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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.42K- 1.0% |
$321K - $349K
|
435K
$29.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.42K- 3.98% |
$321K - $349K
|
106K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.58K- 1.86% |
$333K - $362K
|
242K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.6K- 1.38% |
$334K - $363K
|
328K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.66K- 5.73% |
$338K - $368K
|
76.6K
$5.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.66K- 12.79% |
$339K - $368K
|
31.8K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.72K- 8.0% |
$343K - $373K
|
54.3K
$3.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.76K- 3.57% |
$346K - $376K
|
129K
$8.67M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-4.8K- 6.87% |
$349K - $379K
|
65.1K
$4.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-4.84K- 17.3% |
$352K - $382K
|
23.1K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.89K- 5.19% |
$355K - $386K
|
89.4K
$6.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-4.98K- 0.55% |
$362K - $394K
|
902K
$60.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.99K- 9.78% |
$363K - $395K
|
46K
$3.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.07K- 0.78% |
$369K - $401K
|
641K
$43.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.12K- 60.38% |
$372K - $405K
|
3.36K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-5.13K- 50.13% |
$373K - $406K
|
5.11K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.14K- 6.19% |
$374K - $407K
|
78K
$5.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-5.27K- 2.92% |
$383K - $416K
|
175K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.35K- 3.56% |
$389K - $423K
|
145K
$9.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-5.41K- 40.46% |
$393K - $427K
|
7.96K
$536K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.52K- 0.28% |
$401K - $436K
|
1.96M
$132M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.57K- 68.64% |
$405K - $440K
|
2.55K
$171K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-5.57K- 14.59% |
$405K - $441K
|
32.6K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-5.6K- 46.67% |
$407K - $443K
|
6.4K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.6K- 1.72% |
$407K - $443K
|
320K
$21.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.63K- 2.51% |
$409K - $445K
|
219K
$14.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.64K- 23.28% |
$410K - $446K
|
18.6K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Ns Partners LTD
|
SELL
|
- |
-5.67K- 1.15% |
$412K - $448K
|
486K
$32.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-5.76K- 2.5% |
$419K - $455K
|
224K
$15.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.82K- 12.11% |
$423K - $460K
|
42.2K
$2.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.9K- 0.47% |
$429K - $467K
|
1.25M
$84M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.92K- 25.44% |
$430K - $468K
|
17.4K
$1.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5.93K- 34.04% |
$431K - $469K
|
11.5K
$774K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-6.05K- 6.7% |
$440K - $478K
|
84.2K
$5.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.17K- 9.2% |
$449K - $488K
|
60.9K
$4.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-6.24K- 3.52% |
$454K - $493K
|
171K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.27K- 13.56% |
$456K - $496K
|
40K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.3K- 1.78% |
$458K - $498K
|
348K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.34K- 1.29% |
$460K - $501K
|
486K
$32.7M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-6.34K- 55.2% |
$461K - $501K
|
5.14K
$347K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.44K- 17.18% |
$468K - $509K
|
31.1K
$2.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.49K- 1.43% |
$472K - $513K
|
448K
$30.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.7K- 10.18% |
$487K - $529K
|
59.1K
$3.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6.72K- 4.08% |
$488K - $531K
|
158K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-6.72K- 96.16% |
$488K - $531K
|
268
$18.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.79K- 5.7% |
$493K - $536K
|
112K
$7.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.85K- 12.24% |
$498K - $541K
|
49.1K
$3.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.86K- 4.4% |
$499K - $542K
|
149K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.89K- 61.3% |
$500K - $544K
|
4.35K
$293K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.08K- 5.35% |
$514K - $559K
|
125K
$8.44M
|