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 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-18- 0.39% |
$1.11K - $1.44K
|
4.58K
$327K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-19- 2.25% |
$1.17K - $1.52K
|
826
$58.9K
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19- 0.08% |
$1.17K - $1.52K
|
23.1K
$1.65M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-20- 0.56% |
$1.23K - $1.6K
|
3.56K
$254K
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-20- 0.39% |
$1.23K - $1.6K
|
5.1K
$364K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-21- 0.16% |
$1.3K - $1.68K
|
13.2K
$944K
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-21- 0.37% |
$1.3K - $1.68K
|
5.67K
$404K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-21- 9.25% |
$1.3K - $1.68K
|
206
$14.7K
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-23- 31.08% |
$1.42K - $1.84K
|
51
$3.64K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-24- 0.36% |
$1.48K - $1.92K
|
6.66K
$475K
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 0.25% |
$1.54K - $2K
|
9.89K
$705K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.6% |
$1.54K - $2K
|
4.14K
$295K
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-25- 0.44% |
$1.54K - $2K
|
5.68K
$405K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.77% |
$1.54K - $2K
|
3.21K
$229K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-27- 0.17% |
$1.67K - $2.16K
|
15.9K
$1.14M
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-27- 26.21% |
$1.67K - $2.16K
|
76
$5.42K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-28- 1.56% |
$1.73K - $2.24K
|
1.77K
$126K
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-28- 0.17% |
$1.73K - $2.24K
|
16.6K
$1.18M
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-28- 0.35% |
$1.73K - $2.24K
|
7.96K
$568K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-29- 0.11% |
$1.79K - $2.32K
|
25.4K
$1.81M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-31- 0.23% |
$1.91K - $2.48K
|
13.7K
$979K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-32- 2.08% |
$1.97K - $2.56K
|
1.5K
$107K
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-33- 0.18% |
$2.04K - $2.64K
|
18.4K
$1.31M
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-33- 0.14% |
$2.04K - $2.64K
|
24.1K
$1.72M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-33- 1.09% |
$2.04K - $2.64K
|
3.01K
$214K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-35- 0.25% |
$2.16K - $2.8K
|
13.7K
$979K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-36- 4.01% |
$2.22K - $2.88K
|
862
$61.5K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-36- 1.11% |
$2.22K - $2.88K
|
3.21K
$229K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-37- 0.52% |
$2.28K - $2.96K
|
7.13K
$509K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 0.43% |
$2.28K - $2.96K
|
8.57K
$611K
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-39- 0.44% |
$2.41K - $3.12K
|
8.76K
$624K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-40- 5.61% |
$2.47K - $3.2K
|
673
$48K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-41- 1.08% |
$2.53K - $3.28K
|
3.77K
$269K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-42- 61.76% |
$2.59K - $3.36K
|
26
$1.85K
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-43- 1.37% |
$2.65K - $3.44K
|
3.09K
$221K
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-44- 0.3% |
$2.71K - $3.52K
|
14.6K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-44- 0.48% |
$2.71K - $3.52K
|
9.2K
$656K
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-45- 0.26% |
$2.78K - $3.6K
|
17.5K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-45- 0.54% |
$2.78K - $3.6K
|
8.22K
$586K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-46- 0.18% |
$2.84K - $3.68K
|
25.6K
$1.83M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-48- 3.26% |
$2.96K - $3.84K
|
1.43K
$102K
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-49- 0.09% |
$3.02K - $3.92K
|
54.6K
$3.89M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-49- 0.16% |
$3.02K - $3.92K
|
30.3K
$2.16M
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-54- 0.67% |
$3.33K - $4.32K
|
8K
$571K
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-55- 0.05% |
$3.39K - $4.4K
|
119K
$8.47M
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-56- 0.91% |
$3.46K - $4.48K
|
6.12K
$436K
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-57- 1.13% |
$3.52K - $4.56K
|
4.97K
$354K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-58- 1.11% |
$3.58K - $4.64K
|
5.17K
$368K
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.82% |
$3.58K - $4.64K
|
7.02K
$501K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-58- 1.1% |
$3.58K - $4.64K
|
5.22K
$372K
|