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 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
400+ 4.72% |
$28K - $34K
|
8.87K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
395+ 3.28% |
$27.6K - $33.6K
|
12.4K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
393New |
$27.5K - $33.4K
|
393
$27.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
389+ 0.32% |
$27.2K - $33.1K
|
123K
$8.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
386+ 3.2% |
$27K - $32.8K
|
12.4K
$861K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
385+ 0.26% |
$26.9K - $32.7K
|
149K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
384+ 13.52% |
$26.8K - $32.6K
|
3.23K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
382+ 6.85% |
$26.7K - $32.5K
|
5.96K
$413K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
376+ 7.37% |
$26.3K - $31.9K
|
5.48K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
374+ 8.9% |
$26.1K - $31.8K
|
4.58K
$317K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
373+ 1.22% |
$26.1K - $31.7K
|
30.9K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
369+ 25.89% |
$25.8K - $31.4K
|
1.79K
$124K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
368+ 6.67% |
$25.7K - $31.3K
|
5.88K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
366+ 5.26% |
$25.6K - $31.1K
|
7.32K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
364+ 4.05% |
$25.4K - $30.9K
|
9.35K
$647K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
363+ 0.09% |
$25.4K - $30.8K
|
412K
$28.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
358+ 1.8% |
$25K - $30.4K
|
20.2K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
358+ 2.11% |
$25K - $30.4K
|
17.3K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
347+ 24.64% |
$24.3K - $29.5K
|
1.76K
$122K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
345+ 7.47% |
$24.1K - $29.3K
|
4.97K
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
344+ 10.31% |
$24K - $29.2K
|
3.68K
$255K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
343+ 7.63% |
$24K - $29.1K
|
4.84K
$335K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
343+ 11.86% |
$24K - $29.1K
|
3.24K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
340+ 1.97% |
$23.8K - $28.9K
|
17.6K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
339+ 6.87% |
$23.7K - $28.8K
|
5.27K
$365K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
338+ 20.97% |
$23.6K - $28.7K
|
1.95K
$135K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
336+ 6.01% |
$23.5K - $28.5K
|
5.93K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
335+ 2.37% |
$23.4K - $28.5K
|
14.5K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
332+ 1.03% |
$23.2K - $28.2K
|
32.5K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
331+ 0.48% |
$23.1K - $28.1K
|
69.2K
$4.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
330+ 4.16% |
$23.1K - $28K
|
8.26K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
330+ 0.04% |
$23.1K - $28K
|
833K
$57.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
317New |
$22.2K - $26.9K
|
317
$22K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
317+ 3.44% |
$22.2K - $26.9K
|
9.54K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
317+ 0.9% |
$22.2K - $26.9K
|
35.4K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
316+ 2.29% |
$22.1K - $26.9K
|
14.1K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
316+ 1.58% |
$22.1K - $26.9K
|
20.3K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
316New |
$22.1K - $26.9K
|
316
$21.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
310+ 7.54% |
$21.7K - $26.3K
|
4.42K
$306K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
310+ 0.78% |
$21.7K - $26.3K
|
39.9K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
308+ 9.24% |
$21.5K - $26.2K
|
3.64K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
307+ 5.41% |
$21.5K - $26.1K
|
5.98K
$414K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
306+ 2.42% |
$21.4K - $26K
|
13K
$899K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
305+ 7.17% |
$21.3K - $25.9K
|
4.56K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
304+ 6.75% |
$21.2K - $25.8K
|
4.81K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
302+ 2.11% |
$21.1K - $25.7K
|
14.6K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
302+ 0.44% |
$21.1K - $25.7K
|
68.6K
$4.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
301+ 0.76% |
$21K - $25.6K
|
39.9K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
300New |
$21K - $25.5K
|
300
$20.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
300+ 3.17% |
$21K - $25.5K
|
9.77K
$677K
|