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 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.29K+ 1.74% |
$90.5K - $110K
|
75.5K
$5.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.29K+ 4.07% |
$90.4K - $110K
|
33.1K
$2.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.28K+ 1969.23% |
$89.5K - $109K
|
1.35K
$95.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.28K+ 0.52% |
$89.1K - $108K
|
245K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.28KNew |
$89.1K - $108K
|
1.28K
$90.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.27K+ 44.68% |
$89K - $108K
|
4.12K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.27K+ 7.28% |
$88.6K - $108K
|
18.7K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.26K+ 12.01% |
$87.9K - $107K
|
11.7K
$832K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 39.52% |
$86.9K - $106K
|
4.39K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
1.24K+ 0.3% |
$86.3K - $105K
|
414K
$29.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.22K+ 2.2% |
$85.5K - $104K
|
56.9K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.21K+ 7.4% |
$84.6K - $103K
|
17.6K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.19KNew |
$83K - $101K
|
1.19K
$84.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.19K+ 1.98% |
$82.9K - $101K
|
61K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.17K+ 33.11% |
$81.9K - $99.6K
|
4.71K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.17K+ 20.6% |
$81.4K - $99K
|
6.82K
$483K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.16K+ 3.81% |
$81.4K - $98.9K
|
31.7K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.16K+ 1.59% |
$80.7K - $98.1K
|
73.9K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.12K+ 2.75% |
$78.1K - $95K
|
41.7K
$2.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.12K+ 7.62% |
$77.9K - $94.7K
|
15.8K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.11K+ 1.97% |
$77.5K - $94.2K
|
57.5K
$4.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.11K+ 10.62% |
$77.2K - $93.9K
|
11.5K
$816K
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.1K+ 2.05% |
$76.9K - $93.5K
|
54.7K
$3.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.1K+ 13.62% |
$76.9K - $93.5K
|
9.18K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.09K+ 6.03% |
$76.4K - $92.9K
|
19.2K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.09K+ 1.62% |
$76.2K - $92.6K
|
68.2K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.08K+ 36.19% |
$75.5K - $91.8K
|
4.06K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 1.26% |
$74.6K - $90.7K
|
85.9K
$6.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.06K+ 1.4% |
$74K - $90K
|
76.8K
$5.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.05K+ 1.51% |
$73.4K - $89.2K
|
70.6K
$5.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
1.04K+ 4.58% |
$72.6K - $88.3K
|
23.7K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.04K+ 4.4% |
$72.6K - $88.2K
|
24.6K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.03K+ 16.58% |
$72.1K - $87.7K
|
7.26K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.02KNew |
$71K - $86.3K
|
1.02K
$72K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.01K+ 10.41% |
$70.5K - $85.6K
|
10.7K
$758K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1K+ 2.72% |
$69.9K - $85K
|
37.8K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
997+ 4.3% |
$69.7K - $84.7K
|
24.2K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
996+ 5.47% |
$69.6K - $84.6K
|
19.2K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
981+ 1.02% |
$68.6K - $83.4K
|
97.2K
$6.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
970+ 27.26% |
$67.8K - $82.4K
|
4.53K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
970+ 3.09% |
$67.8K - $82.4K
|
32.3K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
952+ 0.3% |
$66.5K - $80.9K
|
318K
$22.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
951+ 3.05% |
$66.5K - $80.8K
|
32.1K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
951+ 1.91% |
$66.5K - $80.8K
|
50.8K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
947+ 3.07% |
$66.2K - $80.5K
|
31.8K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
941New |
$65.8K - $80K
|
941
$66.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
941New |
$65.8K - $80K
|
941
$66.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
939+ 8.98% |
$65.6K - $79.8K
|
11.4K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
939+ 2.72% |
$65.6K - $79.8K
|
35.4K
$2.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
925+ 3.65% |
$64.7K - $78.6K
|
26.3K
$1.86M
|