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 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.03K+ 37.99% |
$63.6K - $82.4K
|
3.74K
$265K
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.02K+ 6.24% |
$62.7K - $81.4K
|
17.3K
$1.23M
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.02K+ 0.58% |
$62.7K - $81.4K
|
176K
$12.5M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.02K+ 17.69% |
$62.7K - $81.3K
|
6.76K
$479K
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.01K+ 11.55% |
$62.5K - $81.1K
|
9.78K
$693K
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.01K+ 0.8% |
$62.4K - $81K
|
128K
$9.07M
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1K+ 7.85% |
$61.9K - $80.3K
|
13.8K
$977K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1K+ 20.0% |
$61.7K - $80K
|
6K
$425K
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1K+ 8.82% |
$61.7K - $80K
|
12.3K
$875K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
985+ 24.35% |
$60.8K - $78.8K
|
5.03K
$357K
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
983+ 8.88% |
$60.7K - $78.7K
|
12K
$854K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
982+ 6.03% |
$60.6K - $78.6K
|
17.3K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
980+ 4.18% |
$60.5K - $78.4K
|
24.4K
$1.73M
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
976+ 20.86% |
$60.2K - $78.1K
|
5.66K
$401K
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
975+ 3.3% |
$60.2K - $78K
|
30.6K
$2.17M
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
973+ 20.28% |
$60K - $77.9K
|
5.77K
$409K
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
967+ 6.46% |
$59.7K - $77.4K
|
15.9K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
959+ 4.01% |
$59.2K - $76.7K
|
24.9K
$1.76M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
958New |
$59.1K - $76.7K
|
958
$67.9K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
950+ 5.5% |
$58.6K - $76K
|
18.2K
$1.29M
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
936+ 34.45% |
$57.8K - $74.9K
|
3.65K
$259K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
931+ 22.14% |
$57.4K - $74.5K
|
5.14K
$364K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
923+ 21.54% |
$56.9K - $73.9K
|
5.21K
$369K
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
921+ 3.46% |
$56.8K - $73.7K
|
27.5K
$1.95M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
911+ 5.18% |
$56.2K - $72.9K
|
18.5K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
909+ 2.71% |
$56.1K - $72.7K
|
34.5K
$2.44M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
900+ 9.82% |
$55.5K - $72K
|
10.1K
$714K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
900+ 112.5% |
$55.5K - $72K
|
1.7K
$121K
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
889+ 2.88% |
$54.9K - $71.1K
|
31.8K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
877+ 10.02% |
$54.1K - $70.2K
|
9.63K
$683K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
868+ 8.93% |
$53.6K - $69.5K
|
10.6K
$751K
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
861+ 0.21% |
$53.1K - $68.9K
|
413K
$29.3M
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
851+ 0.59% |
$52.5K - $68.1K
|
145K
$10.3M
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
850+ 11.76% |
$52.4K - $68K
|
8.08K
$572K
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
846+ 1.82% |
$52.2K - $67.7K
|
47.4K
$3.36M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
844+ 4.88% |
$52.1K - $67.5K
|
18.1K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
841+ 5.49% |
$51.9K - $67.3K
|
16.2K
$1.15M
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
838+ 1.48% |
$51.7K - $67.1K
|
57.3K
$4.06M
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
837+ 22.23% |
$51.6K - $67K
|
4.6K
$326K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
831+ 8.35% |
$51.3K - $66.5K
|
10.8K
$764K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
828+ 13.04% |
$51.1K - $66.3K
|
7.18K
$509K
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
823+ 43.43% |
$50.8K - $65.9K
|
2.72K
$193K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
821+ 3.11% |
$50.7K - $65.7K
|
27.2K
$1.93M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
816+ 2.69% |
$50.3K - $65.3K
|
31.2K
$2.21M
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
816+ 6.7% |
$50.3K - $65.3K
|
13K
$921K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
811New |
$50K - $64.9K
|
811
$57.5K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
810+ 9.28% |
$50K - $64.8K
|
9.54K
$677K
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
800+ 4.4% |
$49.4K - $64K
|
19K
$1.35M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
792+ 8.71% |
$48.9K - $63.4K
|
9.89K
$701K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
787+ 9.12% |
$48.6K - $63K
|
9.42K
$668K
|