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 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.88% |
$6.75K - $7.87K
|
10.4K
$748K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
90+ 1.99% |
$6.68K - $7.78K
|
4.62K
$332K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
90+ 1.01% |
$6.68K - $7.78K
|
9.03K
$649K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
88+ 1.91% |
$6.53K - $7.61K
|
4.7K
$338K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
87+ 1242.86% |
$6.45K - $7.52K
|
94
$6.75K
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
86+ 0.54% |
$6.38K - $7.44K
|
16K
$1.15M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
86+ 2.98% |
$6.38K - $7.44K
|
2.98K
$214K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
85+ 1.32% |
$6.31K - $7.35K
|
6.51K
$468K
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
85+ 0.37% |
$6.31K - $7.35K
|
22.9K
$1.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
84+ 0.13% |
$6.23K - $7.26K
|
62.9K
$4.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
84+ 2.4% |
$6.23K - $7.26K
|
3.59K
$258K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
84+ 6.19% |
$6.23K - $7.26K
|
1.44K
$103K
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
82+ 0.47% |
$6.08K - $7.09K
|
17.5K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
82+ 0.75% |
$6.08K - $7.09K
|
11.1K
$796K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
82+ 0.84% |
$6.08K - $7.09K
|
9.89K
$711K
|
|
|
May 28, 2025
Q3 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
81+ 0.91% |
$6.01K - $7K
|
9.01K
$648K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
80+ 0.86% |
$5.94K - $6.92K
|
9.4K
$676K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
78+ 0.27% |
$5.79K - $6.75K
|
29.1K
$2.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
78+ 0.15% |
$5.79K - $6.75K
|
51K
$3.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
75+ 0.4% |
$5.56K - $6.49K
|
18.8K
$1.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
72+ 24.24% |
$5.34K - $6.23K
|
369
$26.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
69+ 0.69% |
$5.12K - $5.97K
|
10.1K
$724K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
67+ 1.34% |
$4.97K - $5.79K
|
5.07K
$364K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
66+ 0.18% |
$4.9K - $5.71K
|
37.3K
$2.68M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
66+ 8.25% |
$4.9K - $5.71K
|
866
$62.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
66+ 0.79% |
$4.9K - $5.71K
|
8.37K
$601K
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
65+ 0.24% |
$4.82K - $5.62K
|
26.7K
$1.92M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
62+ 1.45% |
$4.6K - $5.36K
|
4.33K
$311K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
61+ 1.91% |
$4.53K - $5.28K
|
3.26K
$234K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
61+ 1.56% |
$4.53K - $5.28K
|
3.96K
$285K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
61+ 1.75% |
$4.53K - $5.28K
|
3.54K
$255K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 1.15% |
$4.38K - $5.1K
|
5.21K
$374K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57+ 0.04% |
$4.23K - $4.93K
|
130K
$9.31M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
56+ 7.73% |
$4.15K - $4.84K
|
780
$56.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
54+ 0.61% |
$4.01K - $4.67K
|
8.87K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
53New |
$3.93K - $4.58K
|
53
$3.81K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
50+ 0.21% |
$3.71K - $4.32K
|
24.1K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 0.04% |
$3.71K - $4.32K
|
114K
$8.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
50+ 0.37% |
$3.71K - $4.32K
|
13.6K
$974K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
50+ 1.23% |
$3.71K - $4.32K
|
4.13K
$297K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
50+ 0.42% |
$3.71K - $4.32K
|
12K
$860K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
50+ 1.61% |
$3.71K - $4.32K
|
3.15K
$226K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
49+ 3.25% |
$3.64K - $4.24K
|
1.56K
$112K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
49+ 0.4% |
$3.64K - $4.24K
|
12.4K
$892K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
48+ 1.25% |
$3.56K - $4.15K
|
3.88K
$279K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
47+ 0.15% |
$3.49K - $4.06K
|
32K
$2.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
46+ 0.41% |
$3.41K - $3.98K
|
11.2K
$803K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 4.29% |
$3.34K - $3.89K
|
1.09K
$78.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
45+ 0.29% |
$3.34K - $3.89K
|
15.5K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
44New |
$3.26K - $3.81K
|
44
$3.16K
|