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 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-105- 1.84% |
$7.63K - $8.3K
|
5.61K
$378K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-108- 1.52% |
$7.85K - $8.54K
|
7.01K
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-108- 5.07% |
$7.85K - $8.54K
|
2.02K
$136K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-112- 3.4% |
$8.14K - $8.85K
|
3.18K
$214K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-112- 1.25% |
$8.14K - $8.85K
|
8.83K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-113- 1.35% |
$8.21K - $8.93K
|
8.27K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-116- 2.25% |
$8.43K - $9.17K
|
5.04K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-120- 2.04% |
$8.72K - $9.48K
|
5.77K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-120- 2.55% |
$8.72K - $9.48K
|
4.59K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-120- 0.6% |
$8.72K - $9.48K
|
19.9K
$1.34M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-124- 1.44% |
$9.01K - $9.8K
|
8.5K
$573K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-124- 2.95% |
$9.01K - $9.8K
|
4.08K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-124- 8.85% |
$9.01K - $9.8K
|
1.28K
$86K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-125- 0.81% |
$9.09K - $9.88K
|
15.3K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-125- 1.07% |
$9.09K - $9.88K
|
11.5K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-125- 0.32% |
$9.09K - $9.88K
|
38.7K
$2.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-128- 1.85% |
$9.3K - $10.1K
|
6.78K
$457K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-128- 1.85% |
$9.3K - $10.1K
|
6.78K
$457K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-130- 26.64% |
$9.45K - $10.3K
|
358
$24.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-133- 2.35% |
$9.67K - $10.5K
|
5.52K
$372K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-133- 3.81% |
$9.67K - $10.5K
|
3.35K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-134- 0.98% |
$9.74K - $10.6K
|
13.6K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-134- 1.53% |
$9.74K - $10.6K
|
8.62K
$580K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-140- 2.33% |
$10.2K - $11.1K
|
5.87K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-140- 1.32% |
$10.2K - $11.1K
|
10.4K
$703K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-141- 2.3% |
$10.2K - $11.1K
|
6K
$404K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-144- 0.99% |
$10.5K - $11.4K
|
14.4K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-144- 0.29% |
$10.5K - $11.4K
|
49.9K
$3.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-145- 1.4% |
$10.5K - $11.5K
|
10.2K
$689K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-145- 3.48% |
$10.5K - $11.5K
|
4.02K
$271K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-148- 1.49% |
$10.8K - $11.7K
|
9.8K
$660K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-150- 0.42% |
$10.9K - $11.9K
|
35.5K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-150- 0.21% |
$10.9K - $11.9K
|
70.9K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-150- 0.11% |
$10.9K - $11.9K
|
131K
$8.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-152- 0.3% |
$11K - $12K
|
50.5K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-159- 0.42% |
$11.6K - $12.6K
|
38K
$2.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-160- 0.8% |
$11.6K - $12.6K
|
19.9K
$1.34M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-160- 2.46% |
$11.6K - $12.6K
|
6.34K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-161- 2.29% |
$11.7K - $12.7K
|
6.86K
$462K
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-163- 0.97% |
$11.8K - $12.9K
|
16.7K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-164- 5.21% |
$11.9K - $13K
|
2.98K
$201K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-164- 4.44% |
$11.9K - $13K
|
3.53K
$238K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-166- 1.63% |
$12.1K - $13.1K
|
10K
$677K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-168- 0.54% |
$12.2K - $13.3K
|
31.1K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-169- 2.41% |
$12.3K - $13.4K
|
6.83K
$460K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-170- 1.37% |
$12.4K - $13.4K
|
12.2K
$823K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.73% |
$12.6K - $13.8K
|
4.49K
$303K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-175- 0.22% |
$12.7K - $13.8K
|
78K
$5.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-175- 2.17% |
$12.7K - $13.8K
|
7.9K
$532K
|
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-175- 5.12% |
$12.7K - $13.8K
|
3.25K
$219K
|