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 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 47.29% |
$250K - $292K
|
10.5K
$755K
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
3.36KNew |
$249K - $291K
|
3.36K
$241K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.32K+ 23.74% |
$247K - $287K
|
17.3K
$1.24M
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.32KNew |
$246K - $287K
|
3.32K
$239K
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
3.3KNew |
$244K - $285K
|
3.3K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.28KNew |
$243K - $284K
|
3.28K
$236K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.26KNew |
$242K - $282K
|
3.26K
$234K
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.26KNew |
$241K - $281K
|
3.26K
$234K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.25K+ 12.7% |
$241K - $281K
|
28.9K
$2.07M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
3.25KNew |
$241K - $281K
|
3.25K
$233K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.24KNew |
$241K - $280K
|
3.24K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.23K+ 5.0% |
$239K - $279K
|
67.8K
$4.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.2K+ 45.16% |
$237K - $277K
|
10.3K
$739K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.2K+ 61.07% |
$237K - $277K
|
8.44K
$606K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
3.19K+ 3.6% |
$237K - $276K
|
91.9K
$6.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.17K+ 2.78% |
$235K - $274K
|
117K
$8.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.17K+ 7.49% |
$235K - $274K
|
45.5K
$3.27M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.14K+ 0.87% |
$233K - $272K
|
363K
$26.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.12KNew |
$231K - $270K
|
3.12K
$224K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 23.5% |
$231K - $269K
|
16.4K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.1KNew |
$230K - $268K
|
3.1K
$222K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.09K+ 6.33% |
$229K - $267K
|
51.8K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.08KNew |
$229K - $267K
|
3.08K
$222K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.06K+ 3.37% |
$227K - $265K
|
94K
$6.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.02KNew |
$224K - $261K
|
3.02K
$217K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.01KNew |
$224K - $261K
|
3.01K
$217K
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.97K+ 6.6% |
$220K - $257K
|
47.9K
$3.45M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.95KNew |
$218K - $255K
|
2.95K
$212K
|
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.94KNew |
$218K - $254K
|
2.94K
$211K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
2.91KNew |
$216K - $251K
|
2.91K
$209K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.9K+ 28.31% |
$215K - $251K
|
13.1K
$944K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.87K+ 28.26% |
$213K - $248K
|
13K
$937K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.87KNew |
$213K - $248K
|
2.87K
$206K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.87K+ 5.03% |
$213K - $248K
|
59.8K
$4.3M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
2.87K+ 4.0% |
$213K - $248K
|
74.5K
$5.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.85KNew |
$211K - $246K
|
2.85K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
2.83K+ 5.27% |
$210K - $245K
|
56.5K
$4.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.83K+ 503.02% |
$210K - $245K
|
3.4K
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 72.09% |
$209K - $244K
|
6.74K
$484K
|
|
|
Jan 30, 2025
Q3 2021
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
2.82KNew |
$209K - $244K
|
2.82K
$203K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.8K+ 8.27% |
$207K - $242K
|
36.6K
$2.63M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.78K+ 2.58% |
$206K - $240K
|
111K
$7.94M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.77K+ 52.16% |
$206K - $240K
|
8.08K
$581K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.76K+ 2.0% |
$205K - $239K
|
141K
$10.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.76KNew |
$205K - $239K
|
2.76K
$198K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.76KNew |
$205K - $238K
|
2.76K
$198K
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.7KNew |
$200K - $233K
|
2.7K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.7KNew |
$200K - $233K
|
2.7K
$194K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.67KNew |
$198K - $231K
|
2.67K
$192K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.67KNew |
$198K - $231K
|
2.67K
$192K
|