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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
277New |
$15K - $25.2K
|
277
$19.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
272+ 142.41% |
$14.7K - $24.7K
|
463
$32.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
261+ 3.23% |
$14.1K - $23.7K
|
8.35K
$592K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
261+ 0.62% |
$14.1K - $23.7K
|
42.6K
$3.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
259+ 2.03% |
$14K - $23.5K
|
13K
$925K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
256+ 2.26% |
$13.9K - $23.2K
|
11.6K
$820K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
256+ 5.67% |
$13.9K - $23.2K
|
4.77K
$338K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
253+ 0.49% |
$13.7K - $23K
|
51.5K
$3.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
253+ 20.0% |
$13.7K - $23K
|
1.52K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
249+ 0.72% |
$13.5K - $22.6K
|
35K
$2.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
248+ 2.74% |
$13.4K - $22.5K
|
9.3K
$659K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
246+ 6.96% |
$13.3K - $22.3K
|
3.78K
$268K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
245+ 2.83% |
$13.3K - $22.2K
|
8.9K
$631K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
245+ 5.03% |
$13.3K - $22.2K
|
5.11K
$362K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
245+ 1.28% |
$13.3K - $22.2K
|
19.4K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
240+ 2.75% |
$13K - $21.8K
|
8.97K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
240+ 0.43% |
$13K - $21.8K
|
56.2K
$3.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
235+ 8.94% |
$12.7K - $21.3K
|
2.86K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
229+ 2.66% |
$12.4K - $20.8K
|
8.84K
$627K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
223+ 3.65% |
$12.1K - $20.3K
|
6.33K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
218+ 1.16% |
$11.8K - $19.8K
|
19K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
215+ 2.44% |
$11.6K - $19.5K
|
9.01K
$639K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
215+ 2.47% |
$11.6K - $19.5K
|
8.93K
$633K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
213+ 5.68% |
$11.5K - $19.3K
|
3.96K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
212+ 5.63% |
$11.5K - $19.3K
|
3.98K
$282K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
210+ 44.21% |
$11.4K - $19.1K
|
685
$48.6K
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
206+ 4.37% |
$11.2K - $18.7K
|
4.92K
$349K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
205New |
$11.1K - $18.6K
|
205
$14.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
205+ 5.17% |
$11.1K - $18.6K
|
4.17K
$295K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
BUY
|
- |
204+ 0.33% |
$11.1K - $18.5K
|
62.2K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
203+ 0.89% |
$11K - $18.4K
|
23.1K
$1.64M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
203+ 6.81% |
$11K - $18.4K
|
3.19K
$226K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
202+ 2.38% |
$10.9K - $18.3K
|
8.71K
$617K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
202+ 3.98% |
$10.9K - $18.3K
|
5.28K
$375K
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
201+ 5.54% |
$10.9K - $18.3K
|
3.83K
$271K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
200+ 2.09% |
$10.8K - $18.2K
|
9.77K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
198+ 0.47% |
$10.7K - $18K
|
42.3K
$3M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
198+ 0.47% |
$10.7K - $18K
|
42.3K
$3M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
197+ 1.59% |
$10.7K - $17.9K
|
12.6K
$890K
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
197+ 5.05% |
$10.7K - $17.9K
|
4.1K
$291K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
190+ 0.44% |
$10.3K - $17.3K
|
43.3K
$3.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
189+ 0.62% |
$10.2K - $17.2K
|
30.7K
$2.18M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
186+ 3.56% |
$10.1K - $16.9K
|
5.4K
$383K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
186+ 3.51% |
$10.1K - $16.9K
|
5.48K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
186+ 0.11% |
$10.1K - $16.9K
|
172K
$12.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
185+ 24.25% |
$10K - $16.8K
|
948
$67.2K
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
182+ 1.79% |
$9.86K - $16.5K
|
10.3K
$732K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
174+ 48.07% |
$9.43K - $15.8K
|
536
$38K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
170+ 1.39% |
$9.21K - $15.4K
|
12.4K
$880K
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
169+ 0.45% |
$9.16K - $15.3K
|
37.4K
$2.65M
|