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 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-299- 5.03% |
$17.1K - $22.7K
|
5.65K
$429K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 1.46% |
$17.1K - $22.8K
|
20.3K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-301- 5.08% |
$17.2K - $22.8K
|
5.62K
$427K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-302- 0.11% |
$17.2K - $22.9K
|
266K
$20.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-303- 4.76% |
$17.3K - $23K
|
6.06K
$461K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-304- 3.33% |
$17.4K - $23.1K
|
8.82K
$670K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-305- 1.86% |
$17.4K - $23.1K
|
16.1K
$1.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-310- 8.09% |
$17.7K - $23.5K
|
3.52K
$268K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-312- 3.04% |
$17.8K - $23.7K
|
9.97K
$757K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-313- 1.52% |
$17.9K - $23.8K
|
20.3K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-316- 0.62% |
$18K - $24K
|
50.8K
$3.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-319- 7.38% |
$18.2K - $24.2K
|
4.01K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-319- 2.41% |
$18.2K - $24.2K
|
12.9K
$982K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-320- 2.34% |
$18.3K - $24.3K
|
13.3K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-322- 0.25% |
$18.4K - $24.4K
|
129K
$9.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-323- 1.35% |
$18.4K - $24.5K
|
23.6K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-324- 0.49% |
$18.5K - $24.6K
|
65.3K
$4.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-326- 2.32% |
$18.6K - $24.7K
|
13.7K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-328- 3.73% |
$18.7K - $24.9K
|
8.46K
$643K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-333- 7.91% |
$19K - $25.3K
|
3.88K
$295K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-339- 4.58% |
$19.4K - $25.7K
|
7.07K
$537K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-340- 2.93% |
$19.4K - $25.8K
|
11.3K
$856K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-340- 7.77% |
$19.4K - $25.8K
|
4.04K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-347- 0.65% |
$19.8K - $26.3K
|
52.7K
$4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-349- 0.09% |
$19.9K - $26.5K
|
373K
$28.3M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-349- 1.08% |
$19.9K - $26.5K
|
31.9K
$2.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-350- 2.88% |
$20K - $26.6K
|
11.8K
$896K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-352- 2.82% |
$20.1K - $26.7K
|
12.1K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-359- 1.91% |
$20.5K - $27.2K
|
18.4K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-362- 9.73% |
$20.7K - $27.5K
|
3.36K
$255K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-363- 3.96% |
$20.7K - $27.6K
|
8.81K
$669K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-365- 6.5% |
$20.8K - $27.7K
|
5.25K
$399K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-369- 0.53% |
$21.1K - $28K
|
68.7K
$5.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-371- 15.61% |
$21.2K - $28.2K
|
2.01K
$152K
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-375- 5.08% |
$21.4K - $28.5K
|
7.01K
$533K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-375- 1.51% |
$21.4K - $28.5K
|
24.4K
$1.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-378- 4.04% |
$21.6K - $28.7K
|
8.98K
$683K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-379- 4.89% |
$21.6K - $28.8K
|
7.38K
$561K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-385- 4.18% |
$22K - $29.2K
|
8.83K
$671K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-388- 3.84% |
$22.1K - $29.4K
|
9.72K
$739K
|
|
|
Oct 23, 2023
Q3 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-397- 0.59% |
$22.7K - $30.1K
|
66.5K
$5.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-398- 0.82% |
$22.7K - $30.2K
|
47.9K
$3.64M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-399- 9.12% |
$22.8K - $30.3K
|
3.98K
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-400- 3.07% |
$22.8K - $30.4K
|
12.6K
$960K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-406- 2.55% |
$23.2K - $30.8K
|
15.5K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-407- 3.2% |
$23.2K - $30.9K
|
12.3K
$936K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-409- 8.25% |
$23.3K - $31K
|
4.55K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-415- 4.54% |
$23.7K - $31.5K
|
8.73K
$664K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-416- 7.6% |
$23.7K - $31.6K
|
5.06K
$385K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-419- 6.65% |
$23.9K - $31.8K
|
5.88K
$447K
|