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
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-8.28K- 2.06% |
$511K - $662K
|
394K
$27.9M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.29K- 29.41% |
$512K - $664K
|
19.9K
$1.41M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.52K- 2.56% |
$525K - $681K
|
324K
$23M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-8.83K- 5.6% |
$545K - $707K
|
149K
$10.5M
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-8.85K- 9.38% |
$546K - $708K
|
85.5K
$6.06M
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-8.94K- 32.04% |
$551K - $715K
|
19K
$1.34M
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8.99K- 15.35% |
$554K - $719K
|
49.6K
$3.51M
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-9.07K- 3.31% |
$560K - $726K
|
265K
$18.8M
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-9.08K- 2.44% |
$560K - $727K
|
363K
$25.7M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-9.11K- 9.65% |
$562K - $729K
|
85.3K
$6.05M
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-9.17K- 58.3% |
$566K - $734K
|
6.56K
$465K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.21K- 14.86% |
$568K - $737K
|
52.7K
$3.74M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9.34K- 55.18% |
$577K - $748K
|
7.59K
$538K
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-9.36K- 6.25% |
$578K - $749K
|
141K
$9.96M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.87K- 10.31% |
$609K - $789K
|
85.8K
$6.08M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 13.75% |
$627K - $813K
|
63.8K
$4.52M
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-10.2K- 7.51% |
$631K - $819K
|
126K
$8.93M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10.3K- 38.68% |
$635K - $824K
|
16.3K
$1.16M
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-10.5K- 3.03% |
$648K - $841K
|
336K
$23.8M
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-10.6K- 7.61% |
$653K - $847K
|
129K
$9.12M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-10.7K- 28.26% |
$662K - $858K
|
27.2K
$1.93M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-10.9K- 2.92% |
$674K - $874K
|
363K
$25.7M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11K- 0.16% |
$677K - $878K
|
6.72M
$477M
|
|
Aug 08, 2024
Q2 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-11.2K- 44.61% |
$690K - $894K
|
13.9K
$984K
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-11.2K- 8.75% |
$690K - $895K
|
117K
$8.27M
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-11.2K- 6.13% |
$691K - $896K
|
171K
$12.2M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.4K- 2.0% |
$705K - $915K
|
559K
$39.6M
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-11.5K- 53.37% |
$707K - $917K
|
10K
$710K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.5K- 66.55% |
$709K - $920K
|
5.78K
$410K
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-11.5K- 3.93% |
$709K - $920K
|
281K
$19.9M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.6K- 45.67% |
$713K - $925K
|
13.7K
$974K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-11.6K- 16.38% |
$715K - $927K
|
59.1K
$4.19M
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-11.6K- 10.6% |
$716K - $928K
|
97.8K
$6.93M
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-11.7K- 5.91% |
$722K - $936K
|
186K
$13.2M
|
|
Aug 13, 2024
Q2 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-11.7K- 10.8% |
$722K - $937K
|
96.6K
$6.85M
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-11.8K- 61.51% |
$728K - $944K
|
7.39K
$524K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-12K- 3.44% |
$738K - $958K
|
336K
$23.8M
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-12K- 4.29% |
$740K - $960K
|
268K
$19M
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-12.2K- 7.03% |
$756K - $980K
|
162K
$11.5M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.4K- 3.81% |
$766K - $993K
|
313K
$22.2M
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-12.7K- 9.4% |
$781K - $1.01M
|
122K
$8.65M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12.7K- 1.67% |
$781K - $1.01M
|
743K
$52.7M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-12.8K- 36.77% |
$788K - $1.02M
|
22K
$1.56M
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-12.8K- 6.22% |
$789K - $1.02M
|
193K
$13.7M
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-12.9K- 3.61% |
$793K - $1.03M
|
344K
$24.4M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13K- 1.7% |
$805K - $1.04M
|
753K
$53.4M
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-13.2K- 5.58% |
$813K - $1.05M
|
223K
$15.8M
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 1.92% |
$820K - $1.06M
|
681K
$48.2M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 43.21% |
$821K - $1.06M
|
17.5K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.8K- 2.02% |
$851K - $1.1M
|
669K
$47.5M
|