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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16- 0.27% |
$1.12K - $1.36K
|
5.91K
$421K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.34% |
$1.12K - $1.36K
|
4.74K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16- 0.35% |
$1.12K - $1.36K
|
4.52K
$322K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.34% |
$1.12K - $1.36K
|
4.63K
$330K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.44% |
$1.12K - $1.36K
|
3.6K
$256K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-16- 0.21% |
$1.12K - $1.36K
|
7.69K
$549K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-17- 0.19% |
$1.19K - $1.44K
|
8.94K
$638K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-18- 0.25% |
$1.26K - $1.53K
|
7.13K
$508K
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-18- 0.8% |
$1.26K - $1.53K
|
2.24K
$160K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-18- 0.17% |
$1.26K - $1.53K
|
10.8K
$767K
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-20- 0.24% |
$1.4K - $1.7K
|
8.34K
$595K
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-20- 0.04% |
$1.4K - $1.7K
|
52.2K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-20- 1.43% |
$1.4K - $1.7K
|
1.38K
$98.4K
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$1.4K - $1.7K
|
20.6K
$1.47M
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-22- 0.41% |
$1.54K - $1.87K
|
5.32K
$379K
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-22- 0.53% |
$1.54K - $1.87K
|
4.15K
$296K
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 0.26% |
$1.54K - $1.87K
|
8.39K
$598K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23- 0.4% |
$1.61K - $1.95K
|
5.75K
$410K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-24- 0.47% |
$1.68K - $2.04K
|
5.11K
$364K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-25- 0.29% |
$1.75K - $2.12K
|
8.73K
$623K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-27- 0.2% |
$1.89K - $2.29K
|
13.6K
$972K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-27- 35.53% |
$1.89K - $2.29K
|
49
$3.49K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29- 0.78% |
$2.03K - $2.46K
|
3.7K
$264K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-30- 0.8% |
$2.1K - $2.55K
|
3.73K
$266K
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-30- 0.27% |
$2.1K - $2.55K
|
11.2K
$796K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-31- 0.75% |
$2.17K - $2.63K
|
4.08K
$291K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-31- 39.74% |
$2.17K - $2.63K
|
47
$3.35K
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31- 0.59% |
$2.17K - $2.63K
|
5.2K
$371K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-32- 0.33% |
$2.24K - $2.72K
|
9.54K
$680K
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-32- 0.07% |
$2.24K - $2.72K
|
47.4K
$3.38M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-32- 0.15% |
$2.24K - $2.72K
|
21.7K
$1.55M
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-33- 3.58% |
$2.31K - $2.8K
|
888
$63.3K
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-33- 0.09% |
$2.31K - $2.8K
|
34.7K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-35- 0.81% |
$2.45K - $2.97K
|
4.29K
$306K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 0.6% |
$2.52K - $3.06K
|
6.01K
$428K
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-36- 0.07% |
$2.52K - $3.06K
|
48.4K
$3.45M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-38- 0.17% |
$2.66K - $3.23K
|
22.5K
$1.6M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-38- 0.81% |
$2.66K - $3.23K
|
4.63K
$330K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-38- 0.62% |
$2.66K - $3.23K
|
6.07K
$433K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-39- 0.19% |
$2.73K - $3.31K
|
20.8K
$1.49M
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-39- 0.37% |
$2.73K - $3.31K
|
10.5K
$750K
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-40- 0.77% |
$2.8K - $3.4K
|
5.15K
$367K
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-40- 0.35% |
$2.8K - $3.4K
|
11.5K
$823K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-40- 0.34% |
$2.8K - $3.4K
|
11.9K
$847K
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-43- 0.91% |
$3.01K - $3.65K
|
4.7K
$335K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-43- 1.15% |
$3.01K - $3.65K
|
3.69K
$263K
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-44- 0.54% |
$3.08K - $3.74K
|
8.09K
$577K
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-44- 5.04% |
$3.08K - $3.74K
|
829
$59.1K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-44- 3.45% |
$3.08K - $3.74K
|
1.23K
$87.9K
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-44- 0.21% |
$3.08K - $3.74K
|
21.1K
$1.5M
|