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 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-44- 0.38% |
$2.38K - $4K
|
11.5K
$822K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-46- 1.13% |
$2.49K - $4.18K
|
4.02K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.32% |
$2.55K - $4.27K
|
14.5K
$1.03M
|
|
Nov 08, 2022
Q3 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-48- 0.91% |
$2.6K - $4.36K
|
5.2K
$371K
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-50- 0.21% |
$2.71K - $4.54K
|
23.7K
$1.69M
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.2% |
$2.71K - $4.54K
|
25.1K
$1.79M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-50- 0.12% |
$2.71K - $4.54K
|
40.7K
$2.9M
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-50- 0.09% |
$2.71K - $4.54K
|
58.2K
$4.15M
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-51- 0.31% |
$2.76K - $4.63K
|
16.3K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-53- 0.47% |
$2.87K - $4.81K
|
11.3K
$807K
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-55- 0.4% |
$2.98K - $4.99K
|
13.7K
$977K
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-55- 0.19% |
$2.98K - $4.99K
|
29.4K
$2.1M
|
|
Oct 31, 2022
Q3 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-55- 1.21% |
$2.98K - $4.99K
|
4.51K
$321K
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-56- 0.31% |
$3.03K - $5.09K
|
18.2K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-59- 0.64% |
$3.2K - $5.36K
|
9.16K
$653K
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-60- 0.37% |
$3.25K - $5.45K
|
16K
$1.14M
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-60- 1.9% |
$3.25K - $5.45K
|
3.09K
$220K
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-60- 1.32% |
$3.25K - $5.45K
|
4.48K
$319K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-60- 0.24% |
$3.25K - $5.45K
|
25.2K
$1.8M
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 0.11% |
$3.25K - $5.45K
|
55.1K
$3.93M
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-60- 7.74% |
$3.25K - $5.45K
|
715
$51K
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-61- 2.1% |
$3.3K - $5.54K
|
2.85K
$203K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-62- 0.37% |
$3.36K - $5.63K
|
16.5K
$1.18M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-63- 0.17% |
$3.41K - $5.72K
|
36.8K
$2.62M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-65- 0.49% |
$3.52K - $5.9K
|
13.3K
$945K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-65- 7.7% |
$3.52K - $5.9K
|
779
$55.5K
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-65- 0.69% |
$3.52K - $5.9K
|
9.29K
$662K
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-68- 13.49% |
$3.68K - $6.18K
|
436
$31.1K
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-69- 0.19% |
$3.74K - $6.27K
|
35.4K
$2.52M
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-69- 1.77% |
$3.74K - $6.27K
|
3.84K
$274K
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-70- 0.02% |
$3.79K - $6.36K
|
361K
$25.7M
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-71- 0.45% |
$3.85K - $6.45K
|
15.6K
$1.11M
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-71- 1.47% |
$3.85K - $6.45K
|
4.76K
$339K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-71- 23.67% |
$3.85K - $6.45K
|
229
$16.3K
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-72- 1.1% |
$3.9K - $6.54K
|
6.49K
$463K
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-73- 8.98% |
$3.96K - $6.63K
|
740
$52.8K
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-75- 0.87% |
$4.06K - $6.81K
|
8.51K
$607K
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-75- 0.63% |
$4.06K - $6.81K
|
11.8K
$841K
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-77- 0.39% |
$4.17K - $6.99K
|
19.5K
$1.39M
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-77- 0.42% |
$4.17K - $6.99K
|
18.3K
$1.31M
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-77- 0.09% |
$4.17K - $6.99K
|
86.2K
$6.14M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-80- 0.6% |
$4.33K - $7.26K
|
13.3K
$947K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-81- 3.95% |
$4.39K - $7.36K
|
1.97K
$141K
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-81- 0.8% |
$4.39K - $7.36K
|
10.1K
$720K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-84- 1.95% |
$4.55K - $7.63K
|
4.22K
$301K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.28% |
$4.66K - $7.81K
|
30.3K
$2.16M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-86- 0.6% |
$4.66K - $7.81K
|
14.3K
$1.02M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-88- 0.92% |
$4.77K - $7.99K
|
9.49K
$677K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-89- 0.31% |
$4.82K - $8.08K
|
29.1K
$2.07M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-89- 2.89% |
$4.82K - $8.08K
|
3K
$214K
|