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 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.23K+ 38.97% |
$138K - $178K
|
7.95K
$564K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
BUY
|
- |
2.23K+ 3.21% |
$137K - $178K
|
71.4K
$5.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.22K+ 12.08% |
$137K - $178K
|
20.6K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.2K+ 3.52% |
$136K - $176K
|
64.8K
$4.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.19K+ 3.1% |
$135K - $175K
|
72.7K
$5.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.18K+ 10.15% |
$135K - $175K
|
23.7K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.17KNew |
$134K - $174K
|
2.17K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.16K+ 58.4% |
$133K - $173K
|
5.85K
$415K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.15K+ 3.79% |
$133K - $172K
|
58.9K
$4.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 24.16% |
$132K - $172K
|
11K
$781K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.09K+ 37.67% |
$129K - $167K
|
7.62K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
2.08K+ 10.71% |
$128K - $166K
|
21.4K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.07K+ 2.11% |
$128K - $166K
|
100K
$7.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.06K+ 19.6% |
$127K - $165K
|
12.6K
$891K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.04K+ 1.43% |
$126K - $163K
|
145K
$10.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.03K+ 6.95% |
$125K - $163K
|
31.3K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.03K+ 20.99% |
$125K - $162K
|
11.7K
$829K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2K+ 9.51% |
$123K - $160K
|
23K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 8.18% |
$123K - $160K
|
26.4K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.99K+ 1.24% |
$123K - $160K
|
163K
$11.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.98KNew |
$122K - $159K
|
1.98K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.97K+ 0.68% |
$122K - $158K
|
292K
$20.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.97K+ 2.73% |
$121K - $158K
|
74.2K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.95K+ 1.72% |
$120K - $156K
|
115K
$8.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.95KNew |
$120K - $156K
|
1.95K
$138K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.95K+ 4.51% |
$120K - $156K
|
45.1K
$3.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
1.94K+ 2.14% |
$119K - $155K
|
92.4K
$6.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.93K+ 3.03% |
$119K - $154K
|
65.4K
$4.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.91K+ 9.21% |
$118K - $153K
|
22.7K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 36.53% |
$118K - $153K
|
7.14K
$506K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
1.9K+ 1.46% |
$117K - $152K
|
132K
$9.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.88K+ 2.8% |
$116K - $150K
|
68.8K
$4.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
1.86K+ 10.51% |
$115K - $149K
|
19.6K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.86K+ 2.93% |
$115K - $149K
|
65.2K
$4.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.85K+ 37.05% |
$114K - $148K
|
6.84K
$485K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.85K+ 2.7% |
$114K - $148K
|
70.2K
$4.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.85K+ 24.52% |
$114K - $148K
|
9.38K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.84K+ 5.67% |
$113K - $147K
|
34.2K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.83K+ 3.15% |
$113K - $147K
|
60K
$4.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.83K+ 0.69% |
$113K - $147K
|
267K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.82K+ 14.59% |
$112K - $145K
|
14.3K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.82K+ 13.16% |
$112K - $145K
|
15.6K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.81KNew |
$112K - $145K
|
1.81K
$128K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.81K+ 37.27% |
$112K - $145K
|
6.66K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.8K+ 8.67% |
$111K - $144K
|
22.6K
$1.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.8K+ 15.95% |
$111K - $144K
|
13K
$925K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.79K+ 9.21% |
$111K - $144K
|
21.3K
$1.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.79K+ 7.15% |
$110K - $143K
|
26.7K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
1.78K+ 53.96% |
$110K - $142K
|
5.08K
$360K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.77K+ 3.28% |
$109K - $141K
|
55.6K
$3.94M
|