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 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
818+ 16.79% |
$59.5K - $64.7K
|
5.69K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
813+ 5.78% |
$59.1K - $64.3K
|
14.9K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
809+ 7.73% |
$58.8K - $63.9K
|
11.3K
$760K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
806+ 18.03% |
$58.6K - $63.7K
|
5.28K
$356K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
801+ 0.77% |
$58.2K - $63.3K
|
105K
$7.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
794+ 9.93% |
$57.7K - $62.8K
|
8.79K
$593K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
787+ 25.94% |
$57.2K - $62.2K
|
3.82K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
785+ 0.15% |
$57.1K - $62K
|
514K
$34.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
780+ 3.75% |
$56.7K - $61.7K
|
21.6K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
780+ 3.71% |
$56.7K - $61.7K
|
21.8K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
779+ 4.15% |
$56.6K - $61.6K
|
19.6K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
777+ 10.32% |
$56.5K - $61.4K
|
8.31K
$560K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
771+ 10.02% |
$56K - $60.9K
|
8.46K
$570K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
767+ 10.84% |
$55.8K - $60.6K
|
7.84K
$528K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
766+ 2.08% |
$55.7K - $60.5K
|
37.7K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
BUY
|
- |
750+ 4.96% |
$54.5K - $59.3K
|
15.9K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
742+ 0.3% |
$53.9K - $58.6K
|
247K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
730New |
$53.1K - $57.7K
|
730
$49.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
729+ 0.72% |
$53K - $57.6K
|
102K
$6.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
710+ 3.03% |
$51.6K - $56.1K
|
24.1K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
710+ 18.74% |
$51.6K - $56.1K
|
4.5K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
709+ 2.13% |
$51.5K - $56K
|
34.1K
$2.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
708+ 9.23% |
$51.5K - $56K
|
8.38K
$564K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
702+ 7.47% |
$51K - $55.5K
|
10.1K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
700New |
$50.9K - $55.3K
|
700
$47.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
BUY
|
- |
700+ 1.91% |
$50.9K - $55.3K
|
37.3K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
698+ 304.8% |
$50.7K - $55.2K
|
927
$62.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
692+ 7.93% |
$50.3K - $54.7K
|
9.42K
$634K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
682+ 4.44% |
$49.6K - $53.9K
|
16K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
671+ 5.61% |
$48.8K - $53K
|
12.6K
$851K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
662+ 0.39% |
$48.1K - $52.3K
|
170K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
655+ 18.39% |
$47.6K - $51.8K
|
4.22K
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
652+ 7.99% |
$47.4K - $51.5K
|
8.82K
$594K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
650+ 66.6% |
$47.2K - $51.4K
|
1.63K
$110K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
650+ 66.6% |
$47.2K - $51.4K
|
1.63K
$110K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
649+ 8.73% |
$47.2K - $51.3K
|
8.09K
$545K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
640+ 0.82% |
$46.5K - $50.6K
|
79K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
640+ 22.19% |
$46.5K - $50.6K
|
3.52K
$237K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
630+ 2.07% |
$45.8K - $49.8K
|
31.1K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
618+ 15.43% |
$44.9K - $48.8K
|
4.62K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
617+ 15.49% |
$44.8K - $48.8K
|
4.6K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
616+ 5.85% |
$44.8K - $48.7K
|
11.1K
$751K
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
616+ 15.67% |
$44.8K - $48.7K
|
4.55K
$306K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
609+ 0.52% |
$44.3K - $48.1K
|
117K
$7.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
605+ 19.29% |
$44K - $47.8K
|
3.74K
$252K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
597+ 2.94% |
$43.4K - $47.2K
|
20.9K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
597+ 11.55% |
$43.4K - $47.2K
|
5.77K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
594+ 108.39% |
$43.2K - $46.9K
|
1.14K
$76.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
591+ 0.47% |
$43K - $46.7K
|
125K
$8.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
588+ 6.74% |
$42.7K - $46.5K
|
9.32K
$628K
|