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
|
Simon Quick Advisors, LLC
|
BUY
|
- |
153+ 425.0% |
$11.4K - $13.2K
|
189
$13.6K
|
|
Nov 03, 2021
Q3 2021
|
Centre Asset Management, LLC
|
BUY
|
- |
150+ 0.68% |
$11.1K - $13K
|
22.2K
$1.59M
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
150+ 0.46% |
$11.1K - $13K
|
32.9K
$2.37M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
150+ 1.04% |
$11.1K - $13K
|
14.6K
$1.05M
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
148+ 0.82% |
$11K - $12.8K
|
18.2K
$1.3M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
147+ 4.91% |
$10.9K - $12.7K
|
3.14K
$226K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
146+ 1.47% |
$10.8K - $12.6K
|
10.1K
$726K
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
146+ 4.01% |
$10.8K - $12.6K
|
3.79K
$272K
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
145+ 0.25% |
$10.8K - $12.5K
|
58.9K
$4.23M
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
144+ 1.95% |
$10.7K - $12.5K
|
7.52K
$540K
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
143+ 1.42% |
$10.6K - $12.4K
|
10.2K
$734K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
142+ 10.41% |
$10.5K - $12.3K
|
1.51K
$108K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
141New |
$10.5K - $12.2K
|
141
$10.1K
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
141+ 1.93% |
$10.5K - $12.2K
|
7.43K
$534K
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
140+ 0.66% |
$10.4K - $12.1K
|
21.5K
$1.55M
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
137+ 0.84% |
$10.2K - $11.8K
|
16.5K
$1.19M
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
137+ 4.49% |
$10.2K - $11.8K
|
3.19K
$229K
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
137+ 0.47% |
$10.2K - $11.8K
|
29.3K
$2.1M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
135+ 4.43% |
$10K - $11.7K
|
3.19K
$229K
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
135+ 1.63% |
$10K - $11.7K
|
8.44K
$606K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
132+ 2.43% |
$9.79K - $11.4K
|
5.57K
$400K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
130+ 8.08% |
$9.64K - $11.2K
|
1.74K
$125K
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
130+ 3.45% |
$9.64K - $11.2K
|
3.9K
$280K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
129+ 0.7% |
$9.57K - $11.2K
|
18.4K
$1.32M
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
127+ 1.94% |
$9.42K - $11K
|
6.67K
$480K
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
125+ 0.52% |
$9.27K - $10.8K
|
24.3K
$1.75M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
124+ 0.31% |
$9.2K - $10.7K
|
40.1K
$2.88M
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
124+ 0.07% |
$9.2K - $10.7K
|
180K
$12.9M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
122New |
$9.05K - $10.6K
|
122
$8.77K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
120+ 1.4% |
$8.9K - $10.4K
|
8.72K
$626K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
120+ 2.14% |
$8.9K - $10.4K
|
5.72K
$411K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
120+ 2.21% |
$8.9K - $10.4K
|
5.55K
$399K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
114+ 0.45% |
$8.46K - $9.86K
|
25.4K
$1.82M
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
111+ 0.19% |
$8.24K - $9.6K
|
57.2K
$4.11M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
109+ 3.95% |
$8.09K - $9.43K
|
2.87K
$206K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
109+ 2.96% |
$8.09K - $9.43K
|
3.79K
$272K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
107+ 0.19% |
$7.94K - $9.25K
|
55.4K
$3.98M
|
|
Nov 15, 2021
Q3 2021
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
107+ 0.55% |
$7.94K - $9.25K
|
19.5K
$1.4M
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
106+ 0.33% |
$7.86K - $9.17K
|
31.9K
$2.29M
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
102+ 0.89% |
$7.57K - $8.82K
|
11.6K
$831K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
102+ 0.46% |
$7.57K - $8.82K
|
22.5K
$1.61M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
101+ 2.05% |
$7.49K - $8.73K
|
5.03K
$361K
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
BUY
|
- |
100+ 1.52% |
$7.42K - $8.65K
|
6.67K
$479K
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 2.22% |
$7.42K - $8.65K
|
4.6K
$331K
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
100+ 2.54% |
$7.42K - $8.65K
|
4.04K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
97+ 1.5% |
$7.2K - $8.39K
|
6.58K
$473K
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
95+ 21.94% |
$7.05K - $8.22K
|
528
$37.9K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
93+ 1.19% |
$6.9K - $8.04K
|
7.91K
$568K
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
93+ 1.59% |
$6.9K - $8.04K
|
5.95K
$427K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
92+ 46.0% |
$6.83K - $7.96K
|
292
$21K
|