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 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
25.7KNew |
$1.47M - $1.95M
|
25.7K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
25.4K+ 148.78% |
$1.45M - $1.93M
|
42.5K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
25K+ 32.22% |
$1.43M - $1.9M
|
103K
$7.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
25K+ 62.5% |
$1.43M - $1.9M
|
65K
$5.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
24.9K+ 149.22% |
$1.42M - $1.89M
|
41.7K
$3.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
24.8K+ 3.88% |
$1.42M - $1.88M
|
663K
$51.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
24.7K+ 182.07% |
$1.41M - $1.87M
|
38.3K
$2.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 168.78% |
$1.36M - $1.81M
|
38K
$2.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
23.3K+ 17.28% |
$1.33M - $1.77M
|
158K
$12.2M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
23KNew |
$1.31M - $1.75M
|
23K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.7K+ 125.68% |
$1.3M - $1.72M
|
40.8K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
22.6K+ 4.98% |
$1.29M - $1.72M
|
477K
$36.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
22.6K+ 38.11% |
$1.29M - $1.71M
|
81.7K
$6.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
22.1K+ 4664.14% |
$1.26M - $1.68M
|
22.6K
$1.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
22.1K+ 4.99% |
$1.26M - $1.67M
|
464K
$35.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
21.6K+ 429.21% |
$1.24M - $1.64M
|
26.7K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
21.5K+ 2.91% |
$1.22M - $1.63M
|
760K
$58.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
21.4K+ 11.56% |
$1.22M - $1.62M
|
206K
$16M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
21.2K+ 51.2% |
$1.21M - $1.61M
|
62.5K
$4.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
21.1KNew |
$1.2M - $1.6M
|
21.1K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
21K+ 8.69% |
$1.2M - $1.59M
|
263K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
20.8KNew |
$1.19M - $1.58M
|
20.8K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.5KNew |
$1.17M - $1.55M
|
20.5K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
20.3K+ 3.1% |
$1.16M - $1.54M
|
676K
$52.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 14.26% |
$1.16M - $1.54M
|
162K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
20KNew |
$1.14M - $1.52M
|
20K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
19.9K+ 0.5% |
$1.14M - $1.51M
|
3.97M
$307M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
19.9KNew |
$1.14M - $1.51M
|
19.9K
$1.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
19.9K+ 78.49% |
$1.13M - $1.51M
|
45.2K
$3.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.8K+ 21.29% |
$1.13M - $1.5M
|
113K
$8.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.7K+ 3.19% |
$1.12M - $1.49M
|
636K
$49.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
19.5K+ 15.8% |
$1.11M - $1.48M
|
143K
$11M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
19.3K+ 183.26% |
$1.1M - $1.46M
|
29.8K
$2.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.2K+ 14.96% |
$1.1M - $1.46M
|
148K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
19.1K+ 80.57% |
$1.09M - $1.45M
|
42.8K
$3.31M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19K+ 74.75% |
$1.09M - $1.44M
|
44.5K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19K+ 278.56% |
$1.08M - $1.44M
|
25.8K
$2M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.9K+ 3.82% |
$1.08M - $1.44M
|
514K
$39.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
18.7K+ 172.31% |
$1.07M - $1.42M
|
29.6K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.5KNew |
$1.06M - $1.4M
|
18.5K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.5K+ 61.2% |
$1.06M - $1.4M
|
48.7K
$3.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
18.4K+ 446.4% |
$1.05M - $1.39M
|
22.5K
$1.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
18.1KNew |
$1.03M - $1.38M
|
18.1K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
17.7K+ 1.86% |
$1.01M - $1.35M
|
973K
$75.2M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17.7K+ 1.86% |
$1.01M - $1.35M
|
973K
$75.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.5K+ 58.42% |
$1M - $1.33M
|
47.6K
$3.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
17.5K+ 13.64% |
$1M - $1.33M
|
146K
$11.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
17.4K+ 105.11% |
$995K - $1.32M
|
34K
$2.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
17.4K+ 89.29% |
$994K - $1.32M
|
36.9K
$2.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 2.43% |
$989K - $1.31M
|
731K
$56.5M
|