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 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-203- 0.98% |
$11.6K - $15.4K
|
20.5K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-205- 4.7% |
$11.7K - $15.6K
|
4.16K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-205- 0.42% |
$11.7K - $15.6K
|
48.2K
$3.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-208- 4.1% |
$11.9K - $15.8K
|
4.87K
$370K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-209- 0.11% |
$11.9K - $15.9K
|
189K
$14.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-209- 2.46% |
$11.9K - $15.9K
|
8.29K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-210- 5.31% |
$12K - $15.9K
|
3.75K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-212- 2.9% |
$12.1K - $16.1K
|
7.09K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-212- 3.81% |
$12.1K - $16.1K
|
5.35K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-215- 5.09% |
$12.3K - $16.3K
|
4.01K
$304K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-215- 3.51% |
$12.3K - $16.3K
|
5.9K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-216- 5.12% |
$12.3K - $16.4K
|
4K
$304K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-218- 2.16% |
$12.4K - $16.5K
|
9.85K
$749K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-220- 2.81% |
$12.6K - $16.7K
|
7.62K
$579K
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-220- 44.9% |
$12.6K - $16.7K
|
270
$20.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-224- 1.85% |
$12.8K - $17K
|
11.9K
$901K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-224- 5.22% |
$12.8K - $17K
|
4.07K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-225- 1.02% |
$12.8K - $17.1K
|
21.7K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-227- 1.34% |
$13K - $17.2K
|
16.8K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-228- 2.23% |
$13K - $17.3K
|
10K
$761K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-228- 0.59% |
$13K - $17.3K
|
38.5K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-230- 0.83% |
$13.1K - $17.5K
|
27.5K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-232- 1.18% |
$13.2K - $17.6K
|
19.4K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-233- 74.44% |
$13.3K - $17.7K
|
80
$6.08K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-240- 1.1% |
$13.7K - $18.2K
|
21.5K
$1.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-240- 0.14% |
$13.7K - $18.2K
|
168K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-242- 2.08% |
$13.8K - $18.4K
|
11.4K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-250- 5.95% |
$14.3K - $19K
|
3.95K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-251- 3.23% |
$14.3K - $19.1K
|
7.51K
$571K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-254- 2.47% |
$14.5K - $19.3K
|
10K
$762K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-255- 3.33% |
$14.6K - $19.4K
|
7.41K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-255- 3.6% |
$14.6K - $19.4K
|
6.83K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-256- 3.05% |
$14.6K - $19.4K
|
8.14K
$618K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-257- 1.39% |
$14.7K - $19.5K
|
18.2K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-259- 0.31% |
$14.8K - $19.7K
|
84K
$6.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-262- 3.91% |
$15K - $19.9K
|
6.45K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-263- 0.19% |
$15K - $20K
|
139K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-267- 0.15% |
$15.2K - $20.3K
|
180K
$13.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-275- 1.06% |
$15.7K - $20.9K
|
25.7K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-275- 2.92% |
$15.7K - $20.9K
|
9.14K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-275- 0.21% |
$15.7K - $20.9K
|
131K
$9.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-279- 6.06% |
$15.9K - $21.2K
|
4.32K
$329K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-280- 17.28% |
$16K - $21.3K
|
1.34K
$102K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-281- 0.4% |
$16K - $21.3K
|
69.8K
$5.3M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-286- 5.56% |
$16.3K - $21.7K
|
4.86K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-289- 4.42% |
$16.5K - $21.9K
|
6.26K
$475K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-290- 1.58% |
$16.6K - $22K
|
18K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-291- 0.71% |
$16.6K - $22.1K
|
40.6K
$3.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-294- 1.85% |
$16.8K - $22.3K
|
15.6K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-296- 0.7% |
$16.9K - $22.5K
|
42.3K
$3.21M
|