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 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-341- 4.79% |
$25.3K - $29.5K
|
6.78K
$487K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-345- 6.24% |
$25.6K - $29.8K
|
5.19K
$373K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-349- 4.13% |
$25.9K - $30.2K
|
8.1K
$582K
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-350- 2.67% |
$26K - $30.3K
|
12.7K
$915K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-350- 0.55% |
$26K - $30.3K
|
63.7K
$4.58M
|
|
|
Oct 28, 2021
Q3 2021
|
Hgk Asset Management Inc
|
SELL
|
- |
-350- 2.78% |
$26K - $30.3K
|
12.2K
$880K
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-350- 9.53% |
$26K - $30.3K
|
3.32K
$239K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-350- 12.03% |
$26K - $30.3K
|
2.56K
$184K
|
|
|
Mar 10, 2023
Q3 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-350- 2.67% |
$26K - $30.3K
|
12.7K
$915K
|
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-352- 2.39% |
$26.1K - $30.4K
|
14.4K
$1.03M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-355- 2.92% |
$26.3K - $30.7K
|
11.8K
$849K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-355- 3.66% |
$26.3K - $30.7K
|
9.33K
$671K
|
|
|
Nov 10, 2021
Q3 2021
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-357- 1.71% |
$26.5K - $30.9K
|
20.5K
$1.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-358- 1.14% |
$26.6K - $31K
|
31.1K
$2.24M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-364- 2.14% |
$27K - $31.5K
|
16.6K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-371- 9.46% |
$27.5K - $32.1K
|
3.55K
$255K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-372- 6.71% |
$27.6K - $32.2K
|
5.18K
$372K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-374- 6.88% |
$27.7K - $32.3K
|
5.07K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-375- 0.54% |
$27.8K - $32.4K
|
68.9K
$4.95M
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-382- 0.37% |
$28.3K - $33K
|
102K
$7.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-389- 2.0% |
$28.9K - $33.6K
|
19K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-392- 9.03% |
$29.1K - $33.9K
|
3.95K
$284K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-399- 0.35% |
$29.6K - $34.5K
|
114K
$8.21M
|
|
|
Oct 13, 2021
Q3 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-400- 6.84% |
$29.7K - $34.6K
|
5.45K
$392K
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-400- 3.36% |
$29.7K - $34.6K
|
11.5K
$826K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-400- 2.31% |
$29.7K - $34.6K
|
16.9K
$1.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Montgomery Investment Management Inc
|
SELL
|
- |
-400- 1.06% |
$29.7K - $34.6K
|
37.2K
$2.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-400- 4.19% |
$29.7K - $34.6K
|
9.14K
$657K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-400- 9.1% |
$29.7K - $34.6K
|
4K
$287K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-402- 0.87% |
$29.8K - $34.8K
|
45.7K
$3.28M
|
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-404- 2.71% |
$30K - $34.9K
|
14.5K
$1.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-416- 4.25% |
$30.9K - $36K
|
9.38K
$674K
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-416- 3.35% |
$30.9K - $36K
|
12K
$862K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-417- 0.51% |
$30.9K - $36.1K
|
81.6K
$5.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-422- 2.1% |
$31.3K - $36.5K
|
19.6K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-428- 1.38% |
$31.8K - $37K
|
30.6K
$2.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-431- 1.27% |
$32K - $37.3K
|
33.5K
$2.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-433- 12.46% |
$32.1K - $37.4K
|
3.04K
$219K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-434- 11.21% |
$32.2K - $37.5K
|
3.44K
$247K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-436- 2.52% |
$32.3K - $37.7K
|
16.9K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-436- 1.94% |
$32.3K - $37.7K
|
22K
$1.58M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-442- 33.51% |
$32.8K - $38.2K
|
877
$63K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-448- 6.07% |
$33.2K - $38.7K
|
6.93K
$498K
|
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-450- 0.32% |
$33.4K - $38.9K
|
142K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-450- 0.37% |
$33.4K - $38.9K
|
122K
$8.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-456- 4.62% |
$33.8K - $39.4K
|
9.42K
$677K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-460- 0.88% |
$34.1K - $39.8K
|
51.8K
$3.72M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-469- 1.43% |
$34.8K - $40.6K
|
32.4K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-470- 3.96% |
$34.9K - $40.6K
|
11.4K
$820K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-471- 0.14% |
$34.9K - $40.7K
|
338K
$24.3M
|