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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.84K+ 52.82% |
$175K - $227K
|
8.21K
$582K
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.84KNew |
$175K - $227K
|
2.84K
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.83K+ 1.34% |
$174K - $226K
|
214K
$15.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.83K+ 39.04% |
$174K - $226K
|
10.1K
$714K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 12.03% |
$173K - $224K
|
26.1K
$1.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.8K+ 902.58% |
$173K - $224K
|
3.11K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.78K+ 6.42% |
$172K - $223K
|
46.1K
$3.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.76K+ 6.59% |
$170K - $221K
|
44.6K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.75K+ 15.08% |
$170K - $220K
|
21K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.75KNew |
$170K - $220K
|
2.75K
$195K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.74K+ 9.71% |
$169K - $219K
|
30.9K
$2.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.73KNew |
$169K - $219K
|
2.73K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.72K+ 20.16% |
$168K - $218K
|
16.2K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.72K+ 19.06% |
$168K - $218K
|
17K
$1.2M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.72K+ 8.74% |
$168K - $217K
|
33.8K
$2.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.7K+ 26.0% |
$167K - $216K
|
13.1K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.67K+ 24.01% |
$165K - $213K
|
13.8K
$977K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.67K+ 5.19% |
$165K - $213K
|
54K
$3.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.66K+ 28.3% |
$164K - $212K
|
12K
$853K
|
|
|
Aug 06, 2024
Q2 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
2.65K+ 13.02% |
$164K - $212K
|
23K
$1.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.64K+ 2.21% |
$163K - $211K
|
122K
$8.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.62K+ 4.01% |
$162K - $210K
|
68K
$4.82M
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.62K+ 4.01% |
$162K - $210K
|
68K
$4.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
2.61K+ 17.59% |
$161K - $209K
|
17.4K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.59K+ 31.23% |
$160K - $207K
|
10.9K
$771K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.57K+ 33.14% |
$159K - $206K
|
10.3K
$732K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2.56K+ 42.17% |
$158K - $204K
|
8.61K
$611K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
2.56K+ 8.4% |
$158K - $204K
|
33K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.47K+ 8.79% |
$153K - $198K
|
30.6K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.46K+ 110.28% |
$152K - $197K
|
4.69K
$332K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.42K+ 21.27% |
$149K - $194K
|
13.8K
$978K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.41K+ 13.05% |
$148K - $193K
|
20.8K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.4KNew |
$148K - $192K
|
2.4K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.4KNew |
$148K - $192K
|
2.4K
$170K
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.4K+ 46.97% |
$148K - $192K
|
7.5K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.4K+ 34.94% |
$148K - $192K
|
9.26K
$656K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.39K+ 2.76% |
$148K - $192K
|
89K
$6.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.37K+ 6.6% |
$146K - $190K
|
38.3K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.37K+ 5.52% |
$146K - $189K
|
45.3K
$3.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.36K+ 1.23% |
$146K - $189K
|
195K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.35K+ 4.94% |
$145K - $188K
|
49.9K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.32K+ 1.83% |
$143K - $185K
|
129K
$9.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.3K+ 4.36% |
$142K - $184K
|
55.1K
$3.91M
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
2.3K+ 7.19% |
$142K - $184K
|
34.3K
$2.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.28K+ 24.47% |
$141K - $183K
|
11.6K
$824K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 17.2% |
$140K - $182K
|
15.5K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.27K+ 1.23% |
$140K - $181K
|
187K
$13.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.24K+ 51.59% |
$138K - $179K
|
6.58K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.24K+ 37.68% |
$138K - $179K
|
8.19K
$580K
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.23K+ 2.46% |
$138K - $179K
|
92.9K
$6.59M
|