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
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2+ 0.42% |
$140 - $170
|
475
$33.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.6% |
$140 - $170
|
335
$23.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$69.9 - $85
|
7.02K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.29% |
$69.9 - $85
|
344
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.09% |
$69.9 - $85
|
1.07K
$76.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$69.9 - $85
|
1.51K
$108K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.48% |
$69.9 - $85
|
209
$14.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.12% |
$69.9 - $85
|
863
$61.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.75% |
$69.9 - $85
|
134
$9.55K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.4% |
$69.9 - $85
|
250
$17.8K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 10.0% |
$69.9 - $85
|
11
$784
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1+ 0.0% |
$69.9 - $85
|
35.8K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.45% |
$69.9 - $85
|
223
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1+ 0.01% |
$69.9 - $85
|
13.7K
$974K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$69.9 - $85
|
5.56K
$396K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
1+ 0.01% |
$69.9 - $85
|
13.7K
$980K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$69.9 - $85
|
9.63K
$687K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.01% |
$69.9 - $85
|
9.54K
$680K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.1% |
$140 - $170
|
1.95K
$139K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-2- 0.03% |
$140 - $170
|
6.67K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2- 0.01% |
$140 - $170
|
18.4K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$140 - $170
|
4.31K
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$140 - $170
|
3.87K
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2- 6.67% |
$140 - $170
|
28
$2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2- 0.03% |
$140 - $170
|
6.84K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.09% |
$210 - $255
|
3.41K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-3- 0.03% |
$210 - $255
|
8.97K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3- -0.0% |
$210 - $255
|
94.9K
$6.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$280 - $340
|
22.7K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5- 2.94% |
$350 - $425
|
165
$11.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6- 50.0% |
$419 - $510
|
6
$428
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-7- 0.14% |
$489 - $595
|
5.13K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.2% |
$489 - $595
|
3.51K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8- 0.15% |
$559 - $680
|
5.41K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 2.91% |
$559 - $680
|
267
$19K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-8- 0.06% |
$559 - $680
|
12.4K
$885K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.11% |
$629 - $765
|
8.37K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-10- 0.07% |
$699 - $850
|
15.3K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10- 0.22% |
$699 - $850
|
4.51K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-11- 0.21% |
$769 - $935
|
5.16K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-11- 1.66% |
$769 - $935
|
651
$46.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.09% |
$839 - $1.02K
|
13.9K
$994K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 0.38% |
$839 - $1.02K
|
3.11K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-12- 0.21% |
$839 - $1.02K
|
5.76K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-12- 0.01% |
$839 - $1.02K
|
145K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.11% |
$909 - $1.1K
|
11.9K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13- 5.53% |
$909 - $1.1K
|
222
$15.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$979 - $1.19K
|
2.91K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-15- 0.34% |
$1.05K - $1.27K
|
4.45K
$317K
|