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 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15+ 0.5% |
$1.09K - $1.19K
|
2.99K
$201K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 0.27% |
$1.09K - $1.19K
|
5.48K
$369K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 0.06% |
$1.02K - $1.11K
|
22K
$1.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.33% |
$1.02K - $1.11K
|
4.26K
$287K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
14+ 0.44% |
$1.02K - $1.11K
|
3.19K
$215K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
14+ 0.36% |
$1.02K - $1.11K
|
3.89K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14+ 0.1% |
$1.02K - $1.11K
|
14.1K
$947K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.06% |
$1.02K - $1.11K
|
25.3K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
14+ 0.27% |
$1.02K - $1.11K
|
5.24K
$353K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13+ 0.17% |
$945 - $1.03K
|
7.54K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
13+ 0.42% |
$945 - $1.03K
|
3.12K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.14% |
$945 - $1.03K
|
9.19K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.26% |
$945 - $1.03K
|
4.96K
$334K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 6.0% |
$872 - $948
|
212
$14.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
12+ 0.62% |
$872 - $948
|
1.96K
$132K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
12+ 0.36% |
$872 - $948
|
3.36K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12+ 0.23% |
$872 - $948
|
5.29K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.09% |
$872 - $948
|
12.8K
$862K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.12% |
$872 - $948
|
9.67K
$651K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10+ 0.3% |
$727 - $790
|
3.3K
$223K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
9+ 0.22% |
$654 - $711
|
4.03K
$272K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.31% |
$654 - $711
|
2.87K
$194K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8+ 0.16% |
$582 - $632
|
5.13K
$346K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.17% |
$509 - $553
|
607
$40.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.19% |
$436 - $474
|
3.24K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
6+ 0.34% |
$436 - $474
|
1.77K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6+ 0.2% |
$436 - $474
|
3.06K
$206K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.02% |
$363 - $395
|
25.4K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
5+ 0.16% |
$363 - $395
|
3.08K
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5+ 0.07% |
$363 - $395
|
7.12K
$480K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4+ 0.05% |
$291 - $316
|
7.59K
$512K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.47% |
$291 - $316
|
862
$58.1K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 2.52% |
$291 - $316
|
163
$11K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$218 - $237
|
3.86K
$260K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$218 - $237
|
9.11K
$614K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3+ 0.1% |
$218 - $237
|
3.16K
$213K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3+ 0.03% |
$218 - $237
|
10.5K
$706K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
3+ 0.02% |
$218 - $237
|
13.2K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.63% |
$218 - $237
|
476
$32.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$145 - $158
|
11.8K
$796K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 2.5% |
$145 - $158
|
82
$5.53K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2+ 0.01% |
$145 - $158
|
23.8K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.01% |
$145 - $158
|
23.7K
$1.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.06% |
$145 - $158
|
3.35K
$226K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.04% |
$145 - $158
|
5.02K
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.21% |
$145 - $158
|
942
$63.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$72.7 - $79
|
5.3K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 5.0% |
$72.7 - $79
|
21
$1.41K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.0% |
$72.7 - $79
|
34.7K
$2.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.78% |
$72.7 - $79
|
129
$8.69K
|