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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
44+ 0.24% |
$3.26K - $3.81K
|
18.7K
$1.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 19.35% |
$3.12K - $3.63K
|
259
$18.6K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
42+ 0.84% |
$3.12K - $3.63K
|
5.02K
$361K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.24% |
$2.97K - $3.46K
|
16.9K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.02% |
$2.97K - $3.46K
|
245K
$17.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
39+ 14.77% |
$2.89K - $3.37K
|
303
$21.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
38+ 0.73% |
$2.82K - $3.29K
|
5.22K
$375K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
38+ 0.09% |
$2.82K - $3.29K
|
40.9K
$2.94M
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
37+ 1.14% |
$2.75K - $3.2K
|
3.27K
$235K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
37+ 0.21% |
$2.75K - $3.2K
|
18.1K
$1.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
36+ 1.03% |
$2.67K - $3.11K
|
3.54K
$255K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
35+ 1.07% |
$2.6K - $3.03K
|
3.31K
$238K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34+ 6.36% |
$2.52K - $2.94K
|
569
$40.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
33+ 0.32% |
$2.45K - $2.85K
|
10.5K
$751K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 0.51% |
$2.45K - $2.85K
|
6.45K
$464K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
31+ 0.6% |
$2.3K - $2.68K
|
5.21K
$375K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
31+ 0.81% |
$2.3K - $2.68K
|
3.86K
$278K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
31+ 0.42% |
$2.3K - $2.68K
|
7.48K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
31+ 0.32% |
$2.3K - $2.68K
|
9.74K
$700K
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
30+ 0.6% |
$2.23K - $2.59K
|
5.03K
$361K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
28+ 0.14% |
$2.08K - $2.42K
|
19.4K
$1.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
28+ 0.17% |
$2.08K - $2.42K
|
16.9K
$1.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
28+ 0.41% |
$2.08K - $2.42K
|
6.84K
$492K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
25+ 0.17% |
$1.85K - $2.16K
|
14.6K
$1.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
24+ 0.05% |
$1.78K - $2.08K
|
45.1K
$3.24M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 0.22% |
$1.71K - $1.99K
|
10.3K
$743K
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
23+ 0.34% |
$1.71K - $1.99K
|
6.69K
$481K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
23+ 4.31% |
$1.71K - $1.99K
|
557
$40K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
22+ 0.2% |
$1.63K - $1.9K
|
11K
$792K
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
20+ 0.27% |
$1.48K - $1.73K
|
7.46K
$536K
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
20+ 0.06% |
$1.48K - $1.73K
|
35.2K
$2.53M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
19+ 2.16% |
$1.41K - $1.64K
|
899
$64.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
19New |
$1.41K - $1.64K
|
19
$1.37K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17+ 0.54% |
$1.26K - $1.47K
|
3.16K
$227K
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
17+ 0.2% |
$1.26K - $1.47K
|
8.63K
$620K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17+ 0.3% |
$1.26K - $1.47K
|
5.63K
$404K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
15+ 0.49% |
$1.11K - $1.3K
|
3.07K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
14+ 0.46% |
$1.04K - $1.21K
|
3.06K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.31% |
$1.04K - $1.21K
|
4.52K
$325K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
13+ 0.05% |
$964 - $1.12K
|
24.2K
$1.74M
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
13New |
$964 - $1.12K
|
13
$934
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13+ 0.39% |
$964 - $1.12K
|
3.33K
$239K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
13+ 0.39% |
$964 - $1.12K
|
3.34K
$240K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11+ 0.36% |
$816 - $951
|
3.03K
$218K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10+ 0.02% |
$742 - $865
|
50.9K
$3.66M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
10+ 0.07% |
$742 - $865
|
15.3K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.03% |
$668 - $778
|
35.5K
$2.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
9+ 0.07% |
$668 - $778
|
13.1K
$940K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.06% |
$668 - $778
|
15.7K
$1.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$668 - $778
|
9
$647
|