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 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.26% |
$285 - $380
|
1.95K
$148K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5+ 0.03% |
$285 - $380
|
17.6K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$228 - $304
|
9.12K
$693K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.05% |
$228 - $304
|
7.55K
$573K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$228 - $304
|
4.98K
$378K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 0.3% |
$228 - $304
|
1.35K
$103K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.84% |
$228 - $304
|
480
$36.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 0.91% |
$228 - $304
|
443
$33.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.04% |
$228 - $304
|
10.5K
$799K
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3+ 0.08% |
$171 - $228
|
3.61K
$275K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
3+ 0.03% |
$171 - $228
|
10.5K
$797K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
2+ 0.03% |
$114 - $152
|
6.39K
$486K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$114 - $152
|
1.5K
$114K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
2+ 0.04% |
$114 - $152
|
5.6K
$426K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.13% |
$114 - $152
|
1.52K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 1.82% |
$114 - $152
|
112
$8.51K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.5% |
$57.1 - $75.9
|
200
$15.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$57.1 - $75.9
|
4.8K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$57.1 - $75.9
|
243
$18.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.78% |
$57.1 - $75.9
|
130
$9.88K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.02% |
$57.1 - $75.9
|
4.05K
$308K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.47% |
$57.1 - $75.9
|
216
$16.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$57.1 - $75.9
|
5.1K
$387K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 0.37% |
$57.1 - $75.9
|
271
$20.6K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-2- 0.1% |
$114 - $152
|
2K
$152K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 2.44% |
$114 - $152
|
80
$6.08K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$171 - $228
|
7.84K
$596K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-4- 0.06% |
$228 - $304
|
6.94K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4- 0.07% |
$228 - $304
|
5.67K
$431K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 0.05% |
$342 - $455
|
11.7K
$886K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$342 - $455
|
24.5K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6- 15.0% |
$342 - $455
|
34
$2.58K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-7- 0.06% |
$400 - $531
|
11.7K
$890K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-9- 0.12% |
$514 - $683
|
7.58K
$576K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 0.56% |
$571 - $759
|
1.76K
$134K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-10- 0.03% |
$571 - $759
|
30.6K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-11- 0.16% |
$628 - $835
|
6.99K
$532K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-11- 0.11% |
$628 - $835
|
10.1K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12- 0.31% |
$685 - $911
|
3.87K
$294K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-13- 0.11% |
$742 - $987
|
12.1K
$920K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14- 0.35% |
$799 - $1.06K
|
3.98K
$302K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.28% |
$856 - $1.14K
|
5.31K
$403K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-15- 0.03% |
$856 - $1.14K
|
48.7K
$3.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-16- 0.24% |
$913 - $1.21K
|
6.52K
$495K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-16- 1.1% |
$913 - $1.21K
|
1.43K
$109K
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-16- 0.44% |
$913 - $1.21K
|
3.58K
$272K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-16- 0.11% |
$913 - $1.21K
|
13.9K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16- 0.4% |
$913 - $1.21K
|
4K
$304K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-17- 0.26% |
$970 - $1.29K
|
6.43K
$489K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.31% |
$970 - $1.29K
|
5.5K
$418K
|