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
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
139+ 2.44% |
$7.93K - $10.6K
|
5.83K
$451K
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
139+ 1.65% |
$7.93K - $10.6K
|
8.55K
$662K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
137+ 1.22% |
$7.82K - $10.4K
|
11.4K
$882K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
136New |
$7.76K - $10.3K
|
136
$10.5K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
136New |
$7.76K - $10.3K
|
136
$10.5K
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
133+ 0.51% |
$7.59K - $10.1K
|
26K
$2.01M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
132+ 0.65% |
$7.53K - $10K
|
20.4K
$1.58M
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
129+ 1.35% |
$7.36K - $9.79K
|
9.68K
$749K
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
128+ 65.31% |
$7.31K - $9.72K
|
324
$25.1K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
127+ 20.85% |
$7.25K - $9.64K
|
736
$56.9K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
127+ 2.41% |
$7.25K - $9.64K
|
5.4K
$418K
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
127+ 0.21% |
$7.25K - $9.64K
|
60.8K
$4.71M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 14.4% |
$7.14K - $9.49K
|
993
$76.8K
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
124+ 1.28% |
$7.08K - $9.41K
|
9.8K
$758K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
124+ 1.43% |
$7.08K - $9.41K
|
8.78K
$680K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
124+ 1.43% |
$7.08K - $9.41K
|
8.78K
$680K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
121+ 1.31% |
$6.91K - $9.18K
|
9.33K
$722K
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
120+ 0.43% |
$6.85K - $9.11K
|
27.8K
$2.15M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120+ 162.16% |
$6.85K - $9.11K
|
194
$15K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
119+ 2.64% |
$6.79K - $9.03K
|
4.63K
$358K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
116+ 1.87% |
$6.62K - $8.8K
|
6.33K
$489K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
114+ 0.29% |
$6.51K - $8.65K
|
39.3K
$3.04M
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
113+ 26.65% |
$6.45K - $8.58K
|
537
$41.5K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 2.92% |
$6.45K - $8.58K
|
3.98K
$308K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 0.53% |
$6.39K - $8.5K
|
21.2K
$1.64M
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
112+ 2.21% |
$6.39K - $8.5K
|
5.19K
$401K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
111+ 2.79% |
$6.34K - $8.42K
|
4.09K
$317K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
108+ 1.1% |
$6.16K - $8.2K
|
9.94K
$769K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
107+ 32.13% |
$6.11K - $8.12K
|
440
$34K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
106+ 49.3% |
$6.05K - $8.05K
|
321
$24.8K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
104+ 2.1% |
$5.94K - $7.89K
|
5.06K
$391K
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
103+ 2.42% |
$5.88K - $7.82K
|
4.36K
$337K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
101+ 0.88% |
$5.77K - $7.67K
|
11.6K
$896K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
101+ 0.43% |
$5.77K - $7.67K
|
23.7K
$1.83M
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
99+ 1.26% |
$5.65K - $7.51K
|
7.98K
$617K
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
96+ 0.69% |
$5.48K - $7.29K
|
14K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
95+ 0.18% |
$5.42K - $7.21K
|
51.7K
$4M
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
94+ 0.4% |
$5.37K - $7.13K
|
23.9K
$1.85M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
93+ 1.03% |
$5.31K - $7.06K
|
9.16K
$708K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
92+ 0.12% |
$5.25K - $6.98K
|
74.6K
$5.77M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
89+ 1.57% |
$5.08K - $6.76K
|
5.76K
$446K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
89+ 0.16% |
$5.08K - $6.76K
|
56.4K
$4.36M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
85+ 10.98% |
$4.85K - $6.45K
|
859
$66.5K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
83+ 5.19% |
$4.74K - $6.3K
|
1.68K
$130K
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
83+ 0.52% |
$4.74K - $6.3K
|
16.1K
$1.24M
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
81+ 1.59% |
$4.62K - $6.15K
|
5.18K
$401K
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
81+ 1.4% |
$4.62K - $6.15K
|
5.87K
$454K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
80+ 2.85% |
$4.57K - $6.07K
|
2.89K
$223K
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
78+ 0.32% |
$4.45K - $5.92K
|
24.3K
$1.88M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
78+ 0.35% |
$4.45K - $5.92K
|
22.6K
$1.75M
|