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
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-177- 1.05% |
$12.9K - $14K
|
16.6K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-179- 1.38% |
$13K - $14.1K
|
12.8K
$864K
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-180- 2.47% |
$13.1K - $14.2K
|
7.11K
$479K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-180- 1.16% |
$13.1K - $14.2K
|
15.3K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-183- 0.22% |
$13.3K - $14.5K
|
83.3K
$5.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-183- 5.25% |
$13.3K - $14.5K
|
3.31K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-183- 5.25% |
$13.3K - $14.5K
|
3.31K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-185- 0.78% |
$13.4K - $14.6K
|
23.6K
$1.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-188- 0.46% |
$13.7K - $14.9K
|
40.9K
$2.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-190- 2.07% |
$13.8K - $15K
|
8.98K
$605K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-191- 0.98% |
$13.9K - $15.1K
|
19.2K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-194- 14.79% |
$14.1K - $15.3K
|
1.12K
$75.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-195- 0.79% |
$14.2K - $15.4K
|
24.5K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-195- 1.03% |
$14.2K - $15.4K
|
18.8K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-199- 5.67% |
$14.5K - $15.7K
|
3.31K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-199- 1.11% |
$14.5K - $15.7K
|
17.8K
$1.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-200- 0.58% |
$14.5K - $15.8K
|
34K
$2.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 0.93% |
$14.5K - $15.8K
|
21.3K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-200- 2.56% |
$14.5K - $15.8K
|
7.6K
$512K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-205- 1.15% |
$14.9K - $16.2K
|
17.5K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-206- 1.77% |
$15K - $16.3K
|
11.4K
$769K
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-207- 1.75% |
$15K - $16.4K
|
11.6K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-210- 7.02% |
$15.3K - $16.6K
|
2.78K
$188K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-211- 1.78% |
$15.3K - $16.7K
|
11.7K
$786K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-214- 0.35% |
$15.6K - $16.9K
|
60.8K
$4.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-214- 0.6% |
$15.6K - $16.9K
|
35.5K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-214- 0.25% |
$15.6K - $16.9K
|
84.1K
$5.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-219- 7.64% |
$15.9K - $17.3K
|
2.65K
$178K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-219- 1.53% |
$15.9K - $17.3K
|
14.1K
$947K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-219- 3.48% |
$15.9K - $17.3K
|
6.08K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-220- 2.46% |
$16K - $17.4K
|
8.72K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-220- 0.66% |
$16K - $17.4K
|
33K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-220- 1.1% |
$16K - $17.4K
|
19.8K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-223- 5.96% |
$16.2K - $17.6K
|
3.52K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-224- 1.51% |
$16.3K - $17.7K
|
14.6K
$986K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-225- 5.72% |
$16.4K - $17.8K
|
3.71K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-225- 1.99% |
$16.4K - $17.8K
|
11.1K
$748K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-226- 4.32% |
$16.4K - $17.9K
|
5K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-226- 4.01% |
$16.4K - $17.9K
|
5.41K
$364K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-226- 2.02% |
$16.4K - $17.9K
|
11K
$738K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-230- 4.91% |
$16.7K - $18.2K
|
4.46K
$300K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-230- 3.02% |
$16.7K - $18.2K
|
7.38K
$497K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-231- 1.43% |
$16.8K - $18.3K
|
15.9K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-232- 7.84% |
$16.9K - $18.3K
|
2.73K
$184K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-233- 0.48% |
$16.9K - $18.4K
|
48.4K
$3.26M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-235- 3.38% |
$17.1K - $18.6K
|
6.71K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-239- 3.88% |
$17.4K - $18.9K
|
5.93K
$399K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-240- 0.18% |
$17.4K - $19K
|
131K
$8.79M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-245- 0.59% |
$17.8K - $19.4K
|
41.3K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-245- 1.17% |
$17.8K - $19.4K
|
20.7K
$1.4M
|