Purchases and Sales Made in Q3 2021 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.66K+ 8.27% |
$197K - $230K
|
34.9K
$2.51M
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.66K+ 4.77% |
$197K - $230K
|
58.3K
$4.19M
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.65KNew |
$197K - $230K
|
2.65K
$191K
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
2.65K+ 1.34% |
$197K - $230K
|
201K
$14.5M
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.65K+ 2.87% |
$197K - $229K
|
95.1K
$6.84M
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
2.65K+ 5.6% |
$197K - $229K
|
49.9K
$3.59M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.65K+ 49.58% |
$196K - $229K
|
7.99K
$574K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.64K+ 27.27% |
$196K - $228K
|
12.3K
$884K
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.63KNew |
$195K - $228K
|
2.63K
$189K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.63K+ 7.05% |
$195K - $228K
|
40K
$2.87M
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.62KNew |
$195K - $227K
|
2.62K
$189K
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2.62KNew |
$195K - $227K
|
2.62K
$188K
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.62KNew |
$194K - $227K
|
2.62K
$188K
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.62KNew |
$194K - $226K
|
2.62K
$188K
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$194K - $226K
|
2.61K
$188K
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
2.6KNew |
$193K - $225K
|
2.6K
$187K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.6KNew |
$193K - $225K
|
2.6K
$187K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
2.6KNew |
$193K - $225K
|
2.6K
$187K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.6K+ 39.05% |
$193K - $225K
|
9.24K
$664K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.6K+ 0.27% |
$193K - $224K
|
964K
$69.3M
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59KNew |
$192K - $224K
|
2.59K
$186K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.58KNew |
$191K - $223K
|
2.58K
$185K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.57K+ 52.5% |
$191K - $222K
|
7.46K
$536K
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
BUY
|
- |
2.57KNew |
$191K - $222K
|
2.57K
$185K
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.56K+ 4.05% |
$190K - $221K
|
65.7K
$4.72M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.56K+ 21.26% |
$190K - $221K
|
14.6K
$1.05M
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.55KNew |
$189K - $221K
|
2.55K
$184K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.55KNew |
$189K - $220K
|
2.55K
$183K
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 87.65% |
$186K - $217K
|
5.36K
$385K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.5K+ 3.89% |
$186K - $216K
|
66.8K
$4.8M
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.5K+ 14.49% |
$185K - $216K
|
19.8K
$1.42M
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
2.48K+ 2.84% |
$184K - $214K
|
89.7K
$6.44M
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
2.45K+ 3.1% |
$182K - $212K
|
81.6K
$5.86M
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.45K+ 6.28% |
$182K - $212K
|
41.5K
$2.98M
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.44K+ 4.33% |
$181K - $211K
|
58.8K
$4.23M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.43K+ 44.36% |
$181K - $210K
|
7.92K
$569K
|
|
Nov 12, 2021
Q3 2021
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
2.4K+ 5.12% |
$178K - $208K
|
49.3K
$3.54M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.39K+ 1.02% |
$177K - $207K
|
236K
$16.9M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.38K+ 34.73% |
$177K - $206K
|
9.24K
$664K
|
|
Nov 12, 2021
Q3 2021
|
Mirova
Paris, I0 |
BUY
|
- |
2.35K+ 3.34% |
$174K - $203K
|
72.8K
$5.23M
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.35K+ 10.87% |
$174K - $203K
|
24K
$1.72M
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.35K+ 334.62% |
$174K - $203K
|
3.05K
$219K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.34K+ 23.28% |
$174K - $202K
|
12.4K
$890K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.34KNew |
$173K - $202K
|
2.34K
$168K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.32K+ 68.4% |
$172K - $201K
|
5.72K
$411K
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
2.32K+ 5.73% |
$172K - $201K
|
42.8K
$3.08M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31K+ 4.08% |
$172K - $200K
|
59K
$4.24M
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.3K+ 3.45% |
$171K - $199K
|
69.1K
$4.97M
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.3K+ 0.27% |
$171K - $199K
|
857K
$61.6M
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.3K+ 9.17% |
$170K - $199K
|
27.4K
$1.97M
|