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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
50+ 3.22% |
$2.71K - $4.54K
|
1.6K
$111K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
50+ 0.85% |
$2.71K - $4.54K
|
5.91K
$409K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50+ 1.11% |
$2.71K - $4.54K
|
4.55K
$315K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
49+ 0.4% |
$2.65K - $4.45K
|
12.2K
$845K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
49+ 1.76% |
$2.65K - $4.45K
|
2.83K
$196K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
48+ 0.31% |
$2.6K - $4.36K
|
15.3K
$1.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
BUY
|
- |
48+ 1.12% |
$2.6K - $4.36K
|
4.32K
$299K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
47+ 0.52% |
$2.55K - $4.27K
|
9.01K
$624K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
47+ 1.44% |
$2.55K - $4.27K
|
3.32K
$230K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
47+ 1.07% |
$2.55K - $4.27K
|
4.46K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
47+ 55.29% |
$2.55K - $4.27K
|
132
$9.14K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
47+ 0.41% |
$2.55K - $4.27K
|
11.6K
$805K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
45+ 1.43% |
$2.44K - $4.09K
|
3.19K
$221K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
43+ 0.71% |
$2.33K - $3.9K
|
6.09K
$422K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
42+ 0.19% |
$2.28K - $3.81K
|
22.4K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
41+ 0.13% |
$2.22K - $3.72K
|
31.8K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
41+ 0.29% |
$2.22K - $3.72K
|
14.1K
$975K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
40+ 0.61% |
$2.17K - $3.63K
|
6.56K
$454K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
40+ 0.48% |
$2.17K - $3.63K
|
8.32K
$577K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
40+ 0.07% |
$2.17K - $3.63K
|
60.2K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.04% |
$2.17K - $3.63K
|
97.2K
$6.74M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
40+ 0.04% |
$2.17K - $3.63K
|
97.2K
$6.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
39+ 65.0% |
$2.11K - $3.54K
|
99
$6.86K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
37+ 0.24% |
$2K - $3.36K
|
15.7K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 0.55% |
$2K - $3.36K
|
6.76K
$468K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36+ 0.18% |
$1.95K - $3.27K
|
20.5K
$1.42M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
36+ 0.71% |
$1.95K - $3.27K
|
5.08K
$352K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
35+ 0.28% |
$1.9K - $3.18K
|
12.5K
$865K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 4.3% |
$1.9K - $3.18K
|
849
$58.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
35+ 0.1% |
$1.9K - $3.18K
|
34.6K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
35+ 0.85% |
$1.9K - $3.18K
|
4.15K
$288K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
34+ 0.16% |
$1.84K - $3.09K
|
21.1K
$1.46M
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
34+ 0.53% |
$1.84K - $3.09K
|
6.44K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
33+ 0.52% |
$1.79K - $3K
|
6.38K
$442K
|
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
32+ 1.03% |
$1.73K - $2.91K
|
3.13K
$217K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32+ 1.89% |
$1.73K - $2.91K
|
1.73K
$120K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
31+ 0.36% |
$1.68K - $2.82K
|
8.61K
$597K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
31+ 0.66% |
$1.68K - $2.82K
|
4.76K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
30+ 0.5% |
$1.63K - $2.72K
|
5.99K
$415K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
28+ 0.16% |
$1.52K - $2.54K
|
17.4K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
27+ 46.55% |
$1.46K - $2.45K
|
85
$5.89K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
24+ 0.22% |
$1.3K - $2.18K
|
11.1K
$770K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 0.16% |
$1.3K - $2.18K
|
15.4K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24+ 0.44% |
$1.3K - $2.18K
|
5.45K
$378K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
24+ 0.01% |
$1.3K - $2.18K
|
429K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 9.38% |
$1.3K - $2.18K
|
280
$19.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 0.33% |
$1.19K - $2K
|
6.62K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
22+ 3.99% |
$1.19K - $2K
|
574
$39.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
BUY
|
- |
21+ 0.37% |
$1.14K - $1.91K
|
5.64K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 0.16% |
$1.14K - $1.91K
|
13.2K
$912K
|