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 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-825- 2.05% |
$50.9K - $66K
|
39.5K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-830- 2.45% |
$51.2K - $66.4K
|
33.1K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-833- 10.3% |
$51.4K - $66.7K
|
7.26K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-840- 10.21% |
$51.8K - $67.2K
|
7.39K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Fosun International LTD
|
SELL
|
- |
-841- 7.96% |
$51.9K - $67.3K
|
9.72K
$689K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-843- 11.62% |
$52K - $67.5K
|
6.41K
$454K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-857- 9.28% |
$52.9K - $68.6K
|
8.38K
$594K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-858- 13.97% |
$52.9K - $68.7K
|
5.29K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-875- 10.74% |
$54K - $70K
|
7.27K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-875- 4.9% |
$54K - $70K
|
17K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-891- 0.55% |
$55K - $71.3K
|
160K
$11.4M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-891- 4.8% |
$55K - $71.3K
|
17.7K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-895- 7.2% |
$55.2K - $71.6K
|
11.5K
$818K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-905- 8.81% |
$55.8K - $72.4K
|
9.37K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-910- 0.38% |
$56.1K - $72.8K
|
242K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-915- 22.27% |
$56.5K - $73.2K
|
3.19K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-929- 36.85% |
$57.3K - $74.3K
|
1.59K
$113K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-929- 13.86% |
$57.3K - $74.3K
|
5.77K
$409K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-931- 4.47% |
$57.4K - $74.5K
|
19.9K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-932- 2.3% |
$57.5K - $74.6K
|
39.6K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-932- 0.7% |
$57.5K - $74.6K
|
132K
$9.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-945- 0.41% |
$58.3K - $75.6K
|
228K
$16.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-945- 2.0% |
$58.3K - $75.6K
|
46.4K
$3.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-946- 1.9% |
$58.4K - $75.7K
|
48.8K
$3.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-948- 7.03% |
$58.5K - $75.9K
|
12.5K
$889K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-948- 8.33% |
$58.5K - $75.9K
|
10.4K
$740K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-950- 4.34% |
$58.6K - $76K
|
20.9K
$1.48M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-965- 49.11% |
$59.5K - $77.2K
|
1K
$70.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-965- 0.74% |
$59.5K - $77.2K
|
129K
$9.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-971- 6.56% |
$59.9K - $77.7K
|
13.8K
$980K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-976- 9.8% |
$60.2K - $78.1K
|
8.98K
$637K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-976- 2.68% |
$60.2K - $78.1K
|
35.4K
$2.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-977- 1.57% |
$60.3K - $78.2K
|
61.1K
$4.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-978- 1.69% |
$60.3K - $78.3K
|
57.1K
$4.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-991- 0.64% |
$61.1K - $79.3K
|
155K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-997- 11.24% |
$61.5K - $79.8K
|
7.87K
$558K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1K- 22.73% |
$61.7K - $80K
|
3.4K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 8.64% |
$61.7K - $80K
|
10.6K
$749K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-1K- 5.09% |
$61.7K - $80K
|
18.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1K- 3.38% |
$61.7K - $80K
|
28.6K
$2.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.01K- 9.07% |
$62K - $80.4K
|
10.1K
$714K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.01K- 8.1% |
$62.1K - $80.5K
|
11.4K
$809K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.01K- 22.8% |
$62.2K - $80.7K
|
3.41K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 3.68% |
$62.9K - $81.6K
|
26.7K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.03K- 5.33% |
$63.4K - $82.2K
|
18.3K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.03K- 8.37% |
$63.8K - $82.7K
|
11.3K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.05K- 19.8% |
$64.8K - $84.1K
|
4.26K
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 3.1% |
$65.1K - $84.4K
|
33K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.06K- 20.16% |
$65.4K - $84.8K
|
4.2K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.06K- 21.97% |
$65.6K - $85.1K
|
3.78K
$268K
|