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 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-246- 1.58% |
$17.9K - $19.4K
|
15.3K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-247- 1.15% |
$18K - $19.5K
|
21.1K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-247- 2.83% |
$18K - $19.5K
|
8.5K
$572K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-247- 1.01% |
$18K - $19.5K
|
24.2K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-250- 1.51% |
$18.2K - $19.8K
|
16.3K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-250- 6.94% |
$18.2K - $19.8K
|
3.35K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-251- 0.48% |
$18.2K - $19.8K
|
52.5K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-252- 2.8% |
$18.3K - $19.9K
|
8.76K
$590K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-254- 2.89% |
$18.5K - $20.1K
|
8.54K
$576K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-254- 1.07% |
$18.5K - $20.1K
|
23.5K
$1.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-257- 2.17% |
$18.7K - $20.3K
|
11.6K
$780K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-257- 1.79% |
$18.7K - $20.3K
|
14.1K
$951K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-261- 2.19% |
$19K - $20.6K
|
11.7K
$786K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-267- 5.81% |
$19.4K - $21.1K
|
4.33K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-267- 6.45% |
$19.4K - $21.1K
|
3.87K
$261K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-268- 7.02% |
$19.5K - $21.2K
|
3.55K
$239K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-271- 0.65% |
$19.7K - $21.4K
|
41.4K
$2.79M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$704K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-276- 2.57% |
$20.1K - $21.8K
|
10.5K
$704K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-278- 0.73% |
$20.2K - $22K
|
37.9K
$2.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-280- 4.64% |
$20.4K - $22.1K
|
5.75K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-280- 4.86% |
$20.4K - $22.1K
|
5.48K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-280- 0.65% |
$20.4K - $22.1K
|
42.5K
$2.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-281- 21.16% |
$20.4K - $22.2K
|
1.05K
$70.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-282- 5.54% |
$20.5K - $22.3K
|
4.81K
$324K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-283- 7.06% |
$20.6K - $22.4K
|
3.73K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-284- 2.03% |
$20.6K - $22.4K
|
13.7K
$926K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-284- 1.07% |
$20.6K - $22.4K
|
26.1K
$1.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-284- 51.73% |
$20.6K - $22.4K
|
265
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-285- 0.68% |
$20.7K - $22.5K
|
41.7K
$2.81M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-286- 2.49% |
$20.8K - $22.6K
|
11.2K
$756K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-290- 8.53% |
$21.1K - $22.9K
|
3.11K
$210K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-291- 3.66% |
$21.2K - $23K
|
7.66K
$516K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-292- 7.08% |
$21.2K - $23.1K
|
3.83K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-293- 6.57% |
$21.3K - $23.2K
|
4.17K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-295- 8.28% |
$21.4K - $23.3K
|
3.27K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-298- 1.08% |
$21.7K - $23.6K
|
27.2K
$1.83M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-300- 1.37% |
$21.8K - $23.7K
|
21.5K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-300- 8.82% |
$21.8K - $23.7K
|
3.1K
$209K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-301- 0.74% |
$21.9K - $23.8K
|
40.5K
$2.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 29.51% |
$22.2K - $24.2K
|
731
$49.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-311- 3.47% |
$22.6K - $24.6K
|
8.66K
$584K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-311- 3.47% |
$22.6K - $24.6K
|
8.66K
$584K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-316- 0.33% |
$23K - $25K
|
96.6K
$6.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-317- 2.42% |
$23K - $25.1K
|
12.8K
$862K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-318- 1.11% |
$23.1K - $25.1K
|
28.4K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-320- 0.85% |
$23.3K - $25.3K
|
37.4K
$2.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-322- 0.98% |
$23.4K - $25.5K
|
32.4K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-322- 8.7% |
$23.4K - $25.5K
|
3.38K
$228K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-325- 4.2% |
$23.6K - $25.7K
|
7.42K
$500K
|