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 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
217+ 0.71% |
$15.8K - $17.2K
|
30.8K
$2.08M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
215+ 3.4% |
$15.6K - $17K
|
6.55K
$441K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
215New |
$15.6K - $17K
|
215
$14.5K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
211+ 6.46% |
$15.3K - $16.7K
|
3.48K
$234K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
211+ 7.28% |
$15.3K - $16.7K
|
3.11K
$210K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
205+ 9.79% |
$14.9K - $16.2K
|
2.3K
$155K
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
204+ 0.52% |
$14.8K - $16.1K
|
39.8K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
203+ 1.66% |
$14.8K - $16K
|
12.5K
$840K
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
202+ 6.44% |
$14.7K - $16K
|
3.34K
$225K
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
200+ 1.6% |
$14.5K - $15.8K
|
12.7K
$856K
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
200+ 5.2% |
$14.5K - $15.8K
|
4.05K
$273K
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
199New |
$14.5K - $15.7K
|
199
$13.4K
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
193+ 0.16% |
$14K - $15.3K
|
123K
$8.32M
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
186+ 2.2% |
$13.5K - $14.7K
|
8.64K
$582K
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
184+ 4.39% |
$13.4K - $14.5K
|
4.38K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
183+ 71.48% |
$13.3K - $14.5K
|
439
$29.6K
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
180+ 1.34% |
$13.1K - $14.2K
|
13.7K
$920K
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
178+ 2.27% |
$12.9K - $14.1K
|
8.03K
$541K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
177+ 3.3% |
$12.9K - $14K
|
5.53K
$373K
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
175+ 2.78% |
$12.7K - $13.8K
|
6.47K
$436K
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
175+ 2.16% |
$12.7K - $13.8K
|
8.28K
$558K
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
174+ 2.4% |
$12.6K - $13.8K
|
7.43K
$501K
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
173+ 0.13% |
$12.6K - $13.7K
|
129K
$8.69M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
172+ 0.13% |
$12.5K - $13.6K
|
134K
$9.05M
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
172+ 1.8% |
$12.5K - $13.6K
|
9.75K
$657K
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
170+ 1.83% |
$12.4K - $13.4K
|
9.48K
$638K
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
168+ 0.94% |
$12.2K - $13.3K
|
18K
$1.22M
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
165+ 2.99% |
$12K - $13K
|
5.68K
$382K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
164+ 1.63% |
$11.9K - $13K
|
10.2K
$689K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
162+ 5.12% |
$11.8K - $12.8K
|
3.32K
$224K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
159+ 3.74% |
$11.6K - $12.6K
|
4.41K
$297K
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
158+ 4.61% |
$11.5K - $12.5K
|
3.59K
$242K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
157+ 5.27% |
$11.4K - $12.4K
|
3.13K
$211K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
157+ 0.87% |
$11.4K - $12.4K
|
18.2K
$1.23M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
156+ 0.61% |
$11.3K - $12.3K
|
25.6K
$1.73M
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
153+ 0.3% |
$11.1K - $12.1K
|
51.1K
$3.45M
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
147+ 130.09% |
$10.7K - $11.6K
|
260
$17.5K
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
143+ 0.78% |
$10.4K - $11.3K
|
18.5K
$1.24M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
142+ 1.79% |
$10.3K - $11.2K
|
8.09K
$545K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
141+ 4.44% |
$10.2K - $11.1K
|
3.32K
$223K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
136+ 2.02% |
$9.89K - $10.7K
|
6.87K
$463K
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135+ 1.35% |
$9.81K - $10.7K
|
10.1K
$681K
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
BUY
|
- |
132+ 0.33% |
$9.6K - $10.4K
|
40K
$2.69M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
132+ 2.73% |
$9.6K - $10.4K
|
4.96K
$334K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
131+ 3.65% |
$9.52K - $10.4K
|
3.72K
$251K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
130+ 2.05% |
$9.45K - $10.3K
|
6.47K
$436K
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
129+ 1.52% |
$9.38K - $10.2K
|
8.63K
$581K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
129+ 0.37% |
$9.38K - $10.2K
|
34.7K
$2.34M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
128+ 2.13% |
$9.3K - $10.1K
|
6.15K
$414K
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
127+ 0.21% |
$9.23K - $10K
|
60.8K
$4.1M
|