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 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.46K+ 3.57% |
$83.2K - $111K
|
42.3K
$3.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.46K+ 6.95% |
$83.1K - $110K
|
22.4K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.46K+ 27.74% |
$83.1K - $110K
|
6.7K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.45K+ 4.27% |
$83K - $110K
|
35.5K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.44K+ 8.62% |
$82.4K - $110K
|
18.2K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
1.43K+ 0.26% |
$81.3K - $108K
|
542K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.42K+ 20.43% |
$81.2K - $108K
|
8.39K
$649K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.42K+ 1.25% |
$81K - $108K
|
115K
$8.92M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.42K+ 4.45% |
$80.8K - $107K
|
33.2K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.41K+ 13.49% |
$80.3K - $107K
|
11.8K
$916K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.4K+ 34.59% |
$79.9K - $106K
|
5.45K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 11.64% |
$79.1K - $105K
|
13.3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 7.81% |
$78.7K - $105K
|
19K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.37K+ 3.82% |
$78.3K - $104K
|
37.3K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 186.44% |
$77.7K - $103K
|
2.09K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.35K+ 7.53% |
$77.1K - $102K
|
19.3K
$1.49M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.32KNew |
$75.3K - $100K
|
1.32K
$102K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.32K+ 7.49% |
$75.1K - $99.8K
|
18.9K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 11.68% |
$74.7K - $99.3K
|
12.5K
$967K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.3K+ 27.19% |
$74.3K - $98.7K
|
6.09K
$471K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.3K+ 5.97% |
$74.2K - $98.7K
|
23.1K
$1.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.3K+ 20.9% |
$74.2K - $98.7K
|
7.52K
$582K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.29K+ 15.36% |
$73.6K - $97.9K
|
9.69K
$749K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.27K+ 0.82% |
$72.6K - $96.5K
|
156K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.26K+ 2.4% |
$71.9K - $95.6K
|
53.8K
$4.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.25K+ 4.94% |
$71.4K - $94.9K
|
26.5K
$2.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.25K+ 44.33% |
$71.4K - $94.9K
|
4.07K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.24K+ 5.8% |
$70.8K - $94.2K
|
22.6K
$1.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.24K+ 0.59% |
$70.8K - $94.1K
|
212K
$16.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.23K+ 16.91% |
$70.4K - $93.7K
|
8.53K
$660K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.21K+ 36.43% |
$69.1K - $91.9K
|
4.54K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 7.34% |
$69.1K - $91.9K
|
17.7K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.2K+ 10.6% |
$68.3K - $90.9K
|
12.5K
$966K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.18K+ 4.89% |
$67.4K - $89.6K
|
25.3K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.18K+ 6.15% |
$67.1K - $89.2K
|
20.3K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.17K+ 3.23% |
$67K - $89K
|
37.4K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.16K+ 15.54% |
$66.3K - $88.1K
|
8.63K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.16K+ 5.19% |
$66.3K - $88.1K
|
23.5K
$1.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.15K+ 11.03% |
$65.8K - $87.5K
|
11.6K
$898K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.11K+ 4.76% |
$63.5K - $84.5K
|
24.5K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
1.11K+ 12.99% |
$63.5K - $84.4K
|
9.67K
$748K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1.11K+ 27.13% |
$63.1K - $83.9K
|
5.18K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.08K+ 3.32% |
$61.4K - $81.6K
|
33.4K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.07K+ 22.76% |
$61.2K - $81.4K
|
5.78K
$447K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.06K+ 1.24% |
$60.6K - $80.6K
|
86.4K
$6.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.05K+ 2.81% |
$60.2K - $80K
|
38.6K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.05K+ 6.04% |
$59.8K - $79.5K
|
18.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.04KNew |
$59.6K - $79.2K
|
1.04K
$80.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.04K+ 11.02% |
$59.3K - $78.9K
|
10.5K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.01K+ 2.14% |
$57.7K - $76.7K
|
48.2K
$3.73M
|