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 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1+ 0.03% |
$72.7 - $79
|
3.34K
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.65% |
$72.7 - $79
|
154
$11.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.02% |
$72.7 - $79
|
6.29K
$458K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.63% |
$72.7 - $79
|
161
$11.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$72.7 - $79
|
23.2K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.07% |
$72.7 - $79
|
1.51K
$110K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.01% |
$72.7 - $79
|
9.07K
$660K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1- 0.01% |
$72.7 - $79
|
16.2K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- -0.0% |
$72.7 - $79
|
69K
$5.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1- 0.02% |
$72.7 - $79
|
6.42K
$468K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1- 0.03% |
$72.7 - $79
|
3.61K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.02% |
$72.7 - $79
|
4.05K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$72.7 - $79
|
16.6K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2- 0.04% |
$145 - $158
|
4.84K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 3.9% |
$218 - $237
|
74
$5.39K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-3- 0.01% |
$218 - $237
|
31.1K
$2.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4- 0.27% |
$291 - $316
|
1.47K
$107K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4- 0.01% |
$291 - $316
|
38.8K
$2.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-5- 0.03% |
$363 - $395
|
19.3K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-8- 0.16% |
$582 - $632
|
5.05K
$368K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-8- 0.03% |
$582 - $632
|
25.5K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8- 0.03% |
$582 - $632
|
24K
$1.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-9- 4.39% |
$654 - $711
|
196
$14.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9- 0.23% |
$654 - $711
|
3.93K
$286K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 0.07% |
$727 - $790
|
13.4K
$976K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-10- 0.09% |
$727 - $790
|
10.8K
$785K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.1% |
$727 - $790
|
9.91K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 17.24% |
$727 - $790
|
48
$3.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.04% |
$872 - $948
|
30.5K
$2.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-13- 0.28% |
$945 - $1.03K
|
4.7K
$342K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-15- 0.47% |
$1.09K - $1.19K
|
3.19K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-15- 4.13% |
$1.09K - $1.19K
|
348
$25.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.11% |
$1.09K - $1.19K
|
13.2K
$960K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.17% |
$1.09K - $1.19K
|
8.63K
$629K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16- 9.25% |
$1.16K - $1.26K
|
157
$11.4K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-16- 0.24% |
$1.16K - $1.26K
|
6.53K
$476K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-16- 0.36% |
$1.16K - $1.26K
|
4.4K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 0.07% |
$1.16K - $1.26K
|
23.5K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17- 22.08% |
$1.24K - $1.34K
|
60
$4.37K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 29.82% |
$1.24K - $1.34K
|
40
$2.91K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-18- 14.17% |
$1.31K - $1.42K
|
109
$7.94K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18- 0.17% |
$1.31K - $1.42K
|
10.5K
$766K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-20- 0.73% |
$1.45K - $1.58K
|
2.73K
$199K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.54% |
$1.6K - $1.74K
|
4.07K
$296K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-22- 0.33% |
$1.6K - $1.74K
|
6.67K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-22- 3.83% |
$1.6K - $1.74K
|
552
$40.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-24- 0.21% |
$1.74K - $1.9K
|
11.2K
$813K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-24- 0.19% |
$1.74K - $1.9K
|
12.6K
$915K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-24- 0.66% |
$1.74K - $1.9K
|
3.63K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.9% |
$1.82K - $1.98K
|
2.74K
$200K
|