Purchases and Sales Made in Q3 2024 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q3 2024. 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, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4K+ 26.07% |
$279K - $340K
|
19.3K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.99K+ 113.3% |
$279K - $339K
|
7.52K
$533K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.99KNew |
$279K - $339K
|
3.99K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$277K - $336K
|
3.96K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
3.96K+ 3.67% |
$277K - $336K
|
112K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.95K+ 18.4% |
$276K - $336K
|
25.4K
$1.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.91K+ 514.32% |
$274K - $333K
|
4.68K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.9KNew |
$272K - $331K
|
3.9K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.85K+ 1332.53% |
$269K - $327K
|
4.14K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.85K+ 51.02% |
$269K - $327K
|
11.4K
$807K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
3.82K+ 2.43% |
$267K - $325K
|
161K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.81K+ 47.38% |
$267K - $324K
|
11.9K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.8KNew |
$266K - $323K
|
3.8K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
3.8K+ 131.82% |
$266K - $323K
|
6.68K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.78K+ 1.73% |
$264K - $321K
|
223K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
3.77K+ 21.79% |
$264K - $320K
|
21.1K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
3.76K+ 2.24% |
$263K - $319K
|
172K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.76K+ 2.6% |
$262K - $319K
|
148K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.75K+ 9.71% |
$262K - $319K
|
42.4K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.69K+ 0.08% |
$258K - $313K
|
4.37M
$310M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.68K+ 0.41% |
$257K - $313K
|
899K
$63.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
3.6K+ 6.45% |
$252K - $306K
|
59.4K
$4.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
3.59K+ 46.67% |
$251K - $305K
|
11.3K
$800K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3.58KNew |
$250K - $304K
|
3.58K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.54KNew |
$248K - $301K
|
3.54K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
3.5K+ 59.32% |
$245K - $297K
|
9.4K
$666K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.48K+ 18.34% |
$243K - $296K
|
22.5K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.48K+ 24842.86% |
$243K - $296K
|
3.49K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.48KNew |
$243K - $295K
|
3.48K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.47K+ 31.65% |
$242K - $295K
|
14.4K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
3.43K+ 5.27% |
$240K - $292K
|
68.7K
$4.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.43KNew |
$240K - $291K
|
3.43K
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
3.42K+ 12.48% |
$239K - $290K
|
30.8K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.41K+ 8.37% |
$238K - $289K
|
44.1K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.41K+ 2.45% |
$238K - $289K
|
143K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.4K+ 13.99% |
$237K - $288K
|
27.7K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.39K+ 4.57% |
$237K - $288K
|
77.5K
$5.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.36K+ 3.88% |
$235K - $285K
|
90K
$6.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.36KNew |
$235K - $285K
|
3.36K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
3.34KNew |
$234K - $284K
|
3.34K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3.34KNew |
$233K - $284K
|
3.34K
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.32KNew |
$232K - $282K
|
3.32K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
3.3K+ 0.61% |
$231K - $280K
|
545K
$38.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.27KNew |
$229K - $278K
|
3.27K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
3.23KNew |
$226K - $275K
|
3.23K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.22K+ 7.21% |
$225K - $274K
|
47.8K
$3.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.21KNew |
$224K - $273K
|
3.21K
$227K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.2K+ 1.57% |
$224K - $272K
|
207K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.19KNew |
$223K - $271K
|
3.19K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 9.34% |
$223K - $271K
|
37.3K
$2.64M
|