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 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
125+ 3.5% |
$9.09K - $9.88K
|
3.7K
$249K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
125+ 4.05% |
$9.09K - $9.88K
|
3.21K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
125+ 7.7% |
$9.09K - $9.88K
|
1.75K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
123+ 25.41% |
$8.94K - $9.72K
|
607
$40.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
122+ 2.05% |
$8.87K - $9.64K
|
6.06K
$409K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
122+ 1.84% |
$8.87K - $9.64K
|
6.76K
$455K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
117+ 1.09% |
$8.5K - $9.25K
|
10.9K
$734K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
114+ 1.87% |
$8.29K - $9.01K
|
6.21K
$418K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
114+ 114.0% |
$8.29K - $9.01K
|
214
$14.4K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
111+ 1.09% |
$8.07K - $8.77K
|
10.3K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
110+ 0.67% |
$8K - $8.69K
|
16.4K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
109+ 0.3% |
$7.92K - $8.62K
|
36.2K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
109+ 0.54% |
$7.92K - $8.62K
|
20.4K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
108+ 14.86% |
$7.85K - $8.54K
|
835
$56.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
107+ 46.32% |
$7.78K - $8.46K
|
338
$22.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
107+ 0.5% |
$7.78K - $8.46K
|
21.3K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
107+ 0.96% |
$7.78K - $8.46K
|
11.3K
$759K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
107+ 21.23% |
$7.78K - $8.46K
|
611
$41.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
106+ 1.89% |
$7.71K - $8.38K
|
5.72K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
106+ 1.14% |
$7.71K - $8.38K
|
9.38K
$632K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
106+ 1.03% |
$7.71K - $8.38K
|
10.4K
$698K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
105+ 3.21% |
$7.63K - $8.3K
|
3.37K
$227K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
104+ 49.76% |
$7.56K - $8.22K
|
313
$21.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
103+ 0.19% |
$7.49K - $8.14K
|
54.1K
$3.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
101+ 4.44% |
$7.34K - $7.98K
|
2.38K
$160K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
101+ 0.62% |
$7.34K - $7.98K
|
16.4K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
101+ 0.1% |
$7.34K - $7.98K
|
97.6K
$6.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
100+ 0.4% |
$7.27K - $7.9K
|
25.2K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
99+ 1.31% |
$7.2K - $7.82K
|
7.66K
$516K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
99+ 0.92% |
$7.2K - $7.82K
|
10.9K
$731K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
99+ 2.11% |
$7.2K - $7.82K
|
4.8K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
99+ 3.04% |
$7.2K - $7.82K
|
3.35K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97+ 2.12% |
$7.05K - $7.67K
|
4.68K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
96+ 1.56% |
$6.98K - $7.59K
|
6.25K
$421K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
96+ 1.66% |
$6.98K - $7.59K
|
5.88K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
95+ 0.62% |
$6.91K - $7.51K
|
15.4K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
94+ 0.82% |
$6.83K - $7.43K
|
11.6K
$780K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
94+ 0.92% |
$6.83K - $7.43K
|
10.3K
$694K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
93+ 0.32% |
$6.76K - $7.35K
|
29.1K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
93+ 0.78% |
$6.76K - $7.35K
|
12.1K
$814K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
92+ 2.22% |
$6.69K - $7.27K
|
4.24K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
92+ 1.06% |
$6.69K - $7.27K
|
8.77K
$591K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
91+ 1.52% |
$6.61K - $7.19K
|
6.09K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
91+ 1.55% |
$6.61K - $7.19K
|
5.97K
$402K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
90+ 3.08% |
$6.54K - $7.11K
|
3.01K
$203K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
90+ 2.19% |
$6.54K - $7.11K
|
4.21K
$283K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
89+ 2.71% |
$6.47K - $7.03K
|
3.37K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
89+ 0.2% |
$6.47K - $7.03K
|
44.2K
$2.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
88+ 1.3% |
$6.4K - $6.96K
|
6.85K
$462K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
86+ 5.5% |
$6.25K - $6.8K
|
1.65K
$111K
|