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 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
544+ 0.83% |
$38K - $46.2K
|
66K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
542+ 7.37% |
$37.9K - $46.1K
|
7.9K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
540+ 0.75% |
$37.7K - $45.9K
|
72.4K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
536+ 12.04% |
$37.5K - $45.5K
|
4.99K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
535+ 2.25% |
$37.4K - $45.5K
|
24.3K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
534+ 0.66% |
$37.3K - $45.4K
|
81.5K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
533+ 8.77% |
$37.3K - $45.3K
|
6.61K
$458K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
530+ 2.95% |
$37K - $45K
|
18.5K
$1.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
529New |
$37K - $44.9K
|
529
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
529+ 10.13% |
$37K - $44.9K
|
5.75K
$398K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
524+ 3.94% |
$36.6K - $44.5K
|
13.8K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
518+ 10.16% |
$36.2K - $44K
|
5.62K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
515+ 2.11% |
$36K - $43.8K
|
24.9K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
513+ 2.69% |
$35.9K - $43.6K
|
19.6K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
511+ 4.64% |
$35.7K - $43.4K
|
11.5K
$798K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
510+ 5.49% |
$35.6K - $43.3K
|
9.81K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
500New |
$35K - $42.5K
|
500
$34.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
494+ 10.82% |
$34.5K - $42K
|
5.06K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
489+ 2.55% |
$34.2K - $41.6K
|
19.7K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
488+ 1.08% |
$34.1K - $41.5K
|
45.6K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
486+ 7.68% |
$34K - $41.3K
|
6.82K
$472K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
485+ 1.27% |
$33.9K - $41.2K
|
38.8K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
482+ 10.52% |
$33.7K - $41K
|
5.06K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
480+ 1.04% |
$33.6K - $40.8K
|
46.5K
$3.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
474+ 15.96% |
$33.1K - $40.3K
|
3.44K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
473+ 15.28% |
$33.1K - $40.2K
|
3.57K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
470+ 3.66% |
$32.9K - $39.9K
|
13.3K
$922K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
469+ 1.57% |
$32.8K - $39.9K
|
30.3K
$2.1M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
467+ 13.78% |
$32.6K - $39.7K
|
3.86K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
463+ 4.42% |
$32.4K - $39.3K
|
10.9K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
462New |
$32.3K - $39.3K
|
462
$32K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
456+ 4.72% |
$31.9K - $38.7K
|
10.1K
$700K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
449+ 1.14% |
$31.4K - $38.2K
|
39.7K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
448+ 3.15% |
$31.3K - $38.1K
|
14.7K
$1.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
446+ 4.75% |
$31.2K - $37.9K
|
9.83K
$681K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
443+ 6.78% |
$31K - $37.6K
|
6.98K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
431+ 2.01% |
$30.1K - $36.6K
|
21.9K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
430+ 5.67% |
$30.1K - $36.5K
|
8.02K
$555K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
429+ 2.66% |
$30K - $36.5K
|
16.6K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
427+ 9.28% |
$29.8K - $36.3K
|
5.03K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
424+ 11.61% |
$29.6K - $36K
|
4.08K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
419+ 6.28% |
$29.3K - $35.6K
|
7.09K
$491K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
419+ 0.93% |
$29.3K - $35.6K
|
45.4K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
416+ 60.64% |
$29.1K - $35.3K
|
1.1K
$76.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
415+ 4.05% |
$29K - $35.3K
|
10.7K
$738K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
414+ 1.03% |
$28.9K - $35.2K
|
40.5K
$2.81M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
413+ 11.7% |
$28.9K - $35.1K
|
3.94K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
412+ 3.67% |
$28.8K - $35K
|
11.6K
$806K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
411+ 5.07% |
$28.7K - $34.9K
|
8.52K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
408+ 12.06% |
$28.5K - $34.7K
|
3.79K
$263K
|