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 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.56KNew |
$458K - $557K
|
6.56K
$462K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.48K+ 17.94% |
$453K - $550K
|
42.6K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.36KNew |
$445K - $540K
|
6.36K
$449K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.35K+ 7.71% |
$444K - $539K
|
88.7K
$6.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
6.33K+ 22.81% |
$443K - $538K
|
34.1K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
6.33K+ 11.95% |
$442K - $538K
|
59.3K
$4.18M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
6.31KNew |
$441K - $536K
|
6.31K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.3KNew |
$440K - $535K
|
6.3K
$444K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6.23K+ 68.28% |
$436K - $529K
|
15.4K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.14KNew |
$429K - $522K
|
6.14K
$433K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.12K+ 1.74% |
$428K - $520K
|
358K
$25.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.1K+ 12.92% |
$427K - $519K
|
53.3K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.07K+ 126.34% |
$424K - $516K
|
10.9K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.01K+ 69.13% |
$420K - $510K
|
14.7K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.87K+ 12.03% |
$410K - $498K
|
54.6K
$3.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.86KNew |
$410K - $498K
|
5.86K
$413K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5.81K+ 36.99% |
$406K - $494K
|
21.5K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.8K+ 16.98% |
$406K - $493K
|
40K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.8K+ 29.28% |
$406K - $493K
|
25.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.8KNew |
$405K - $493K
|
5.8K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
5.76K+ 2.33% |
$403K - $489K
|
253K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.73K+ 11.18% |
$400K - $486K
|
57K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5.7K+ 4.38% |
$399K - $485K
|
136K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
5.64KNew |
$394K - $479K
|
5.64K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5.57KNew |
$389K - $473K
|
5.57K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.53K+ 2.47% |
$387K - $470K
|
229K
$16.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.52K+ 101.27% |
$386K - $469K
|
11K
$774K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.41K+ 1.84% |
$378K - $460K
|
299K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.39K+ 12.74% |
$377K - $458K
|
47.7K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.39K+ 2.22% |
$376K - $458K
|
248K
$17.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.38K+ 31.79% |
$376K - $457K
|
22.3K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
5.36K+ 8.01% |
$375K - $456K
|
72.3K
$5.1M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.32K+ 6.94% |
$372K - $452K
|
81.9K
$5.78M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.28K+ 3.24% |
$369K - $449K
|
168K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
5.26KNew |
$367K - $447K
|
5.26K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.23K+ 13.03% |
$366K - $444K
|
45.4K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.23K+ 28.62% |
$365K - $444K
|
23.5K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.2K+ 29.46% |
$363K - $442K
|
22.8K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.08KNew |
$355K - $432K
|
5.08K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.05K+ 66.15% |
$353K - $429K
|
12.7K
$895K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5.02KNew |
$351K - $427K
|
5.02K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
5K+ 41.67% |
$350K - $425K
|
17K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
4.9KNew |
$343K - $417K
|
4.9K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.89K+ 12.57% |
$342K - $416K
|
43.8K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.87K+ 26.9% |
$341K - $414K
|
23K
$1.62M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.85KNew |
$339K - $412K
|
4.85K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
4.82KNew |
$337K - $410K
|
4.82K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
4.82KNew |
$337K - $410K
|
4.82K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.82KNew |
$337K - $410K
|
4.82K
$340K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.8KNew |
$336K - $408K
|
4.8K
$339K
|