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 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.98K- 2.52% |
$217K - $236K
|
116K
$7.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 0.99% |
$220K - $239K
|
303K
$20.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.11K- 24.56% |
$226K - $246K
|
9.56K
$644K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.14K- 12.2% |
$228K - $248K
|
22.6K
$1.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.19K- 29.44% |
$232K - $252K
|
7.64K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-3.19K- 1.2% |
$232K - $252K
|
262K
$17.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.2K- 20.34% |
$232K - $253K
|
12.5K
$844K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.25K- 21.47% |
$236K - $257K
|
11.9K
$802K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-3.26K- 5.66% |
$237K - $257K
|
54.2K
$3.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.27K- 4.18% |
$238K - $259K
|
74.9K
$5.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.27K- 12.03% |
$238K - $259K
|
23.9K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-3.3K- 7.28% |
$240K - $261K
|
42.1K
$2.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-3.32K- 1.67% |
$241K - $262K
|
195K
$13.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.34K- 31.24% |
$242K - $264K
|
7.34K
$495K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-3.35K- 1.91% |
$243K - $265K
|
172K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.4K- 24.78% |
$247K - $269K
|
10.3K
$695K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.59K- 9.27% |
$261K - $284K
|
35.1K
$2.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.61K- 1.67% |
$262K - $285K
|
213K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.62K- 3.45% |
$263K - $286K
|
101K
$6.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-3.64K- 20.54% |
$265K - $288K
|
14.1K
$950K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.68K- 22.6% |
$267K - $290K
|
12.6K
$848K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.69K- 94.44% |
$268K - $292K
|
217
$14.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.73K- 2.75% |
$271K - $295K
|
132K
$8.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-3.76K- 7.71% |
$273K - $297K
|
44.9K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-3.78K- 16.87% |
$275K - $299K
|
18.6K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.78K- 9.42% |
$275K - $299K
|
36.3K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.8K- 1.68% |
$276K - $300K
|
222K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.8K- 17.84% |
$276K - $300K
|
17.5K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.8K- 45.65% |
$276K - $300K
|
4.53K
$305K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.8K- 45.65% |
$276K - $300K
|
4.53K
$305K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.85K- 41.69% |
$280K - $304K
|
5.39K
$363K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-3.88K- 35.72% |
$282K - $307K
|
6.99K
$471K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-3.91K- 0.86% |
$284K - $309K
|
449K
$30.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-3.95K- 15.38% |
$287K - $312K
|
21.7K
$1.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 11.36% |
$287K - $313K
|
30.9K
$2.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4K- 3.1% |
$291K - $316K
|
125K
$8.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-4.04K- 35.08% |
$293K - $319K
|
7.47K
$503K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-4.07K- 59.33% |
$295K - $321K
|
2.79K
$188K
|
|
|
Jul 31, 2023
Q2 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-4.1K- 6.23% |
$298K - $324K
|
61.7K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-4.11K- 0.03% |
$299K - $325K
|
14M
$945M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-4.13K- 14.67% |
$300K - $326K
|
24K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-4.23K- 6.74% |
$307K - $334K
|
58.5K
$3.94M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-4.23K- 17.49% |
$308K - $334K
|
20K
$1.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.28K- 23.97% |
$311K - $338K
|
13.6K
$914K
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-4.28K- 1.23% |
$311K - $338K
|
344K
$23.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.31K- 10.18% |
$313K - $341K
|
38K
$2.56M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.31K- 10.18% |
$313K - $341K
|
38K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-4.37K- 0.37% |
$317K - $345K
|
1.17M
$78.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.37K- 1.29% |
$317K - $345K
|
334K
$22.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.4K- 3.44% |
$320K - $348K
|
123K
$8.32M
|