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 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-344- 6.13% |
$24K - $29.2K
|
5.26K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-345- 0.36% |
$24.1K - $29.3K
|
95.2K
$6.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-345- 0.76% |
$24.1K - $29.3K
|
44.8K
$3.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-350- 3.48% |
$24.5K - $29.7K
|
9.71K
$688K
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-352- 1.98% |
$24.6K - $29.9K
|
17.5K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-353- 5.3% |
$24.7K - $30K
|
6.3K
$447K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-356- 0.67% |
$24.9K - $30.2K
|
52.8K
$3.74M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-359- 6.24% |
$25.1K - $30.5K
|
5.39K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-360- 1.4% |
$25.2K - $30.6K
|
25.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-360- 2.85% |
$25.2K - $30.6K
|
12.3K
$870K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-363- 5.15% |
$25.4K - $30.8K
|
6.68K
$474K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-364- 16.0% |
$25.4K - $30.9K
|
1.91K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-364- 1.22% |
$25.4K - $30.9K
|
29.5K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-364- 3.61% |
$25.4K - $30.9K
|
9.72K
$689K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-365- 1.45% |
$25.5K - $31K
|
24.7K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-367- 1.91% |
$25.7K - $31.2K
|
18.9K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-367- 0.87% |
$25.7K - $31.2K
|
41.8K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-368- 2.39% |
$25.7K - $31.3K
|
15K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-374- 2.25% |
$26.1K - $31.8K
|
16.2K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-376- 1.75% |
$26.3K - $31.9K
|
21.2K
$1.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-377- 0.18% |
$26.4K - $32K
|
205K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-388- 10.06% |
$27.1K - $33K
|
3.47K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-389- 2.1% |
$27.2K - $33.1K
|
18.1K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-392- 5.66% |
$27.4K - $33.3K
|
6.54K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-392- 3.57% |
$27.4K - $33.3K
|
10.6K
$751K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-396- 22.37% |
$27.7K - $33.6K
|
1.37K
$97.4K
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-400- 1.36% |
$28K - $34K
|
29K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-400- 0.52% |
$28K - $34K
|
76.6K
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-404- 12.62% |
$28.2K - $34.3K
|
2.8K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-408- 1.78% |
$28.5K - $34.7K
|
22.6K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-409- 5.1% |
$28.6K - $34.8K
|
7.61K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-409- 11.79% |
$28.6K - $34.8K
|
3.06K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-416- 3.17% |
$29.1K - $35.3K
|
12.7K
$902K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-418- 2.27% |
$29.2K - $35.5K
|
18K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-418- 3.39% |
$29.2K - $35.5K
|
11.9K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-420- 3.69% |
$29.4K - $35.7K
|
11K
$777K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-424- 5.56% |
$29.6K - $36K
|
7.21K
$511K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-426- 2.34% |
$29.8K - $36.2K
|
17.8K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-426- 10.09% |
$29.8K - $36.2K
|
3.8K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-430- 2.7% |
$30.1K - $36.5K
|
15.5K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-440- 1.63% |
$30.8K - $37.4K
|
26.5K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-446- 4.7% |
$31.2K - $37.9K
|
9.05K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-450- 4.21% |
$31.5K - $38.2K
|
10.2K
$726K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-456- 12.12% |
$31.9K - $38.7K
|
3.31K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-461- 4.58% |
$32.2K - $39.2K
|
9.61K
$681K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-462- 0.2% |
$32.3K - $39.3K
|
230K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-464- 1.58% |
$32.4K - $39.4K
|
28.8K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-469- 0.51% |
$32.8K - $39.9K
|
91.9K
$6.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-469- 0.27% |
$32.8K - $39.9K
|
176K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-471- 1.94% |
$32.9K - $40K
|
23.8K
$1.69M
|