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 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-423- 0.94% |
$24.1K - $32.1K
|
44.4K
$3.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-425- 3.43% |
$24.3K - $32.3K
|
12K
$909K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-425- 1.36% |
$24.3K - $32.3K
|
30.9K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-425- 5.35% |
$24.3K - $32.3K
|
7.52K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-433- 0.07% |
$24.7K - $32.9K
|
611K
$46.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-441- 3.19% |
$25.2K - $33.5K
|
13.4K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-443- 3.11% |
$25.3K - $33.6K
|
13.8K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-446- 12.45% |
$25.5K - $33.9K
|
3.14K
$238K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-447- 6.47% |
$25.5K - $33.9K
|
6.47K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-453- 5.96% |
$25.9K - $34.4K
|
7.15K
$543K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-456- 3.4% |
$26K - $34.6K
|
12.9K
$984K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-465- 3.8% |
$26.5K - $35.3K
|
11.8K
$896K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-471- 4.38% |
$26.9K - $35.7K
|
10.3K
$781K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-473- 1.95% |
$27K - $35.9K
|
23.7K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-493- 1.86% |
$28.1K - $37.4K
|
26.1K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-496- 1.0% |
$28.3K - $37.6K
|
48.9K
$3.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-497- 2.51% |
$28.4K - $37.7K
|
19.3K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-498- 9.94% |
$28.4K - $37.8K
|
4.51K
$343K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-500- 2.08% |
$28.5K - $38K
|
23.5K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-500- 0.73% |
$28.5K - $38K
|
68.3K
$5.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
SELL
|
- |
-500- 0.16% |
$28.5K - $38K
|
314K
$23.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-508- 2.71% |
$29K - $38.6K
|
18.3K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-509- 0.64% |
$29.1K - $38.6K
|
79.2K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-518- 53.46% |
$29.6K - $39.3K
|
451
$34.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-520- 16.72% |
$29.7K - $39.5K
|
2.59K
$197K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-524- 1.7% |
$29.9K - $39.8K
|
30.3K
$2.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Corbyn Investment Management Inc
|
SELL
|
- |
-525- 0.85% |
$30K - $39.8K
|
61.2K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-541- 3.12% |
$30.9K - $41.1K
|
16.8K
$1.28M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-544- 3.13% |
$31.1K - $41.3K
|
16.8K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-545- 12.04% |
$31.1K - $41.4K
|
3.98K
$303K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-545- 12.04% |
$31.1K - $41.4K
|
3.98K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-546- 4.65% |
$31.2K - $41.4K
|
11.2K
$852K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-550- 1.34% |
$31.4K - $41.7K
|
40.6K
$3.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-551- 1.92% |
$31.5K - $41.8K
|
28.2K
$2.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-560- 3.94% |
$32K - $42.5K
|
13.7K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-561- 6.46% |
$32K - $42.6K
|
8.12K
$617K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-563- 7.84% |
$32.1K - $42.7K
|
6.61K
$503K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-565- 3.23% |
$32.3K - $42.9K
|
16.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-570- 5.1% |
$32.5K - $43.3K
|
10.6K
$806K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-572- 1.29% |
$32.6K - $43.4K
|
43.7K
$3.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-578- 3.95% |
$33K - $43.9K
|
14K
$1.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-580- 13.31% |
$33.1K - $44K
|
3.78K
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-591- 6.13% |
$33.7K - $44.9K
|
9.05K
$688K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-605- 71.6% |
$34.5K - $45.9K
|
240
$18.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-608- 4.08% |
$34.7K - $46.1K
|
14.3K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-610- 2.58% |
$34.8K - $46.3K
|
23K
$1.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-611- 10.1% |
$34.9K - $46.4K
|
5.44K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-613- 5.44% |
$35K - $46.5K
|
10.7K
$810K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-614- 8.82% |
$35K - $46.6K
|
6.35K
$482K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-618- 7.02% |
$35.3K - $46.9K
|
8.19K
$622K
|