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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.97KNew |
$245K - $317K
|
3.97K
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.95KNew |
$244K - $316K
|
3.95K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.94K+ 65.67% |
$243K - $315K
|
9.93K
$704K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.92K+ 4.76% |
$242K - $313K
|
86.1K
$6.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
3.9K+ 24.4% |
$241K - $312K
|
19.9K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
3.86KNew |
$238K - $309K
|
3.86K
$274K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.85K+ 4.2% |
$238K - $308K
|
95.6K
$6.78M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
3.82K+ 4.13% |
$236K - $306K
|
96.3K
$6.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.82KNew |
$235K - $305K
|
3.82K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
3.8KNew |
$234K - $304K
|
3.8K
$269K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.8K+ 5.36% |
$234K - $304K
|
74.6K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.8K+ 1.98% |
$234K - $304K
|
195K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.79KNew |
$234K - $303K
|
3.79K
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
3.75K+ 7.13% |
$232K - $300K
|
56.4K
$4M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.73K+ 17.4% |
$230K - $299K
|
25.2K
$1.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 12.28% |
$230K - $299K
|
34.1K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.7K+ 9.58% |
$228K - $296K
|
42.3K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.67K+ 5.33% |
$227K - $294K
|
72.6K
$5.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.66KNew |
$226K - $293K
|
3.66K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
3.64K+ 4.1% |
$224K - $291K
|
92.3K
$6.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
3.63K+ 1.75% |
$224K - $290K
|
211K
$15M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.61K+ 6.61% |
$223K - $289K
|
58.2K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.58K+ 9.09% |
$221K - $286K
|
42.9K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.56KNew |
$220K - $285K
|
3.56K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.54KNew |
$218K - $283K
|
3.54K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.54K+ 3.65% |
$218K - $283K
|
100K
$7.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
3.52K+ 6.63% |
$217K - $282K
|
56.6K
$4.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
3.51K+ 55.89% |
$217K - $281K
|
9.8K
$695K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.44K+ 2.24% |
$212K - $275K
|
157K
$11.1M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3.43KNew |
$212K - $274K
|
3.43K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.37K+ 48.97% |
$208K - $269K
|
10.2K
$726K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.37KNew |
$208K - $269K
|
3.37K
$239K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.36KNew |
$208K - $269K
|
3.36K
$238K
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.36K+ 76.36% |
$207K - $269K
|
7.76K
$550K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.35KNew |
$207K - $268K
|
3.35K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.34KNew |
$206K - $267K
|
3.34K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.33K+ 100.88% |
$205K - $266K
|
6.63K
$470K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.32K+ 2.92% |
$205K - $266K
|
117K
$8.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.31K+ 385.0% |
$204K - $265K
|
4.17K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
3.3KNew |
$204K - $264K
|
3.3K
$234K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.3K+ 34.93% |
$204K - $264K
|
12.8K
$904K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.3K+ 16.62% |
$204K - $264K
|
23.2K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.28K+ 70.54% |
$202K - $262K
|
7.93K
$562K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.28KNew |
$202K - $262K
|
3.28K
$232K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.27KNew |
$202K - $262K
|
3.27K
$232K
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.26KNew |
$201K - $261K
|
3.26K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.25K+ 17.85% |
$201K - $260K
|
21.5K
$1.52M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.23K+ 3.19% |
$199K - $259K
|
105K
$7.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.2KNew |
$198K - $256K
|
3.2K
$227K
|
|
|
Jul 05, 2024
Q2 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
3.2KNew |
$197K - $256K
|
3.2K
$227K
|