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 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
604+ 2.0% |
$37.3K - $48.3K
|
30.9K
$2.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
601New |
$37.1K - $48.1K
|
601
$42.6K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
587+ 8.07% |
$36.2K - $47K
|
7.87K
$558K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
585+ 17.44% |
$36.1K - $46.8K
|
3.94K
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
584+ 8.61% |
$36K - $46.7K
|
7.36K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
583+ 42.22% |
$36K - $46.7K
|
1.96K
$139K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
580+ 11.57% |
$35.8K - $46.4K
|
5.59K
$397K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
569+ 7.64% |
$35.1K - $45.5K
|
8.01K
$568K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
566+ 6.83% |
$34.9K - $45.3K
|
8.85K
$627K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
566New |
$34.9K - $45.3K
|
566
$40.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
566+ 3.03% |
$34.9K - $45.3K
|
19.3K
$1.37M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
566New |
$34.9K - $45.3K
|
566
$40.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
557+ 1.25% |
$34.4K - $44.6K
|
45.2K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
553+ 0.93% |
$34.1K - $44.3K
|
60K
$4.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
548+ 11.25% |
$33.8K - $43.9K
|
5.42K
$384K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
547+ 16.68% |
$33.7K - $43.8K
|
3.83K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
539+ 3.91% |
$33.3K - $43.1K
|
14.3K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
537+ 3.83% |
$33.1K - $43K
|
14.5K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
535+ 5.34% |
$33K - $42.8K
|
10.6K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
530+ 14.49% |
$32.7K - $42.4K
|
4.19K
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
522+ 1.21% |
$32.2K - $41.8K
|
43.7K
$3.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
518+ 5.27% |
$32K - $41.5K
|
10.3K
$733K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
512+ 9.77% |
$31.6K - $41K
|
5.75K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
509+ 2.58% |
$31.4K - $40.7K
|
20.2K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.02% |
$30.9K - $40K
|
2.81M
$199M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
493+ 13.97% |
$30.4K - $39.4K
|
4.02K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
490+ 11.27% |
$30.2K - $39.2K
|
4.84K
$343K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
489+ 1.82% |
$30.2K - $39.1K
|
27.4K
$1.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
489+ 7.1% |
$30.2K - $39.1K
|
7.38K
$523K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
488+ 13.59% |
$30.1K - $39K
|
4.08K
$289K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
477+ 2.46% |
$29.4K - $38.2K
|
19.9K
$1.41M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
472+ 0.76% |
$29.1K - $37.8K
|
62.7K
$4.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
471+ 219.07% |
$29.1K - $37.7K
|
686
$48.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
469+ 2.58% |
$28.9K - $37.5K
|
18.6K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
467+ 9.9% |
$28.8K - $37.4K
|
5.19K
$368K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
467+ 3.3% |
$28.8K - $37.4K
|
14.6K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
466+ 1.41% |
$28.8K - $37.3K
|
33.6K
$2.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
461+ 3.89% |
$28.4K - $36.9K
|
12.3K
$873K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
460+ 4.71% |
$28.4K - $36.8K
|
10.2K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
460New |
$28.4K - $36.8K
|
460
$32.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
459+ 13.9% |
$28.3K - $36.7K
|
3.76K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
457+ 64.46% |
$28.2K - $36.6K
|
1.17K
$82.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
447+ 8.85% |
$27.6K - $35.8K
|
5.5K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
443+ 0.38% |
$27.3K - $35.4K
|
118K
$8.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
441+ 13.28% |
$27.2K - $35.3K
|
3.76K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
425+ 6.75% |
$26.2K - $34K
|
6.72K
$476K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
424+ 4.38% |
$26.2K - $33.9K
|
10.1K
$716K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
423+ 12.29% |
$26.1K - $33.8K
|
3.86K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
421+ 2.36% |
$26K - $33.7K
|
18.3K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
420+ 8.45% |
$25.9K - $33.6K
|
5.39K
$382K
|