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 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
12.2KNew |
$694K - $923K
|
12.2K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12KNew |
$687K - $913K
|
12K
$819K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
12KNew |
$685K - $911K
|
12K
$817K
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
11.9KNew |
$679K - $902K
|
11.9K
$809K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$676K - $898K
|
11.8K
$805K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
11.8K+ 31.27% |
$673K - $894K
|
49.5K
$3.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
11.8K+ 46.13% |
$672K - $894K
|
37.3K
$2.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.8K+ 96.05% |
$671K - $892K
|
24K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
11.6K+ 293.31% |
$663K - $882K
|
15.6K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
11.6KNew |
$662K - $880K
|
11.6K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
11.6K+ 2.28% |
$661K - $879K
|
519K
$35.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
11.5K+ 57.25% |
$659K - $876K
|
31.7K
$2.16M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.5K+ 12.55% |
$656K - $873K
|
103K
$7.02M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
11.5K+ 5.8% |
$654K - $870K
|
209K
$14.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
11.4K+ 5.25% |
$649K - $864K
|
228K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.3K+ 67.21% |
$646K - $859K
|
28.2K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.2K+ 95.53% |
$641K - $853K
|
23K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 3.11% |
$641K - $852K
|
372K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.2K+ 7.79% |
$639K - $850K
|
155K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11.1KNew |
$635K - $844K
|
11.1K
$757K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
11.1K+ 23.77% |
$634K - $843K
|
57.9K
$3.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11.1K+ 12757.47% |
$634K - $842K
|
11.2K
$761K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11K+ 6.31% |
$631K - $839K
|
186K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
11KNew |
$630K - $837K
|
11K
$751K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11K+ 5.98% |
$628K - $835K
|
195K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 2.3% |
$625K - $831K
|
487K
$33.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
10.9KNew |
$620K - $825K
|
10.9K
$740K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 38.95% |
$619K - $823K
|
38.7K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.7K+ 133.87% |
$612K - $814K
|
18.7K
$1.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10.7K+ 77.55% |
$609K - $810K
|
24.4K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
10.6K+ 156.48% |
$608K - $808K
|
17.4K
$1.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.6K+ 6.18% |
$606K - $806K
|
183K
$12.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
10.6K+ 12.07% |
$606K - $805K
|
98.5K
$6.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
10.5K+ 21.11% |
$601K - $800K
|
60.5K
$4.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
10.4K+ 5.94% |
$593K - $788K
|
185K
$12.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.4K+ 11.52% |
$592K - $787K
|
100K
$6.84M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.3K+ 12.3% |
$589K - $783K
|
94.2K
$6.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
10.3KNew |
$588K - $782K
|
10.3K
$701K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.2K+ 116.43% |
$585K - $778K
|
19.1K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.2K+ 9.17% |
$584K - $776K
|
122K
$8.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lynwood Capital Management Inc.
|
BUY
|
- |
10KNew |
$571K - $759K
|
10K
$681K
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
10KNew |
$571K - $759K
|
10K
$681K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.91K+ 200.1% |
$565K - $752K
|
14.9K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.91K+ 22.84% |
$565K - $752K
|
53.3K
$3.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.88K+ 4.53% |
$564K - $750K
|
228K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.74K+ 54.48% |
$556K - $739K
|
27.6K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.73K+ 139.27% |
$555K - $738K
|
16.7K
$1.14M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.64K+ 223.76% |
$550K - $732K
|
14K
$950K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.61K+ 14.56% |
$549K - $729K
|
75.6K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.58K+ 3.61% |
$547K - $727K
|
275K
$18.7M
|