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 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.27K+ 26.29% |
$383K - $417K
|
25.3K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
5.25K+ 0.69% |
$382K - $415K
|
768K
$56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.22K+ 0.62% |
$379K - $412K
|
852K
$62M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
5.2KNew |
$378K - $411K
|
5.2K
$379K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.2K+ 1.26% |
$378K - $411K
|
417K
$30.4M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
5.13K+ 89.02% |
$373K - $406K
|
10.9K
$793K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.12K+ 55.3% |
$372K - $405K
|
14.4K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
5.1K+ 0.45% |
$371K - $403K
|
1.13M
$82.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.08KNew |
$369K - $401K
|
5.08K
$370K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.04K+ 46.22% |
$367K - $399K
|
16K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.04K+ 3.34% |
$366K - $398K
|
156K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
5.01K+ 11.16% |
$364K - $396K
|
49.9K
$3.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.95KNew |
$360K - $391K
|
4.95K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.88K+ 2.31% |
$355K - $386K
|
216K
$15.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.82KNew |
$350K - $381K
|
4.82K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.81K+ 16.0% |
$349K - $380K
|
34.8K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.8K+ 80.89% |
$349K - $380K
|
10.7K
$782K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.76K+ 10.22% |
$346K - $376K
|
51.3K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.75K+ 6.5% |
$345K - $375K
|
77.7K
$5.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
4.74K+ 7.58% |
$345K - $375K
|
67.3K
$4.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.74KNew |
$344K - $374K
|
4.74K
$345K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.7K+ 50.86% |
$342K - $371K
|
13.9K
$1.02M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.7K+ 5.34% |
$342K - $371K
|
92.7K
$6.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
4.66K+ 5.65% |
$339K - $368K
|
87.1K
$6.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.64K+ 125.03% |
$337K - $366K
|
8.34K
$608K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.6K+ 5.0% |
$334K - $364K
|
96.5K
$7.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
4.59KNew |
$334K - $363K
|
4.59K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.59K+ 4.24% |
$333K - $362K
|
113K
$8.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
4.57K+ 8.14% |
$332K - $361K
|
60.7K
$4.42M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
4.57K+ 8.13% |
$332K - $361K
|
60.7K
$4.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
4.55K+ 25.52% |
$330K - $359K
|
22.4K
$1.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.51K+ 15.1% |
$328K - $356K
|
34.4K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.5K+ 10.26% |
$327K - $356K
|
48.4K
$3.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.48K+ 6.64% |
$326K - $354K
|
72K
$5.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
4.48K+ 39.44% |
$325K - $354K
|
15.8K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.47K+ 8.17% |
$325K - $353K
|
59.2K
$4.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Baillie Gifford & CO
|
BUY
|
- |
4.47K+ 8.67% |
$325K - $353K
|
56K
$4.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
4.47K+ 5.23% |
$325K - $353K
|
89.9K
$6.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.46K+ 36.52% |
$324K - $353K
|
16.7K
$1.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
4.41K+ 16.63% |
$320K - $348K
|
30.9K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.39K+ 2.77% |
$319K - $347K
|
163K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.38K+ 12.35% |
$318K - $346K
|
39.8K
$2.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.36KNew |
$317K - $345K
|
4.36K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.36K+ 5.04% |
$317K - $344K
|
90.8K
$6.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.34K+ 23.63% |
$315K - $343K
|
22.7K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.33KNew |
$315K - $342K
|
4.33K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.31KNew |
$313K - $340K
|
4.31K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.31K+ 24.24% |
$313K - $340K
|
22.1K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.3K+ 11.37% |
$313K - $340K
|
42.1K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
4.25KNew |
$309K - $336K
|
4.25K
$310K
|