-877Closed |
$60.1K - $76.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-881- 7.93% |
$60.4K - $76.7K
|
10.2K
$708K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-883- 32.27% |
$60.5K - $76.9K
|
1.85K
$128K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-885Closed |
$60.6K - $77.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-888- 2.41% |
$60.8K - $77.3K
|
35.9K
$2.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-896- 4.77% |
$61.4K - $78K
|
17.9K
$1.24M
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-899- 12.95% |
$61.6K - $78.3K
|
6.04K
$418K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-903- 1.55% |
$61.9K - $78.6K
|
57.2K
$3.96M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-904- 1.69% |
$61.9K - $78.7K
|
52.5K
$3.63M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-907- 6.45% |
$62.1K - $79K
|
13.1K
$910K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-909- 9.54% |
$62.3K - $79.2K
|
8.62K
$597K
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-915- 3.6% |
$62.7K - $79.7K
|
24.5K
$1.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-922- 9.18% |
$63.2K - $80.3K
|
9.13K
$632K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-937- 7.3% |
$64.2K - $81.6K
|
11.9K
$823K
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-938- 99.68% |
$64.3K - $81.7K
|
3
$208
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-945- 8.72% |
$64.7K - $82.3K
|
9.89K
$685K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-947- 5.52% |
$64.9K - $82.5K
|
16.2K
$1.12M
|