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 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
72+ 39.34% |
$4.44K - $5.76K
|
255
$19.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
72+ 1.42% |
$4.44K - $5.76K
|
5.13K
$386K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
70+ 0.68% |
$4.32K - $5.6K
|
10.3K
$776K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
70+ 1.93% |
$4.32K - $5.6K
|
3.69K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.13% |
$4.26K - $5.52K
|
54.8K
$4.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
69+ 11.62% |
$4.26K - $5.52K
|
663
$49.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
69+ 0.41% |
$4.26K - $5.52K
|
16.7K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
68+ 4.19% |
$4.2K - $5.44K
|
1.69K
$127K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
65New |
$4.01K - $5.2K
|
65
$4.89K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
64+ 0.85% |
$3.95K - $5.12K
|
7.61K
$572K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
63+ 0.44% |
$3.89K - $5.04K
|
14.3K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
62+ 1.32% |
$3.83K - $4.96K
|
4.77K
$358K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60+ 75.0% |
$3.7K - $4.8K
|
140
$10.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60+ 16.95% |
$3.7K - $4.8K
|
414
$31.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
60+ 0.13% |
$3.7K - $4.8K
|
47.5K
$3.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
59+ 1.06% |
$3.64K - $4.72K
|
5.61K
$422K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
57+ 0.15% |
$3.52K - $4.56K
|
38.3K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
57+ 10.73% |
$3.52K - $4.56K
|
588
$44.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
56+ 0.99% |
$3.46K - $4.48K
|
5.69K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
53+ 1.02% |
$3.27K - $4.24K
|
5.24K
$394K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
53+ 0.84% |
$3.27K - $4.24K
|
6.34K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
53+ 0.97% |
$3.27K - $4.24K
|
5.51K
$414K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
52+ 1.48% |
$3.21K - $4.16K
|
3.58K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 0.49% |
$3.15K - $4.08K
|
10.6K
$794K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.66% |
$3.09K - $4K
|
7.66K
$576K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
50+ 1.34% |
$3.09K - $4K
|
3.77K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
50+ 0.24% |
$3.09K - $4K
|
20.6K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
50+ 0.03% |
$3.09K - $4K
|
186K
$13.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
48+ 0.97% |
$2.96K - $3.84K
|
4.99K
$375K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.35% |
$2.9K - $3.76K
|
13.3K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 0.89% |
$2.84K - $3.68K
|
5.23K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
46+ 0.23% |
$2.84K - $3.68K
|
20.4K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
45+ 0.66% |
$2.78K - $3.6K
|
6.87K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
43+ 1.21% |
$2.65K - $3.44K
|
3.59K
$270K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
42+ 0.79% |
$2.59K - $3.36K
|
5.37K
$404K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
42+ 0.88% |
$2.59K - $3.36K
|
4.83K
$363K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
41+ 0.05% |
$2.53K - $3.28K
|
77.6K
$5.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
BUY
|
- |
41+ 0.56% |
$2.53K - $3.28K
|
7.4K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
41+ 0.22% |
$2.53K - $3.28K
|
18.9K
$1.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
40+ 0.4% |
$2.47K - $3.2K
|
10.1K
$757K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
40+ 0.58% |
$2.47K - $3.2K
|
6.92K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
40+ 0.8% |
$2.47K - $3.2K
|
5.06K
$380K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
40+ 0.75% |
$2.47K - $3.2K
|
5.36K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
39+ 0.28% |
$2.41K - $3.12K
|
14K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
38+ 0.82% |
$2.34K - $3.04K
|
4.69K
$353K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36+ 0.7% |
$2.22K - $2.88K
|
5.17K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
36+ 0.39% |
$2.22K - $2.88K
|
9.16K
$689K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
36+ 0.35% |
$2.22K - $2.88K
|
10.2K
$768K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
35+ 39.77% |
$2.16K - $2.8K
|
123
$9.25K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
35+ 0.43% |
$2.16K - $2.8K
|
8.24K
$619K
|