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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.38K- 2.92% |
$74.8K - $125K
|
45.8K
$3.18M
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.38K- 10.87% |
$74.9K - $125K
|
11.3K
$785K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.38K- 2.95% |
$74.9K - $126K
|
45.5K
$3.15M
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.4K- 2.01% |
$75.9K - $127K
|
68.2K
$4.72M
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.4K- 1.98% |
$75.9K - $127K
|
69.4K
$4.81M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.41K- 13.4% |
$76.6K - $128K
|
9.13K
$633K
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-1.42K- 30.96% |
$76.7K - $129K
|
3.16K
$219K
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.42K- 1.01% |
$77K - $129K
|
139K
$9.63M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.42K- 0.86% |
$77K - $129K
|
164K
$11.3M
|
|
Oct 19, 2022
Q3 2022
|
Insight Folios Inc
|
SELL
|
- |
-1.47K- 26.97% |
$79.7K - $134K
|
3.98K
$276K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.47K- 4.94% |
$79.8K - $134K
|
28.3K
$1.96M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.5K- 6.24% |
$81.1K - $136K
|
22.5K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.5K- 1.07% |
$81.3K - $136K
|
139K
$9.6M
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.52K- 1.54% |
$82.2K - $138K
|
96.8K
$6.71M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.52K- 4.68% |
$82.5K - $138K
|
31K
$2.15M
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-1.54K- 7.76% |
$83.2K - $139K
|
18.2K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.54K- 0.25% |
$83.2K - $139K
|
607K
$42M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.54K- 5.83% |
$83.4K - $140K
|
24.9K
$1.72M
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.56K- 4.15% |
$84.5K - $142K
|
36K
$2.49M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-1.59K- 81.63% |
$86.2K - $144K
|
358
$24.8K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.6K- 23.43% |
$86.6K - $145K
|
5.23K
$362K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.61K- 19.21% |
$87.2K - $146K
|
6.77K
$469K
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.62K- 5.7% |
$87.9K - $147K
|
26.8K
$1.86M
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.67K- 0.76% |
$90.6K - $152K
|
219K
$15.1M
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.68K- 3.43% |
$91.1K - $153K
|
47.4K
$3.28M
|
|
Nov 07, 2022
Q3 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-1.7K- 1.43% |
$92.2K - $154K
|
117K
$8.1M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.72K- 2.61% |
$93.1K - $156K
|
64K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.73K- 39.52% |
$93.9K - $157K
|
2.65K
$184K
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.74K- 2.31% |
$94K - $158K
|
73.4K
$5.08M
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.75K- 12.64% |
$94.7K - $159K
|
12.1K
$837K
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.76K- 1.56% |
$95.2K - $160K
|
111K
$7.66M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.76K- 0.26% |
$95.5K - $160K
|
679K
$47.1M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.8K- 13.41% |
$97.5K - $163K
|
11.6K
$805K
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.82K- 2.32% |
$98.3K - $165K
|
76.5K
$5.3M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.83K- 25.71% |
$99.3K - $166K
|
5.3K
$367K
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-1.84K- 1.92% |
$99.7K - $167K
|
93.9K
$6.51M
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.86K- 3.68% |
$101K - $168K
|
48.6K
$3.36M
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.87K- 5.69% |
$101K - $170K
|
31K
$2.15M
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.88K- 2.68% |
$102K - $171K
|
68.3K
$4.73M
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.88K- 1.23% |
$102K - $171K
|
151K
$10.4M
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.89K- 25.01% |
$103K - $172K
|
5.68K
$393K
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.91K- 1.03% |
$104K - $174K
|
183K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.96K- 35.99% |
$106K - $178K
|
3.48K
$241K
|
|
Oct 31, 2022
Q3 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-1.98K- 9.63% |
$107K - $180K
|
18.6K
$1.29M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.98K- 0.52% |
$107K - $180K
|
377K
$26.1M
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.99K- 3.61% |
$108K - $180K
|
53K
$3.67M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.99K- 21.2% |
$108K - $181K
|
7.4K
$512K
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2K- 9.08% |
$108K - $182K
|
20K
$1.39M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2KClosed |
$108K - $182K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2K- 7.57% |
$109K - $182K
|
24.5K
$1.69M
|