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 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
139+ 4.7% |
$9.72K - $11.8K
|
3.1K
$215K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
138+ 1.92% |
$9.65K - $11.7K
|
7.32K
$507K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
135+ 3.05% |
$9.44K - $11.5K
|
4.56K
$316K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
135+ 3.56% |
$9.44K - $11.5K
|
3.93K
$272K
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
130+ 0.42% |
$9.09K - $11K
|
30.7K
$2.13M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
128+ 1.21% |
$8.95K - $10.9K
|
10.7K
$743K
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
127+ 0.24% |
$8.88K - $10.8K
|
52.9K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
127+ 12.4% |
$8.88K - $10.8K
|
1.15K
$79.7K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
126+ 1.65% |
$8.81K - $10.7K
|
7.74K
$536K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
126+ 1.52% |
$8.81K - $10.7K
|
8.44K
$585K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
125+ 2.06% |
$8.74K - $10.6K
|
6.2K
$430K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
123+ 1.57% |
$8.6K - $10.5K
|
7.94K
$550K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
122+ 0.64% |
$8.53K - $10.4K
|
19.2K
$1.33M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
120+ 0.69% |
$8.39K - $10.2K
|
17.6K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
118+ 1.06% |
$8.25K - $10K
|
11.3K
$782K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
118+ 6.94% |
$8.25K - $10K
|
1.82K
$126K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
118+ 453.85% |
$8.25K - $10K
|
144
$9.97K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
116+ 3.7% |
$8.11K - $9.86K
|
3.25K
$225K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
114+ 2.33% |
$7.97K - $9.69K
|
5.01K
$347K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
113+ 0.51% |
$7.9K - $9.6K
|
22.4K
$1.55M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
113New |
$7.9K - $9.6K
|
113
$7.83K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
111+ 2.29% |
$7.76K - $9.43K
|
4.95K
$343K
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
108+ 0.27% |
$7.55K - $9.18K
|
39.9K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
107+ 1.33% |
$7.48K - $9.09K
|
8.12K
$563K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
106+ 0.26% |
$7.41K - $9.01K
|
40.7K
$2.82M
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
105+ 2.64% |
$7.34K - $8.92K
|
4.08K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
105+ 0.04% |
$7.34K - $8.92K
|
285K
$19.8M
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
104+ 0.61% |
$7.27K - $8.84K
|
17.2K
$1.19M
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
103+ 2.16% |
$7.2K - $8.75K
|
4.87K
$337K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
101+ 0.38% |
$7.06K - $8.58K
|
26.8K
$1.85M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
101New |
$7.06K - $8.58K
|
101
$7K
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
100+ 2.61% |
$6.99K - $8.5K
|
3.93K
$272K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.5% |
$6.99K - $8.5K
|
20.2K
$1.4M
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
100New |
$6.99K - $8.5K
|
100
$6.93K
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
100+ 10.25% |
$6.99K - $8.5K
|
1.08K
$74.5K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 3.23% |
$6.71K - $8.16K
|
3.07K
$213K
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
96+ 1.27% |
$6.71K - $8.16K
|
7.63K
$528K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
95+ 2.66% |
$6.64K - $8.07K
|
3.67K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
95+ 2.78% |
$6.64K - $8.07K
|
3.51K
$243K
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
93+ 2.95% |
$6.5K - $7.9K
|
3.24K
$225K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
93+ 0.59% |
$6.5K - $7.9K
|
15.8K
$1.1M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
92+ 0.34% |
$6.43K - $7.82K
|
27.3K
$1.89M
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
90+ 0.14% |
$6.29K - $7.65K
|
65.5K
$4.54M
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
88+ 3.0% |
$6.15K - $7.48K
|
3.02K
$209K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
87+ 0.85% |
$6.08K - $7.39K
|
10.3K
$715K
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
85+ 2.16% |
$5.94K - $7.22K
|
4.03K
$279K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
85+ 0.55% |
$5.94K - $7.22K
|
15.6K
$1.08M
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
84+ 1.57% |
$5.87K - $7.14K
|
5.45K
$378K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
81+ 0.61% |
$5.66K - $6.88K
|
13.3K
$925K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
81+ 2.69% |
$5.66K - $6.88K
|
3.09K
$214K
|