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 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.2K+ 0.51% |
$197K - $256K
|
630K
$44.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
3.15KNew |
$194K - $252K
|
3.15K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.15KNew |
$194K - $252K
|
3.15K
$223K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.15K+ 2.59% |
$194K - $252K
|
125K
$8.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
3.14K+ 11.27% |
$194K - $251K
|
31K
$2.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.13KNew |
$193K - $251K
|
3.13K
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.13KNew |
$193K - $250K
|
3.13K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
3.12K+ 1.21% |
$192K - $249K
|
260K
$18.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
3.12K+ 8.42% |
$192K - $249K
|
40.1K
$2.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.11K+ 19.48% |
$192K - $248K
|
19K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.09KNew |
$191K - $247K
|
3.09K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.09K+ 17.35% |
$191K - $247K
|
20.9K
$1.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.08K+ 4.92% |
$190K - $247K
|
65.8K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
3.08KNew |
$190K - $247K
|
3.08K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.07K+ 8.68% |
$190K - $246K
|
38.5K
$2.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.03KNew |
$187K - $243K
|
3.03K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.02KNew |
$186K - $242K
|
3.02K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.01KNew |
$186K - $241K
|
3.01K
$214K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3KNew |
$185K - $240K
|
3K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3KNew |
$185K - $240K
|
3K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3KNew |
$185K - $240K
|
3K
$212K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.99K+ 8.28% |
$185K - $239K
|
39.2K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
2.99KNew |
$184K - $239K
|
2.99K
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2.99K+ 1.26% |
$184K - $239K
|
241K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.99K+ 17.13% |
$184K - $239K
|
20.4K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.98KNew |
$184K - $239K
|
2.98K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.98KNew |
$184K - $238K
|
2.98K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.98KNew |
$184K - $238K
|
2.98K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.97K+ 15.03% |
$183K - $238K
|
22.8K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.97KNew |
$183K - $237K
|
2.97K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.96K+ 65.65% |
$183K - $237K
|
7.46K
$529K
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.96KNew |
$183K - $237K
|
2.96K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.96KNew |
$182K - $236K
|
2.96K
$209K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.95K+ 13.25% |
$182K - $236K
|
25.2K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.93KNew |
$181K - $235K
|
2.93K
$208K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.93KNew |
$181K - $234K
|
2.93K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
2.92KNew |
$180K - $234K
|
2.92K
$207K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.92K+ 4.0% |
$180K - $233K
|
75.8K
$5.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.92K+ 23.17% |
$180K - $233K
|
15.5K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.91K+ 19.76% |
$180K - $233K
|
17.6K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.91KNew |
$179K - $233K
|
2.91K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.89K+ 8.87% |
$178K - $231K
|
35.5K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
2.88KNew |
$178K - $231K
|
2.88K
$204K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.88KNew |
$178K - $230K
|
2.88K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.86KNew |
$177K - $229K
|
2.86K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.86KNew |
$176K - $229K
|
2.86K
$203K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.86KNew |
$176K - $229K
|
2.86K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.86KNew |
$176K - $228K
|
2.86K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.85KNew |
$176K - $228K
|
2.85K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.84KNew |
$175K - $227K
|
2.84K
$201K
|