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 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
75+ 0.38% |
$4.28K - $5.69K
|
19.9K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
75+ 15.53% |
$4.28K - $5.69K
|
558
$43.2K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
72+ 0.83% |
$4.11K - $5.46K
|
8.71K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
72+ 0.6% |
$4.11K - $5.46K
|
12.1K
$935K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
71+ 0.6% |
$4.05K - $5.39K
|
11.9K
$919K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
69+ 0.32% |
$3.94K - $5.24K
|
22K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
69+ 1.75% |
$3.94K - $5.24K
|
4K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
68+ 1.2% |
$3.88K - $5.16K
|
5.74K
$444K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
68New |
$3.88K - $5.16K
|
68
$5.26K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
68+ 0.54% |
$3.88K - $5.16K
|
12.6K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68+ 0.54% |
$3.88K - $5.16K
|
12.7K
$986K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
67+ 1.04% |
$3.82K - $5.09K
|
6.51K
$503K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
66+ 0.89% |
$3.77K - $5.01K
|
7.5K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
66+ 3.83% |
$3.77K - $5.01K
|
1.79K
$138K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
64New |
$3.65K - $4.86K
|
64
$4.95K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
63+ 0.61% |
$3.6K - $4.78K
|
10.4K
$806K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
63+ 0.9% |
$3.6K - $4.78K
|
7.05K
$545K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
62+ 20.95% |
$3.54K - $4.71K
|
358
$27.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
62+ 52.1% |
$3.54K - $4.71K
|
181
$14K
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
60+ 0.69% |
$3.42K - $4.55K
|
8.69K
$673K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
58+ 0.41% |
$3.31K - $4.4K
|
14.2K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
56+ 0.26% |
$3.2K - $4.25K
|
21.7K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
55+ 1.19% |
$3.14K - $4.17K
|
4.68K
$362K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
54+ 1.45% |
$3.08K - $4.1K
|
3.78K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
54+ 3.62% |
$3.08K - $4.1K
|
1.55K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
53New |
$3.03K - $4.02K
|
53
$4.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
53+ 0.74% |
$3.03K - $4.02K
|
7.18K
$555K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
52+ 0.37% |
$2.97K - $3.95K
|
14.2K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
52New |
$2.97K - $3.95K
|
52
$4.02K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
52+ 0.52% |
$2.97K - $3.95K
|
10.1K
$781K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
51+ 33.12% |
$2.91K - $3.87K
|
205
$15.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
51+ 1.08% |
$2.91K - $3.87K
|
4.79K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
51+ 0.29% |
$2.91K - $3.87K
|
17.7K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
51+ 0.08% |
$2.91K - $3.87K
|
63.9K
$4.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$2.85K - $3.8K
|
50
$3.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
50+ 10.94% |
$2.85K - $3.8K
|
507
$39.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
49+ 22.9% |
$2.8K - $3.72K
|
263
$20.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
BUY
|
- |
48+ 0.62% |
$2.74K - $3.64K
|
7.77K
$601K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
47+ 8.16% |
$2.68K - $3.57K
|
623
$48.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
47+ 0.52% |
$2.68K - $3.57K
|
9.1K
$704K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
45+ 0.25% |
$2.57K - $3.42K
|
17.8K
$1.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
44+ 1.25% |
$2.51K - $3.34K
|
3.56K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
44+ 0.07% |
$2.51K - $3.34K
|
62.1K
$4.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 0.41% |
$2.45K - $3.26K
|
10.5K
$809K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
42+ 0.63% |
$2.4K - $3.19K
|
6.66K
$515K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
41+ 102.5% |
$2.34K - $3.11K
|
81
$6.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
41+ 0.62% |
$2.34K - $3.11K
|
6.65K
$514K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
40+ 0.92% |
$2.28K - $3.04K
|
4.4K
$340K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
40+ 0.47% |
$2.28K - $3.04K
|
8.52K
$659K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
40+ 1.14% |
$2.28K - $3.04K
|
3.54K
$274K
|