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
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
588+ 5.36% |
$42.7K - $46.5K
|
11.6K
$779K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
580+ 17.55% |
$42.2K - $45.8K
|
3.89K
$262K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
577+ 5.49% |
$41.9K - $45.6K
|
11.1K
$747K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
569+ 7.06% |
$41.4K - $45K
|
8.63K
$581K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
566+ 0.2% |
$41.1K - $44.7K
|
285K
$19.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
565+ 0.71% |
$41.1K - $44.7K
|
79.7K
$5.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
558+ 0.61% |
$40.6K - $44.1K
|
91.6K
$6.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
556+ 10.12% |
$40.4K - $43.9K
|
6.05K
$408K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
555+ 0.34% |
$40.3K - $43.9K
|
165K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
551+ 16.26% |
$40.1K - $43.6K
|
3.94K
$265K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
551+ 1.81% |
$40.1K - $43.6K
|
30.9K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
547+ 1.29% |
$39.8K - $43.2K
|
42.8K
$2.88M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
545+ 1.68% |
$39.6K - $43.1K
|
32.9K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
541+ 10.1% |
$39.3K - $42.8K
|
5.9K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
540+ 6.4% |
$39.3K - $42.7K
|
8.98K
$605K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
539+ 1.22% |
$39.2K - $42.6K
|
44.9K
$3.02M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
539+ 13.12% |
$39.2K - $42.6K
|
4.65K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
528+ 44.15% |
$38.4K - $41.7K
|
1.72K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
522+ 0.1% |
$37.9K - $41.3K
|
521K
$35.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
520+ 4.97% |
$37.8K - $41.1K
|
11K
$739K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
519+ 4.98% |
$37.7K - $41K
|
10.9K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
517+ 0.67% |
$37.6K - $40.9K
|
77.7K
$5.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
505+ 3.58% |
$36.7K - $39.9K
|
14.6K
$985K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
500+ 1.28% |
$36.3K - $39.5K
|
39.7K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
500+ 125.0% |
$36.3K - $39.5K
|
900
$60.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
500+ 12.2% |
$36.3K - $39.5K
|
4.6K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
500+ 1.62% |
$36.3K - $39.5K
|
31.3K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
495+ 6.42% |
$36K - $39.1K
|
8.21K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
493+ 10.46% |
$35.8K - $39K
|
5.21K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
484+ 5.59% |
$35.2K - $38.3K
|
9.15K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
483New |
$35.1K - $38.2K
|
483
$32.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
483+ 10.81% |
$35.1K - $38.2K
|
4.95K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
480+ 1.78% |
$34.9K - $37.9K
|
27.5K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
479+ 6.58% |
$34.8K - $37.9K
|
7.76K
$523K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
474New |
$34.5K - $37.5K
|
474
$31.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
473+ 3.29% |
$34.4K - $37.4K
|
14.9K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
470+ 11.75% |
$34.2K - $37.1K
|
4.47K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
463+ 4.14% |
$33.7K - $36.6K
|
11.6K
$785K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
462+ 1.8% |
$33.6K - $36.5K
|
26.1K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
460+ 2.74% |
$33.4K - $36.4K
|
17.2K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
458+ 0.78% |
$33.3K - $36.2K
|
59.4K
$4M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
456+ 16.29% |
$33.1K - $36K
|
3.26K
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
455+ 1.01% |
$33.1K - $36K
|
45.5K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
454+ 0.97% |
$33K - $35.9K
|
47.1K
$3.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
448+ 4.91% |
$32.6K - $35.4K
|
9.56K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
447+ 2.97% |
$32.5K - $35.3K
|
15.5K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
446+ 14.22% |
$32.4K - $35.3K
|
3.58K
$241K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
443+ 4.5% |
$32.2K - $35K
|
10.3K
$693K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
443+ 1.98% |
$32.2K - $35K
|
22.9K
$1.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
442+ 3.33% |
$32.1K - $34.9K
|
13.7K
$925K
|