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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
442+ 6.35% |
$32.1K - $34.9K
|
7.41K
$539K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
440+ 3.12% |
$32K - $34.8K
|
14.6K
$1.06M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
434New |
$31.5K - $34.3K
|
434
$31.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
430+ 5.88% |
$31.3K - $34K
|
7.74K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
430+ 0.58% |
$31.3K - $34K
|
74K
$5.39M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
430+ 0.58% |
$31.3K - $34K
|
74K
$5.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
426+ 5.38% |
$31K - $33.7K
|
8.35K
$608K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
423+ 15.71% |
$30.7K - $33.4K
|
3.12K
$227K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
423+ 0.63% |
$30.7K - $33.4K
|
67.5K
$4.92M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
422+ 11.16% |
$30.7K - $33.4K
|
4.2K
$306K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
422+ 1.33% |
$30.7K - $33.4K
|
32.2K
$2.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
421+ 6.9% |
$30.6K - $33.3K
|
6.52K
$475K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
420+ 5.55% |
$30.5K - $33.2K
|
7.99K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
419+ 1.6% |
$30.5K - $33.1K
|
26.6K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
416+ 6.24% |
$30.2K - $32.9K
|
7.09K
$516K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
415+ 2.66% |
$30.2K - $32.8K
|
16K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
414+ 5.87% |
$30.1K - $32.7K
|
7.47K
$544K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
413+ 74.28% |
$30K - $32.6K
|
969
$70.6K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
412+ 13.98% |
$29.9K - $32.6K
|
3.36K
$245K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
412+ 13.98% |
$29.9K - $32.6K
|
3.36K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
408+ 5.94% |
$29.7K - $32.2K
|
7.27K
$530K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
403+ 0.14% |
$29.3K - $31.9K
|
297K
$21.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
403+ 6.76% |
$29.3K - $31.9K
|
6.36K
$463K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
400+ 2.1% |
$29.1K - $31.6K
|
19.5K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
400+ 444.44% |
$29.1K - $31.6K
|
490
$35.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
393+ 0.7% |
$28.6K - $31.1K
|
56.3K
$4.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
392+ 4.09% |
$28.5K - $31K
|
9.97K
$726K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
387+ 2.36% |
$28.1K - $30.6K
|
16.8K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
386+ 7.27% |
$28.1K - $30.5K
|
5.7K
$415K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
381+ 2.32% |
$27.7K - $30.1K
|
16.8K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
378+ 3.46% |
$27.5K - $29.9K
|
11.3K
$822K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
376+ 2.52% |
$27.3K - $29.7K
|
15.3K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
376+ 1.56% |
$27.3K - $29.7K
|
24.5K
$1.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
372+ 1.92% |
$27K - $29.4K
|
19.8K
$1.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
371+ 4.84% |
$27K - $29.3K
|
8.03K
$585K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
370+ 0.88% |
$26.9K - $29.2K
|
42.6K
$3.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
363+ 9.41% |
$26.4K - $28.7K
|
4.22K
$307K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
363+ 0.4% |
$26.4K - $28.7K
|
90.7K
$6.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
362+ 3.88% |
$26.3K - $28.6K
|
9.7K
$707K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
359+ 0.52% |
$26.1K - $28.4K
|
68.8K
$5.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
344+ 34.26% |
$25K - $27.2K
|
1.35K
$98.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
343+ 11.34% |
$24.9K - $27.1K
|
3.37K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
339+ 2.6% |
$24.6K - $26.8K
|
13.4K
$973K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
335+ 1.55% |
$24.4K - $26.5K
|
22K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
331+ 4.66% |
$24.1K - $26.2K
|
7.43K
$541K
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
331+ 2.41% |
$24.1K - $26.2K
|
14.1K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
328+ 12.18% |
$23.8K - $25.9K
|
3.02K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
328+ 0.95% |
$23.8K - $25.9K
|
34.9K
$2.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
327+ 3.7% |
$23.8K - $25.8K
|
9.17K
$668K
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
325+ 7.05% |
$23.6K - $25.7K
|
4.94K
$360K
|