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 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
36+ 0.77% |
$2.52K - $3.06K
|
4.72K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
36+ 0.39% |
$2.52K - $3.06K
|
9.33K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36+ 6.1% |
$2.52K - $3.06K
|
626
$43.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
34+ 0.26% |
$2.38K - $2.89K
|
13.1K
$909K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 0.07% |
$2.38K - $2.89K
|
51.9K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
34+ 0.49% |
$2.38K - $2.89K
|
6.96K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
33+ 0.56% |
$2.31K - $2.8K
|
5.97K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
33+ 1.27% |
$2.31K - $2.8K
|
2.63K
$182K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
33+ 0.24% |
$2.31K - $2.8K
|
13.6K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33+ 0.94% |
$2.31K - $2.8K
|
3.53K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
33+ 0.62% |
$2.31K - $2.8K
|
5.39K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 1.12% |
$2.24K - $2.72K
|
2.89K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
32+ 0.41% |
$2.24K - $2.72K
|
7.92K
$549K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
32+ 5.73% |
$2.24K - $2.72K
|
590
$40.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 0.1% |
$2.17K - $2.63K
|
31.3K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
31+ 0.58% |
$2.17K - $2.63K
|
5.35K
$370K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
30+ 0.59% |
$2.1K - $2.55K
|
5.15K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.66% |
$2.1K - $2.55K
|
4.56K
$316K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
30+ 0.81% |
$2.1K - $2.55K
|
3.72K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
30+ 0.25% |
$2.1K - $2.55K
|
12.2K
$844K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
30+ 0.13% |
$2.1K - $2.55K
|
22.4K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
28+ 0.59% |
$1.96K - $2.38K
|
4.76K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28+ 36.36% |
$1.96K - $2.38K
|
105
$7.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
28+ 133.33% |
$1.96K - $2.38K
|
49
$3.39K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
27New |
$1.89K - $2.29K
|
27
$1.87K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
26+ 0.5% |
$1.82K - $2.21K
|
5.26K
$365K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 0.5% |
$1.82K - $2.21K
|
5.26K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
26+ 0.88% |
$1.82K - $2.21K
|
2.99K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
25+ 0.56% |
$1.75K - $2.12K
|
4.45K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
25+ 12.14% |
$1.75K - $2.12K
|
231
$16K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25+ 0.22% |
$1.75K - $2.12K
|
11.2K
$774K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
24+ 0.45% |
$1.68K - $2.04K
|
5.41K
$375K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
24+ 53.33% |
$1.68K - $2.04K
|
69
$4.78K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.17% |
$1.61K - $1.95K
|
13.5K
$934K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
22+ 0.49% |
$1.54K - $1.87K
|
4.5K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
22+ 1.39% |
$1.54K - $1.87K
|
1.61K
$111K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
22+ 0.28% |
$1.54K - $1.87K
|
7.99K
$553K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 4.01% |
$1.47K - $1.78K
|
545
$37.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
21+ 0.56% |
$1.47K - $1.78K
|
3.78K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 3.17% |
$1.47K - $1.78K
|
684
$47.4K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
21+ 0.38% |
$1.47K - $1.78K
|
5.57K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
20+ 0.38% |
$1.4K - $1.7K
|
5.34K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
20+ 0.4% |
$1.4K - $1.7K
|
5.05K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
20+ 0.49% |
$1.4K - $1.7K
|
4.07K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 0.5% |
$1.33K - $1.61K
|
3.81K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
19+ 0.58% |
$1.33K - $1.61K
|
3.28K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
19New |
$1.33K - $1.61K
|
19
$1.32K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
18+ 1.8% |
$1.26K - $1.53K
|
1.02K
$70.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.12% |
$1.26K - $1.53K
|
14.9K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 0.58% |
$1.26K - $1.53K
|
3.11K
$215K
|