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 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
500+ 6.18% |
$28.5K - $38K
|
8.59K
$664K
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
496+ 2.41% |
$28.3K - $37.6K
|
21.1K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
488+ 3.09% |
$27.9K - $37K
|
16.3K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
480+ 14.38% |
$27.4K - $36.4K
|
3.82K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
479+ 1.57% |
$27.3K - $36.4K
|
31K
$2.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
478+ 0.54% |
$27.3K - $36.3K
|
88.6K
$6.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
477+ 4.15% |
$27.2K - $36.2K
|
12K
$927K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
475+ 5.67% |
$27.1K - $36.1K
|
8.85K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
474+ 1.11% |
$27.1K - $36K
|
43K
$3.33M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
473+ 5.89% |
$27K - $35.9K
|
8.5K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
466+ 1.84% |
$26.6K - $35.4K
|
25.8K
$2M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
462+ 23.09% |
$26.4K - $35.1K
|
2.46K
$191K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
460+ 4.21% |
$26.3K - $34.9K
|
11.4K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
460+ 5.12% |
$26.3K - $34.9K
|
9.44K
$731K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
458+ 5.41% |
$26.1K - $34.8K
|
8.92K
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
455+ 2.07% |
$26K - $34.5K
|
22.5K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
451+ 10.24% |
$25.7K - $34.2K
|
4.86K
$376K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
450+ 3.8% |
$25.7K - $34.2K
|
12.3K
$951K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
443+ 1.13% |
$25.3K - $33.6K
|
39.6K
$3.06M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
441+ 9.31% |
$25.2K - $33.5K
|
5.18K
$401K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
437+ 3.11% |
$24.9K - $33.2K
|
14.5K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
437+ 3.02% |
$24.9K - $33.2K
|
14.9K
$1.15M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
435+ 13.96% |
$24.8K - $33K
|
3.55K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
433+ 3.88% |
$24.7K - $32.9K
|
11.6K
$897K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
429+ 1.26% |
$24.5K - $32.6K
|
34.5K
$2.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
425+ 4.93% |
$24.3K - $32.3K
|
9.05K
$700K
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
424+ 3.32% |
$24.2K - $32.2K
|
13.2K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
408+ 17.75% |
$23.3K - $31K
|
2.71K
$209K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
407+ 6.3% |
$23.2K - $30.9K
|
6.87K
$532K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
403+ 2.26% |
$23K - $30.6K
|
18.2K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
402+ 12.83% |
$22.9K - $30.5K
|
3.54K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
400+ 0.05% |
$22.8K - $30.4K
|
830K
$64.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
400+ 975.61% |
$22.8K - $30.4K
|
441
$34.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
400+ 12.69% |
$22.8K - $30.4K
|
3.55K
$275K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
398+ 0.27% |
$22.7K - $30.2K
|
145K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
393+ 4.18% |
$22.4K - $29.8K
|
9.79K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
382New |
$21.8K - $29K
|
382
$29.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
382+ 11.56% |
$21.8K - $29K
|
3.69K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
382+ 11.56% |
$21.8K - $29K
|
3.69K
$285K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
380+ 23.11% |
$21.7K - $28.8K
|
2.02K
$157K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
380+ 2.26% |
$21.7K - $28.8K
|
17.2K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
375+ 7.5% |
$21.4K - $28.5K
|
5.38K
$416K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
375+ 1.45% |
$21.4K - $28.5K
|
26.3K
$2.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
373+ 0.43% |
$21.3K - $28.3K
|
87.1K
$6.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
360+ 1.98% |
$20.5K - $27.3K
|
18.6K
$1.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
358+ 1.98% |
$20.4K - $27.2K
|
18.4K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
358+ 3.74% |
$20.4K - $27.2K
|
9.92K
$767K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
352+ 2.15% |
$20.1K - $26.7K
|
16.8K
$1.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
342+ 3.51% |
$19.5K - $26K
|
10.1K
$780K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
341+ 8.18% |
$19.5K - $25.9K
|
4.51K
$349K
|