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 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
10.4K+ 9.74% |
$771K - $898K
|
117K
$8.41M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.4K+ 3.23% |
$769K - $896K
|
331K
$23.8M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
10.3K+ 295.36% |
$765K - $892K
|
13.8K
$992K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.78K+ 37.93% |
$726K - $846K
|
35.6K
$2.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.62K+ 3.96% |
$714K - $832K
|
253K
$18.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.53KNew |
$707K - $824K
|
9.53K
$685K
|
|
|
Oct 29, 2021
Q3 2021
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
9.48K+ 0.81% |
$703K - $819K
|
1.18M
$84.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
9.31KNew |
$691K - $805K
|
9.31K
$669K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
9.31K+ 931200.0% |
$691K - $805K
|
9.31K
$669K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
9.28K+ 2.72% |
$688K - $802K
|
351K
$25.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
9.24KNew |
$686K - $799K
|
9.24K
$664K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.18K+ 4.91% |
$681K - $794K
|
196K
$14.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9.11K+ 1.12% |
$676K - $788K
|
822K
$59M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
9.05K+ 50.15% |
$671K - $782K
|
27.1K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8.94K+ 5.39% |
$663K - $773K
|
175K
$12.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
8.9K+ 51.15% |
$660K - $770K
|
26.3K
$1.89M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
8.85KNew |
$657K - $766K
|
8.85K
$636K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.85K+ 9.37% |
$657K - $765K
|
103K
$7.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.67K+ 21.99% |
$643K - $750K
|
48.1K
$3.46M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
8.66K+ 15.64% |
$642K - $749K
|
64K
$4.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.66K+ 13.64% |
$642K - $749K
|
72.1K
$5.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
8.6K+ 5.3% |
$638K - $744K
|
171K
$12.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.53K+ 7.1% |
$633K - $738K
|
129K
$9.24M
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
8.42K+ 5.0% |
$625K - $728K
|
177K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8.27K+ 9.28% |
$614K - $715K
|
97.3K
$6.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.24KNew |
$611K - $712K
|
8.24K
$592K
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.18KNew |
$607K - $707K
|
8.18K
$588K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.07K+ 22.27% |
$599K - $698K
|
44.3K
$3.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.92K+ 7.93% |
$588K - $685K
|
108K
$7.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
7.87K+ 501.72% |
$584K - $680K
|
9.44K
$678K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.86K+ 54.87% |
$583K - $680K
|
22.2K
$1.59M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
7.75K+ 170.27% |
$575K - $671K
|
12.3K
$884K
|
|
|
Nov 12, 2021
Q3 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
7.74KNew |
$574K - $669K
|
7.74K
$556K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
7.73K+ 0.89% |
$574K - $669K
|
873K
$62.7M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 0.89% |
$574K - $669K
|
873K
$62.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.64K+ 0.79% |
$567K - $661K
|
976K
$70.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
7.61K+ 2.91% |
$564K - $658K
|
269K
$19.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.5K+ 36.27% |
$557K - $649K
|
28.2K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.31K+ 73.89% |
$542K - $632K
|
17.2K
$1.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
7.3K+ 2.24% |
$541K - $631K
|
333K
$23.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.26K+ 112.72% |
$538K - $628K
|
13.7K
$984K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
7.07K+ 15.09% |
$524K - $611K
|
53.9K
$3.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.04K+ 3.14% |
$522K - $609K
|
231K
$16.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
7.03K+ 8.52% |
$521K - $608K
|
89.5K
$6.43M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.02K+ 2.92% |
$521K - $607K
|
247K
$17.7M
|
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
BUY
|
- |
7K+ 89.84% |
$519K - $605K
|
14.8K
$1.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
6.99K+ 7.34% |
$519K - $605K
|
102K
$7.35M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.93K+ 4.21% |
$514K - $599K
|
171K
$12.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.91K+ 1.13% |
$513K - $598K
|
618K
$44.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 92.78% |
$499K - $581K
|
14K
$1M
|