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 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-3.78K- 38.54% |
$264K - $321K
|
6.02K
$417K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.78K- 12.5% |
$264K - $321K
|
26.4K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.8K- 18.6% |
$266K - $323K
|
16.6K
$1.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.82K- 1.66% |
$267K - $325K
|
227K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.83K- 14.08% |
$268K - $325K
|
23.4K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.84K- 45.35% |
$269K - $327K
|
4.63K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-3.86K- 4.24% |
$270K - $328K
|
87K
$6.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.87K- 66.97% |
$271K - $329K
|
1.91K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.05K- 14.05% |
$283K - $344K
|
24.8K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-4.06K- 9.9% |
$284K - $345K
|
36.9K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.07K- 13.27% |
$285K - $346K
|
26.6K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.09K- 2.84% |
$286K - $347K
|
140K
$9.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.12K- 14.17% |
$288K - $350K
|
24.9K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.12K- 1.43% |
$288K - $350K
|
285K
$19.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-4.18K- 7.93% |
$292K - $355K
|
48.5K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.26K- 14.89% |
$298K - $362K
|
24.4K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.4K- 20.0% |
$307K - $373K
|
17.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.43K- 58.5% |
$309K - $376K
|
3.14K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.5K- 3.81% |
$315K - $383K
|
114K
$7.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.52K- 4.22% |
$316K - $384K
|
102K
$7.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.52K- 7.88% |
$316K - $384K
|
52.9K
$3.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.52K- 31.17% |
$316K - $384K
|
9.99K
$691K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-4.53K- 1.32% |
$316K - $384K
|
338K
$23.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.57K- 2.37% |
$319K - $388K
|
188K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.62K- 4.61% |
$323K - $393K
|
95.5K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.64K- 17.04% |
$324K - $394K
|
22.6K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.69K- 4.48% |
$328K - $399K
|
100K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-4.69K- 0.93% |
$328K - $399K
|
502K
$34.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.7K- 7.42% |
$329K - $400K
|
58.7K
$4.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.71K- 4.04% |
$329K - $400K
|
112K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 3.16% |
$333K - $405K
|
146K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.79K- 10.04% |
$335K - $407K
|
43K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.86K- 3.78% |
$340K - $413K
|
124K
$8.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4.87K- 28.68% |
$340K - $414K
|
12.1K
$837K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.88K- 67.13% |
$341K - $415K
|
2.39K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.92K- 3.07% |
$344K - $418K
|
155K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.92K- 7.72% |
$344K - $418K
|
58.8K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.95K- 31.24% |
$346K - $420K
|
10.9K
$754K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.95K- 9.58% |
$346K - $421K
|
46.7K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-5K- 11.11% |
$350K - $425K
|
40K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5K- 15.77% |
$350K - $425K
|
26.7K
$1.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-5.03K- 23.91% |
$351K - $427K
|
16K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.16K- 8.54% |
$361K - $439K
|
55.3K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.17K- 4.9% |
$361K - $439K
|
100K
$6.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-5.23K- 0.78% |
$365K - $444K
|
669K
$46.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-5.28K- 1.47% |
$369K - $449K
|
354K
$24.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.29K- 4.79% |
$370K - $450K
|
105K
$7.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.33K- 30.92% |
$373K - $453K
|
11.9K
$824K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-5.42K- 0.74% |
$379K - $461K
|
723K
$50M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.44K- 8.21% |
$380K - $462K
|
60.8K
$4.21M
|