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 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.01K- 11.14% |
$172K - $228K
|
24K
$1.82M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.05KClosed |
$174K - $231K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.06K- 15.59% |
$174K - $232K
|
16.5K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-3.13K- 12.5% |
$179K - $238K
|
21.9K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.16K- 5.7% |
$181K - $240K
|
52.3K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.2KClosed |
$183K - $243K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.25K- 1.49% |
$186K - $247K
|
215K
$16.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.36KClosed |
$192K - $255K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.36K- 4.63% |
$192K - $255K
|
69.3K
$5.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 1.14% |
$197K - $262K
|
299K
$22.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.47K- 1.85% |
$198K - $263K
|
184K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.53K- 36.9% |
$201K - $268K
|
6.03K
$458K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.57K- 81.88% |
$204K - $271K
|
790
$60K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.59K- 2.38% |
$205K - $272K
|
147K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.62K- 1.61% |
$206K - $274K
|
221K
$16.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.62K- 17.98% |
$207K - $275K
|
16.5K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.62K- 2.84% |
$207K - $275K
|
124K
$9.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.66K- 27.58% |
$209K - $278K
|
9.62K
$731K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3.67K- 10.86% |
$209K - $278K
|
30.1K
$2.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-3.78K- 31.84% |
$215K - $287K
|
8.08K
$614K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.78K- 20.86% |
$216K - $287K
|
14.4K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.84K- 3.25% |
$219K - $291K
|
114K
$8.69M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.89K- 13.74% |
$222K - $295K
|
24.4K
$1.86M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3.95K- 7.5% |
$226K - $300K
|
48.7K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.97K- 47.4% |
$227K - $302K
|
4.41K
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.08K- 7.69% |
$233K - $309K
|
48.9K
$3.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.09K- 5.76% |
$233K - $310K
|
66.8K
$5.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-4.17K- 14.81% |
$238K - $316K
|
24K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-4.18K- 6.79% |
$239K - $317K
|
57.4K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.2K- 15.9% |
$240K - $319K
|
22.2K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4.21K- 22.6% |
$240K - $320K
|
14.4K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.22K- 9.35% |
$241K - $320K
|
40.9K
$3.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-4.23K- 20.01% |
$241K - $321K
|
16.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4.24K- 38.06% |
$242K - $322K
|
6.9K
$524K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 9.23% |
$243K - $322K
|
41.8K
$3.18M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-4.27K- 1.56% |
$244K - $324K
|
270K
$20.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.31K- 53.32% |
$246K - $327K
|
3.77K
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-4.32K- 31.43% |
$247K - $328K
|
9.43K
$717K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.35K- 46.21% |
$248K - $330K
|
5.06K
$385K
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-4.39K- 20.56% |
$250K - $333K
|
16.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4.45K- 5.05% |
$254K - $338K
|
83.7K
$6.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.46K- 5.28% |
$255K - $339K
|
80.1K
$6.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-4.47K- 25.87% |
$255K - $339K
|
12.8K
$973K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.49K- 11.08% |
$256K - $341K
|
36.1K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.52K- 4.7% |
$258K - $343K
|
91.5K
$6.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.54K- 15.96% |
$259K - $344K
|
23.9K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.61K- 1.55% |
$263K - $350K
|
292K
$22.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-4.62K- 29.39% |
$263K - $350K
|
11.1K
$843K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.66K- 13.27% |
$266K - $354K
|
30.5K
$2.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4.7K- 24.23% |
$268K - $357K
|
14.7K
$1.12M
|