Purchases and Sales Made in Q2 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 2023. 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 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.57K+ 25.01% |
$187K - $203K
|
12.8K
$866K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.57K+ 17.96% |
$186K - $203K
|
16.8K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.55K+ 29.08% |
$185K - $201K
|
11.3K
$762K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.48K+ 2.08% |
$180K - $196K
|
122K
$8.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
2.48K+ 0.98% |
$180K - $196K
|
255K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.47K+ 1.05% |
$180K - $195K
|
238K
$16.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.47K+ 10.03% |
$179K - $195K
|
27.1K
$1.82M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.44K+ 8.3% |
$177K - $193K
|
31.8K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.41K+ 34.49% |
$175K - $191K
|
9.41K
$634K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.41K+ 27.29% |
$175K - $191K
|
11.3K
$759K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
2.41K+ 9.76% |
$175K - $190K
|
27.1K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.41K+ 2.18% |
$175K - $190K
|
113K
$7.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.4K+ 24.26% |
$175K - $190K
|
12.3K
$829K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.36K+ 87.3% |
$171K - $186K
|
5.06K
$341K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.33K+ 3.94% |
$169K - $184K
|
61.4K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.32K+ 0.39% |
$169K - $184K
|
599K
$40.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.31K+ 4.75% |
$168K - $183K
|
50.9K
$3.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
2.3K+ 0.34% |
$167K - $182K
|
690K
$46.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.3K+ 14.27% |
$167K - $182K
|
18.4K
$1.24M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.3K+ 14.27% |
$167K - $182K
|
18.4K
$1.24M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.26K+ 12.05% |
$165K - $179K
|
21K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.26K+ 5.97% |
$164K - $179K
|
40.1K
$2.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.26K+ 12.5% |
$164K - $178K
|
20.3K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.25K+ 70.31% |
$164K - $178K
|
5.45K
$367K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.25K+ 41.28% |
$163K - $178K
|
7.7K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 9.31% |
$163K - $177K
|
26.3K
$1.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
2.22K+ 16.77% |
$161K - $175K
|
15.4K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.21K+ 1.53% |
$161K - $175K
|
147K
$9.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.2K+ 46.26% |
$160K - $174K
|
6.97K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.2KNew |
$160K - $174K
|
2.2K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.2KNew |
$160K - $174K
|
2.2K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 55.41% |
$159K - $173K
|
6.15K
$414K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.17K+ 3.81% |
$158K - $172K
|
59.1K
$3.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.08K+ 14.44% |
$151K - $164K
|
16.5K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.07K+ 18.38% |
$150K - $164K
|
13.3K
$898K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.04K+ 19.55% |
$149K - $161K
|
12.5K
$842K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.02K+ 2.68% |
$147K - $159K
|
77.3K
$5.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2K+ 9.6% |
$146K - $158K
|
22.9K
$1.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
2K+ 1.88% |
$146K - $158K
|
108K
$7.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2K+ 0.9% |
$145K - $158K
|
224K
$15.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.99K+ 3.27% |
$145K - $157K
|
62.8K
$4.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.97K+ 4.9% |
$143K - $156K
|
42.2K
$2.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.93K+ 2.73% |
$140K - $152K
|
72.6K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.93K+ 8.75% |
$140K - $152K
|
23.9K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.92K+ 1.65% |
$140K - $152K
|
118K
$7.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 4.94% |
$139K - $152K
|
40.7K
$2.74M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.89K+ 5.94% |
$137K - $149K
|
33.7K
$2.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 50.78% |
$137K - $149K
|
5.59K
$376K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.87K+ 6.12% |
$136K - $147K
|
32.3K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.86K+ 0.97% |
$135K - $147K
|
193K
$13M
|