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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.55KNew |
$178K - $216K
|
2.55K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.54KNew |
$178K - $216K
|
2.54K
$176K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
2.54K+ 10.11% |
$178K - $216K
|
27.7K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.54KNew |
$177K - $216K
|
2.54K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.54K+ 33.98% |
$177K - $215K
|
10K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.54KNew |
$177K - $215K
|
2.54K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.53KNew |
$177K - $215K
|
2.53K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
2.53KNew |
$177K - $215K
|
2.53K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.53KNew |
$177K - $215K
|
2.53K
$175K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.49K+ 0.54% |
$174K - $212K
|
465K
$32.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.49K+ 32.09% |
$174K - $211K
|
10.2K
$708K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
2.48KNew |
$173K - $211K
|
2.48K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.47K+ 0.72% |
$173K - $210K
|
344K
$23.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
2.47KNew |
$172K - $210K
|
2.47K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$172K - $209K
|
2.47K
$171K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.46K+ 24.47% |
$172K - $209K
|
12.5K
$867K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.46KNew |
$172K - $209K
|
2.46K
$170K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 3.68% |
$172K - $209K
|
69.2K
$4.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.45KNew |
$171K - $208K
|
2.45K
$169K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.44K+ 6.23% |
$171K - $208K
|
41.7K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.44KNew |
$171K - $207K
|
2.44K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.44K+ 5.27% |
$170K - $207K
|
48.7K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.44KNew |
$170K - $207K
|
2.44K
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.42KNew |
$169K - $206K
|
2.42K
$168K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$169K - $205K
|
2.42K
$167K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$169K - $205K
|
2.41K
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.41KNew |
$168K - $205K
|
2.41K
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$168K - $205K
|
2.41K
$167K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.41KNew |
$168K - $205K
|
2.41K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$166K
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
2.4KNew |
$168K - $204K
|
2.4K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.39KNew |
$167K - $203K
|
2.39K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.38KNew |
$166K - $202K
|
2.38K
$165K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.38KNew |
$166K - $202K
|
2.38K
$164K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.37KNew |
$166K - $202K
|
2.37K
$164K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
BUY
|
- |
2.37K+ 10.29% |
$166K - $201K
|
25.4K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.37KNew |
$166K - $201K
|
2.37K
$164K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.37KNew |
$166K - $201K
|
2.37K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.36K+ 12.3% |
$165K - $201K
|
21.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.36K+ 19.19% |
$165K - $200K
|
14.7K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.36K+ 17.81% |
$165K - $200K
|
15.6K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
2.31K+ 2.51% |
$161K - $196K
|
94.3K
$6.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2.3K+ 2.16% |
$161K - $196K
|
109K
$7.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.27K+ 3.51% |
$159K - $193K
|
67K
$4.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.27K+ 1.64% |
$158K - $192K
|
141K
$9.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.26K+ 2.54% |
$158K - $192K
|
91.3K
$6.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.26K+ 2.04% |
$158K - $192K
|
113K
$7.82M
|