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 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1KNew |
$57.1K - $75.9K
|
1K
$76K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1K+ 18.37% |
$57.1K - $75.9K
|
6.44K
$490K
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1K+ 10.93% |
$57.1K - $75.9K
|
10.1K
$771K
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 16.67% |
$57.1K - $75.9K
|
7K
$532K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
978New |
$55.8K - $74.2K
|
978
$74.3K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
970New |
$55.4K - $73.6K
|
970
$73.7K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
968+ 14.85% |
$55.3K - $73.5K
|
7.49K
$569K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
966+ 10.79% |
$55.1K - $73.3K
|
9.92K
$754K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
944+ 28.51% |
$53.9K - $71.6K
|
4.26K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
938+ 44.58% |
$53.5K - $71.2K
|
3.04K
$231K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
927+ 9.75% |
$52.9K - $70.4K
|
10.4K
$793K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
921+ 9.71% |
$52.6K - $69.9K
|
10.4K
$791K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
920+ 0.97% |
$52.5K - $69.8K
|
95.3K
$7.24M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
916+ 3.91% |
$52.3K - $69.5K
|
24.4K
$1.85M
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
900+ 1.73% |
$51.4K - $68.3K
|
52.9K
$4.02M
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
900+ 4.63% |
$51.4K - $68.3K
|
20.4K
$1.55M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
898+ 1.26% |
$51.3K - $68.2K
|
71.9K
$5.47M
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
883+ 22.26% |
$50.4K - $67K
|
4.85K
$369K
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
881New |
$50.3K - $66.9K
|
881
$67K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
866+ 9.32% |
$49.4K - $65.7K
|
10.2K
$772K
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
866+ 10.55% |
$49.4K - $65.7K
|
9.07K
$689K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
865+ 5.82% |
$49.4K - $65.7K
|
15.7K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
863+ 2.27% |
$49.3K - $65.5K
|
38.8K
$2.95M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
859+ 7.94% |
$49K - $65.2K
|
11.7K
$888K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
858+ 66.82% |
$49K - $65.1K
|
2.14K
$163K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
841+ 3.49% |
$48K - $63.8K
|
24.9K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
838+ 27.03% |
$47.8K - $63.6K
|
3.94K
$299K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
836+ 6.57% |
$47.7K - $63.5K
|
13.6K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
836New |
$47.7K - $63.5K
|
836
$63.5K
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
830+ 2.18% |
$47.4K - $63K
|
39K
$2.96M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
823+ 7.94% |
$47K - $62.5K
|
11.2K
$850K
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
816+ 1.79% |
$46.6K - $61.9K
|
46.3K
$3.52M
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
814+ 1.17% |
$46.5K - $61.8K
|
70.5K
$5.35M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
809+ 0.26% |
$46.2K - $61.4K
|
317K
$24.1M
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
801+ 6.92% |
$45.7K - $60.8K
|
12.4K
$941K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
801+ 0.89% |
$45.7K - $60.8K
|
90.8K
$6.9M
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
800+ 17.4% |
$45.7K - $60.7K
|
5.4K
$410K
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
793+ 3.65% |
$45.3K - $60.2K
|
22.5K
$1.71M
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
785+ 11.85% |
$44.8K - $59.6K
|
7.41K
$563K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
780+ 4.71% |
$44.5K - $59.2K
|
17.4K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
780+ 0.68% |
$44.5K - $59.2K
|
115K
$8.77M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
780+ 0.68% |
$44.5K - $59.2K
|
115K
$8.77M
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
772+ 0.4% |
$44.1K - $58.6K
|
196K
$14.9M
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
770+ 4.85% |
$44K - $58.4K
|
16.6K
$1.26M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
767+ 6.23% |
$43.8K - $58.2K
|
13.1K
$994K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
757+ 8.88% |
$43.2K - $57.5K
|
9.28K
$705K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
756+ 14.61% |
$43.2K - $57.4K
|
5.93K
$451K
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
752+ 23.18% |
$42.9K - $57.1K
|
4K
$304K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
743+ 2.74% |
$42.4K - $56.4K
|
27.8K
$2.11M
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
740+ 2.77% |
$42.2K - $56.2K
|
27.5K
$2.09M
|