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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.19K+ 8.42% |
$88.3K - $103K
|
15.3K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.19K+ 1.42% |
$88.1K - $103K
|
84.7K
$6.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
1.19K+ 19.11% |
$87.9K - $102K
|
7.39K
$531K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.16K+ 0.79% |
$85.8K - $100K
|
147K
$10.6M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.16K+ 7.13% |
$85.7K - $99.9K
|
17.3K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
1.15K+ 0.21% |
$85.4K - $99.5K
|
555K
$39.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.14K+ 0.33% |
$84.4K - $98.3K
|
351K
$25.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.13K+ 1.66% |
$84.1K - $98.1K
|
69.5K
$4.99M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
1.13K+ 0.57% |
$83.9K - $97.8K
|
198K
$14.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.13K+ 41.74% |
$83.8K - $97.6K
|
3.83K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.13K+ 0.88% |
$83.7K - $97.5K
|
129K
$9.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.13K+ 6.7% |
$83.6K - $97.5K
|
17.9K
$1.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
1.11K+ 0.66% |
$82.6K - $96.3K
|
169K
$12.1M
|
|
|
Jul 09, 2025
Q3 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.11K+ 4.9% |
$82.4K - $96K
|
23.8K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.11K+ 9.85% |
$82.1K - $95.6K
|
12.3K
$886K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.1K+ 2.04% |
$81.6K - $95.1K
|
55K
$3.95M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 6.68% |
$81.2K - $94.7K
|
17.5K
$1.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
1.09K+ 25.38% |
$80.9K - $94.3K
|
5.39K
$387K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
1.06K+ 28.22% |
$78.5K - $91.5K
|
4.81K
$345K
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.06K+ 10.74% |
$78.3K - $91.3K
|
10.9K
$782K
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.06K+ 6.55% |
$78.3K - $91.3K
|
17.2K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.05K+ 1.87% |
$77.8K - $90.7K
|
57.1K
$4.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 0.07% |
$77.7K - $90.5K
|
1.51M
$108M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
1.04K+ 2.62% |
$76.9K - $89.6K
|
40.6K
$2.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.02KNew |
$75.7K - $88.2K
|
1.02K
$73.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.02K+ 0.76% |
$75.3K - $87.8K
|
134K
$9.63M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.01K+ 3.05% |
$75.1K - $87.5K
|
34.2K
$2.46M
|
|
|
Nov 10, 2021
Q3 2021
|
Somerville Kurt F
|
BUY
|
- |
1K+ 33.9% |
$74.2K - $86.5K
|
3.95K
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 11.61% |
$74.2K - $86.5K
|
9.61K
$691K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
990+ 2.61% |
$73.4K - $85.6K
|
38.9K
$2.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
986+ 21.23% |
$73.2K - $85.3K
|
5.63K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
984New |
$73K - $85.1K
|
984
$70.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
982+ 12.98% |
$72.9K - $84.9K
|
8.55K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
976New |
$72.4K - $84.4K
|
976
$70.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
961+ 0.82% |
$71.3K - $83.1K
|
118K
$8.51M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
961New |
$71.3K - $83.1K
|
961
$69.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
951+ 23.76% |
$70.6K - $82.2K
|
4.95K
$356K
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
948+ 9.95% |
$70.3K - $82K
|
10.5K
$753K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
939+ 10.01% |
$69.7K - $81.2K
|
10.3K
$742K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
935+ 3.72% |
$69.4K - $80.9K
|
26.1K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
920+ 1.68% |
$68.3K - $79.6K
|
55.6K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
917+ 2.42% |
$68K - $79.3K
|
38.9K
$2.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
915+ 7.14% |
$67.9K - $79.1K
|
13.7K
$987K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
905+ 1.54% |
$67.1K - $78.3K
|
59.8K
$4.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
900+ 18.9% |
$66.8K - $77.8K
|
5.66K
$407K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
890+ 7.37% |
$66K - $77K
|
13K
$931K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
872New |
$64.7K - $75.4K
|
872
$62.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
867+ 1.88% |
$64.3K - $75K
|
47K
$3.38M
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
865+ 9.27% |
$64.2K - $74.8K
|
10.2K
$733K
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
858+ 4.1% |
$63.7K - $74.2K
|
21.8K
$1.56M
|