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 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.89K+ 5.18% |
$222K - $295K
|
78.9K
$6.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.87KNew |
$221K - $294K
|
3.87K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
3.86K+ 23.71% |
$220K - $293K
|
20.1K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.86KNew |
$220K - $293K
|
3.86K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.83K+ 2.25% |
$219K - $291K
|
174K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.82K+ 5.49% |
$218K - $290K
|
73.4K
$5.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.82K+ 13.76% |
$218K - $290K
|
31.6K
$2.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.82K+ 3.06% |
$218K - $290K
|
128K
$9.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.8K+ 28.03% |
$217K - $288K
|
17.4K
$1.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
3.8K+ 9.0% |
$217K - $288K
|
46K
$3.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.79K+ 12.13% |
$216K - $287K
|
35K
$2.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.79K+ 43.13% |
$216K - $287K
|
12.6K
$972K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.78K+ 50.93% |
$216K - $287K
|
11.2K
$866K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.73K+ 12.07% |
$213K - $283K
|
34.7K
$2.68M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.72KNew |
$212K - $282K
|
3.72K
$288K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.69KNew |
$210K - $280K
|
3.69K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.68K+ 134.21% |
$210K - $279K
|
6.42K
$497K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
3.67K+ 59.1% |
$209K - $279K
|
9.88K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.62KNew |
$207K - $275K
|
3.62K
$280K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.62KNew |
$207K - $275K
|
3.62K
$280K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.62K+ 35.38% |
$206K - $275K
|
13.8K
$1.07M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.61KNew |
$206K - $274K
|
3.61K
$279K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.6KNew |
$206K - $274K
|
3.6K
$279K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
3.6K+ 3.03% |
$205K - $273K
|
122K
$9.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.59K+ 28.05% |
$205K - $273K
|
16.4K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.59K+ 32.35% |
$205K - $273K
|
14.7K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$204K - $272K
|
3.58K
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
3.57K+ 39.51% |
$204K - $271K
|
12.6K
$976K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.49K+ 305.34% |
$199K - $265K
|
4.63K
$358K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.46K+ 23.43% |
$198K - $263K
|
18.3K
$1.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
3.46K+ 38.71% |
$198K - $263K
|
12.4K
$960K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.41K+ 3.14% |
$195K - $259K
|
112K
$8.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.4K+ 27.17% |
$194K - $258K
|
15.9K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.39K+ 1.69% |
$194K - $257K
|
204K
$15.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.31K+ 27.11% |
$189K - $251K
|
15.5K
$1.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
BUY
|
- |
3.24K+ 9.86% |
$185K - $246K
|
36.1K
$2.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.21K+ 1.5% |
$183K - $243K
|
216K
$16.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.19K+ 46.39% |
$182K - $242K
|
10.1K
$778K
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3.18K+ 45.57% |
$181K - $241K
|
10.1K
$785K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
3.15K+ 12.05% |
$180K - $239K
|
29.3K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.15K+ 13.84% |
$180K - $239K
|
25.9K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.13K+ 6.98% |
$179K - $238K
|
48K
$3.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.1K+ 100.0% |
$177K - $235K
|
6.2K
$480K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
3.09K+ 2.85% |
$177K - $235K
|
111K
$8.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.08K+ 1.06% |
$176K - $233K
|
292K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.04K+ 7.22% |
$174K - $231K
|
45.1K
$3.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 2.26% |
$173K - $231K
|
137K
$10.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
2.99K+ 0.89% |
$170K - $227K
|
337K
$26.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.97K+ 4.11% |
$170K - $225K
|
75.2K
$5.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 26.34% |
$169K - $225K
|
14.2K
$1.1M
|