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 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
102+ 1.61% |
$6.29K - $8.16K
|
6.43K
$459K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
101New |
$6.23K - $8.08K
|
101
$7.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
100+ 1.97% |
$6.17K - $8K
|
5.18K
$369K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100+ 0.64% |
$6.17K - $8K
|
15.6K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
100+ 2.13% |
$6.17K - $8K
|
4.81K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
100+ 2.61% |
$6.17K - $8K
|
3.93K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
100New |
$6.17K - $8K
|
100
$7.13K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100+ 11.48% |
$6.17K - $8K
|
971
$69.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
100+ 0.28% |
$6.17K - $8K
|
36.1K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
100+ 2.43% |
$6.17K - $8K
|
4.22K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
99+ 0.33% |
$6.11K - $7.92K
|
29.9K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
99+ 1.41% |
$6.11K - $7.92K
|
7.14K
$509K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
97+ 2.24% |
$5.98K - $7.76K
|
4.43K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
97+ 0.32% |
$5.98K - $7.76K
|
30K
$2.14M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
95+ 0.26% |
$5.86K - $7.6K
|
36.6K
$2.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
95+ 1.4% |
$5.86K - $7.6K
|
6.88K
$491K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.77% |
$5.86K - $7.6K
|
12.5K
$892K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
93+ 2.17% |
$5.74K - $7.44K
|
4.39K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
92+ 1.54% |
$5.68K - $7.36K
|
6.08K
$433K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
92+ 0.75% |
$5.68K - $7.36K
|
12.4K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
92+ 1.28% |
$5.68K - $7.36K
|
7.29K
$520K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
91+ 6.1% |
$5.61K - $7.28K
|
1.58K
$113K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
90+ 6.71% |
$5.55K - $7.2K
|
1.43K
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
90+ 2.56% |
$5.55K - $7.2K
|
3.61K
$258K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
88New |
$5.43K - $7.04K
|
88
$6.27K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
87+ 0.38% |
$5.37K - $6.96K
|
22.7K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
86+ 2.55% |
$5.31K - $6.88K
|
3.46K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84+ 1.16% |
$5.18K - $6.72K
|
7.34K
$523K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
83+ 2.26% |
$5.12K - $6.64K
|
3.76K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
83+ 1.85% |
$5.12K - $6.64K
|
4.57K
$326K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
81+ 1.32% |
$5K - $6.48K
|
6.23K
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
79+ 0.94% |
$4.87K - $6.32K
|
8.48K
$604K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
79+ 1.13% |
$4.87K - $6.32K
|
7.06K
$503K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
79+ 2.0% |
$4.87K - $6.32K
|
4.03K
$287K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
76+ 0.4% |
$4.69K - $6.08K
|
19.1K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
76+ 1.66% |
$4.69K - $6.08K
|
4.64K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
75+ 0.24% |
$4.63K - $6K
|
31.1K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72+ 39.34% |
$4.44K - $5.76K
|
255
$18.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
72+ 1.42% |
$4.44K - $5.76K
|
5.13K
$366K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
70+ 0.68% |
$4.32K - $5.6K
|
10.3K
$736K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
70+ 1.93% |
$4.32K - $5.6K
|
3.69K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.13% |
$4.26K - $5.52K
|
54.8K
$3.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
69+ 11.62% |
$4.26K - $5.52K
|
663
$47.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 0.41% |
$4.26K - $5.52K
|
16.7K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
68+ 4.19% |
$4.2K - $5.44K
|
1.69K
$120K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
65New |
$4.01K - $5.2K
|
65
$4.63K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.85% |
$3.95K - $5.12K
|
7.61K
$543K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
63+ 0.44% |
$3.89K - $5.04K
|
14.3K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
62+ 1.32% |
$3.83K - $4.96K
|
4.77K
$340K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60+ 75.0% |
$3.7K - $4.8K
|
140
$9.98K
|