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
|
Pictet North America Advisors Sa
|
BUY
|
- |
923+ 8.94% |
$64.5K - $78.4K
|
11.3K
$779K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
920+ 4.29% |
$64.3K - $78.2K
|
22.4K
$1.55M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
916+ 4.6% |
$64K - $77.8K
|
20.8K
$1.44M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
911+ 0.8% |
$63.7K - $77.4K
|
115K
$7.99M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
907+ 6.45% |
$63.4K - $77.1K
|
15K
$1.04M
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
902+ 1.57% |
$63K - $76.6K
|
58.3K
$4.04M
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
900+ 1.61% |
$62.9K - $76.5K
|
56.6K
$3.92M
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
899+ 6.28% |
$62.8K - $76.4K
|
15.2K
$1.05M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
898+ 14.71% |
$62.8K - $76.3K
|
7K
$485K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
880+ 6.62% |
$61.5K - $74.8K
|
14.2K
$982K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
872+ 8.03% |
$61K - $74.1K
|
11.7K
$813K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
870+ 21.28% |
$60.8K - $73.9K
|
4.96K
$343K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
864+ 5.13% |
$60.4K - $73.4K
|
17.7K
$1.23M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
861+ 6.34% |
$60.2K - $73.2K
|
14.4K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
858+ 4.24% |
$60K - $72.9K
|
21.1K
$1.46M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
853+ 1.41% |
$59.6K - $72.5K
|
61.4K
$4.25M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
851+ 12.28% |
$59.5K - $72.3K
|
7.78K
$539K
|
|
Nov 13, 2024
Q3 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
850New |
$59.4K - $72.2K
|
850
$58.9K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
837+ 2.73% |
$58.5K - $71.1K
|
31.5K
$2.18M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
836+ 9.76% |
$58.4K - $71K
|
9.41K
$651K
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
824+ 3.37% |
$57.6K - $70K
|
25.3K
$1.75M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
819+ 5.25% |
$57.2K - $69.6K
|
16.4K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
817+ 1.24% |
$57.1K - $69.4K
|
66.6K
$4.61M
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
812+ 16.35% |
$56.8K - $69K
|
5.78K
$400K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
810+ 20.9% |
$56.6K - $68.8K
|
4.69K
$325K
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
802+ 15.18% |
$56.1K - $68.1K
|
6.09K
$422K
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
800+ 1.41% |
$55.9K - $68K
|
57.4K
$3.98M
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
BUY
|
- |
800+ 1.14% |
$55.9K - $68K
|
71.2K
$4.94M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
796+ 6.77% |
$55.6K - $67.6K
|
12.6K
$869K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
790+ 3.49% |
$55.2K - $67.1K
|
23.4K
$1.62M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
788+ 6.18% |
$55.1K - $67K
|
13.5K
$938K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
788+ 10.71% |
$55.1K - $67K
|
8.15K
$564K
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
783+ 3.64% |
$54.7K - $66.5K
|
22.3K
$1.54M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
773+ 1.73% |
$54K - $65.7K
|
45.4K
$3.15M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
772+ 6.24% |
$54K - $65.6K
|
13.1K
$910K
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
763+ 0.63% |
$53.3K - $64.8K
|
121K
$8.42M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
756+ 0.88% |
$52.8K - $64.2K
|
86.7K
$6M
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
751+ 13.33% |
$52.5K - $63.8K
|
6.39K
$442K
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
749+ 891.67% |
$52.4K - $63.6K
|
833
$57.7K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
741+ 6.75% |
$51.8K - $63K
|
11.7K
$812K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
740+ 12.9% |
$51.7K - $62.9K
|
6.48K
$449K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
740+ 1.35% |
$51.7K - $62.9K
|
55.5K
$3.85M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
739+ 16.51% |
$51.7K - $62.8K
|
5.22K
$361K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
732New |
$51.2K - $62.2K
|
732
$50.7K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
732+ 1.52% |
$51.2K - $62.2K
|
48.9K
$3.39M
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
720+ 5.5% |
$50.3K - $61.2K
|
13.8K
$957K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
714+ 86.44% |
$49.9K - $60.7K
|
1.54K
$107K
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
710+ 0.66% |
$49.6K - $60.3K
|
109K
$7.53M
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700+ 0.92% |
$48.9K - $59.5K
|
77.2K
$5.35M
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
700+ 2.04% |
$48.9K - $59.5K
|
35.1K
$2.43M
|