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 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
85+ 2.86% |
$6.18K - $6.72K
|
3.06K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
85+ 0.93% |
$6.18K - $6.72K
|
9.21K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
84+ 1.9% |
$6.11K - $6.64K
|
4.51K
$304K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
83+ 33.2% |
$6.03K - $6.56K
|
333
$22.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
82+ 1.92% |
$5.96K - $6.48K
|
4.36K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
82+ 1.61% |
$5.96K - $6.48K
|
5.18K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
80+ 1.26% |
$5.82K - $6.32K
|
6.44K
$434K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
80+ 2.77% |
$5.82K - $6.32K
|
2.97K
$200K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
78+ 0.65% |
$5.67K - $6.17K
|
12.1K
$813K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
78+ 1.92% |
$5.67K - $6.17K
|
4.13K
$279K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
77+ 0.13% |
$5.6K - $6.09K
|
57.4K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77+ 1.14% |
$5.6K - $6.09K
|
6.82K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
76+ 0.36% |
$5.52K - $6.01K
|
21.3K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
76+ 0.54% |
$5.52K - $6.01K
|
14.3K
$961K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
75+ 0.59% |
$5.45K - $5.93K
|
12.8K
$860K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
70+ 0.95% |
$5.09K - $5.53K
|
7.42K
$500K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
69+ 30.4% |
$5.02K - $5.45K
|
296
$19.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
68+ 2.05% |
$4.94K - $5.37K
|
3.38K
$228K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
68+ 1.52% |
$4.94K - $5.37K
|
4.54K
$306K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
65+ 0.42% |
$4.72K - $5.14K
|
15.4K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
64+ 1.65% |
$4.65K - $5.06K
|
3.95K
$266K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
63+ 1.17% |
$4.58K - $4.98K
|
5.46K
$368K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
61+ 108.93% |
$4.43K - $4.82K
|
117
$7.88K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
60+ 1.88% |
$4.36K - $4.74K
|
3.25K
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
59+ 3.83% |
$4.29K - $4.66K
|
1.6K
$108K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
59+ 0.49% |
$4.29K - $4.66K
|
12.1K
$818K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
59+ 0.68% |
$4.29K - $4.66K
|
8.7K
$586K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
56+ 1.23% |
$4.07K - $4.43K
|
4.62K
$312K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
55+ 1.13% |
$4K - $4.35K
|
4.92K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
55+ 0.93% |
$4K - $4.35K
|
5.95K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
55+ 0.63% |
$4K - $4.35K
|
8.74K
$589K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
53+ 1.7% |
$3.85K - $4.19K
|
3.17K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
53+ 1.2% |
$3.85K - $4.19K
|
4.46K
$301K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
52+ 0.88% |
$3.78K - $4.11K
|
5.94K
$401K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
52+ 1.77% |
$3.78K - $4.11K
|
3K
$202K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
51+ 0.03% |
$3.71K - $4.03K
|
187K
$12.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
51+ 0.53% |
$3.71K - $4.03K
|
9.68K
$652K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
50+ 1.26% |
$3.63K - $3.95K
|
4.03K
$272K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
49+ 0.12% |
$3.56K - $3.87K
|
40.5K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
49+ 0.05% |
$3.56K - $3.87K
|
92.2K
$6.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
48+ 0.16% |
$3.49K - $3.79K
|
29.2K
$1.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
47+ 0.13% |
$3.42K - $3.71K
|
36.6K
$2.47M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
44+ 0.64% |
$3.2K - $3.48K
|
6.96K
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
44+ 1.48% |
$3.2K - $3.48K
|
3.01K
$203K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
44+ 0.3% |
$3.2K - $3.48K
|
14.7K
$992K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
43+ 1.07% |
$3.13K - $3.4K
|
4.06K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
42+ 0.33% |
$3.05K - $3.32K
|
12.8K
$864K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
41+ 0.16% |
$2.98K - $3.24K
|
25.9K
$1.75M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
41+ 0.16% |
$2.98K - $3.24K
|
26K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
41+ 9.86% |
$2.98K - $3.24K
|
457
$30.8K
|