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
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
740+ 20.57% |
$42.2K - $56.2K
|
4.34K
$332K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
738+ 1.95% |
$42.1K - $56K
|
38.6K
$2.96M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
732+ 348.57% |
$41.8K - $55.6K
|
942
$72.2K
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
728+ 7.3% |
$41.6K - $55.3K
|
10.7K
$820K
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
725+ 13.18% |
$41.4K - $55K
|
6.23K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
724+ 0.89% |
$41.3K - $55K
|
82.5K
$6.32M
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
719+ 21.31% |
$41K - $54.6K
|
4.09K
$314K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
710New |
$40.5K - $53.9K
|
710
$54.4K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
709+ 4.68% |
$40.5K - $53.8K
|
15.8K
$1.21M
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
707+ 3.37% |
$40.4K - $53.7K
|
21.7K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
702+ 3.78% |
$40.1K - $53.3K
|
19.3K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
700+ 0.93% |
$40K - $53.1K
|
75.6K
$5.8M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
699+ 8.67% |
$39.9K - $53.1K
|
8.76K
$672K
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
680+ 6.2% |
$38.8K - $51.6K
|
11.6K
$893K
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
675+ 15.1% |
$38.5K - $51.2K
|
5.15K
$394K
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
672+ 4.45% |
$38.4K - $51K
|
15.8K
$1.21M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
668+ 0.3% |
$38.1K - $50.7K
|
223K
$17.1M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
668+ 2.92% |
$38.1K - $50.7K
|
23.5K
$1.8M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
665New |
$38K - $50.5K
|
665
$51K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
663+ 90.7% |
$37.8K - $50.3K
|
1.39K
$107K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
662+ 12.73% |
$37.8K - $50.2K
|
5.86K
$449K
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
BUY
|
- |
640+ 0.43% |
$36.5K - $48.6K
|
149K
$11.4M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
635+ 6.77% |
$36.2K - $48.2K
|
10K
$767K
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
626+ 4.1% |
$35.7K - $47.5K
|
15.9K
$1.22M
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
618+ 13.9% |
$35.3K - $46.9K
|
5.07K
$388K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
612+ 4.91% |
$34.9K - $46.5K
|
13.1K
$1M
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
611+ 19.84% |
$34.9K - $46.4K
|
3.69K
$283K
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
608+ 6.17% |
$34.7K - $46.1K
|
10.5K
$802K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
607+ 13.29% |
$34.6K - $46.1K
|
5.17K
$397K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
605+ 4.72% |
$34.5K - $45.9K
|
13.4K
$1.03M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
602+ 4.23% |
$34.4K - $45.7K
|
14.8K
$1.14M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
601+ 3.83% |
$34.3K - $45.6K
|
16.3K
$1.25M
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
600+ 12.99% |
$34.2K - $45.5K
|
5.22K
$400K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
600New |
$34.2K - $45.5K
|
600
$46K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
598+ 50.51% |
$34.1K - $45.4K
|
1.78K
$137K
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
558+ 4.97% |
$31.9K - $42.4K
|
11.8K
$904K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
549+ 4.52% |
$31.3K - $41.7K
|
12.7K
$974K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
548+ 0.92% |
$31.3K - $41.6K
|
60K
$4.6M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
547+ 0.35% |
$31.2K - $41.5K
|
156K
$12M
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
545+ 18.03% |
$31.1K - $41.4K
|
3.57K
$273K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
540+ 2.12% |
$30.8K - $41K
|
26K
$1.99M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
540+ 16.02% |
$30.8K - $41K
|
3.91K
$300K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
534+ 3.12% |
$30.5K - $40.5K
|
17.7K
$1.35M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
524+ 4.67% |
$29.9K - $39.8K
|
11.7K
$900K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
522+ 1.5% |
$29.8K - $39.6K
|
35.2K
$2.7M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
518+ 3.79% |
$29.6K - $39.3K
|
14.2K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
517+ 8.66% |
$29.5K - $39.2K
|
6.49K
$497K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
505+ 2.37% |
$28.8K - $38.3K
|
21.8K
$1.67M
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
500+ 5.48% |
$28.5K - $38K
|
9.63K
$738K
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
500+ 1.46% |
$28.5K - $38K
|
34.6K
$2.65M
|