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 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-870- 1.77% |
$49.7K - $66K
|
48.2K
$3.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-877- 14.98% |
$50.1K - $66.6K
|
4.98K
$386K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-890- 98.89% |
$50.8K - $67.6K
|
10
$775
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-899- 10.34% |
$51.3K - $68.2K
|
7.8K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-903- 12.0% |
$51.5K - $68.5K
|
6.62K
$513K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-913- 12.51% |
$52.1K - $69.3K
|
6.39K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-914- 6.14% |
$52.2K - $69.4K
|
14K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-915- 20.37% |
$52.2K - $69.4K
|
3.58K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-916- 7.57% |
$52.3K - $69.5K
|
11.2K
$866K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-919- 3.16% |
$52.5K - $69.8K
|
28.2K
$2.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-923- 2.27% |
$52.7K - $70.1K
|
39.8K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-925- 0.75% |
$52.8K - $70.2K
|
123K
$9.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-931- 2.44% |
$53.1K - $70.7K
|
37.2K
$2.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-936- 0.96% |
$53.4K - $71K
|
96.7K
$7.49M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-937- 1.73% |
$53.5K - $71.1K
|
53.3K
$4.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-951- 21.05% |
$54.3K - $72.2K
|
3.57K
$276K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-953- 21.18% |
$54.4K - $72.3K
|
3.55K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-962- 18.34% |
$54.9K - $73K
|
4.28K
$332K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-970- 8.33% |
$55.4K - $73.6K
|
10.7K
$827K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-972- 9.75% |
$55.5K - $73.8K
|
9K
$697K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-984- 12.85% |
$56.2K - $74.7K
|
6.68K
$517K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-990- 18.32% |
$56.5K - $75.1K
|
4.42K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1K- 7.68% |
$57.1K - $75.9K
|
12K
$931K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-1K- 9.83% |
$57.1K - $75.9K
|
9.17K
$711K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.02K- 16.99% |
$58.4K - $77.7K
|
5K
$388K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.03K- 3.47% |
$59K - $78.4K
|
28.8K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.04K- 4.33% |
$59.2K - $78.7K
|
22.9K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.04K- 6.48% |
$59.5K - $79.1K
|
15K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.05K- 7.38% |
$59.8K - $79.5K
|
13.1K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.05K- 2.5% |
$59.9K - $79.6K
|
40.9K
$3.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.06K- 18.04% |
$60.4K - $80.4K
|
4.81K
$373K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.07K- 9.26% |
$61.2K - $81.4K
|
10.5K
$814K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.08K- 1.03% |
$61.8K - $82.1K
|
104K
$8.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.09K- 0.56% |
$62.3K - $82.8K
|
195K
$15.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.1K- 4.74% |
$62.7K - $83.4K
|
22.1K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.1K- 1.4% |
$62.8K - $83.5K
|
77.6K
$6.01M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.1K- 21.78% |
$62.8K - $83.5K
|
3.95K
$306K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.13K- 5.21% |
$64.4K - $85.7K
|
20.5K
$1.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.13K- 7.39% |
$64.4K - $85.7K
|
14.2K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.14K- 17.49% |
$65.2K - $86.7K
|
5.39K
$417K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.17K- 2.76% |
$66.5K - $88.4K
|
41K
$3.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.17K- 3.01% |
$66.8K - $88.9K
|
37.7K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.19K- 5.45% |
$67.6K - $89.9K
|
20.5K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.19K- 16.32% |
$67.8K - $90.1K
|
6.09K
$472K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.2K- 6.48% |
$68.2K - $90.7K
|
17.2K
$1.34M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.2K- 6.48% |
$68.2K - $90.7K
|
17.2K
$1.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.21K- 1.11% |
$69.1K - $91.9K
|
108K
$8.4M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.22K- 24.87% |
$69.6K - $92.5K
|
3.68K
$285K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.23K- 10.16% |
$70K - $93.1K
|
10.8K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 2.87% |
$70.4K - $93.6K
|
41.8K
$3.24M
|