Purchases and Sales Made in Q4 2021 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
2.71KNew |
$211K - $253K
|
2.71K
$188K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 58.0% |
$211K - $253K
|
7.39K
$511K
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.71K+ 25.89% |
$211K - $253K
|
13.2K
$912K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
2.7KNew |
$210K - $252K
|
2.7K
$187K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
2.7KNew |
$210K - $252K
|
2.7K
$187K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$210K - $252K
|
2.7K
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.68KNew |
$209K - $251K
|
2.68K
$186K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.68K+ 7.55% |
$209K - $250K
|
38.2K
$2.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.68K+ 14.52% |
$208K - $250K
|
21.1K
$1.46M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.67K+ 25.41% |
$208K - $249K
|
13.2K
$912K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.67KNew |
$208K - $249K
|
2.67K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.66KNew |
$207K - $249K
|
2.66K
$184K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.66K+ 2.07% |
$207K - $248K
|
131K
$9.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.65K+ 32.77% |
$206K - $247K
|
10.7K
$743K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
2.64KNew |
$206K - $247K
|
2.64K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.64K+ 91.48% |
$206K - $247K
|
5.53K
$383K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.64KNew |
$205K - $246K
|
2.64K
$182K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.64KNew |
$205K - $246K
|
2.64K
$182K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
2.63KNew |
$205K - $246K
|
2.63K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.63K+ 40.8% |
$205K - $246K
|
9.08K
$629K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.62KNew |
$204K - $244K
|
2.62K
$181K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.6KNew |
$202K - $243K
|
2.6K
$180K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.58KNew |
$201K - $241K
|
2.58K
$179K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
2.57KNew |
$200K - $240K
|
2.57K
$178K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.57KNew |
$200K - $239K
|
2.57K
$177K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.56KNew |
$200K - $239K
|
2.56K
$177K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.56KNew |
$199K - $239K
|
2.56K
$177K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.55KNew |
$199K - $238K
|
2.55K
$177K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.55KNew |
$198K - $238K
|
2.55K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.55K+ 1.23% |
$198K - $238K
|
210K
$14.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.54KNew |
$198K - $237K
|
2.54K
$176K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
2.54KNew |
$197K - $237K
|
2.54K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.52KNew |
$196K - $236K
|
2.52K
$175K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.52K+ 6.48% |
$196K - $235K
|
41.4K
$2.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.52K+ 3.33% |
$196K - $235K
|
77.9K
$5.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
2.51KNew |
$195K - $234K
|
2.51K
$174K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
2.51KNew |
$195K - $234K
|
2.51K
$174K
|
|
|
Jan 27, 2022
Q4 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.51K+ 40.45% |
$195K - $234K
|
8.71K
$603K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.5K+ 7.96% |
$194K - $233K
|
33.9K
$2.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
2.48KNew |
$193K - $231K
|
2.48K
$171K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.48K+ 7.65% |
$193K - $231K
|
34.8K
$2.41M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
2.46KNew |
$192K - $230K
|
2.46K
$171K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.45KNew |
$191K - $229K
|
2.45K
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.45K+ 2.14% |
$191K - $229K
|
117K
$8.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
2.45KNew |
$191K - $229K
|
2.45K
$170K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
2.45KNew |
$191K - $229K
|
2.45K
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.45KNew |
$190K - $228K
|
2.45K
$169K
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.43K+ 6.27% |
$189K - $227K
|
41.2K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
2.43KNew |
$189K - $227K
|
2.43K
$168K
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.43KNew |
$189K - $227K
|
2.43K
$168K
|