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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$188K - $225K
|
2.42K
$171K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.41KNew |
$188K - $225K
|
2.41K
$171K
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
2.41KNew |
$188K - $225K
|
2.41K
$171K
|
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.41KNew |
$188K - $225K
|
2.41K
$171K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.4KNew |
$187K - $224K
|
2.4K
$170K
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
BUY
|
- |
2.4KNew |
$187K - $224K
|
2.4K
$170K
|
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.4KNew |
$187K - $224K
|
2.4K
$170K
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.4KNew |
$187K - $224K
|
2.4K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.4KNew |
$187K - $224K
|
2.4K
$170K
|
|
|
Feb 04, 2022
Q4 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
2.39KNew |
$186K - $223K
|
2.39K
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.39K+ 1.37% |
$186K - $223K
|
177K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.39K+ 3.52% |
$186K - $223K
|
70.2K
$4.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
2.38KNew |
$186K - $223K
|
2.38K
$169K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.38K+ 1.71% |
$185K - $222K
|
142K
$10.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.38KNew |
$185K - $222K
|
2.38K
$169K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$185K - $222K
|
2.38K
$169K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.37KNew |
$185K - $221K
|
2.37K
$168K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.36KNew |
$184K - $221K
|
2.36K
$168K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.36KNew |
$183K - $220K
|
2.36K
$167K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
2.35KNew |
$183K - $219K
|
2.35K
$166K
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.34KNew |
$182K - $218K
|
2.34K
$166K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$181K - $218K
|
2.33K
$165K
|
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
2.33K+ 14.2% |
$181K - $217K
|
18.7K
$1.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.33KNew |
$181K - $217K
|
2.33K
$165K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
2.32KNew |
$181K - $217K
|
2.32K
$165K
|
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
2.32K+ 14.19% |
$180K - $216K
|
18.6K
$1.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.31KNew |
$180K - $216K
|
2.31K
$164K
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.31KNew |
$179K - $215K
|
2.31K
$163K
|
|
|
Jan 20, 2022
Q4 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.3KNew |
$179K - $214K
|
2.3K
$163K
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.29K+ 21.03% |
$178K - $214K
|
13.2K
$934K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.29KNew |
$178K - $214K
|
2.29K
$162K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.29KNew |
$178K - $213K
|
2.29K
$162K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.29K+ 28.96% |
$178K - $213K
|
10.2K
$722K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.28KNew |
$177K - $213K
|
2.28K
$161K
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.26KNew |
$176K - $211K
|
2.26K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.26K+ 32.65% |
$176K - $211K
|
9.18K
$651K
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.24KNew |
$174K - $209K
|
2.24K
$159K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
2.23KNew |
$173K - $208K
|
2.23K
$158K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.23K+ 5.41% |
$173K - $208K
|
43.4K
$3.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.23KNew |
$173K - $208K
|
2.23K
$158K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2.22KNew |
$173K - $207K
|
2.22K
$157K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
2.21KNew |
$172K - $206K
|
2.21K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
BUY
|
- |
2.2KNew |
$171K - $205K
|
2.2K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.19KNew |
$171K - $205K
|
2.19K
$155K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.19K+ 3.48% |
$170K - $204K
|
65.1K
$4.61M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.18KNew |
$170K - $204K
|
2.18K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.18K+ 5.73% |
$170K - $204K
|
40.2K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.18K+ 8.28% |
$169K - $203K
|
28.5K
$2.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
2.17KNew |
$169K - $203K
|
2.17K
$154K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
$169K - $202K
|
2.17K
$154K
|