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 27, 2023
Q2 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 5.71% |
$145K - $158K
|
33K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.01K- 54.78% |
$146K - $159K
|
1.66K
$121K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.02K- 18.47% |
$146K - $159K
|
8.89K
$648K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.02K- 43.38% |
$147K - $160K
|
2.64K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-2.11K- 10.87% |
$153K - $167K
|
17.3K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.18K- 9.94% |
$158K - $172K
|
19.7K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.19K- 1.46% |
$159K - $173K
|
147K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.19K- 18.75% |
$159K - $173K
|
9.49K
$691K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.25K- 4.62% |
$164K - $178K
|
46.6K
$3.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-2.3K- 40.0% |
$167K - $182K
|
3.45K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.31K- 5.38% |
$168K - $182K
|
40.6K
$2.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 12.65% |
$169K - $183K
|
16K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.36K- 4.82% |
$172K - $187K
|
46.7K
$3.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.38K- 2.84% |
$173K - $188K
|
81.3K
$5.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2.38K- 6.58% |
$173K - $188K
|
33.8K
$2.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.39K- 2.08% |
$173K - $189K
|
112K
$8.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.42K- 3.2% |
$176K - $192K
|
73.3K
$5.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.43K- 3.34% |
$177K - $192K
|
70.2K
$5.11M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-2.43K- 2.6% |
$177K - $192K
|
91.2K
$6.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.46K- 7.78% |
$179K - $194K
|
29.1K
$2.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-2.46K- 7.88% |
$179K - $194K
|
28.8K
$2.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.47K- 17.34% |
$179K - $195K
|
11.8K
$856K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.49K- 2.88% |
$181K - $197K
|
83.9K
$6.11M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.49K- 20.75% |
$181K - $197K
|
9.5K
$692K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.5K- 3.76% |
$182K - $198K
|
63.9K
$4.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.5K- 4.9% |
$182K - $198K
|
48.6K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.5K- 1.55% |
$182K - $198K
|
159K
$11.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.53K- 1.95% |
$184K - $200K
|
127K
$9.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.53K- 6.45% |
$184K - $200K
|
36.7K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.54K- 25.22% |
$184K - $201K
|
7.53K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.56K- 7.37% |
$186K - $202K
|
32.2K
$2.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.57K- 1.64% |
$187K - $203K
|
155K
$11.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.58K- 0.96% |
$188K - $204K
|
266K
$19.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.6K- 1.2% |
$189K - $205K
|
214K
$15.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.6K- 4.31% |
$189K - $205K
|
57.7K
$4.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-2.63K- 1.2% |
$191K - $208K
|
217K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.65K- 51.15% |
$192K - $209K
|
2.53K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.69K- 2.66% |
$196K - $213K
|
98.5K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.71K- 5.67% |
$197K - $214K
|
45.1K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.72K- 1.68% |
$198K - $215K
|
160K
$11.6M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.74K- 26.35% |
$199K - $217K
|
7.66K
$558K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.74K- 11.24% |
$199K - $217K
|
21.7K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.76K- 19.93% |
$201K - $218K
|
11.1K
$808K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.82K- 3.22% |
$205K - $223K
|
84.8K
$6.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.86K- 93.0% |
$208K - $226K
|
215
$15.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.88K- 20.59% |
$209K - $227K
|
11.1K
$808K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.9K- 14.44% |
$211K - $229K
|
17.2K
$1.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.92K- 6.11% |
$212K - $231K
|
44.9K
$3.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.94K- 87.7% |
$214K - $232K
|
412
$30K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.95K- 37.01% |
$214K - $233K
|
5.01K
$365K
|