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 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
1.28K+ 0.71% |
$99.5K - $119K
|
181K
$12.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.28K+ 1.42% |
$99.2K - $119K
|
91K
$6.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
1.27K+ 0.41% |
$99.2K - $119K
|
316K
$21.9M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.27K+ 39.62% |
$98.9K - $119K
|
4.48K
$310K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.26K+ 6.31% |
$98.4K - $118K
|
21.3K
$1.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.26K+ 18.65% |
$98.4K - $118K
|
8.04K
$557K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.26K+ 4.13% |
$98.3K - $118K
|
31.8K
$2.2M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$97.8K - $117K
|
1.26K
$87K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.25K+ 0.34% |
$97.1K - $116K
|
364K
$25.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.24K+ 12.01% |
$96.6K - $116K
|
11.6K
$802K
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.24K+ 23.83% |
$96.2K - $115K
|
6.42K
$445K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 4.07% |
$96.1K - $115K
|
31.5K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.22K+ 2.23% |
$95.2K - $114K
|
56.1K
$3.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.21KNew |
$94.3K - $113K
|
1.21K
$84K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.21K+ 22.44% |
$94.2K - $113K
|
6.6K
$457K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.21K+ 7.54% |
$93.9K - $113K
|
17.2K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.2K+ 17.93% |
$93.7K - $112K
|
7.92K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.2K+ 28.57% |
$93.6K - $112K
|
5.41K
$375K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.2K+ 2.11% |
$93.4K - $112K
|
58K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.2K+ 30.62% |
$93K - $112K
|
5.1K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.19K+ 1.35% |
$92.8K - $111K
|
89.6K
$6.21M
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.19K+ 2.36% |
$92.7K - $111K
|
51.7K
$3.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.19K+ 31.86% |
$92.6K - $111K
|
4.93K
$341K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.19K+ 5.85% |
$92.6K - $111K
|
21.5K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.19K+ 2.9% |
$92.3K - $111K
|
42K
$2.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.18K+ 4.36% |
$92.1K - $110K
|
28.3K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.18K+ 2.76% |
$92K - $110K
|
44K
$3.04M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.18K+ 5.52% |
$91.8K - $110K
|
22.5K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.18K+ 1.06% |
$91.5K - $110K
|
112K
$7.77M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.16K+ 4.29% |
$90.3K - $108K
|
28.2K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.16K+ 4.36% |
$90K - $108K
|
27.7K
$1.92M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.16K+ 30.78% |
$89.9K - $108K
|
4.91K
$340K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 8.83% |
$89.6K - $107K
|
14.2K
$983K
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
1.13K+ 0.78% |
$88.2K - $106K
|
147K
$10.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
1.13K+ 305.42% |
$87.7K - $105K
|
1.5K
$104K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 15.84% |
$87.5K - $105K
|
8.22K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.12K+ 5.25% |
$87.1K - $104K
|
22.4K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.11K+ 4.78% |
$86K - $103K
|
24.2K
$1.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
1.1K+ 27.85% |
$85.6K - $103K
|
5.05K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.1KNew |
$85.6K - $103K
|
1.1K
$76.2K
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
1.08K+ 41.62% |
$84.2K - $101K
|
3.68K
$255K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
BUY
|
- |
1.08K+ 0.93% |
$84.1K - $101K
|
117K
$8.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.08K+ 1.47% |
$83.7K - $100K
|
74.3K
$5.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.58% |
$83.5K - $100K
|
15.2K
$1.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.07K+ 9.61% |
$83K - $99.6K
|
12.2K
$843K
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.06K+ 34.98% |
$82.3K - $98.7K
|
4.08K
$283K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
1.05K+ 3.29% |
$82K - $98.3K
|
33K
$2.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
1.04K+ 0.23% |
$81.3K - $97.5K
|
455K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.04K+ 0.57% |
$81.3K - $97.5K
|
184K
$12.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.04K+ 4.12% |
$81.3K - $97.5K
|
26.4K
$1.83M
|