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 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
80+ 1.16% |
$5.59K - $6.8K
|
6.97K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
80New |
$5.59K - $6.8K
|
80
$5.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79+ 0.43% |
$5.52K - $6.71K
|
18.4K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
79New |
$5.52K - $6.71K
|
79
$5.63K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
77+ 0.74% |
$5.38K - $6.54K
|
10.4K
$743K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
76+ 0.33% |
$5.31K - $6.46K
|
23.4K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
76+ 1.83% |
$5.31K - $6.46K
|
4.23K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
75+ 0.88% |
$5.24K - $6.37K
|
8.59K
$612K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
74+ 2.26% |
$5.17K - $6.29K
|
3.35K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
71+ 1.05% |
$4.96K - $6.03K
|
6.83K
$487K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
70+ 0.43% |
$4.89K - $5.95K
|
16.4K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
69+ 0.78% |
$4.82K - $5.86K
|
8.87K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
69+ 0.3% |
$4.82K - $5.86K
|
22.8K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 3.96% |
$4.68K - $5.69K
|
1.76K
$125K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
66+ 2.33% |
$4.61K - $5.61K
|
2.9K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
66+ 0.88% |
$4.61K - $5.61K
|
7.57K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
66+ 244.44% |
$4.61K - $5.61K
|
93
$6.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
63+ 0.34% |
$4.4K - $5.35K
|
18.3K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
62+ 1.1% |
$4.33K - $5.27K
|
5.68K
$405K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
61+ 0.53% |
$4.26K - $5.18K
|
11.6K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
60+ 1.88% |
$4.19K - $5.1K
|
3.26K
$232K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
60+ 1.25% |
$4.19K - $5.1K
|
4.85K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
56+ 0.22% |
$3.91K - $4.76K
|
25.5K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
56+ 0.38% |
$3.91K - $4.76K
|
15K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
55+ 0.12% |
$3.84K - $4.67K
|
45.2K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55+ 9.7% |
$3.84K - $4.67K
|
622
$44.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
53+ 0.37% |
$3.7K - $4.5K
|
14.4K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
52+ 1.03% |
$3.63K - $4.42K
|
5.09K
$363K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
50+ 0.25% |
$3.5K - $4.25K
|
19.7K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50+ 0.44% |
$3.5K - $4.25K
|
11.3K
$808K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 32.89% |
$3.5K - $4.25K
|
202
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49+ 1.53% |
$3.43K - $4.16K
|
3.26K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
48+ 1.2% |
$3.36K - $4.08K
|
4.06K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
47+ 0.89% |
$3.29K - $3.99K
|
5.35K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
47+ 0.25% |
$3.29K - $3.99K
|
18.7K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
46+ 0.71% |
$3.22K - $3.91K
|
6.55K
$467K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
45New |
$3.15K - $3.82K
|
45
$3.21K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
44+ 4.77% |
$3.08K - $3.74K
|
966
$68.9K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 2.89% |
$3.08K - $3.74K
|
1.57K
$112K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
43+ 11.65% |
$3.01K - $3.65K
|
412
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
42+ 0.11% |
$2.94K - $3.57K
|
39.5K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
41+ 0.38% |
$2.87K - $3.48K
|
10.7K
$764K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
41+ 0.33% |
$2.87K - $3.48K
|
12.6K
$897K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 28.57% |
$2.8K - $3.4K
|
180
$12.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
40+ 0.98% |
$2.8K - $3.4K
|
4.12K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
40+ 0.07% |
$2.8K - $3.4K
|
56.9K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
39+ 0.59% |
$2.73K - $3.31K
|
6.6K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
39+ 0.17% |
$2.73K - $3.31K
|
22.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 0.02% |
$2.66K - $3.23K
|
231K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
38+ 0.67% |
$2.66K - $3.23K
|
5.72K
$408K
|