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 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
338+ 0.95% |
$19.3K - $25.7K
|
35.9K
$2.77M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
335+ 3.8% |
$19.1K - $25.4K
|
9.15K
$708K
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
333+ 10.45% |
$19K - $25.3K
|
3.52K
$272K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
333New |
$19K - $25.3K
|
333
$25.8K
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
327+ 3.1% |
$18.7K - $24.8K
|
10.9K
$842K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
323+ 3.14% |
$18.4K - $24.5K
|
10.6K
$821K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
323+ 1.26% |
$18.4K - $24.5K
|
26K
$2.01M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
316+ 0.78% |
$18K - $24K
|
40.8K
$3.16M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
311+ 1.43% |
$17.8K - $23.6K
|
22.1K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
309+ 5.36% |
$17.6K - $23.5K
|
6.08K
$470K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
306+ 6.97% |
$17.5K - $23.2K
|
4.7K
$363K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
302+ 2.47% |
$17.2K - $22.9K
|
12.5K
$969K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
301+ 3.92% |
$17.2K - $22.8K
|
7.98K
$618K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
300+ 2.38% |
$17.1K - $22.8K
|
12.9K
$996K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
300+ 3.41% |
$17.1K - $22.8K
|
9.11K
$705K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
300+ 0.75% |
$17.1K - $22.8K
|
40.3K
$3.11M
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
295+ 3.34% |
$16.8K - $22.4K
|
9.13K
$707K
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
293+ 0.68% |
$16.7K - $22.2K
|
43.3K
$3.35M
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
291+ 0.23% |
$16.6K - $22.1K
|
127K
$9.84M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
285+ 1.94% |
$16.3K - $21.6K
|
15K
$1.16M
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
284+ 6.87% |
$16.2K - $21.6K
|
4.42K
$342K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
281+ 10.04% |
$16K - $21.3K
|
3.08K
$238K
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
BUY
|
- |
280+ 0.7% |
$16K - $21.3K
|
40.2K
$3.11M
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
275+ 6.16% |
$15.7K - $20.9K
|
4.74K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
270+ 0.85% |
$15.4K - $20.5K
|
32.1K
$2.48M
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
269+ 1.31% |
$15.4K - $20.4K
|
20.8K
$1.61M
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
268+ 4.66% |
$15.3K - $20.3K
|
6.02K
$465K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
265+ 6.19% |
$15.1K - $20.1K
|
4.55K
$352K
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
264+ 6.13% |
$15.1K - $20K
|
4.57K
$354K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
262+ 13.13% |
$15K - $19.9K
|
2.26K
$175K
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
262New |
$15K - $19.9K
|
262
$20.3K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
262New |
$15K - $19.9K
|
262
$20.3K
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
261+ 1.22% |
$14.9K - $19.8K
|
21.7K
$1.68M
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
261+ 5.62% |
$14.9K - $19.8K
|
4.91K
$380K
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
255+ 0.35% |
$14.6K - $19.4K
|
73K
$5.65M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
252+ 2.6% |
$14.4K - $19.1K
|
9.95K
$770K
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
252+ 1.23% |
$14.4K - $19.1K
|
20.8K
$1.61M
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
251+ 2.88% |
$14.3K - $19.1K
|
8.95K
$693K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
250+ 2.34% |
$14.3K - $19K
|
10.9K
$845K
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
247+ 1.24% |
$14.1K - $18.7K
|
20.1K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
243+ 2.94% |
$13.9K - $18.4K
|
8.51K
$658K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
241+ 0.44% |
$13.8K - $18.3K
|
55.2K
$4.27M
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
240+ 0.5% |
$13.7K - $18.2K
|
47.9K
$3.71M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
240+ 2.96% |
$13.7K - $18.2K
|
8.36K
$647K
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
235+ 1.53% |
$13.4K - $17.8K
|
15.6K
$1.2M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
231+ 2.08% |
$13.2K - $17.5K
|
11.3K
$875K
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
230+ 0.84% |
$13.1K - $17.5K
|
27.7K
$2.15M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
229+ 0.64% |
$13.1K - $17.4K
|
35.8K
$2.77M
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
229+ 0.19% |
$13.1K - $17.4K
|
118K
$9.16M
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
225+ 5.58% |
$12.8K - $17.1K
|
4.26K
$329K
|