Purchases and Sales Made in Q3 2022 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
891+ 4.99% |
$48.3K - $80.9K
|
18.7K
$1.33M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
890+ 3.96% |
$48.2K - $80.8K
|
23.3K
$1.66M
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
888+ 2.04% |
$48.1K - $80.6K
|
44.4K
$3.15M
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
863+ 0.72% |
$46.8K - $78.4K
|
120K
$8.5M
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
861+ 0.83% |
$46.6K - $78.2K
|
105K
$7.44M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
848+ 9.54% |
$45.9K - $77K
|
9.74K
$690K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
845+ 0.3% |
$45.8K - $76.7K
|
283K
$20.1M
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
828+ 28.56% |
$44.9K - $75.2K
|
3.73K
$264K
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
828+ 0.81% |
$44.9K - $75.2K
|
103K
$7.27M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
826+ 9.05% |
$44.8K - $75K
|
9.95K
$706K
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
824+ 27.62% |
$44.6K - $74.8K
|
3.81K
$270K
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
814+ 16.24% |
$44.1K - $73.9K
|
5.83K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
807+ 12.04% |
$43.7K - $73.3K
|
7.51K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
805+ 1.7% |
$43.6K - $73.1K
|
48.2K
$3.42M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
800New |
$43.3K - $72.6K
|
800
$56.7K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
796+ 30.8% |
$43.1K - $72.3K
|
3.38K
$240K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
795+ 2.93% |
$43.1K - $72.2K
|
27.9K
$1.98M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
795+ 1766.67% |
$43.1K - $72.2K
|
840
$59.5K
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
794+ 2.72% |
$43K - $72.1K
|
30K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
791+ 15.19% |
$42.9K - $71.8K
|
6K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
787+ 8.06% |
$42.6K - $71.5K
|
10.5K
$748K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
784+ 0.93% |
$42.5K - $71.2K
|
85.5K
$6.06M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
769+ 2.87% |
$41.7K - $69.8K
|
27.5K
$1.95M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
766+ 3.41% |
$41.5K - $69.6K
|
23.2K
$1.65M
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
760+ 0.49% |
$41.2K - $69K
|
155K
$11M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
752+ 1.05% |
$40.7K - $68.3K
|
72.5K
$5.14M
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
750+ 4.79% |
$40.6K - $68.1K
|
16.4K
$1.16M
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
739+ 3.99% |
$40K - $67.1K
|
19.2K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
735New |
$39.8K - $66.7K
|
735
$52.1K
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
735+ 2.37% |
$39.8K - $66.7K
|
31.8K
$2.25M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
734+ 0.54% |
$39.8K - $66.7K
|
136K
$9.66M
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
726+ 27.55% |
$39.3K - $65.9K
|
3.36K
$238K
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
723+ 1.15% |
$39.2K - $65.7K
|
63.4K
$4.5M
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
714+ 0.36% |
$38.7K - $64.8K
|
199K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
709+ 0.78% |
$38.4K - $64.4K
|
92.1K
$6.53M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
708+ 3.13% |
$38.4K - $64.3K
|
23.3K
$1.65M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
705+ 5.93% |
$38.2K - $64K
|
12.6K
$892K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
704+ 14.4% |
$38.1K - $63.9K
|
5.59K
$397K
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
704+ 1.55% |
$38.1K - $63.9K
|
46.2K
$3.27M
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
696+ 5.52% |
$37.7K - $63.2K
|
13.3K
$944K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
677+ 6.88% |
$36.7K - $61.5K
|
10.5K
$746K
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
673+ 0.66% |
$36.5K - $61.1K
|
103K
$7.29M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
672+ 1.46% |
$36.4K - $61K
|
46.8K
$3.32M
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
660+ 1.97% |
$35.8K - $59.9K
|
34.1K
$2.42M
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
659+ 1.78% |
$35.7K - $59.8K
|
37.6K
$2.67M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
654+ 3.68% |
$35.4K - $59.4K
|
18.4K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
651+ 2.63% |
$35.3K - $59.1K
|
25.4K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
650+ 3.49% |
$35.2K - $59K
|
19.3K
$1.37M
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
646+ 1.23% |
$35K - $58.7K
|
53.4K
$3.78M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
645+ 2.75% |
$34.9K - $58.6K
|
24.1K
$1.71M
|