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 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
325+ 3.77% |
$23.6K - $25.7K
|
8.95K
$603K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
320+ 2.76% |
$23.3K - $25.3K
|
11.9K
$803K
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
320+ 0.27% |
$23.3K - $25.3K
|
118K
$7.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
318+ 1.83% |
$23.1K - $25.1K
|
17.7K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
308+ 1.6% |
$22.4K - $24.3K
|
19.6K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
304+ 0.71% |
$22.1K - $24K
|
43K
$2.9M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
300+ 2.55% |
$21.8K - $23.7K
|
12.1K
$812K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
299+ 1.75% |
$21.7K - $23.6K
|
17.3K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
298+ 7.34% |
$21.7K - $23.6K
|
4.36K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
297+ 3.53% |
$21.6K - $23.5K
|
8.72K
$587K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
290+ 0.54% |
$21.1K - $22.9K
|
53.9K
$3.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
287+ 6.41% |
$20.9K - $22.7K
|
4.77K
$321K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
281+ 2.41% |
$20.4K - $22.2K
|
12K
$806K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
280+ 0.93% |
$20.4K - $22.1K
|
30.4K
$2.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
276+ 5.19% |
$20.1K - $21.8K
|
5.59K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
276+ 3.93% |
$20.1K - $21.8K
|
7.3K
$492K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
275+ 6.4% |
$20K - $21.7K
|
4.57K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
275+ 1.9% |
$20K - $21.7K
|
14.8K
$996K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
274+ 10.85% |
$19.9K - $21.7K
|
2.8K
$189K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
271+ 0.63% |
$19.7K - $21.4K
|
43K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
271+ 5.45% |
$19.7K - $21.4K
|
5.25K
$353K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
270+ 3.07% |
$19.6K - $21.3K
|
9.05K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
268+ 4.18% |
$19.5K - $21.2K
|
6.68K
$450K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
264+ 3.01% |
$19.2K - $20.9K
|
9.04K
$609K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
264+ 2.72% |
$19.2K - $20.9K
|
9.98K
$672K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
264+ 0.89% |
$19.2K - $20.9K
|
30K
$2.02M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
263+ 2.4% |
$19.1K - $20.8K
|
11.2K
$757K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
262+ 4.45% |
$19K - $20.7K
|
6.14K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
257+ 0.97% |
$18.7K - $20.3K
|
26.7K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
255+ 0.27% |
$18.5K - $20.2K
|
94.4K
$6.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 1.0% |
$18.2K - $19.8K
|
25.3K
$1.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
250+ 2.1% |
$18.2K - $19.8K
|
12.2K
$819K
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
250+ 1.28% |
$18.2K - $19.8K
|
19.9K
$1.34M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
245+ 4.71% |
$17.8K - $19.4K
|
5.45K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
243+ 6.42% |
$17.7K - $19.2K
|
4.03K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
242New |
$17.6K - $19.1K
|
242
$16.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
239New |
$17.4K - $18.9K
|
239
$16.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
238+ 6.41% |
$17.3K - $18.8K
|
3.95K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
236+ 5.81% |
$17.2K - $18.7K
|
4.3K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
235+ 1.05% |
$17.1K - $18.6K
|
22.7K
$1.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
233+ 1.44% |
$16.9K - $18.4K
|
16.4K
$1.11M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 8.84% |
$16.9K - $18.4K
|
2.87K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
230+ 5.53% |
$16.7K - $18.2K
|
4.39K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
228+ 1.02% |
$16.6K - $18K
|
22.6K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
227+ 0.33% |
$16.5K - $17.9K
|
69.6K
$4.69M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
225+ 1.12% |
$16.4K - $17.8K
|
20.3K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
223+ 1.85% |
$16.2K - $17.6K
|
12.3K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
223+ 3.49% |
$16.2K - $17.6K
|
6.61K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
221+ 8.1% |
$16.1K - $17.5K
|
2.95K
$199K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
220+ 2.37% |
$16K - $17.4K
|
9.51K
$641K
|