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 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
600New |
$46.7K - $56K
|
600
$41.8K
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
595+ 3.46% |
$46.3K - $55.5K
|
17.8K
$1.24M
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
591+ 3.73% |
$46K - $55.2K
|
16.4K
$1.15M
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
585+ 15.17% |
$45.5K - $54.6K
|
4.44K
$310K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
583+ 14.29% |
$45.4K - $54.4K
|
4.66K
$325K
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
580+ 1.04% |
$45.1K - $54.1K
|
56.4K
$3.93M
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
575+ 7.34% |
$44.8K - $53.7K
|
8.41K
$586K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
574+ 4.49% |
$44.7K - $53.6K
|
13.3K
$930K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
574+ 9.13% |
$44.7K - $53.6K
|
6.86K
$478K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
572+ 29.65% |
$44.5K - $53.4K
|
2.5K
$174K
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
565+ 9.7% |
$44K - $52.7K
|
6.39K
$445K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
562+ 3.06% |
$43.7K - $52.5K
|
18.9K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
561+ 3.16% |
$43.7K - $52.4K
|
18.3K
$1.27M
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
560+ 6.42% |
$43.6K - $52.3K
|
9.28K
$647K
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
559+ 3.59% |
$43.5K - $52.2K
|
16.1K
$1.13M
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
555+ 4.08% |
$43.2K - $51.8K
|
14.2K
$988K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
554+ 4.47% |
$43.1K - $51.7K
|
12.9K
$902K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
552New |
$43K - $51.5K
|
552
$38.5K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
552New |
$43K - $51.5K
|
552
$38.5K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
551+ 9.3% |
$42.9K - $51.4K
|
6.48K
$452K
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
548+ 9.13% |
$42.7K - $51.2K
|
6.55K
$456K
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
526+ 2.36% |
$40.9K - $49.1K
|
22.8K
$1.59M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
522+ 2.98% |
$40.6K - $48.7K
|
18K
$1.26M
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
519+ 7.49% |
$40.4K - $48.5K
|
7.45K
$519K
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
517+ 0.47% |
$40.2K - $48.3K
|
111K
$7.74M
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
517+ 10.28% |
$40.2K - $48.3K
|
5.55K
$387K
|
|
Feb 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
516+ 17.89% |
$40.2K - $48.2K
|
3.4K
$237K
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
512+ 2.22% |
$39.8K - $47.8K
|
23.5K
$1.64M
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
512+ 7.16% |
$39.8K - $47.8K
|
7.66K
$534K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
508+ 2.86% |
$39.5K - $47.4K
|
18.3K
$1.27M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
507+ 4.35% |
$39.5K - $47.3K
|
12.2K
$848K
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
504New |
$39.2K - $47.1K
|
504
$35.1K
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
500+ 1.65% |
$38.9K - $46.7K
|
30.9K
$2.15M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
499+ 16.55% |
$38.8K - $46.6K
|
3.52K
$245K
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
498+ 5.88% |
$38.8K - $46.5K
|
8.96K
$625K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
497+ 94.13% |
$38.7K - $46.4K
|
1.03K
$71.4K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
495+ 1.12% |
$38.5K - $46.2K
|
44.8K
$3.12M
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
493+ 6.79% |
$38.4K - $46K
|
7.76K
$541K
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
488+ 3.09% |
$38K - $45.6K
|
16.3K
$1.13M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
484New |
$37.7K - $45.2K
|
484
$33.7K
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
483+ 5.62% |
$37.6K - $45.1K
|
9.08K
$633K
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
480+ 2.47% |
$37.4K - $44.8K
|
19.9K
$1.39M
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
480+ 9.99% |
$37.4K - $44.8K
|
5.29K
$369K
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
480+ 1.03% |
$37.4K - $44.8K
|
47.3K
$3.29M
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
475+ 3.98% |
$37K - $44.3K
|
12.4K
$866K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
471+ 0.17% |
$36.7K - $44K
|
279K
$19.4M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
463+ 17.71% |
$36K - $43.2K
|
3.08K
$214K
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
462+ 0.4% |
$36K - $43.1K
|
116K
$8.09M
|
|
Jan 06, 2022
Q4 2021
|
Tributary Capital Management, LLC
|
BUY
|
- |
461+ 5.99% |
$35.9K - $43K
|
8.15K
$568K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
461+ 2.23% |
$35.9K - $43K
|
21.2K
$1.48M
|