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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
175+ 2.86% |
$10.8K - $14K
|
6.3K
$451K
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
175+ 0.34% |
$10.8K - $14K
|
52.2K
$3.74M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
174+ 3.09% |
$10.7K - $13.9K
|
5.81K
$416K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
168+ 0.33% |
$10.4K - $13.4K
|
51.7K
$3.7M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
168+ 2.84% |
$10.4K - $13.4K
|
6.08K
$435K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
168+ 250.75% |
$10.4K - $13.4K
|
235
$16.8K
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
165+ 3.41% |
$10.2K - $13.2K
|
5.01K
$358K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
164+ 1.04% |
$10.1K - $13.1K
|
16K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
162+ 3.6% |
$10K - $13K
|
4.66K
$334K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
161+ 0.55% |
$9.93K - $12.9K
|
29.3K
$2.1M
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
154+ 0.24% |
$9.5K - $12.3K
|
63.3K
$4.53M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
151+ 3.46% |
$9.32K - $12.1K
|
4.51K
$323K
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
150+ 0.35% |
$9.26K - $12K
|
43K
$3.08M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
150+ 3.76% |
$9.26K - $12K
|
4.14K
$296K
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
150+ 0.8% |
$9.26K - $12K
|
18.9K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
149+ 3.5% |
$9.19K - $11.9K
|
4.4K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
149+ 3.49% |
$9.19K - $11.9K
|
4.42K
$316K
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
146+ 0.97% |
$9.01K - $11.7K
|
15.2K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
145+ 14.8% |
$8.95K - $11.6K
|
1.13K
$80.5K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
144+ 64.0% |
$8.88K - $11.5K
|
369
$26.4K
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
141+ 0.58% |
$8.7K - $11.3K
|
24.4K
$1.75M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
140+ 1.14% |
$8.64K - $11.2K
|
12.5K
$893K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
138+ 1.29% |
$8.51K - $11K
|
10.9K
$777K
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
136+ 3.2% |
$8.39K - $10.9K
|
4.38K
$314K
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
135+ 3.8% |
$8.33K - $10.8K
|
3.69K
$264K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
134+ 21.07% |
$8.27K - $10.7K
|
770
$55.1K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
132New |
$8.14K - $10.6K
|
132
$9.45K
|
|
Aug 28, 2024
Q2 2024
|
Sycomore Asset Management
|
BUY
|
- |
131+ 0.28% |
$8.08K - $10.5K
|
47.3K
$3.39M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
127+ 2.15% |
$7.84K - $10.2K
|
6.04K
$432K
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
126+ 0.89% |
$7.77K - $10.1K
|
14.2K
$1.02M
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
125+ 1.29% |
$7.71K - $10K
|
9.81K
$702K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
125+ 0.44% |
$7.71K - $10K
|
28.3K
$2.02M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
124+ 0.42% |
$7.65K - $9.92K
|
29.5K
$2.11M
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
123+ 3.41% |
$7.59K - $9.84K
|
3.73K
$267K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
122+ 6.56% |
$7.53K - $9.76K
|
1.98K
$142K
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120+ 2.8% |
$7.4K - $9.6K
|
4.41K
$316K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
119+ 2.26% |
$7.34K - $9.52K
|
5.4K
$386K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
117+ 0.29% |
$7.22K - $9.36K
|
41K
$2.93M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
115+ 0.57% |
$7.1K - $9.2K
|
20.4K
$1.46M
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
115+ 0.68% |
$7.1K - $9.2K
|
17.1K
$1.22M
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
114+ 0.18% |
$7.03K - $9.12K
|
64.5K
$4.61M
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
111+ 3.35% |
$6.85K - $8.88K
|
3.42K
$245K
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
109+ 0.85% |
$6.73K - $8.72K
|
12.9K
$927K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
109+ 0.84% |
$6.73K - $8.72K
|
13.1K
$940K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
108+ 2.69% |
$6.66K - $8.64K
|
4.13K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
107+ 2140.0% |
$6.6K - $8.56K
|
112
$8.02K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
107+ 0.68% |
$6.6K - $8.56K
|
15.7K
$1.13M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
105+ 3.48% |
$6.48K - $8.4K
|
3.12K
$224K
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
104New |
$6.42K - $8.32K
|
104
$7.44K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
103+ 3.19% |
$6.36K - $8.24K
|
3.33K
$239K
|