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 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
225+ 2.05% |
$12.8K - $17.1K
|
11.2K
$868K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
224+ 1.88% |
$12.8K - $17K
|
12.1K
$939K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
223+ 0.72% |
$12.7K - $16.9K
|
31.1K
$2.41M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
220+ 0.4% |
$12.6K - $16.7K
|
54.8K
$4.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
220+ 4.85% |
$12.6K - $16.7K
|
4.76K
$368K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
219+ 1.42% |
$12.5K - $16.6K
|
15.6K
$1.21M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
219+ 6.9% |
$12.5K - $16.6K
|
3.39K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
218+ 3.99% |
$12.4K - $16.5K
|
5.68K
$439K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
213+ 0.73% |
$12.2K - $16.2K
|
29.4K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
211+ 1.84% |
$12K - $16K
|
11.7K
$904K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
209+ 1.4% |
$11.9K - $15.9K
|
15.1K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
208+ 59.77% |
$11.9K - $15.8K
|
556
$43K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
208+ 1.55% |
$11.9K - $15.8K
|
13.7K
$1.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 2.09% |
$11.8K - $15.6K
|
10.1K
$778K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
204+ 12.62% |
$11.6K - $15.5K
|
1.82K
$141K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
203+ 0.64% |
$11.6K - $15.4K
|
31.9K
$2.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
202+ 1.52% |
$11.5K - $15.3K
|
13.5K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200+ 5.91% |
$11.4K - $15.2K
|
3.59K
$277K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.16% |
$11.4K - $15.2K
|
125K
$9.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Uscf Advisers LLC
Walnut Creek, CA |
BUY
|
- |
200New |
$11.4K - $15.2K
|
200
$15.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
198+ 0.92% |
$11.3K - $15K
|
21.8K
$1.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
195+ 0.73% |
$11.1K - $14.8K
|
27K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
195+ 0.05% |
$11.1K - $14.8K
|
394K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
194+ 2.6% |
$11.1K - $14.7K
|
7.66K
$593K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
193+ 4.91% |
$11K - $14.6K
|
4.13K
$319K
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
192+ 3.32% |
$11K - $14.6K
|
5.98K
$462K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
191+ 2.17% |
$10.9K - $14.5K
|
8.99K
$695K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
190+ 2.82% |
$10.8K - $14.4K
|
6.94K
$537K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
190+ 1.35% |
$10.8K - $14.4K
|
14.3K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 0.07% |
$10.7K - $14.2K
|
286K
$22.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
177+ 3.91% |
$10.1K - $13.4K
|
4.7K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
174+ 5.14% |
$9.93K - $13.2K
|
3.56K
$275K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
172+ 1.87% |
$9.82K - $13.1K
|
9.36K
$724K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
172+ 1.68% |
$9.82K - $13.1K
|
10.4K
$804K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
171+ 1.23% |
$9.76K - $13K
|
14K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
167+ 15.95% |
$9.53K - $12.7K
|
1.21K
$93.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
165+ 0.22% |
$9.42K - $12.5K
|
74.1K
$5.74M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
165+ 0.22% |
$9.42K - $12.5K
|
74.1K
$5.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
164+ 3.2% |
$9.36K - $12.4K
|
5.29K
$409K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
164+ 6.2% |
$9.36K - $12.4K
|
2.81K
$217K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
164+ 0.89% |
$9.36K - $12.4K
|
18.6K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
162+ 0.44% |
$9.25K - $12.3K
|
36.8K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
158+ 0.13% |
$9.02K - $12K
|
118K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
155+ 35.71% |
$8.85K - $11.8K
|
589
$45.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
154+ 0.95% |
$8.79K - $11.7K
|
16.4K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
151+ 1.3% |
$8.62K - $11.5K
|
11.8K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
151+ 3.81% |
$8.62K - $11.5K
|
4.11K
$318K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
150+ 48.08% |
$8.56K - $11.4K
|
462
$35.7K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
150+ 3.54% |
$8.56K - $11.4K
|
4.39K
$340K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
140+ 2.0% |
$7.99K - $10.6K
|
7.15K
$553K
|