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 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
38.9K+ 20.43% |
$2.82M - $3.07M
|
229K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
37.8K+ 11.69% |
$2.75M - $2.99M
|
361K
$24.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
37.5KNew |
$2.73M - $2.97M
|
37.5K
$2.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37K+ 104.83% |
$2.69M - $2.92M
|
72.2K
$4.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.7K+ 24.19% |
$2.67M - $2.9M
|
188K
$12.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
36.6K+ 9.44% |
$2.66M - $2.89M
|
425K
$28.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
36.2K+ 342.23% |
$2.63M - $2.86M
|
46.7K
$3.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36K+ 24.3% |
$2.61M - $2.84M
|
184K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
35.8K+ 96.59% |
$2.6M - $2.83M
|
72.9K
$4.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
35.8K+ 6.6% |
$2.6M - $2.83M
|
578K
$39M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
35.7K+ 18.9% |
$2.6M - $2.82M
|
225K
$15.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.55M - $2.78M
|
35.1K
$2.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.55M - $2.77M
|
35.1K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
34.5K+ 231.54% |
$2.51M - $2.73M
|
49.4K
$3.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.7K+ 27.93% |
$2.45M - $2.66M
|
154K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
33.4K+ 99.37% |
$2.43M - $2.64M
|
66.9K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
33.3KNew |
$2.42M - $2.63M
|
33.3K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
33.2KNew |
$2.41M - $2.62M
|
33.2K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
32.7K+ 43.35% |
$2.38M - $2.58M
|
108K
$7.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
32.5K+ 219.66% |
$2.36M - $2.57M
|
47.2K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
31.9K+ 137.06% |
$2.32M - $2.52M
|
55.1K
$3.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
31.9K+ 1.34% |
$2.32M - $2.52M
|
2.4M
$162M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31.8K+ 3.48% |
$2.31M - $2.51M
|
946K
$63.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
31.6K+ 309.4% |
$2.3M - $2.5M
|
41.8K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
31.6K+ 6.79% |
$2.3M - $2.5M
|
497K
$33.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
31.3K+ 3.39% |
$2.27M - $2.47M
|
955K
$64.3M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31.3K+ 3.39% |
$2.27M - $2.47M
|
955K
$64.3M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.4K+ 48.74% |
$2.21M - $2.41M
|
92.9K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
30.3KNew |
$2.21M - $2.4M
|
30.3K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
29.2K+ 31.1% |
$2.12M - $2.31M
|
123K
$8.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
27.9K+ 8.47% |
$2.03M - $2.21M
|
358K
$24.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
27.6K+ 45.77% |
$2.01M - $2.18M
|
87.9K
$5.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
27.4K+ 503.53% |
$1.99M - $2.16M
|
32.8K
$2.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
BUY
|
- |
26.3K+ 403.44% |
$1.91M - $2.08M
|
32.8K
$2.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
26.2K+ 8.93% |
$1.91M - $2.07M
|
320K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
26.1K+ 40.34% |
$1.9M - $2.06M
|
90.8K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
26KNew |
$1.89M - $2.05M
|
26K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
25.9KNew |
$1.88M - $2.05M
|
25.9K
$1.75M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25.9K+ 5.07% |
$1.88M - $2.05M
|
536K
$36.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.6K+ 8704.76% |
$1.86M - $2.02M
|
25.9K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.1K+ 162.55% |
$1.82M - $1.98M
|
40.5K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
24.5K+ 13.95% |
$1.78M - $1.94M
|
200K
$13.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
24.4K+ 7.06% |
$1.77M - $1.92M
|
369K
$24.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
24.1K+ 130.52% |
$1.75M - $1.9M
|
42.6K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
24KNew |
$1.74M - $1.89M
|
24K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
23.4KNew |
$1.7M - $1.85M
|
23.4K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
23.1K+ 25.56% |
$1.68M - $1.83M
|
114K
$7.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.9K+ 176.6% |
$1.67M - $1.81M
|
35.9K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.8K+ 17.49% |
$1.66M - $1.8M
|
153K
$10.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
22.7K+ 1.81% |
$1.65M - $1.8M
|
1.28M
$86M
|