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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
40+ 1.14% |
$2.28K - $3.04K
|
3.54K
$271K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
39+ 0.39% |
$2.23K - $2.96K
|
10K
$768K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.96% |
$2.23K - $2.96K
|
4.12K
$315K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
39New |
$2.23K - $2.96K
|
39
$2.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
38New |
$2.17K - $2.88K
|
38
$2.91K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
36+ 0.46% |
$2.05K - $2.73K
|
7.78K
$596K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
36+ 0.7% |
$2.05K - $2.73K
|
5.18K
$397K
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
36+ 0.67% |
$2.05K - $2.73K
|
5.39K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
34+ 0.37% |
$1.94K - $2.58K
|
9.29K
$712K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33+ 157.14% |
$1.88K - $2.5K
|
54
$4.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
32+ 0.1% |
$1.83K - $2.43K
|
32.1K
$2.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
30+ 0.65% |
$1.71K - $2.28K
|
4.62K
$354K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
30+ 0.36% |
$1.71K - $2.28K
|
8.38K
$642K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
28+ 0.16% |
$1.6K - $2.13K
|
17.6K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
27+ 0.41% |
$1.54K - $2.05K
|
6.54K
$501K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
26+ 0.22% |
$1.48K - $1.97K
|
12K
$921K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
26+ 0.73% |
$1.48K - $1.97K
|
3.6K
$276K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
25+ 1.96% |
$1.43K - $1.9K
|
1.3K
$99.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
25+ 0.67% |
$1.43K - $1.9K
|
3.74K
$286K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
25+ 0.29% |
$1.43K - $1.9K
|
8.52K
$653K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
24+ 0.03% |
$1.37K - $1.82K
|
84.8K
$6.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
23+ 0.16% |
$1.31K - $1.75K
|
14.7K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
23+ 0.69% |
$1.31K - $1.75K
|
3.34K
$256K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
23+ 0.14% |
$1.31K - $1.75K
|
16.6K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
22+ 0.61% |
$1.26K - $1.67K
|
3.61K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
22+ 0.23% |
$1.26K - $1.67K
|
9.78K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
21+ 0.31% |
$1.2K - $1.59K
|
6.88K
$527K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
20+ 0.34% |
$1.14K - $1.52K
|
5.89K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20+ 0.43% |
$1.14K - $1.52K
|
4.64K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
20+ 0.19% |
$1.14K - $1.52K
|
10.4K
$800K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
19+ 0.28% |
$1.08K - $1.44K
|
6.79K
$520K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19+ 0.42% |
$1.08K - $1.44K
|
4.52K
$346K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
17+ 0.39% |
$970 - $1.29K
|
4.35K
$333K
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
16+ 0.07% |
$913 - $1.21K
|
21.6K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 2.16% |
$913 - $1.21K
|
758
$58.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
15+ 1.34% |
$856 - $1.14K
|
1.13K
$86.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.32% |
$856 - $1.14K
|
4.69K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
15+ 0.19% |
$856 - $1.14K
|
8.05K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 0.27% |
$856 - $1.14K
|
5.49K
$421K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$799 - $1.06K
|
3.87K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
14+ 0.09% |
$799 - $1.06K
|
15.2K
$1.16M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14+ 3.91% |
$799 - $1.06K
|
372
$28.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13+ 0.25% |
$742 - $987
|
5.3K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
13+ 0.66% |
$742 - $987
|
1.97K
$151K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
12+ 0.1% |
$685 - $911
|
11.6K
$889K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.12% |
$685 - $911
|
9.68K
$742K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11+ 0.05% |
$628 - $835
|
22K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
10+ 0.06% |
$571 - $759
|
16.3K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.22% |
$514 - $683
|
4.08K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 0.06% |
$400 - $531
|
10.9K
$835K
|