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 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-452- 8.39% |
$32.9K - $35.7K
|
4.94K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-453- 5.07% |
$32.9K - $35.8K
|
8.48K
$571K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-454- 3.51% |
$33K - $35.9K
|
12.5K
$842K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-459- 0.6% |
$33.4K - $36.3K
|
75.6K
$5.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-461- 35.3% |
$33.5K - $36.4K
|
845
$56.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-464- 1.56% |
$33.7K - $36.7K
|
29.2K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-467- 4.47% |
$33.9K - $36.9K
|
9.97K
$672K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-469- 11.61% |
$34.1K - $37.1K
|
3.57K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-469- 4.64% |
$34.1K - $37.1K
|
9.63K
$649K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-481- 9.22% |
$35K - $38K
|
4.74K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-484- 0.84% |
$35.2K - $38.3K
|
57K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-485- 1.48% |
$35.3K - $38.3K
|
32.3K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-488- 9.26% |
$35.5K - $38.6K
|
4.78K
$322K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 3.56% |
$36.3K - $39.5K
|
13.6K
$913K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-500- 8.33% |
$36.3K - $39.5K
|
5.5K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 1.03% |
$36.3K - $39.5K
|
48.1K
$3.24M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-503- 1.46% |
$36.6K - $39.8K
|
33.9K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-507- 9.05% |
$36.9K - $40.1K
|
5.1K
$344K
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-508- 5.94% |
$36.9K - $40.2K
|
8.04K
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-508- 5.27% |
$36.9K - $40.2K
|
9.12K
$615K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-524- 2.35% |
$38.1K - $41.4K
|
21.8K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-524- 12.34% |
$38.1K - $41.4K
|
3.72K
$251K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-527- 0.48% |
$38.3K - $41.7K
|
110K
$7.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-540- 2.32% |
$39.3K - $42.7K
|
22.7K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-543- 5.89% |
$39.5K - $42.9K
|
8.68K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-543- 2.95% |
$39.5K - $42.9K
|
17.9K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-561- 2.9% |
$40.8K - $44.3K
|
18.8K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-562- 0.51% |
$40.9K - $44.4K
|
110K
$7.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-562- 6.28% |
$40.9K - $44.4K
|
8.39K
$565K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-565- 0.63% |
$41.1K - $44.7K
|
89.3K
$6.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-565- 1.35% |
$41.1K - $44.7K
|
41.2K
$2.78M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-567- 16.61% |
$41.2K - $44.8K
|
2.85K
$192K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-570- 2.84% |
$41.4K - $45.1K
|
19.5K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-571- 4.46% |
$41.5K - $45.1K
|
12.2K
$824K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-580- 14.74% |
$42.2K - $45.8K
|
3.36K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-584- 2.06% |
$42.5K - $46.2K
|
27.7K
$1.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-586- 5.61% |
$42.6K - $46.3K
|
9.86K
$664K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
SELL
|
- |
-593- 0.73% |
$43.1K - $46.9K
|
80.5K
$5.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-597- 6.06% |
$43.4K - $47.2K
|
9.25K
$623K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-599- 2.11% |
$43.5K - $47.3K
|
27.8K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-599- 3.68% |
$43.5K - $47.3K
|
15.7K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-600- 10.03% |
$43.6K - $47.4K
|
5.39K
$363K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-603- 65.9% |
$43.8K - $47.7K
|
312
$21K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-603- 65.9% |
$43.8K - $47.7K
|
312
$21K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-607- 1.66% |
$44.1K - $48K
|
36.1K
$2.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-608- 1.19% |
$44.2K - $48.1K
|
50.5K
$3.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-608- 5.76% |
$44.2K - $48.1K
|
9.95K
$671K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-613- 0.22% |
$44.6K - $48.5K
|
274K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-620- 50.45% |
$45.1K - $49K
|
609
$41K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-626- 1.46% |
$45.5K - $49.5K
|
42.3K
$2.85M
|