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 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
9.59K+ 14.66% |
$697K - $758K
|
75K
$5.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
9.52K+ 32.11% |
$692K - $752K
|
39.2K
$2.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.22K+ 2.41% |
$670K - $729K
|
392K
$26.4M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.19K+ 33.63% |
$668K - $726K
|
36.5K
$2.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.17K+ 61.02% |
$666K - $725K
|
24.2K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
9.15K+ 7.27% |
$665K - $723K
|
135K
$9.09M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.09K+ 1.7% |
$661K - $718K
|
544K
$36.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
9.08K+ 339.3% |
$660K - $718K
|
11.8K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.06K+ 2.35% |
$658K - $716K
|
394K
$26.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
8.96K+ 1.8% |
$651K - $708K
|
507K
$34.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.84K+ 19.21% |
$643K - $699K
|
54.9K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
8.74KNew |
$635K - $691K
|
8.74K
$589K
|
|
|
Sep 04, 2024
Q2 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
8.66K+ 96.17% |
$629K - $684K
|
17.7K
$1.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.65KNew |
$629K - $684K
|
8.65K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.57K+ 96.69% |
$623K - $677K
|
17.4K
$1.17M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
8.56KNew |
$622K - $677K
|
8.56K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
8.56KNew |
$622K - $677K
|
8.56K
$577K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.55K+ 8.74% |
$622K - $676K
|
106K
$7.17M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.55KNew |
$621K - $676K
|
8.55K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.53K+ 267.64% |
$620K - $674K
|
11.7K
$789K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
8.49K+ 2.61% |
$617K - $671K
|
334K
$22.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.48K+ 3.01% |
$616K - $670K
|
290K
$19.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.47K+ 7.32% |
$615K - $669K
|
124K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8.41KNew |
$612K - $665K
|
8.41K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
8.38KNew |
$609K - $663K
|
8.38K
$565K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
8.32K+ 8.16% |
$605K - $658K
|
110K
$7.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.29K+ 49.46% |
$603K - $655K
|
25.1K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.26KNew |
$600K - $653K
|
8.26K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
8.23K+ 16.69% |
$598K - $651K
|
57.5K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
8.07K+ 0.85% |
$587K - $638K
|
961K
$64.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.9K+ 256.48% |
$574K - $624K
|
11K
$740K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.88K+ 6.27% |
$573K - $623K
|
134K
$9.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
7.88KNew |
$573K - $623K
|
7.88K
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.84K+ 4.94% |
$570K - $620K
|
167K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.74K+ 2.19% |
$563K - $612K
|
361K
$24.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.43KNew |
$540K - $587K
|
7.43K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.37K+ 6.2% |
$536K - $582K
|
126K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.34K+ 4.18% |
$533K - $580K
|
183K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
7.34K+ 5.83% |
$533K - $580K
|
133K
$8.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.29K+ 10.22% |
$530K - $576K
|
78.6K
$5.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
7.28K+ 1.11% |
$529K - $575K
|
665K
$44.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.28K+ 21.15% |
$529K - $575K
|
41.7K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
7.27K+ 196.09% |
$528K - $575K
|
11K
$740K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
7.27K+ 13.27% |
$528K - $574K
|
62K
$4.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
7.19K+ 119.43% |
$522K - $568K
|
13.2K
$890K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.14K+ 6.01% |
$519K - $564K
|
126K
$8.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.13K+ 7.8% |
$519K - $564K
|
98.6K
$6.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.97K+ 6.52% |
$507K - $551K
|
114K
$7.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
6.94K+ 4.0% |
$504K - $549K
|
180K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
6.91KNew |
$502K - $546K
|
6.91K
$466K
|