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 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 4.37% |
$115K - $139K
|
39.2K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.64K+ 13.05% |
$114K - $139K
|
14.2K
$981K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.63K+ 25.89% |
$114K - $139K
|
7.94K
$549K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1.63K+ 2.97% |
$114K - $138K
|
56.2K
$3.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.63K+ 11.63% |
$114K - $138K
|
15.6K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.62K+ 9.32% |
$113K - $138K
|
19K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.62K+ 6.2% |
$113K - $137K
|
27.7K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.62K+ 2.35% |
$113K - $137K
|
70.3K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.6K+ 0.47% |
$112K - $136K
|
340K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.6K+ 1.08% |
$112K - $136K
|
149K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.58K+ 0.43% |
$110K - $134K
|
364K
$25.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.81% |
$109K - $132K
|
87.7K
$6.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.54K+ 16.53% |
$107K - $131K
|
10.8K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.53K+ 19.76% |
$107K - $130K
|
9.29K
$643K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.53K+ 0.57% |
$107K - $130K
|
268K
$18.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.51K+ 7.25% |
$106K - $128K
|
22.4K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.51K+ 34.22% |
$106K - $128K
|
5.93K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.51K+ 2.21% |
$105K - $128K
|
69.8K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.49K+ 1.27% |
$104K - $127K
|
119K
$8.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.49K+ 2.76% |
$104K - $127K
|
55.5K
$3.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 7.29% |
$103K - $125K
|
21.7K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.47K+ 2.95% |
$103K - $125K
|
51.3K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 3.32% |
$102K - $123K
|
45.2K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.44K+ 15.54% |
$101K - $122K
|
10.7K
$740K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.43K+ 2.43% |
$100K - $122K
|
60.6K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.43K+ 5.36% |
$100K - $122K
|
28.1K
$1.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.43K+ 6.63% |
$99.8K - $121K
|
23K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.43K+ 0.32% |
$99.6K - $121K
|
445K
$30.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.42K+ 9.07% |
$99.2K - $121K
|
17.1K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.42K+ 10.99% |
$99K - $120K
|
14.3K
$990K
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1.41K+ 41.24% |
$98.8K - $120K
|
4.84K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.41K+ 8.39% |
$98.6K - $120K
|
18.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.41K+ 1.95% |
$98.6K - $120K
|
73.7K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.41K+ 0.6% |
$98.5K - $120K
|
236K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.39K+ 2.42% |
$97.4K - $118K
|
58.9K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.38KNew |
$96.2K - $117K
|
1.38K
$95.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 50.13% |
$95.8K - $116K
|
4.1K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1.37K+ 1.35% |
$95.8K - $116K
|
103K
$7.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.36K+ 6.5% |
$94.7K - $115K
|
22.2K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.35K+ 8.3% |
$94.2K - $114K
|
17.6K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.35K+ 2.29% |
$94.1K - $114K
|
60.2K
$4.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.33K+ 1.12% |
$92.9K - $113K
|
120K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.31K+ 3.45% |
$91.8K - $112K
|
39.4K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
1.31K+ 6.71% |
$91.8K - $112K
|
20.9K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
1.31K+ 2.89% |
$91.4K - $111K
|
46.5K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.31K+ 5.22% |
$91.4K - $111K
|
26.3K
$1.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.3K+ 6.02% |
$91.1K - $111K
|
23K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.3K+ 0.06% |
$90.9K - $110K
|
2.24M
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
1.3K+ 11.92% |
$90.9K - $110K
|
12.2K
$845K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 0.84% |
$90.5K - $110K
|
156K
$10.8M
|