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 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
280+ 30.34% |
$20.8K - $24.2K
|
1.2K
$86.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
280+ 0.77% |
$20.8K - $24.2K
|
36.9K
$2.65M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
279+ 4.13% |
$20.7K - $24.1K
|
7.04K
$506K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
278+ 1.55% |
$20.6K - $24K
|
18.3K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
274+ 2.35% |
$20.3K - $23.7K
|
11.9K
$858K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
267+ 2.21% |
$19.8K - $23.1K
|
12.4K
$889K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
267New |
$19.8K - $23.1K
|
267
$19.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
266+ 2.88% |
$19.7K - $23K
|
9.49K
$682K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
266+ 17.26% |
$19.7K - $23K
|
1.81K
$130K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
265+ 0.89% |
$19.7K - $22.9K
|
29.9K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
261+ 3.35% |
$19.4K - $22.6K
|
8.06K
$579K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
253+ 3.7% |
$18.8K - $21.9K
|
7.1K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
252+ 3.92% |
$18.7K - $21.8K
|
6.69K
$480K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
247+ 0.52% |
$18.3K - $21.4K
|
48K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
246+ 6.74% |
$18.3K - $21.3K
|
3.9K
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
245+ 2.97% |
$18.2K - $21.2K
|
8.5K
$611K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
244+ 2.14% |
$18.1K - $21.1K
|
11.6K
$836K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
240+ 1.59% |
$17.8K - $20.8K
|
15.3K
$1.1M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
240+ 1.26% |
$17.8K - $20.8K
|
19.2K
$1.38M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
237+ 1.18% |
$17.6K - $20.5K
|
20.4K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
234+ 0.92% |
$17.4K - $20.2K
|
25.7K
$1.84M
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
230+ 0.44% |
$17.1K - $19.9K
|
52.8K
$3.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
230+ 2.05% |
$17.1K - $19.9K
|
11.4K
$823K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
229+ 7.13% |
$17K - $19.8K
|
3.44K
$247K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
226+ 5.27% |
$16.8K - $19.5K
|
4.51K
$324K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
225+ 0.54% |
$16.7K - $19.5K
|
42.2K
$3.04M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
224+ 3.55% |
$16.6K - $19.4K
|
6.54K
$470K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
219+ 2.51% |
$16.2K - $18.9K
|
8.94K
$643K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
216+ 1.64% |
$16K - $18.7K
|
13.4K
$965K
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
216+ 0.87% |
$16K - $18.7K
|
25K
$1.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
213+ 1.04% |
$15.8K - $18.4K
|
20.7K
$1.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
207+ 34.91% |
$15.4K - $17.9K
|
800
$57.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
202+ 1.29% |
$15K - $17.5K
|
15.9K
$1.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
200+ 2.87% |
$14.8K - $17.3K
|
7.17K
$515K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
196+ 2.52% |
$14.5K - $17K
|
7.97K
$573K
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
192+ 0.22% |
$14.2K - $16.6K
|
87.2K
$6.27M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
190+ 0.91% |
$14.1K - $16.4K
|
21K
$1.51M
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
189New |
$14K - $16.3K
|
189
$13.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
186+ 2.15% |
$13.8K - $16.1K
|
8.85K
$636K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
186+ 1.55% |
$13.8K - $16.1K
|
12.1K
$873K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
180+ 1.79% |
$13.4K - $15.6K
|
10.3K
$737K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
177+ 0.51% |
$13.1K - $15.3K
|
35.1K
$2.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
175+ 3.54% |
$13K - $15.1K
|
5.11K
$367K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
172+ 0.49% |
$12.8K - $14.9K
|
35.1K
$2.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
169+ 5.08% |
$12.5K - $14.6K
|
3.5K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
168+ 4.5% |
$12.5K - $14.5K
|
3.9K
$280K
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
166+ 1.41% |
$12.3K - $14.4K
|
11.9K
$857K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
166+ 3.24% |
$12.3K - $14.4K
|
5.28K
$380K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
156+ 0.81% |
$11.6K - $13.5K
|
19.4K
$1.39M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
154+ 3.11% |
$11.4K - $13.3K
|
5.11K
$367K
|