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 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-77- 0.91% |
$4.4K - $5.84K
|
8.42K
$645K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-80- 1.27% |
$4.57K - $6.07K
|
6.21K
$476K
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-80- 0.8% |
$4.57K - $6.07K
|
9.9K
$759K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-82- 2.94% |
$4.68K - $6.22K
|
2.7K
$207K
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-83- 0.42% |
$4.74K - $6.3K
|
19.6K
$1.51M
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-84- 0.85% |
$4.79K - $6.38K
|
9.77K
$748K
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-84- 0.33% |
$4.79K - $6.38K
|
25.2K
$1.93M
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-85- 0.28% |
$4.85K - $6.45K
|
30.8K
$2.36M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-88- 0.66% |
$5.02K - $6.68K
|
13.3K
$1.02M
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-88- 0.81% |
$5.02K - $6.68K
|
10.7K
$822K
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-88- 0.26% |
$5.02K - $6.68K
|
33.8K
$2.59M
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-89- 0.22% |
$5.08K - $6.76K
|
40.4K
$3.09M
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-90- 0.95% |
$5.14K - $6.83K
|
9.37K
$718K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-92- 1.61% |
$5.25K - $6.98K
|
5.62K
$431K
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-92- 1.1% |
$5.25K - $6.98K
|
8.3K
$636K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-98- 1.03% |
$5.59K - $7.44K
|
9.45K
$724K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-99- 1.1% |
$5.65K - $7.51K
|
8.92K
$683K
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-99- 1.14% |
$5.65K - $7.51K
|
8.62K
$660K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 1.64% |
$5.71K - $7.59K
|
5.99K
$459K
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.32% |
$5.71K - $7.59K
|
31K
$2.38M
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-100- 5.88% |
$5.71K - $7.59K
|
1.6K
$123K
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 0.17% |
$5.71K - $7.59K
|
57.3K
$4.39M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-100- 0.93% |
$5.71K - $7.59K
|
10.7K
$818K
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 2.21% |
$5.71K - $7.59K
|
4.42K
$339K
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 3.99% |
$5.71K - $7.59K
|
2.41K
$184K
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-100- 1.26% |
$5.71K - $7.59K
|
7.86K
$602K
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-101- 6.12% |
$5.77K - $7.67K
|
1.55K
$119K
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-102- 0.94% |
$5.82K - $7.74K
|
10.8K
$827K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-103- 0.17% |
$5.88K - $7.82K
|
60.8K
$4.66M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-107Closed |
$6.11K - $8.12K
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-111- 2.31% |
$6.34K - $8.42K
|
4.68K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-111- 2.14% |
$6.34K - $8.42K
|
5.07K
$389K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-112- 18.33% |
$6.39K - $8.5K
|
499
$38.2K
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-115- 0.64% |
$6.56K - $8.73K
|
17.7K
$1.36M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-117- 0.35% |
$6.68K - $8.88K
|
33K
$2.53M
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-118- 0.36% |
$6.74K - $8.96K
|
32.3K
$2.47M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-118- 5.84% |
$6.74K - $8.96K
|
1.9K
$146K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-120- 0.36% |
$6.85K - $9.11K
|
32.8K
$2.52M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-121- 0.45% |
$6.91K - $9.18K
|
26.5K
$2.03M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-125- 1.58% |
$7.14K - $9.49K
|
7.79K
$597K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-126- 1.46% |
$7.19K - $9.56K
|
8.49K
$651K
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-127- 1.16% |
$7.25K - $9.64K
|
10.8K
$830K
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-127- 1.35% |
$7.25K - $9.64K
|
9.29K
$712K
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-127- 0.92% |
$7.25K - $9.64K
|
13.6K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-128- 23.19% |
$7.31K - $9.72K
|
424
$32.5K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-129- 0.92% |
$7.36K - $9.79K
|
13.9K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-136- 1.78% |
$7.76K - $10.3K
|
7.51K
$576K
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-137- 3.41% |
$7.82K - $10.4K
|
3.88K
$298K
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-138- 1.35% |
$7.88K - $10.5K
|
10.1K
$775K
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-139- 2.07% |
$7.93K - $10.6K
|
6.58K
$504K
|