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
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.22K- 6.12% |
$88.9K - $96.7K
|
18.8K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.23K- 14.71% |
$89.6K - $97.4K
|
7.14K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.25K- 61.78% |
$90.9K - $98.9K
|
774
$52.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-1.25K- 32.12% |
$91K - $99K
|
2.65K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.26K- 2.83% |
$91.8K - $99.8K
|
43.4K
$2.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.27K- 0.73% |
$92.5K - $101K
|
172K
$11.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.28K- 30.51% |
$93K - $101K
|
2.92K
$196K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 10.99% |
$93.4K - $102K
|
10.4K
$701K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-1.39K- 1.41% |
$101K - $109K
|
97K
$6.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.39K- 10.27% |
$101K - $110K
|
12.1K
$817K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.47K- 3.37% |
$106K - $116K
|
42K
$2.83M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.47K- 22.33% |
$107K - $116K
|
5.1K
$344K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.47K- 18.75% |
$107K - $116K
|
6.36K
$429K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.47K- 19.87% |
$107K - $116K
|
5.93K
$399K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.48K- 12.87% |
$107K - $117K
|
9.99K
$673K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.5K- 7.18% |
$109K - $119K
|
19.4K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.52K- 4.27% |
$111K - $120K
|
34.1K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.54K- 77.42% |
$112K - $122K
|
450
$30.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.54K- 27.08% |
$112K - $122K
|
4.16K
$280K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.55K- 4.88% |
$112K - $122K
|
30.1K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.55K- 7.31% |
$113K - $123K
|
19.7K
$1.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-1.57K- 50.16% |
$114K - $124K
|
1.56K
$105K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.59K- 4.07% |
$116K - $126K
|
37.5K
$2.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.6K- 3.18% |
$116K - $126K
|
48.7K
$3.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.63K- 0.88% |
$118K - $129K
|
184K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.63K- 11.92% |
$118K - $129K
|
12K
$809K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-1.65K- 19.5% |
$120K - $130K
|
6.8K
$458K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.68K- 3.86% |
$122K - $133K
|
41.9K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.69K- 3.27% |
$123K - $133K
|
49.9K
$3.36M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.7K- 13.86% |
$124K - $134K
|
10.6K
$712K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.7K- 3.67% |
$124K - $135K
|
44.8K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.71K- 15.16% |
$124K - $135K
|
9.56K
$644K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.73K- 1.46% |
$126K - $137K
|
117K
$7.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.76K- 16.97% |
$128K - $139K
|
8.6K
$580K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.77K- 3.78% |
$129K - $140K
|
45K
$3.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.8K- 12.34% |
$131K - $142K
|
12.8K
$860K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.84K- 2.23% |
$133K - $145K
|
80.4K
$5.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.84K- 22.65% |
$134K - $146K
|
6.3K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.85K- 36.66% |
$135K - $146K
|
3.2K
$216K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-1.86K- 8.06% |
$135K - $147K
|
21.2K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.87K- 4.73% |
$136K - $148K
|
37.6K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.88K- 0.94% |
$137K - $148K
|
199K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.88K- 9.97% |
$137K - $149K
|
17K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 29.96% |
$139K - $151K
|
4.46K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.92K- 5.28% |
$140K - $152K
|
34.4K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.92K- 40.88% |
$140K - $152K
|
2.78K
$187K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.94K- 4.83% |
$141K - $153K
|
38.2K
$2.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.95K- 3.46% |
$142K - $154K
|
54.3K
$3.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.97K- 29.91% |
$143K - $156K
|
4.62K
$311K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2K- 8.49% |
$145K - $158K
|
21.6K
$1.45M
|