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 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-25- 0.25% |
$1.82K - $1.98K
|
9.86K
$665K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26- 19.55% |
$1.89K - $2.06K
|
107
$7.21K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-28- 0.79% |
$2.04K - $2.21K
|
3.5K
$236K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-29- 0.4% |
$2.11K - $2.29K
|
7.3K
$492K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-30- 25.64% |
$2.18K - $2.37K
|
87
$5.86K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-30- 0.53% |
$2.18K - $2.37K
|
5.67K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-30- 0.85% |
$2.18K - $2.37K
|
3.51K
$237K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-31- 13.66% |
$2.25K - $2.45K
|
196
$13.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-33- 0.2% |
$2.4K - $2.61K
|
16.3K
$1.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-34- 0.59% |
$2.47K - $2.69K
|
5.72K
$385K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-34- 0.75% |
$2.47K - $2.69K
|
4.5K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-35- 0.49% |
$2.54K - $2.77K
|
7.18K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-35- 0.87% |
$2.54K - $2.77K
|
3.97K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-37- 0.39% |
$2.69K - $2.92K
|
9.36K
$631K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-37- 1.24% |
$2.69K - $2.92K
|
2.95K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-37- 1.05% |
$2.69K - $2.92K
|
3.5K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-37- 1.06% |
$2.69K - $2.92K
|
3.47K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.97% |
$2.76K - $3K
|
3.87K
$260K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-38- 12.26% |
$2.76K - $3K
|
272
$18.3K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-38- 0.77% |
$2.76K - $3K
|
4.9K
$330K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-39- 1.16% |
$2.83K - $3.08K
|
3.32K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-39- 1.14% |
$2.83K - $3.08K
|
3.38K
$228K
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-39- 1.12% |
$2.83K - $3.08K
|
3.45K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 5.07% |
$2.83K - $3.08K
|
730
$49.2K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-42- 12.8% |
$3.05K - $3.32K
|
286
$19.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-43- 1.43% |
$3.13K - $3.4K
|
2.97K
$200K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-43- 0.24% |
$3.13K - $3.4K
|
18.1K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-43- 2.37% |
$3.13K - $3.4K
|
1.77K
$119K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-44- 3.15% |
$3.2K - $3.48K
|
1.35K
$91.2K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 1.52% |
$3.2K - $3.48K
|
2.85K
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-44- 1.06% |
$3.2K - $3.48K
|
4.1K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-45- 0.14% |
$3.27K - $3.56K
|
32.4K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-47- 0.67% |
$3.42K - $3.71K
|
7.01K
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-47- 0.7% |
$3.42K - $3.71K
|
6.63K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-48- 0.6% |
$3.49K - $3.79K
|
7.96K
$536K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.63% |
$3.63K - $3.95K
|
7.84K
$528K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-50- 50.0% |
$3.63K - $3.95K
|
50
$3.37K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 0.84% |
$3.63K - $3.95K
|
5.87K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-50- 0.23% |
$3.63K - $3.95K
|
21.6K
$1.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-50- 0.61% |
$3.63K - $3.95K
|
8.12K
$547K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-52- 2.6% |
$3.78K - $4.11K
|
1.95K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-52- 1.02% |
$3.78K - $4.11K
|
5.07K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-52- 0.55% |
$3.78K - $4.11K
|
9.46K
$637K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 0.13% |
$3.78K - $4.11K
|
40.4K
$2.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-54- 0.35% |
$3.93K - $4.27K
|
15.2K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-55- 0.22% |
$4K - $4.35K
|
24.8K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-55- 0.3% |
$4K - $4.35K
|
18.3K
$1.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-56- 7.02% |
$4.07K - $4.43K
|
742
$50K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-60- 0.62% |
$4.36K - $4.74K
|
9.64K
$649K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-60- 0.43% |
$4.36K - $4.74K
|
13.9K
$938K
|