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 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
419+ 11.25% |
$25.9K - $33.5K
|
4.15K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
417+ 4.87% |
$25.7K - $33.4K
|
8.98K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
416+ 8.52% |
$25.7K - $33.3K
|
5.3K
$376K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
409+ 9.98% |
$25.2K - $32.7K
|
4.51K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
407+ 0.61% |
$25.1K - $32.6K
|
66.8K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
404+ 5.01% |
$24.9K - $32.3K
|
8.47K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
402+ 1.33% |
$24.8K - $32.2K
|
30.7K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
400+ 1.26% |
$24.7K - $32K
|
32.1K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
400+ 0.74% |
$24.7K - $32K
|
54.8K
$3.88M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
400+ 0.88% |
$24.7K - $32K
|
46K
$3.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
399+ 0.92% |
$24.6K - $31.9K
|
43.7K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
398+ 9.56% |
$24.6K - $31.8K
|
4.56K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
379+ 1.78% |
$23.4K - $30.3K
|
21.7K
$1.54M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
379+ 1.15% |
$23.4K - $30.3K
|
33.5K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
378+ 1.18% |
$23.3K - $30.2K
|
32.4K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
370+ 1.24% |
$22.8K - $29.6K
|
30.2K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
368+ 2.8% |
$22.7K - $29.4K
|
13.5K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
367+ 0.08% |
$22.6K - $29.4K
|
453K
$32.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
366+ 7.08% |
$22.6K - $29.3K
|
5.53K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
366+ 2.84% |
$22.6K - $29.3K
|
13.2K
$938K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
363+ 5.69% |
$22.4K - $29K
|
6.75K
$478K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
358+ 6.49% |
$22.1K - $28.6K
|
5.87K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
354+ 5.67% |
$21.8K - $28.3K
|
6.6K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
346+ 10.96% |
$21.3K - $27.7K
|
3.5K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
344+ 3.52% |
$21.2K - $27.5K
|
10.1K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
343+ 1.43% |
$21.2K - $27.4K
|
24.3K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
330+ 139.24% |
$20.4K - $26.4K
|
567
$40.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
328+ 1.62% |
$20.2K - $26.2K
|
20.6K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
327+ 6.67% |
$20.2K - $26.2K
|
5.23K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
327+ 7.79% |
$20.2K - $26.2K
|
4.52K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
326+ 2.2% |
$20.1K - $26.1K
|
15.2K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
325+ 6.26% |
$20.1K - $26K
|
5.52K
$391K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
324+ 1.41% |
$20K - $25.9K
|
23.4K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
324+ 1.81% |
$20K - $25.9K
|
18.3K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
324+ 2.26% |
$20K - $25.9K
|
14.6K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
321+ 0.97% |
$19.8K - $25.7K
|
33.5K
$2.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
319+ 3.28% |
$19.7K - $25.5K
|
10K
$711K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
309+ 8.25% |
$19.1K - $24.7K
|
4.05K
$287K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
307+ 1.49% |
$18.9K - $24.6K
|
20.9K
$1.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
303+ 1.88% |
$18.7K - $24.2K
|
16.4K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
300+ 2.75% |
$18.5K - $24K
|
11.2K
$794K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
293+ 1.99% |
$18.1K - $23.4K
|
15K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
292+ 6.07% |
$18K - $23.4K
|
5.1K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
290+ 7.71% |
$17.9K - $23.2K
|
4.05K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
284+ 4.26% |
$17.5K - $22.7K
|
6.95K
$493K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
280+ 7.97% |
$17.3K - $22.4K
|
3.79K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
280+ 6.24% |
$17.3K - $22.4K
|
4.77K
$338K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280+ 2.5% |
$17.3K - $22.4K
|
11.5K
$814K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
279+ 0.43% |
$17.2K - $22.3K
|
65.4K
$4.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
277+ 13.88% |
$17.1K - $22.2K
|
2.27K
$161K
|