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 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
271+ 0.82% |
$16.7K - $21.7K
|
33.4K
$2.32M
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
271+ 5.05% |
$16.7K - $21.7K
|
5.64K
$390K
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
269+ 3.03% |
$16.6K - $21.5K
|
9.16K
$634K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
263New |
$16.2K - $21K
|
263
$18.2K
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
260+ 0.77% |
$16K - $20.8K
|
34K
$2.36M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
260+ 1.78% |
$16K - $20.8K
|
14.9K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
260+ 4.44% |
$16K - $20.8K
|
6.11K
$423K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
259+ 4.42% |
$16K - $20.7K
|
6.12K
$424K
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
250+ 5.72% |
$15.4K - $20K
|
4.62K
$320K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
249+ 0.64% |
$15.4K - $19.9K
|
39.3K
$2.72M
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
245+ 7.11% |
$15.1K - $19.6K
|
3.69K
$256K
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
245+ 5.54% |
$15.1K - $19.6K
|
4.67K
$324K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
242+ 0.26% |
$14.9K - $19.4K
|
94.9K
$6.57M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
241+ 4.67% |
$14.9K - $19.3K
|
5.4K
$374K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
240+ 1.17% |
$14.8K - $19.2K
|
20.8K
$1.44M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
234+ 1.23% |
$14.4K - $18.7K
|
19.2K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
234+ 0.5% |
$14.4K - $18.7K
|
47.5K
$3.29M
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
233+ 7.05% |
$14.4K - $18.6K
|
3.54K
$245K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
229+ 336.76% |
$14.1K - $18.3K
|
297
$20.6K
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
228+ 0.85% |
$14.1K - $18.2K
|
27.2K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
225+ 197.37% |
$13.9K - $18K
|
339
$23.5K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
222New |
$13.7K - $17.8K
|
222
$15.4K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
221+ 2.01% |
$13.6K - $17.7K
|
11.2K
$778K
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
219+ 0.73% |
$13.5K - $17.5K
|
30K
$2.08M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
218+ 5.2% |
$13.5K - $17.4K
|
4.41K
$305K
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
218+ 1.76% |
$13.5K - $17.4K
|
12.6K
$875K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
215+ 1.01% |
$13.3K - $17.2K
|
21.5K
$1.49M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
214+ 0.78% |
$13.2K - $17.1K
|
27.8K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
214+ 3.84% |
$13.2K - $17.1K
|
5.79K
$401K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
212+ 0.6% |
$13.1K - $17K
|
35.8K
$2.48M
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
209+ 5.21% |
$12.9K - $16.7K
|
4.22K
$293K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
208+ 1.49% |
$12.8K - $16.6K
|
14.1K
$980K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
206New |
$12.7K - $16.5K
|
206
$14.3K
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
204+ 6.13% |
$12.6K - $16.3K
|
3.53K
$245K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
202+ 1.45% |
$12.5K - $16.2K
|
14.1K
$977K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
200+ 2.42% |
$12.3K - $16K
|
8.45K
$586K
|
|
Aug 02, 2024
Q2 2024
|
Park Circle CO
|
BUY
|
- |
200New |
$12.3K - $16K
|
200
$13.9K
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
200+ 5.42% |
$12.3K - $16K
|
3.89K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
197+ 1.83% |
$12.2K - $15.8K
|
11K
$761K
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
194+ 1.15% |
$12K - $15.5K
|
17.1K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
192+ 1.47% |
$11.8K - $15.4K
|
13.3K
$920K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
190+ 2.92% |
$11.7K - $15.2K
|
6.7K
$464K
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
190+ 0.93% |
$11.7K - $15.2K
|
20.6K
$1.43M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
190+ 1.34% |
$11.7K - $15.2K
|
14.4K
$994K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
189+ 2.96% |
$11.7K - $15.1K
|
6.57K
$455K
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
188+ 3.61% |
$11.6K - $15K
|
5.39K
$373K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
184+ 5.71% |
$11.4K - $14.7K
|
3.41K
$236K
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
181+ 0.39% |
$11.2K - $14.5K
|
46.3K
$3.21M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
176+ 0.27% |
$10.9K - $14.1K
|
66.2K
$4.58M
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
175+ 2.86% |
$10.8K - $14K
|
6.3K
$437K
|