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 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.42K+ 22.81% |
$103K - $112K
|
7.65K
$515K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.42K+ 10.35% |
$103K - $112K
|
15.1K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.4K+ 16.98% |
$102K - $111K
|
9.67K
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.4K+ 4.03% |
$102K - $110K
|
36K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.39K+ 10.85% |
$101K - $110K
|
14.2K
$959K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.38K+ 4.0% |
$99.9K - $109K
|
35.7K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.38K+ 5.64% |
$99.9K - $109K
|
25.8K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.37K+ 4.75% |
$99.7K - $108K
|
30.2K
$2.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 41.43% |
$99.7K - $108K
|
4.68K
$315K
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
1.37K+ 7.09% |
$99.3K - $108K
|
20.6K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.36K+ 2.18% |
$98.8K - $107K
|
63.8K
$4.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.35K+ 9.97% |
$98.1K - $107K
|
14.9K
$1M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.35K+ 1.11% |
$97.8K - $106K
|
122K
$8.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.33K+ 13.12% |
$96.9K - $105K
|
11.5K
$774K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.33K+ 0.6% |
$96.9K - $105K
|
222K
$15M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.33K+ 6.76% |
$96.4K - $105K
|
21K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.33K+ 15.56% |
$96.4K - $105K
|
9.85K
$664K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.32K+ 33.76% |
$96.2K - $105K
|
5.25K
$353K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.32K+ 2.02% |
$95.6K - $104K
|
66.5K
$4.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.3K+ 218.12% |
$94.5K - $103K
|
1.9K
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.29K+ 2.73% |
$93.4K - $102K
|
48.3K
$3.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.28K+ 7.85% |
$92.9K - $101K
|
17.6K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.28K+ 15.5% |
$92.8K - $101K
|
9.52K
$641K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.28K+ 0.75% |
$92.7K - $101K
|
170K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.27K+ 0.06% |
$92.4K - $100K
|
1.96M
$132M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
1.27K+ 0.06% |
$92.4K - $100K
|
1.96M
$132M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.27K+ 11.07% |
$92.2K - $100K
|
12.7K
$858K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.26K+ 1.74% |
$91.7K - $99.7K
|
73.8K
$4.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.25K+ 3.83% |
$91.2K - $99.1K
|
34K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.25K+ 2.43% |
$91K - $99K
|
52.8K
$3.55M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.25K+ 2.82% |
$90.9K - $98.9K
|
45.6K
$3.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 1.03% |
$90.9K - $98.8K
|
123K
$8.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.25K+ 15.83% |
$90.9K - $98.8K
|
9.15K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.24K+ 1.69% |
$90.3K - $98.2K
|
74.5K
$5.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.24K+ 5.63% |
$90.2K - $98.1K
|
23.3K
$1.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.24KNew |
$89.9K - $97.8K
|
1.24K
$83.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.24K+ 10.43% |
$89.8K - $97.6K
|
13.1K
$881K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
1.22K+ 1.04% |
$88.5K - $96.3K
|
119K
$7.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.19K+ 15.69% |
$86.6K - $94.2K
|
8.79K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.19K+ 1.42% |
$86.5K - $94.1K
|
84.8K
$5.72M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.19K+ 7.25% |
$86.2K - $93.7K
|
17.6K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.18K+ 7.38% |
$85.6K - $93.1K
|
17.1K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.18K+ 1.58% |
$85.6K - $93K
|
75.8K
$5.1M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.17K+ 15.39% |
$85.3K - $92.8K
|
8.8K
$593K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.16K+ 14.77% |
$84.3K - $91.7K
|
9.01K
$607K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.16K+ 2.05% |
$84.3K - $91.7K
|
57.8K
$3.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.16K+ 4.01% |
$84.2K - $91.6K
|
30K
$2.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.16K+ 9.25% |
$84.1K - $91.4K
|
13.7K
$921K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
1.16K+ 1.11% |
$84K - $91.4K
|
105K
$7.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.15K+ 0.61% |
$83.5K - $90.8K
|
189K
$12.8M
|