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 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.31% |
$970 - $1.29K
|
5.5K
$421K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-17- 0.23% |
$970 - $1.29K
|
7.4K
$567K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-18- 0.18% |
$1.03K - $1.37K
|
10.1K
$775K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-21- 0.42% |
$1.2K - $1.59K
|
5.03K
$385K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.06% |
$1.26K - $1.67K
|
36.2K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-24- 0.52% |
$1.37K - $1.82K
|
4.57K
$350K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-26- 0.02% |
$1.48K - $1.97K
|
117K
$8.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27- 79.41% |
$1.54K - $2.05K
|
7
$536
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-29- 0.47% |
$1.66K - $2.2K
|
6.12K
$469K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 4.78% |
$1.66K - $2.2K
|
578
$44.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-30- 0.25% |
$1.71K - $2.28K
|
12.2K
$933K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-31- 0.25% |
$1.77K - $2.35K
|
12.5K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-32- 0.43% |
$1.83K - $2.43K
|
7.42K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-33- 68.75% |
$1.88K - $2.5K
|
15
$1.15K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-34- 0.41% |
$1.94K - $2.58K
|
8.27K
$634K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-35- 0.79% |
$2K - $2.66K
|
4.4K
$337K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-35- 8.06% |
$2K - $2.66K
|
399
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 5.21% |
$2.17K - $2.88K
|
692
$53K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.91% |
$2.28K - $3.04K
|
4.35K
$334K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-41- 0.11% |
$2.34K - $3.11K
|
36K
$2.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-41- 0.27% |
$2.34K - $3.11K
|
15.4K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-42- 0.74% |
$2.4K - $3.19K
|
5.65K
$433K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-44- 1.18% |
$2.51K - $3.34K
|
3.68K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-45- 0.19% |
$2.57K - $3.42K
|
24.1K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-45- 1.0% |
$2.57K - $3.42K
|
4.46K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-45- 0.59% |
$2.57K - $3.42K
|
7.59K
$582K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-45- 0.2% |
$2.57K - $3.42K
|
22.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 0.83% |
$2.57K - $3.42K
|
5.4K
$414K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-46- 0.59% |
$2.63K - $3.49K
|
7.71K
$591K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-47- 5.63% |
$2.68K - $3.57K
|
788
$60.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-47- 2.62% |
$2.68K - $3.57K
|
1.75K
$134K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-48- 0.15% |
$2.74K - $3.64K
|
31K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 5.44% |
$2.85K - $3.8K
|
869
$66.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 0.23% |
$2.85K - $3.8K
|
21.8K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-50- 0.44% |
$2.85K - $3.8K
|
11.3K
$863K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-50- 52.63% |
$2.85K - $3.8K
|
45
$3.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-53- 1.58% |
$3.03K - $4.02K
|
3.3K
$253K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-54- 0.42% |
$3.08K - $4.1K
|
12.7K
$974K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-61- 0.35% |
$3.48K - $4.63K
|
17.4K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-62- 1.19% |
$3.54K - $4.71K
|
5.15K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-63- 0.05% |
$3.6K - $4.78K
|
123K
$9.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-63- 0.79% |
$3.6K - $4.78K
|
7.93K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-64- 0.47% |
$3.65K - $4.86K
|
13.7K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-69- 0.52% |
$3.94K - $5.24K
|
13.1K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-70- 1.52% |
$4K - $5.31K
|
4.54K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-72- 0.59% |
$4.11K - $5.46K
|
12.1K
$924K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-73- 1.88% |
$4.17K - $5.54K
|
3.82K
$293K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-74- 0.09% |
$4.22K - $5.62K
|
83.8K
$6.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-74- 0.48% |
$4.22K - $5.62K
|
15.3K
$1.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-75- 0.77% |
$4.28K - $5.69K
|
9.72K
$745K
|