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 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-536- 65.93% |
$33.1K - $42.9K
|
277
$19.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-540- 0.93% |
$33.3K - $43.2K
|
57.5K
$3.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-543- 16.01% |
$33.5K - $43.5K
|
2.85K
$197K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-555- 4.34% |
$34.2K - $44.4K
|
12.2K
$847K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-568- 3.59% |
$35K - $45.5K
|
15.3K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-569- 7.56% |
$35.1K - $45.5K
|
6.96K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-580- 2.94% |
$35.8K - $46.4K
|
19.1K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-587- 3.28% |
$36.2K - $47K
|
17.3K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-593- 4.24% |
$36.6K - $47.5K
|
13.4K
$928K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-593- 11.76% |
$36.6K - $47.5K
|
4.45K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-595- 4.92% |
$36.7K - $47.6K
|
11.5K
$795K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-599- 3.45% |
$37K - $47.9K
|
16.8K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-611- 3.21% |
$37.7K - $48.9K
|
18.4K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-612- 2.04% |
$37.8K - $49K
|
29.4K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-635- 11.66% |
$39.2K - $50.8K
|
4.81K
$333K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-640- 18.44% |
$39.5K - $51.2K
|
2.83K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-653- 4.24% |
$40.3K - $52.3K
|
14.8K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-655- 0.99% |
$40.4K - $52.4K
|
65.8K
$4.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-664- 0.77% |
$41K - $53.1K
|
85.6K
$5.92M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
SELL
|
- |
-664- 2.88% |
$41K - $53.1K
|
22.4K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-676- 3.72% |
$41.7K - $54.1K
|
17.5K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-678- 7.94% |
$41.8K - $54.3K
|
7.86K
$544K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-678- 5.28% |
$41.8K - $54.3K
|
12.2K
$842K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-680- 16.17% |
$42K - $54.4K
|
3.53K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-682- 0.3% |
$42.1K - $54.6K
|
224K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-683- 7.2% |
$42.1K - $54.7K
|
8.8K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-701- 1.21% |
$43.3K - $56.1K
|
57.4K
$3.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-702- 54.25% |
$43.3K - $56.2K
|
592
$41K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-705- 14.1% |
$43.5K - $56.4K
|
4.3K
$297K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-707- 4.99% |
$43.6K - $56.6K
|
13.5K
$931K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-711- 10.85% |
$43.9K - $56.9K
|
5.84K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-716- 5.33% |
$44.2K - $57.3K
|
12.7K
$880K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-720- 45.2% |
$44.4K - $57.6K
|
873
$60.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-722- 0.45% |
$44.5K - $57.8K
|
160K
$11.1M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-722- 0.45% |
$44.5K - $57.8K
|
160K
$11.1M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-735- 10.6% |
$45.3K - $58.8K
|
6.2K
$429K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-742- 6.78% |
$45.8K - $59.4K
|
10.2K
$706K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-758- 1.37% |
$46.8K - $60.7K
|
54.6K
$3.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-762- 7.12% |
$47K - $61K
|
9.93K
$687K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-785- 6.85% |
$48.4K - $62.8K
|
10.7K
$739K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-797- 15.35% |
$49.2K - $63.8K
|
4.4K
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-798- 7.29% |
$49.2K - $63.9K
|
10.2K
$702K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-800- 12.9% |
$49.4K - $64K
|
5.4K
$374K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-800- 14.76% |
$49.4K - $64K
|
4.62K
$320K
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-802- 1.38% |
$49.5K - $64.2K
|
57.4K
$3.97M
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-805- 0.19% |
$49.7K - $64.4K
|
434K
$30M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-806- 9.56% |
$49.7K - $64.5K
|
7.63K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-807- 1.55% |
$49.8K - $64.6K
|
51.2K
$3.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-816- 1.81% |
$50.3K - $65.3K
|
44.3K
$3.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-817- 3.48% |
$50.4K - $65.4K
|
22.6K
$1.57M
|