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 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-61- 0.19% |
$4.43K - $4.82K
|
32K
$2.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-62- 0.5% |
$4.51K - $4.9K
|
12.4K
$835K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-63- 0.12% |
$4.58K - $4.98K
|
53K
$3.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-65- 1.19% |
$4.72K - $5.14K
|
5.41K
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-65- 2.35% |
$4.72K - $5.14K
|
2.7K
$182K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-66- 2.14% |
$4.8K - $5.22K
|
3.02K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-66- 1.41% |
$4.8K - $5.22K
|
4.61K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.41% |
$4.94K - $5.37K
|
16.5K
$1.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-69- 0.05% |
$5.02K - $5.45K
|
143K
$9.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-70- 2.0% |
$5.09K - $5.53K
|
3.42K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-70- 3.39% |
$5.09K - $5.53K
|
2K
$134K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-70- 0.91% |
$5.09K - $5.53K
|
7.64K
$515K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-71- 0.6% |
$5.16K - $5.61K
|
11.7K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-71- 0.03% |
$5.16K - $5.61K
|
217K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-72- 1.66% |
$5.23K - $5.69K
|
4.26K
$287K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-72- 2.15% |
$5.23K - $5.69K
|
3.28K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-72- 0.44% |
$5.23K - $5.69K
|
16.1K
$1.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-74- 1.25% |
$5.38K - $5.85K
|
5.86K
$395K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-76- 1.3% |
$5.52K - $6.01K
|
5.79K
$390K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-76- 2.17% |
$5.52K - $6.01K
|
3.42K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-77- 19.79% |
$5.6K - $6.09K
|
312
$21K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-77- 1.1% |
$5.6K - $6.09K
|
6.94K
$468K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-77- 0.13% |
$5.6K - $6.09K
|
58.1K
$3.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-78- 0.49% |
$5.67K - $6.17K
|
15.8K
$1.07M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-80- 0.67% |
$5.82K - $6.32K
|
11.8K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-81- 0.33% |
$5.89K - $6.4K
|
24.2K
$1.63M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-82- 1.73% |
$5.96K - $6.48K
|
4.65K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-82- 2.77% |
$5.96K - $6.48K
|
2.88K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-82- 0.26% |
$5.96K - $6.48K
|
32K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-84- 1.56% |
$6.11K - $6.64K
|
5.31K
$358K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-84- 16.22% |
$6.11K - $6.64K
|
434
$29.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-86- 2.3% |
$6.25K - $6.8K
|
3.66K
$247K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-87- 2.96% |
$6.32K - $6.88K
|
2.86K
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-87- 0.71% |
$6.32K - $6.88K
|
12.2K
$821K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-88- 1.1% |
$6.4K - $6.96K
|
7.92K
$533K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-92- 0.76% |
$6.69K - $7.27K
|
12K
$807K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-92- 1.08% |
$6.69K - $7.27K
|
8.41K
$567K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-95- 1.65% |
$6.91K - $7.51K
|
5.67K
$382K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-96- 0.54% |
$6.98K - $7.59K
|
17.6K
$1.19M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 0.98% |
$7.27K - $7.9K
|
10.1K
$679K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-100- 1.54% |
$7.27K - $7.9K
|
6.39K
$431K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 0.57% |
$7.27K - $7.9K
|
17.5K
$1.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.03% |
$7.27K - $7.9K
|
314K
$21.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-100- 2.83% |
$7.27K - $7.9K
|
3.43K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-100- 0.85% |
$7.27K - $7.9K
|
11.7K
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 1.12% |
$7.27K - $7.9K
|
8.83K
$595K
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 2.16% |
$7.27K - $7.9K
|
4.52K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-102- 1.07% |
$7.41K - $8.06K
|
9.4K
$633K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-103- 1.17% |
$7.49K - $8.14K
|
8.7K
$586K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-103- 0.64% |
$7.49K - $8.14K
|
15.9K
$1.07M
|