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 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 1.4% |
$2.91K - $3.16K
|
2.9K
$195K
|
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
40+ 0.78% |
$2.91K - $3.16K
|
5.2K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
40New |
$2.91K - $3.16K
|
40
$2.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39+ 0.59% |
$2.83K - $3.08K
|
6.61K
$445K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
38+ 0.24% |
$2.76K - $3K
|
16.1K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
37+ 0.96% |
$2.69K - $2.92K
|
3.89K
$262K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
36+ 0.77% |
$2.62K - $2.85K
|
4.74K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
36+ 0.04% |
$2.62K - $2.85K
|
90K
$6.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34+ 2.11% |
$2.47K - $2.69K
|
1.64K
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
34+ 0.86% |
$2.47K - $2.69K
|
3.99K
$269K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
34New |
$2.47K - $2.69K
|
34
$2.29K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
33+ 0.41% |
$2.4K - $2.61K
|
8.06K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$2.33K - $2.53K
|
11.2K
$755K
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
32+ 0.5% |
$2.33K - $2.53K
|
6.45K
$435K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
32+ 0.54% |
$2.33K - $2.53K
|
5.92K
$399K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
32+ 0.43% |
$2.33K - $2.53K
|
7.45K
$502K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.25K - $2.45K
|
5.34K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
31+ 0.43% |
$2.25K - $2.45K
|
7.3K
$492K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
30+ 0.72% |
$2.18K - $2.37K
|
4.21K
$284K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30New |
$2.18K - $2.37K
|
30
$2.02K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
30+ 0.43% |
$2.18K - $2.37K
|
6.99K
$471K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
28+ 0.11% |
$2.04K - $2.21K
|
25.2K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27+ 0.4% |
$1.96K - $2.13K
|
6.75K
$455K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
26+ 0.22% |
$1.89K - $2.06K
|
11.7K
$785K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26+ 0.51% |
$1.89K - $2.06K
|
5.17K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.04% |
$1.89K - $2.06K
|
57.8K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26+ 0.65% |
$1.89K - $2.06K
|
4.02K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
26+ 0.66% |
$1.89K - $2.06K
|
3.96K
$267K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
25+ 0.83% |
$1.82K - $1.98K
|
3.05K
$205K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
24+ 0.2% |
$1.74K - $1.9K
|
12K
$808K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
23+ 0.13% |
$1.67K - $1.82K
|
17.4K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
21+ 0.23% |
$1.53K - $1.66K
|
9.13K
$615K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
20+ 0.36% |
$1.45K - $1.58K
|
5.55K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
20+ 27.03% |
$1.45K - $1.58K
|
94
$6.33K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
19+ 19.0% |
$1.38K - $1.5K
|
119
$8.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
19+ 0.12% |
$1.38K - $1.5K
|
16.5K
$1.11M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
19+ 0.2% |
$1.38K - $1.5K
|
9.76K
$657K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18+ 0.27% |
$1.31K - $1.42K
|
6.77K
$456K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.44% |
$1.31K - $1.42K
|
4.08K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
18+ 0.07% |
$1.31K - $1.42K
|
26.8K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 2.54% |
$1.31K - $1.42K
|
728
$49.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
17+ 0.63% |
$1.24K - $1.34K
|
2.72K
$183K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.63% |
$1.24K - $1.34K
|
2.7K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
17+ 0.06% |
$1.24K - $1.34K
|
29.8K
$2.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
17+ 0.3% |
$1.24K - $1.34K
|
5.7K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17+ 28.33% |
$1.24K - $1.34K
|
77
$5.19K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17+ 0.38% |
$1.24K - $1.34K
|
4.5K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
16+ 0.13% |
$1.16K - $1.26K
|
12.8K
$859K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
15+ 0.35% |
$1.09K - $1.19K
|
4.33K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 0.28% |
$1.09K - $1.19K
|
5.32K
$359K
|