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 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
695+ 1.16% |
$48.6K - $59.1K
|
60.7K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
695+ 1.47% |
$48.6K - $59.1K
|
48.1K
$3.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
685+ 8.23% |
$47.9K - $58.2K
|
9.01K
$624K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
682+ 1.21% |
$47.7K - $57.9K
|
57.1K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
678+ 3.88% |
$47.4K - $57.6K
|
18.2K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
671+ 17.38% |
$46.9K - $57K
|
4.53K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
668+ 0.57% |
$46.7K - $56.8K
|
118K
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
663+ 3.75% |
$46.3K - $56.3K
|
18.3K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
656+ 3.1% |
$45.9K - $55.7K
|
21.8K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
655+ 3.8% |
$45.8K - $55.7K
|
17.9K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
651+ 5.64% |
$45.5K - $55.3K
|
12.2K
$844K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
650+ 9.86% |
$45.4K - $55.2K
|
7.25K
$502K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
650+ 1.74% |
$45.4K - $55.2K
|
37.9K
$2.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
648+ 3.79% |
$45.3K - $55.1K
|
17.7K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
647+ 11.77% |
$45.2K - $55K
|
6.14K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
644+ 5.23% |
$45K - $54.7K
|
13K
$897K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
642+ 1.36% |
$44.9K - $54.6K
|
47.7K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
642+ 2.71% |
$44.9K - $54.6K
|
24.3K
$1.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
639+ 4.48% |
$44.7K - $54.3K
|
14.9K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
638+ 4.91% |
$44.6K - $54.2K
|
13.6K
$944K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
636+ 0.57% |
$44.5K - $54K
|
112K
$7.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
633+ 1.91% |
$44.2K - $53.8K
|
33.7K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
632+ 10.28% |
$44.2K - $53.7K
|
6.78K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
632+ 0.15% |
$44.2K - $53.7K
|
431K
$29.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
630+ 6.24% |
$44K - $53.5K
|
10.7K
$744K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
626+ 7.62% |
$43.8K - $53.2K
|
8.85K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
625+ 0.48% |
$43.7K - $53.1K
|
130K
$8.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
621+ 6.12% |
$43.4K - $52.8K
|
10.8K
$746K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
615+ 2.07% |
$43K - $52.3K
|
30.4K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
611+ 1.68% |
$42.7K - $51.9K
|
36.9K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
606+ 0.39% |
$42.4K - $51.5K
|
154K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
605+ 1.03% |
$42.3K - $51.4K
|
59.5K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
605+ 8.47% |
$42.3K - $51.4K
|
7.75K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
600New |
$41.9K - $51K
|
600
$41.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
594+ 0.6% |
$41.5K - $50.5K
|
99.6K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
588+ 1.17% |
$41.1K - $50K
|
51.1K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
585+ 3.21% |
$40.9K - $49.7K
|
18.8K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
575+ 5.37% |
$40.2K - $48.9K
|
11.3K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
574+ 1.62% |
$40.1K - $48.8K
|
35.9K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
571+ 2482.61% |
$39.9K - $48.5K
|
594
$41.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
568+ 24.39% |
$39.7K - $48.3K
|
2.9K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
566+ 5.98% |
$39.6K - $48.1K
|
10K
$695K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
563+ 4.09% |
$39.4K - $47.8K
|
14.3K
$992K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
563+ 4.25% |
$39.4K - $47.8K
|
13.8K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
563+ 112.15% |
$39.4K - $47.8K
|
1.07K
$73.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
555+ 10.28% |
$38.8K - $47.2K
|
5.95K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
550+ 4.22% |
$38.4K - $46.7K
|
13.6K
$942K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
549+ 5.95% |
$38.4K - $46.6K
|
9.78K
$677K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
549+ 0.95% |
$38.4K - $46.6K
|
58K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
547+ 3.72% |
$38.2K - $46.5K
|
15.3K
$1.06M
|