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 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.18KNew |
$222K - $270K
|
3.18K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.15KNew |
$220K - $268K
|
3.15K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.13K+ 5.37% |
$219K - $266K
|
61.4K
$4.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.13K+ 11.83% |
$219K - $266K
|
29.6K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 37.25% |
$218K - $265K
|
11.5K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.11K+ 60.68% |
$217K - $264K
|
8.24K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.1K+ 18.98% |
$217K - $263K
|
19.4K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 2.45% |
$213K - $259K
|
127K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.05KNew |
$213K - $259K
|
3.05K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.03K+ 5.85% |
$212K - $257K
|
54.7K
$3.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3K+ 2.66% |
$210K - $255K
|
116K
$8.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3K+ 27.27% |
$210K - $255K
|
14K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3KNew |
$209K - $255K
|
3K
$212K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3K+ 0.72% |
$209K - $254K
|
421K
$29.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.99K+ 3.22% |
$209K - $254K
|
95.9K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.98KNew |
$208K - $253K
|
2.98K
$211K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.97K+ 8.09% |
$208K - $253K
|
39.7K
$2.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.97KNew |
$208K - $252K
|
2.97K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.97KNew |
$207K - $252K
|
2.97K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.96K+ 1.94% |
$207K - $251K
|
155K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.95K+ 16.96% |
$206K - $251K
|
20.3K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.93K+ 1.92% |
$205K - $249K
|
156K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.93KNew |
$205K - $249K
|
2.93K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.93K+ 9.22% |
$205K - $249K
|
34.7K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.92KNew |
$204K - $248K
|
2.92K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.91KNew |
$203K - $247K
|
2.91K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.9KNew |
$203K - $247K
|
2.9K
$206K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.9KNew |
$203K - $246K
|
2.9K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.89K+ 27.11% |
$202K - $246K
|
13.6K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.88K+ 8.49% |
$201K - $245K
|
36.8K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
2.88KNew |
$201K - $244K
|
2.88K
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
2.87K+ 0.12% |
$201K - $244K
|
2.36M
$167M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 3.94% |
$200K - $244K
|
75.6K
$5.36M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87K+ 2.86% |
$200K - $244K
|
103K
$7.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.86KNew |
$200K - $243K
|
2.86K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.85K+ 26.12% |
$199K - $242K
|
13.8K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.85K+ 81.33% |
$199K - $242K
|
6.35K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.81KNew |
$196K - $239K
|
2.81K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
2.81KNew |
$196K - $239K
|
2.81K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.81K+ 14.22% |
$196K - $239K
|
22.6K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.81K+ 15.27% |
$196K - $239K
|
21.2K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.8KNew |
$196K - $238K
|
2.8K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
2.8KNew |
$196K - $238K
|
2.8K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.78KNew |
$194K - $236K
|
2.78K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.78KNew |
$194K - $236K
|
2.78K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.77KNew |
$194K - $235K
|
2.77K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
2.77KNew |
$193K - $235K
|
2.77K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.77KNew |
$193K - $235K
|
2.77K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.76KNew |
$193K - $235K
|
2.76K
$196K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.76KNew |
$193K - $235K
|
2.76K
$196K
|