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 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-140- 0.31% |
$7.99K - $10.6K
|
44.6K
$3.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-143- 2.33% |
$8.16K - $10.9K
|
6K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-145- 4.79% |
$8.28K - $11K
|
2.88K
$219K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-145- 0.48% |
$8.28K - $11K
|
30K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-145- 1.19% |
$8.28K - $11K
|
12K
$914K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-147- 0.83% |
$8.39K - $11.2K
|
17.5K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-147- 1.37% |
$8.39K - $11.2K
|
10.6K
$807K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-147- 4.58% |
$8.39K - $11.2K
|
3.06K
$233K
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-148- 2.08% |
$8.45K - $11.2K
|
6.96K
$529K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-148- 2.07% |
$8.45K - $11.2K
|
6.99K
$531K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-150- 5.14% |
$8.56K - $11.4K
|
2.77K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 3.6% |
$8.56K - $11.4K
|
4.02K
$305K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-152- 2.75% |
$8.68K - $11.5K
|
5.38K
$409K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-152- 0.65% |
$8.68K - $11.5K
|
23.4K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-160- 3.08% |
$9.13K - $12.1K
|
5.04K
$383K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-160- 2.97% |
$9.13K - $12.1K
|
5.23K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-161- 1.15% |
$9.19K - $12.2K
|
13.8K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-161- 2.55% |
$9.19K - $12.2K
|
6.14K
$467K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-164- 3.18% |
$9.36K - $12.4K
|
4.99K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-165- 0.5% |
$9.42K - $12.5K
|
33K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-170- 1.53% |
$9.7K - $12.9K
|
10.9K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 0.93% |
$9.7K - $12.9K
|
18.1K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-173- 88.27% |
$9.87K - $13.1K
|
23
$1.75K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-173- 9.89% |
$9.87K - $13.1K
|
1.58K
$120K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-175- 2.16% |
$9.99K - $13.3K
|
7.91K
$601K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-177- 2.98% |
$10.1K - $13.4K
|
5.77K
$439K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-180- 1.43% |
$10.3K - $13.7K
|
12.4K
$946K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-184- 0.38% |
$10.5K - $14K
|
48.2K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-184- 1.99% |
$10.5K - $14K
|
9.06K
$689K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-185- 33.09% |
$10.6K - $14K
|
374
$28.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-186- 87.74% |
$10.6K - $14.1K
|
26
$1.98K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-187- 1.23% |
$10.7K - $14.2K
|
15K
$1.14M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-187- 2.58% |
$10.7K - $14.2K
|
7.07K
$537K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-190- 0.98% |
$10.8K - $14.4K
|
19.2K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-190- 1.32% |
$10.8K - $14.4K
|
14.2K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-193- 0.93% |
$11K - $14.6K
|
20.5K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-193- 2.92% |
$11K - $14.6K
|
6.42K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-197- 3.92% |
$11.2K - $15K
|
4.82K
$367K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.87% |
$11.4K - $15.2K
|
22.9K
$1.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-200- 1.5% |
$11.4K - $15.2K
|
13.1K
$996K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 2.53% |
$11.4K - $15.2K
|
7.7K
$585K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-200- 1.94% |
$11.4K - $15.2K
|
10.1K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-200- 2.03% |
$11.4K - $15.2K
|
9.66K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-200- 1.01% |
$11.4K - $15.2K
|
19.6K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 0.53% |
$11.4K - $15.2K
|
37.2K
$2.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-201- 3.72% |
$11.5K - $15.3K
|
5.21K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-201- 2.62% |
$11.5K - $15.3K
|
7.47K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-201- 3.74% |
$11.5K - $15.3K
|
5.18K
$394K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-202- 0.8% |
$11.5K - $15.3K
|
25K
$1.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-203- 1.75% |
$11.6K - $15.4K
|
11.4K
$866K
|