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
|
Curi Wealth Management, LLC
|
SELL
|
- |
-638- 6.98% |
$46.4K - $50.4K
|
8.5K
$573K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-640- 10.74% |
$46.5K - $50.6K
|
5.32K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-640- 4.51% |
$46.5K - $50.6K
|
13.5K
$912K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-645- 5.56% |
$46.9K - $51K
|
11K
$739K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-647- 2.94% |
$47K - $51.1K
|
21.4K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-647- 14.71% |
$47K - $51.1K
|
3.75K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-650- 4.01% |
$47.2K - $51.4K
|
15.6K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-656- 50.35% |
$47.7K - $51.9K
|
647
$43.6K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-661- 0.47% |
$48K - $52.2K
|
141K
$9.47M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-668- 2.84% |
$48.6K - $52.8K
|
22.9K
$1.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-675- 2.47% |
$49.1K - $53.4K
|
26.6K
$1.79M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-675- 1.22% |
$49.1K - $53.4K
|
54.5K
$3.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-677- 3.08% |
$49.2K - $53.5K
|
21.3K
$1.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-694- 1.41% |
$50.4K - $54.9K
|
48.6K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-695- 1.61% |
$50.5K - $54.9K
|
42.5K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-702- 0.79% |
$51K - $55.5K
|
88.2K
$5.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-702- 0.34% |
$51K - $55.5K
|
208K
$14M
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-704- 4.46% |
$51.2K - $55.6K
|
15.1K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-705- 1.35% |
$51.2K - $55.7K
|
51.6K
$3.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-710- 2.62% |
$51.6K - $56.1K
|
26.4K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-720- 0.66% |
$52.3K - $56.9K
|
109K
$7.36M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-730- 3.06% |
$53.1K - $57.7K
|
23.1K
$1.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-730- 77.66% |
$53.1K - $57.7K
|
210
$14.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-731- 2.17% |
$53.1K - $57.8K
|
33K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-734- 5.96% |
$53.4K - $58K
|
11.6K
$780K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-741- 1.5% |
$53.9K - $58.6K
|
48.7K
$3.28M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-743- 5.74% |
$54K - $58.7K
|
12.2K
$823K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-752- 18.03% |
$54.7K - $59.4K
|
3.42K
$230K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-760- 0.59% |
$55.2K - $60.1K
|
127K
$8.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-762- 16.15% |
$55.4K - $60.2K
|
3.96K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-770- 4.71% |
$56K - $60.9K
|
15.6K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-773- 2.84% |
$56.2K - $61.1K
|
26.4K
$1.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-774- 34.05% |
$56.3K - $61.2K
|
1.5K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-776- 3.99% |
$56.4K - $61.3K
|
18.7K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-779- 3.73% |
$56.6K - $61.6K
|
20.1K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-779- 18.91% |
$56.6K - $61.6K
|
3.34K
$225K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-779- 12.27% |
$56.6K - $61.6K
|
5.57K
$375K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-784- 3.34% |
$57K - $62K
|
22.7K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-784- 2.5% |
$57K - $62K
|
30.6K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-795- 38.55% |
$57.8K - $62.8K
|
1.27K
$85.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-811- 2.33% |
$59K - $64.1K
|
34K
$2.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-823- 4.23% |
$59.8K - $65K
|
18.6K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-831- 8.1% |
$60.4K - $65.7K
|
9.43K
$635K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-851- 5.75% |
$61.9K - $67.3K
|
14K
$940K
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-851- 9.21% |
$61.9K - $67.3K
|
8.39K
$565K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-856- 17.8% |
$62.2K - $67.7K
|
3.95K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-865- 0.51% |
$62.9K - $68.4K
|
168K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-871- 0.76% |
$63.3K - $68.8K
|
114K
$7.67M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-873- 3.84% |
$63.5K - $69K
|
21.8K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-881- 2.64% |
$64K - $69.6K
|
32.5K
$2.19M
|