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 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.25K- 9.76% |
$87.7K - $107K
|
11.6K
$822K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 51.31% |
$87.8K - $107K
|
1.19K
$84.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 73.72% |
$88.4K - $107K
|
451
$32K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.27K- 3.01% |
$88.7K - $108K
|
40.9K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.28K- 5.13% |
$89.1K - $108K
|
23.6K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.28K- 10.32% |
$89.5K - $109K
|
11.1K
$789K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.28K- 6.21% |
$89.8K - $109K
|
19.4K
$1.37M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.29K- 2.15% |
$90K - $109K
|
58.6K
$4.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.3K- 0.69% |
$90.5K - $110K
|
187K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.3K- 7.73% |
$90.5K - $110K
|
15.5K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.3K- 30.23% |
$90.9K - $110K
|
3K
$213K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.3K- 1.03% |
$91K - $111K
|
125K
$8.84M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.31K- 5.01% |
$91.4K - $111K
|
24.8K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.31K- 4.95% |
$91.6K - $111K
|
25.2K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 2.49% |
$91.7K - $111K
|
51.4K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.31K- 5.25% |
$91.8K - $112K
|
23.7K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.32K- 13.32% |
$92.5K - $112K
|
8.61K
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.34K- 11.14% |
$93.4K - $114K
|
10.7K
$756K
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.35K- 0.59% |
$94K - $114K
|
226K
$16M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.38K- 7.29% |
$96.6K - $117K
|
17.6K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.4K- 8.77% |
$97.7K - $119K
|
14.5K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.4K- 45.75% |
$97.9K - $119K
|
1.66K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.4K- 3.07% |
$98.1K - $119K
|
44.4K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.41K- 22.3% |
$98.8K - $120K
|
4.93K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.45K- 2.24% |
$101K - $123K
|
63K
$4.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.45K- 11.13% |
$101K - $123K
|
11.6K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.46K- 8.94% |
$102K - $124K
|
14.9K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.48K- 7.05% |
$103K - $126K
|
19.5K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.52K- 18.69% |
$106K - $129K
|
6.61K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.54K- 1.07% |
$107K - $131K
|
142K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.54K- 16.32% |
$107K - $131K
|
7.88K
$559K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.54K- 0.72% |
$108K - $131K
|
212K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.54K- 8.82% |
$108K - $131K
|
16K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.58K- 0.29% |
$111K - $134K
|
540K
$38.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.59K- 27.26% |
$111K - $135K
|
4.25K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.61K- 8.38% |
$112K - $137K
|
17.6K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.61K- 2.12% |
$113K - $137K
|
74.2K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.62K- 1.18% |
$113K - $137K
|
135K
$9.59M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.63K- 1.55% |
$114K - $138K
|
104K
$7.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.64K- 18.59% |
$114K - $139K
|
7.17K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.65K- 5.98% |
$115K - $140K
|
25.9K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.66K- 3.15% |
$116K - $141K
|
50.9K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.66K- 3.61% |
$116K - $141K
|
44.5K
$3.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.7K- 2.98% |
$119K - $145K
|
55.4K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.71K- 6.35% |
$120K - $146K
|
25.3K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.72K- 1.55% |
$120K - $146K
|
109K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.72K- 9.49% |
$120K - $146K
|
16.4K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.74K- 9.73% |
$122K - $148K
|
16.1K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.76K- 2.86% |
$123K - $150K
|
59.7K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.76K- 35.38% |
$123K - $150K
|
3.22K
$228K
|