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
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
800+ 15.57% |
$62.3K - $74.7K
|
5.94K
$411K
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
800+ 12.58% |
$62.3K - $74.7K
|
7.16K
$495K
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
800+ 0.23% |
$62.3K - $74.7K
|
356K
$24.6M
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
798+ 0.95% |
$62.1K - $74.5K
|
85.1K
$5.89M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
787+ 29.17% |
$61.3K - $73.5K
|
3.49K
$241K
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
767+ 0.83% |
$59.7K - $71.6K
|
92.6K
$6.41M
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
767+ 4.51% |
$59.7K - $71.6K
|
17.8K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
766+ 23.52% |
$59.6K - $71.5K
|
4.02K
$278K
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
749+ 14.77% |
$58.3K - $69.9K
|
5.82K
$403K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
742+ 6.31% |
$57.7K - $69.3K
|
12.5K
$865K
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
742+ 5.94% |
$57.7K - $69.3K
|
13.2K
$916K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
741+ 2.35% |
$57.7K - $69.2K
|
32.3K
$2.24M
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
739+ 1.43% |
$57.5K - $69K
|
52.5K
$3.63M
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
734+ 15.08% |
$57.1K - $68.5K
|
5.6K
$388K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
733+ 5.93% |
$57K - $68.4K
|
13.1K
$906K
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
725New |
$56.4K - $67.7K
|
725
$50.2K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
718+ 6.42% |
$55.9K - $67K
|
11.9K
$823K
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
718+ 8.2% |
$55.9K - $67K
|
9.47K
$655K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
710+ 36.92% |
$55.3K - $66.3K
|
2.63K
$182K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
708+ 82.71% |
$55.1K - $66.1K
|
1.56K
$108K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
692+ 5.86% |
$53.9K - $64.6K
|
12.5K
$866K
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
692+ 3.61% |
$53.9K - $64.6K
|
19.9K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
691+ 3.87% |
$53.8K - $64.5K
|
18.6K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
681+ 1.08% |
$53K - $63.6K
|
63.9K
$4.42M
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
680+ 0.22% |
$52.9K - $63.5K
|
304K
$21M
|
|
Feb 09, 2022
Q4 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
671+ 0.5% |
$52.2K - $62.6K
|
135K
$9.32M
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
667+ 119.11% |
$51.9K - $62.3K
|
1.23K
$84.9K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
665+ 3.43% |
$51.8K - $62.1K
|
20.1K
$1.39M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
660+ 9.68% |
$51.4K - $61.6K
|
7.48K
$518K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
657+ 5.29% |
$51.1K - $61.3K
|
13.1K
$905K
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
656+ 3.23% |
$51.1K - $61.2K
|
21K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
656+ 4.57% |
$51.1K - $61.2K
|
15K
$1.04M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
653+ 3.61% |
$50.8K - $61K
|
18.7K
$1.3M
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
643New |
$50K - $60K
|
643
$44.5K
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
641+ 5.5% |
$49.9K - $59.8K
|
12.3K
$850K
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
639+ 2.13% |
$49.7K - $59.7K
|
30.7K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
634New |
$49.3K - $59.2K
|
634
$43.9K
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
628+ 1.02% |
$48.9K - $58.6K
|
62K
$4.29M
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
627+ 1.78% |
$48.8K - $58.5K
|
35.8K
$2.48M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
626+ 0.04% |
$48.7K - $58.4K
|
1.51M
$104M
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
624+ 20.97% |
$48.6K - $58.3K
|
3.6K
$249K
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
623+ 20.57% |
$48.5K - $58.2K
|
3.65K
$253K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
623+ 0.11% |
$48.5K - $58.2K
|
588K
$40.7M
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
621+ 1.69% |
$48.3K - $58K
|
37.3K
$2.58M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
616+ 110.99% |
$47.9K - $57.5K
|
1.17K
$81K
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
613+ 13.05% |
$47.7K - $57.2K
|
5.31K
$367K
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
613+ 6.71% |
$47.7K - $57.2K
|
9.74K
$674K
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
612+ 1.2% |
$47.6K - $57.1K
|
51.6K
$3.57M
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
600+ 15.42% |
$46.7K - $56K
|
4.49K
$311K
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
600+ 18.84% |
$46.7K - $56K
|
3.79K
$262K
|