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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 44.09% |
$116K - $154K
|
6.63K
$513K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
2.01K+ 2.5% |
$115K - $153K
|
82.5K
$6.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 1.65% |
$115K - $152K
|
124K
$9.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2K+ 3.97% |
$114K - $152K
|
52.5K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2K+ 12.46% |
$114K - $152K
|
18K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.99K+ 2.06% |
$114K - $151K
|
98.6K
$7.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.99K+ 2.17% |
$113K - $151K
|
93.6K
$7.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.97K+ 10.68% |
$113K - $150K
|
20.4K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.96K+ 11.41% |
$112K - $149K
|
19.1K
$1.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.94K+ 14.81% |
$111K - $147K
|
15K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.92K+ 37.92% |
$110K - $146K
|
6.99K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.91KNew |
$109K - $145K
|
1.91K
$148K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.9K+ 23.81% |
$108K - $144K
|
9.85K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.87KNew |
$107K - $142K
|
1.87K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.86K+ 33.35% |
$106K - $141K
|
7.43K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 3.76% |
$104K - $138K
|
50.3K
$3.89M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
1.82K+ 8.05% |
$104K - $138K
|
24.4K
$1.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.81K+ 9.67% |
$103K - $137K
|
20.5K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.8K+ 5.75% |
$103K - $137K
|
33.1K
$2.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.8K+ 70.73% |
$103K - $137K
|
4.35K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.8KNew |
$103K - $137K
|
1.8K
$139K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.79K+ 3.34% |
$102K - $136K
|
55.3K
$4.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.78K+ 2.61% |
$102K - $135K
|
69.9K
$5.41M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.74K+ 3.05% |
$99.4K - $132K
|
58.8K
$4.55M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.7K+ 7.11% |
$97.2K - $129K
|
25.7K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.69K+ 2.86% |
$96.5K - $128K
|
60.7K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 33.97% |
$96.1K - $128K
|
6.64K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.68K+ 4.44% |
$96.1K - $128K
|
39.6K
$3.06M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
BUY
|
- |
1.68K+ 1.2% |
$95.9K - $128K
|
142K
$11M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.68K+ 5.4% |
$95.6K - $127K
|
32.7K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 9.62% |
$94.7K - $126K
|
18.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.62K+ 8.84% |
$92.5K - $123K
|
20K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.61K+ 1.45% |
$92K - $122K
|
112K
$8.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
1.6K+ 26.24% |
$91K - $121K
|
7.67K
$594K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.59K+ 47.62% |
$90.8K - $121K
|
4.93K
$382K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.57K+ 3.38% |
$89.7K - $119K
|
48.1K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.57K+ 1.88% |
$89.7K - $119K
|
85.4K
$6.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.56K+ 7.73% |
$89.2K - $119K
|
21.8K
$1.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.56K+ 0.62% |
$88.9K - $118K
|
252K
$19.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.55K+ 16.65% |
$88.5K - $118K
|
10.9K
$841K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.55K+ 5.81% |
$88.4K - $117K
|
28.2K
$2.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.54K+ 4.42% |
$87.9K - $117K
|
36.4K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.53K+ 18.24% |
$87.6K - $116K
|
9.94K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.53K+ 11.17% |
$87.6K - $116K
|
15.3K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.5K+ 0.43% |
$85.6K - $114K
|
349K
$27M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
1.49K+ 2.75% |
$84.8K - $113K
|
55.4K
$4.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.47K+ 5.95% |
$84.1K - $112K
|
26.3K
$2.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.47K+ 1.87% |
$84K - $112K
|
80.3K
$6.22M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.47K+ 8.15% |
$84K - $112K
|
19.5K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.47K+ 12.96% |
$83.7K - $111K
|
12.8K
$989K
|