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 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-325- 6.15% |
$23.6K - $25.7K
|
4.96K
$334K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-325- 6.05% |
$23.6K - $25.7K
|
5.04K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-325- 8.73% |
$23.6K - $25.7K
|
3.4K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-328- 1.15% |
$23.8K - $25.9K
|
28.1K
$1.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-328- 2.8% |
$23.8K - $25.9K
|
11.4K
$768K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-328- 2.8% |
$23.8K - $25.9K
|
11.4K
$768K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-330- 2.05% |
$24K - $26.1K
|
15.7K
$1.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-344- 1.85% |
$25K - $27.2K
|
18.3K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-347- 3.47% |
$25.2K - $27.4K
|
9.64K
$650K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-349- 5.9% |
$25.4K - $27.6K
|
5.57K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-349- 3.94% |
$25.4K - $27.6K
|
8.52K
$574K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-350- 7.14% |
$25.4K - $27.7K
|
4.55K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-354- 2.43% |
$25.7K - $28K
|
14.2K
$956K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-355- 5.02% |
$25.8K - $28.1K
|
6.72K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-356- 6.39% |
$25.9K - $28.1K
|
5.21K
$351K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-359- 2.07% |
$26.1K - $28.4K
|
17K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-365- 1.36% |
$26.5K - $28.8K
|
26.6K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-367- 2.94% |
$26.7K - $29K
|
12.1K
$817K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-376- 94.0% |
$27.3K - $29.7K
|
24
$1.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-376- 1.65% |
$27.3K - $29.7K
|
22.4K
$1.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-380- 2.98% |
$27.6K - $30K
|
12.4K
$833K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-382- 0.13% |
$27.8K - $30.2K
|
285K
$19.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-385- 1.74% |
$28K - $30.4K
|
21.8K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-387- 2.29% |
$28.1K - $30.6K
|
16.5K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-388- 26.47% |
$28.2K - $30.7K
|
1.08K
$72.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-390- 11.24% |
$28.3K - $30.8K
|
3.08K
$207K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-390- 2.3% |
$28.3K - $30.8K
|
16.6K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-391- 6.36% |
$28.4K - $30.9K
|
5.75K
$388K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-392- 3.51% |
$28.5K - $31K
|
10.8K
$725K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-395- 3.57% |
$28.7K - $31.2K
|
10.7K
$719K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-397- 1.57% |
$28.9K - $31.4K
|
24.8K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-399- 0.87% |
$29K - $31.5K
|
45.7K
$3.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-400- 1.91% |
$29.1K - $31.6K
|
20.6K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 1.16% |
$29.1K - $31.6K
|
34.1K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-400- 5.75% |
$29.1K - $31.6K
|
6.56K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-412- 4.14% |
$29.9K - $32.6K
|
9.55K
$643K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
SELL
|
- |
-415- 0.31% |
$30.2K - $32.8K
|
134K
$9.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-416- 0.13% |
$30.2K - $32.9K
|
324K
$21.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-418- 1.07% |
$30.4K - $33K
|
38.8K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-422- 5.28% |
$30.7K - $33.4K
|
7.57K
$510K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-425- 2.9% |
$30.9K - $33.6K
|
14.2K
$959K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-427- 5.3% |
$31K - $33.8K
|
7.64K
$515K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-428- 12.36% |
$31.1K - $33.8K
|
3.03K
$204K
|
|
|
Aug 15, 2023
Q2 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-431- 11.99% |
$31.3K - $34.1K
|
3.16K
$213K
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-432- 1.77% |
$31.4K - $34.1K
|
24K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-434- 3.33% |
$31.5K - $34.3K
|
12.6K
$848K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-434- 0.66% |
$31.5K - $34.3K
|
65.6K
$4.42M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-434- 2.31% |
$31.5K - $34.3K
|
18.3K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-445- 7.67% |
$32.3K - $35.2K
|
5.36K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-451- 2.13% |
$32.8K - $35.6K
|
20.7K
$1.4M
|