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 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-57- 0.46% |
$4.23K - $4.93K
|
12.5K
$896K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-57- 0.22% |
$4.23K - $4.93K
|
26.3K
$1.89M
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-60- 0.5% |
$4.45K - $5.19K
|
11.9K
$854K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-60- 0.76% |
$4.45K - $5.19K
|
7.8K
$561K
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-64- 1.92% |
$4.75K - $5.53K
|
3.26K
$235K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-65- 0.45% |
$4.82K - $5.62K
|
14.3K
$1.03M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-68- 1.67% |
$5.04K - $5.88K
|
4K
$287K
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-68- 1.47% |
$5.04K - $5.88K
|
4.57K
$328K
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-70Closed |
$5.19K - $6.05K
|
0
$0
|
|
May 19, 2025
Q3 2021
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-70- 1.67% |
$5.19K - $6.05K
|
4.13K
$296K
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-73- 2.15% |
$5.42K - $6.31K
|
3.32K
$238K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-73- 0.71% |
$5.42K - $6.31K
|
10.2K
$736K
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-75Closed |
$5.56K - $6.49K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-75- 1.1% |
$5.56K - $6.49K
|
6.77K
$487K
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-76- 2.14% |
$5.64K - $6.57K
|
3.48K
$250K
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
SELL
|
- |
-77- 0.91% |
$5.71K - $6.66K
|
8.39K
$603K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-77- 1.51% |
$5.71K - $6.66K
|
5.03K
$361K
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-80- 2.7% |
$5.94K - $6.92K
|
2.89K
$208K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-81- 1.08% |
$6.01K - $7K
|
7.43K
$534K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-83- 0.49% |
$6.16K - $7.18K
|
16.7K
$1.2M
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-84Closed |
$6.23K - $7.26K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-84- 0.02% |
$6.23K - $7.26K
|
363K
$26.1M
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-85- 1.2% |
$6.31K - $7.35K
|
6.99K
$502K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-88Closed |
$6.53K - $7.61K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-90- 0.06% |
$6.68K - $7.78K
|
149K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-90- 4.31% |
$6.68K - $7.78K
|
2K
$144K
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-92- 0.7% |
$6.83K - $7.96K
|
13K
$935K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-93- 0.59% |
$6.9K - $8.04K
|
15.8K
$1.13M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-93- 3.32% |
$6.9K - $8.04K
|
2.7K
$194K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-95- 2.57% |
$7.05K - $8.22K
|
3.61K
$259K
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-96- 0.98% |
$7.12K - $8.3K
|
9.7K
$697K
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-99- 4.67% |
$7.34K - $8.56K
|
2.02K
$145K
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-100- 3.91% |
$7.42K - $8.65K
|
2.46K
$177K
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.3% |
$7.42K - $8.65K
|
33.5K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-100- 0.32% |
$7.42K - $8.65K
|
30.8K
$2.21M
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-100- 1.5% |
$7.42K - $8.65K
|
6.56K
$472K
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-100- 0.63% |
$7.42K - $8.65K
|
15.9K
$1.14M
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-100- 0.48% |
$7.42K - $8.65K
|
20.7K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-100- 2.22% |
$7.42K - $8.65K
|
4.4K
$316K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 81.3% |
$7.42K - $8.65K
|
23
$1.65K
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-100- 0.53% |
$7.42K - $8.65K
|
18.7K
$1.34M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-105- 2.15% |
$7.79K - $9.08K
|
4.78K
$344K
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-105- 0.43% |
$7.79K - $9.08K
|
24.1K
$1.73M
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-106- 0.49% |
$7.86K - $9.17K
|
21.5K
$1.54M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-108- 0.5% |
$8.01K - $9.34K
|
21.3K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-109- 9.48% |
$8.09K - $9.43K
|
1.04K
$74.8K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-110- 2.49% |
$8.16K - $9.51K
|
4.31K
$310K
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-117- 2.77% |
$8.68K - $10.1K
|
4.1K
$295K
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-120- 3.89% |
$8.9K - $10.4K
|
2.97K
$213K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-123- 0.47% |
$9.13K - $10.6K
|
26.1K
$1.87M
|