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 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
593+ 5.28% |
$44K - $51.3K
|
11.8K
$850K
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
592+ 0.6% |
$43.9K - $51.2K
|
99.7K
$7.17M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
592+ 6.66% |
$43.9K - $51.2K
|
9.48K
$681K
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
583+ 1.04% |
$43.3K - $50.4K
|
56.8K
$4.08M
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
580+ 5.23% |
$43K - $50.2K
|
11.7K
$838K
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
575+ 2.35% |
$42.7K - $49.7K
|
25K
$1.8M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
570+ 1.08% |
$42.3K - $49.3K
|
53.2K
$3.82M
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
567+ 15.72% |
$42.1K - $49K
|
4.18K
$300K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
560New |
$41.5K - $48.4K
|
560
$40.2K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
555New |
$41.2K - $48K
|
555
$39.9K
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
550+ 1.69% |
$40.8K - $47.6K
|
33.1K
$2.38M
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
547+ 5.36% |
$40.6K - $47.3K
|
10.8K
$773K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
545+ 4.42% |
$40.4K - $47.1K
|
12.9K
$925K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
538+ 52.23% |
$39.9K - $46.5K
|
1.57K
$113K
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
536+ 2.17% |
$39.8K - $46.4K
|
25.2K
$1.81M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
533+ 0.3% |
$39.5K - $46.1K
|
176K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
532+ 2.05% |
$39.5K - $46K
|
26.5K
$1.9M
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
530+ 18.73% |
$39.3K - $45.8K
|
3.36K
$241K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
524+ 7.74% |
$38.9K - $45.3K
|
7.29K
$524K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
524+ 1.99% |
$38.9K - $45.3K
|
26.8K
$1.93M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
524+ 3.68% |
$38.9K - $45.3K
|
14.8K
$1.06M
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
522+ 2.58% |
$38.7K - $45.1K
|
20.7K
$1.49M
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
518+ 5.42% |
$38.4K - $44.8K
|
10.1K
$724K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
515+ 5.63% |
$38.2K - $44.5K
|
9.67K
$695K
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
511+ 0.44% |
$37.9K - $44.2K
|
116K
$8.35M
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
505+ 1.73% |
$37.5K - $43.7K
|
29.8K
$2.14M
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
500+ 5.0% |
$37.1K - $43.2K
|
10.5K
$755K
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
500+ 3.31% |
$37.1K - $43.2K
|
15.6K
$1.12M
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
496+ 0.92% |
$36.8K - $42.9K
|
54.6K
$3.92M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
492+ 5.57% |
$36.5K - $42.5K
|
9.33K
$670K
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
490+ 3.14% |
$36.4K - $42.4K
|
16.1K
$1.16M
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
489+ 1.98% |
$36.3K - $42.3K
|
25.2K
$1.81M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
475+ 5.88% |
$35.2K - $41.1K
|
8.56K
$615K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
475+ 5.88% |
$35.2K - $41.1K
|
8.56K
$615K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
472+ 7.37% |
$35K - $40.8K
|
6.87K
$494K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
465+ 8.18% |
$34.5K - $40.2K
|
6.15K
$442K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
465+ 4.27% |
$34.5K - $40.2K
|
11.4K
$816K
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
460+ 12.32% |
$34.1K - $39.8K
|
4.2K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
456+ 16.13% |
$33.8K - $39.4K
|
3.28K
$236K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
453+ 13.89% |
$33.6K - $39.2K
|
3.71K
$267K
|
|
Oct 22, 2021
Q3 2021
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
453+ 10.85% |
$33.6K - $39.2K
|
4.63K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
452+ 8.76% |
$33.5K - $39.1K
|
5.61K
$403K
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
450+ 10.32% |
$33.4K - $38.9K
|
4.81K
$346K
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
441+ 12.91% |
$32.7K - $38.1K
|
3.86K
$277K
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
440+ 0.67% |
$32.6K - $38.1K
|
66K
$4.74M
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
440+ 7.91% |
$32.6K - $38.1K
|
6K
$431K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
439+ 0.31% |
$32.6K - $38K
|
142K
$10.2M
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
431+ 14.15% |
$32K - $37.3K
|
3.48K
$250K
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
424+ 10.23% |
$31.5K - $36.7K
|
4.57K
$328K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
421+ 0.99% |
$31.2K - $36.4K
|
42.8K
$3.07M
|