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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.6K+ 26.78% |
$357K - $599K
|
31.2K
$2.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.56K+ 5.82% |
$355K - $595K
|
119K
$8.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
6.5K+ 1.34% |
$352K - $590K
|
490K
$34.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 7.57% |
$351K - $588K
|
92K
$6.49M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.4K+ 5.0% |
$347K - $581K
|
134K
$9.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6.36K+ 105966.67% |
$344K - $577K
|
6.36K
$449K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.35K+ 8.06% |
$344K - $576K
|
85.1K
$6M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.27K+ 4.19% |
$340K - $569K
|
156K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.2KNew |
$336K - $563K
|
6.2K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.05K+ 13.43% |
$328K - $549K
|
51.1K
$3.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
6.05KNew |
$328K - $549K
|
6.05K
$427K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.03K+ 13.74% |
$327K - $548K
|
49.9K
$3.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
6KNew |
$325K - $545K
|
6K
$423K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
6KNew |
$325K - $545K
|
6K
$423K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.98K+ 1.81% |
$324K - $543K
|
336K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.92KNew |
$321K - $538K
|
5.92K
$418K
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
BUY
|
- |
5.88K+ 7.25% |
$318K - $534K
|
87K
$6.13M
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
5.88KNew |
$318K - $534K
|
5.88K
$414K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.87K+ 4.51% |
$318K - $533K
|
136K
$9.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.79K+ 0.25% |
$314K - $526K
|
2.37M
$167M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
5.79K+ 94.92% |
$314K - $526K
|
11.9K
$838K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.76KNew |
$312K - $523K
|
5.76K
$406K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5.68K+ 66.69% |
$308K - $516K
|
14.2K
$1M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
5.66K+ 12.77% |
$307K - $514K
|
50K
$3.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.63K+ 4.86% |
$305K - $511K
|
121K
$8.57M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
5.61K+ 0.92% |
$304K - $509K
|
615K
$43.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.43K+ 77.63% |
$294K - $493K
|
12.4K
$876K
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
5.41KNew |
$293K - $491K
|
5.41K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.36K+ 5.14% |
$290K - $487K
|
110K
$7.74M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.34KNew |
$289K - $485K
|
5.34K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
5.31KNew |
$288K - $482K
|
5.31K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Aviva PLC
|
BUY
|
- |
5.21K+ 0.55% |
$282K - $473K
|
946K
$66.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.15K+ 412.0% |
$279K - $468K
|
6.4K
$451K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
5.13KNew |
$278K - $465K
|
5.13K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
5.12K+ 19.29% |
$277K - $465K
|
31.7K
$2.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
5.11K+ 1.12% |
$277K - $464K
|
459K
$32.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
5.1KNew |
$276K - $463K
|
5.1K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
5.05KNew |
$274K - $458K
|
5.05K
$356K
|
|
|
Oct 18, 2022
Q3 2022
|
Community Bank Of Raymore
|
BUY
|
- |
5.03KNew |
$273K - $457K
|
5.03K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.01K+ 13.93% |
$271K - $455K
|
40.9K
$2.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5.01KNew |
$271K - $455K
|
5.01K
$353K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.98K+ 50.23% |
$270K - $453K
|
14.9K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.98K+ 1.72% |
$270K - $452K
|
294K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.92KNew |
$266K - $447K
|
4.92K
$347K
|
|
|
Oct 19, 2023
Q3 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
4.91K+ 163.67% |
$266K - $446K
|
7.91K
$558K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.88K+ 9.5% |
$265K - $443K
|
56.3K
$3.97M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.85KNew |
$263K - $440K
|
4.85K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
4.8KNew |
$260K - $436K
|
4.8K
$339K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
4.79K+ 22.91% |
$259K - $435K
|
25.7K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.79K+ 5.19% |
$259K - $435K
|
97K
$6.84M
|