Purchases and Sales Made in Q2 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.71K+ 8.92% |
$291K - $377K
|
57.6K
$3.99M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.71K+ 3.52% |
$291K - $377K
|
138K
$9.59M
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.65KNew |
$287K - $372K
|
4.65K
$322K
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.64K+ 5.46% |
$286K - $371K
|
89.6K
$6.21M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.63K+ 1512.42% |
$286K - $370K
|
4.93K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.62K+ 14.82% |
$285K - $370K
|
35.8K
$2.48M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.62KNew |
$285K - $369K
|
4.62K
$320K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.6K+ 6.47% |
$284K - $368K
|
75.8K
$5.25M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.56K+ 3.96% |
$281K - $365K
|
120K
$8.29M
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.55K+ 23.48% |
$281K - $364K
|
23.9K
$1.66M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.55K+ 16.31% |
$281K - $364K
|
32.5K
$2.25M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
4.53K+ 24.58% |
$280K - $362K
|
23K
$1.59M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.52K+ 39.35% |
$279K - $362K
|
16K
$1.11M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.52K+ 6.84% |
$279K - $362K
|
70.6K
$4.89M
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.5KNew |
$278K - $360K
|
4.5K
$312K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.48KNew |
$276K - $358K
|
4.48K
$310K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.46K+ 4.36% |
$275K - $357K
|
107K
$7.41M
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.41K+ 22.28% |
$272K - $353K
|
24.2K
$1.68M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.4K+ 0.82% |
$272K - $352K
|
542K
$37.5M
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
4.39K+ 9.4% |
$271K - $352K
|
51.1K
$3.54M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.39KNew |
$271K - $351K
|
4.39K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.35K+ 11.21% |
$269K - $348K
|
43.2K
$2.99M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 107.68% |
$268K - $348K
|
8.38K
$580K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.34K+ 46.78% |
$268K - $347K
|
13.6K
$943K
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
4.33K+ 16.54% |
$267K - $346K
|
30.5K
$2.11M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.3K+ 12.71% |
$265K - $344K
|
38.1K
$2.64M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.28K+ 7.68% |
$264K - $343K
|
60K
$4.16M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.27K+ 82.19% |
$263K - $342K
|
9.47K
$656K
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.25KNew |
$262K - $340K
|
4.25K
$295K
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.25KNew |
$262K - $340K
|
4.25K
$295K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.24KNew |
$261K - $339K
|
4.24K
$294K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.2K+ 90.19% |
$259K - $336K
|
8.86K
$614K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.2K+ 19.32% |
$259K - $336K
|
25.9K
$1.8M
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
4.17KNew |
$258K - $334K
|
4.17K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
4.16K+ 12.65% |
$257K - $333K
|
37K
$2.57M
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
4.15K+ 9.85% |
$256K - $332K
|
46.3K
$3.2M
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.15K+ 39.29% |
$256K - $332K
|
14.7K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
4.14KNew |
$255K - $331K
|
4.14K
$286K
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.13KNew |
$255K - $330K
|
4.13K
$286K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.13KNew |
$255K - $330K
|
4.13K
$286K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.11KNew |
$254K - $329K
|
4.11K
$285K
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.1K+ 26.89% |
$253K - $328K
|
19.4K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.1K+ 9.45% |
$253K - $328K
|
47.4K
$3.29M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.05K+ 43.96% |
$250K - $324K
|
13.3K
$919K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.05K+ 7.37% |
$250K - $324K
|
58.9K
$4.08M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.02K+ 44.82% |
$248K - $321K
|
13K
$899K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.01K+ 5.71% |
$247K - $321K
|
74.2K
$5.14M
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4K+ 23.6% |
$247K - $320K
|
21K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4K+ 138.7% |
$247K - $320K
|
6.88K
$477K
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4KNew |
$247K - $320K
|
4K
$277K
|