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
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.25K- 16.25% |
$71.4K - $95K
|
6.45K
$490K
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-1.26K- 7.48% |
$71.8K - $95.5K
|
15.6K
$1.18M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.3K- 0.97% |
$74.1K - $98.5K
|
132K
$10.1M
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.31K- 0.97% |
$74.9K - $99.6K
|
134K
$10.2M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.32K- 1.74% |
$75.3K - $100K
|
74.4K
$5.66M
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.35K- 2.22% |
$77.1K - $103K
|
59.5K
$4.52M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.39K- 1.36% |
$79.3K - $105K
|
101K
$7.64M
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.39K- 8.35% |
$79.5K - $106K
|
15.3K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 0.06% |
$80.2K - $107K
|
2.21M
$168M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.41K- 7.67% |
$80.3K - $107K
|
16.9K
$1.29M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.41K- 18.44% |
$80.4K - $107K
|
6.23K
$474K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.41K- 1.39% |
$80.5K - $107K
|
100K
$7.6M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.44K- 3.83% |
$81.9K - $109K
|
36.1K
$2.74M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.46K- 24.68% |
$83.5K - $111K
|
4.46K
$339K
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.47K- 21.45% |
$83.6K - $111K
|
5.37K
$408K
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.49K- 4.53% |
$85K - $113K
|
31.4K
$2.39M
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-1.49K- 13.55% |
$85.3K - $113K
|
9.53K
$724K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 17.31% |
$86.1K - $115K
|
7.21K
$548K
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.52K- 27.32% |
$86.5K - $115K
|
4.03K
$307K
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.52K- 1.7% |
$86.8K - $115K
|
87.8K
$6.67M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.53K- 4.49% |
$87.2K - $116K
|
32.5K
$2.47M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.56K- 29.8% |
$89.2K - $119K
|
3.68K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.57K- 20.56% |
$89.6K - $119K
|
6.07K
$461K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.6K- 26.63% |
$91.2K - $121K
|
4.4K
$335K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.6K- 11.79% |
$91.3K - $121K
|
12K
$909K
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.6K- 0.29% |
$91.3K - $121K
|
555K
$42.2M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.6K- 3.29% |
$91.4K - $122K
|
47.1K
$3.58M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.63K- 20.17% |
$93K - $124K
|
6.45K
$490K
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.63K- 29.06% |
$93K - $124K
|
3.98K
$302K
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.63K- 3.91% |
$93K - $124K
|
40.1K
$3.05M
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.65K- 2.81% |
$93.9K - $125K
|
56.9K
$4.32M
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.66K- 13.4% |
$94.5K - $126K
|
10.7K
$813K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.67K- 4.22% |
$95.4K - $127K
|
37.9K
$2.88M
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.68K- 29.6% |
$95.7K - $127K
|
3.99K
$303K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.7K- 5.02% |
$97.3K - $129K
|
32.2K
$2.45M
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.73K- 0.56% |
$98.7K - $131K
|
306K
$23.3M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.74K- 12.21% |
$99.2K - $132K
|
12.5K
$950K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.75K- 8.29% |
$99.8K - $133K
|
19.3K
$1.47M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.75K- 11.46% |
$99.9K - $133K
|
13.5K
$1.03M
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.75K- 7.5% |
$99.9K - $133K
|
21.6K
$1.64M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.77K- 15.71% |
$101K - $134K
|
9.49K
$721K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.78K- 13.54% |
$101K - $135K
|
11.3K
$861K
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.83K- 9.82% |
$104K - $139K
|
16.8K
$1.28M
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-1.86K- 1.42% |
$106K - $141K
|
129K
$9.78M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.86K- 1.89% |
$106K - $141K
|
96.6K
$7.34M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.87K- 2.06% |
$107K - $142K
|
88.9K
$6.75M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.91K- 17.18% |
$109K - $145K
|
9.18K
$698K
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.91K- 3.73% |
$109K - $145K
|
49.3K
$3.74M
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-1.91K- 17.4% |
$109K - $145K
|
9.07K
$689K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.91K- 2.62% |
$109K - $145K
|
71.1K
$5.4M
|