Purchases and Sales Made in Q3 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 2023. 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 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
4.99K+ 11.3% |
$285K - $379K
|
49.2K
$3.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.93K+ 7.89% |
$281K - $374K
|
67.4K
$5.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.83K+ 4.41% |
$276K - $367K
|
114K
$8.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.83K+ 5.8% |
$276K - $367K
|
88.1K
$6.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.82K+ 3.94% |
$275K - $366K
|
127K
$9.84M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
4.8KNew |
$274K - $364K
|
4.8K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.79K+ 2.61% |
$273K - $363K
|
188K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.74K+ 2.6% |
$271K - $360K
|
187K
$14.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.72K+ 7.99% |
$270K - $358K
|
63.9K
$4.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.7K+ 31.54% |
$268K - $357K
|
19.6K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.68K+ 10.39% |
$267K - $355K
|
49.7K
$3.84M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.66KNew |
$266K - $354K
|
4.66K
$361K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.66K+ 24.79% |
$266K - $354K
|
23.5K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
4.65K+ 17.92% |
$265K - $353K
|
30.6K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.65K+ 11.42% |
$265K - $353K
|
45.3K
$3.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.6K+ 4.51% |
$263K - $349K
|
107K
$8.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
4.57K+ 35.7% |
$261K - $347K
|
17.4K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.52K+ 0.51% |
$258K - $343K
|
890K
$68.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4.51KNew |
$257K - $342K
|
4.51K
$349K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
4.45K+ 9.73% |
$254K - $338K
|
50.1K
$3.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.44KNew |
$253K - $337K
|
4.44K
$343K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.42K+ 19.01% |
$252K - $335K
|
27.6K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.38K+ 26.61% |
$250K - $333K
|
20.9K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.35K+ 27.79% |
$248K - $330K
|
20K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.32K+ 35.85% |
$247K - $328K
|
16.4K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.29K+ 30.04% |
$245K - $326K
|
18.6K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.26K+ 26.68% |
$243K - $323K
|
20.2K
$1.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.26K+ 35.14% |
$243K - $323K
|
16.4K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.25K+ 11.8% |
$243K - $323K
|
40.3K
$3.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.24K+ 14.93% |
$242K - $322K
|
32.7K
$2.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.23KNew |
$241K - $321K
|
4.23K
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
4.2K+ 10.83% |
$240K - $319K
|
43K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.17KNew |
$238K - $316K
|
4.17K
$322K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
4.14K+ 9.23% |
$236K - $314K
|
49K
$3.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.11K+ 9.14% |
$235K - $312K
|
49.1K
$3.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
4.1K+ 4.56% |
$234K - $311K
|
94K
$7.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.1K+ 1.58% |
$234K - $311K
|
264K
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.09K+ 115.06% |
$233K - $310K
|
7.64K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.08K+ 9.63% |
$233K - $310K
|
46.4K
$3.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.07K+ 127.27% |
$233K - $309K
|
7.28K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.05KNew |
$231K - $308K
|
4.05K
$314K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.02K+ 5.11% |
$229K - $305K
|
82.6K
$6.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.96K+ 28.43% |
$226K - $301K
|
17.9K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.96K+ 12.75% |
$226K - $301K
|
35K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
3.95K+ 123.44% |
$225K - $300K
|
7.15K
$553K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.94K+ 87.23% |
$225K - $299K
|
8.46K
$655K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.94KNew |
$225K - $299K
|
3.94K
$305K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3.94KNew |
$225K - $299K
|
3.94K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.93K+ 3.95% |
$224K - $298K
|
103K
$8M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
3.9K+ 30.33% |
$223K - $296K
|
16.8K
$1.3M
|