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
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
95+ 0.81% |
$7.39K - $8.87K
|
11.9K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
92New |
$7.16K - $8.59K
|
92
$6.37K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
90+ 2.83% |
$7K - $8.4K
|
3.28K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
90+ 2.96% |
$7K - $8.4K
|
3.13K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
86+ 1.41% |
$6.69K - $8.03K
|
6.17K
$427K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
85+ 2.69% |
$6.62K - $7.94K
|
3.24K
$224K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
85+ 1.24% |
$6.62K - $7.94K
|
6.96K
$481K
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
85+ 0.09% |
$6.62K - $7.94K
|
95.8K
$6.63M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
84New |
$6.54K - $7.84K
|
84
$5.81K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
83New |
$6.46K - $7.75K
|
83
$5.74K
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
82+ 0.72% |
$6.38K - $7.66K
|
11.4K
$791K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
82+ 0.24% |
$6.38K - $7.66K
|
34.5K
$2.39M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
82+ 0.17% |
$6.38K - $7.66K
|
49.2K
$3.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
81+ 0.32% |
$6.3K - $7.56K
|
25.1K
$1.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
81+ 1.64% |
$6.3K - $7.56K
|
5.03K
$348K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
81+ 1.64% |
$6.3K - $7.56K
|
5.03K
$348K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
80+ 2.72% |
$6.23K - $7.47K
|
3.03K
$209K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
79+ 0.92% |
$6.15K - $7.38K
|
8.7K
$602K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
78+ 0.44% |
$6.07K - $7.28K
|
17.8K
$1.23M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
77+ 0.09% |
$5.99K - $7.19K
|
85.1K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
76+ 0.17% |
$5.92K - $7.1K
|
43.8K
$3.03M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
76+ 0.43% |
$5.92K - $7.1K
|
17.6K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
71+ 2.46% |
$5.53K - $6.63K
|
2.96K
$205K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
69+ 1.12% |
$5.37K - $6.44K
|
6.22K
$431K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
69+ 0.96% |
$5.37K - $6.44K
|
7.26K
$502K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
68+ 0.75% |
$5.29K - $6.35K
|
9.17K
$634K
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
67+ 1.86% |
$5.21K - $6.26K
|
3.67K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
66+ 0.34% |
$5.14K - $6.16K
|
19.7K
$1.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
65+ 0.35% |
$5.06K - $6.07K
|
18.6K
$1.28M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
65+ 2.39% |
$5.06K - $6.07K
|
2.78K
$193K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
64+ 0.14% |
$4.98K - $5.98K
|
46.8K
$3.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
60+ 14.56% |
$4.67K - $5.6K
|
472
$32.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
60New |
$4.67K - $5.6K
|
60
$4.15K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
60+ 1.3% |
$4.67K - $5.6K
|
4.68K
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
60New |
$4.67K - $5.6K
|
60
$4.15K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
60+ 0.55% |
$4.67K - $5.6K
|
11.1K
$766K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
58+ 0.28% |
$4.51K - $5.41K
|
20.5K
$1.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
54+ 0.45% |
$4.2K - $5.04K
|
12K
$829K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
54+ 0.87% |
$4.2K - $5.04K
|
6.25K
$433K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.51% |
$4.12K - $4.95K
|
10.5K
$724K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
52+ 1.21% |
$4.05K - $4.85K
|
4.36K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
51+ 1.19% |
$3.97K - $4.76K
|
4.33K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50+ 1.52% |
$3.89K - $4.67K
|
3.35K
$232K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
48New |
$3.74K - $4.48K
|
48
$3.32K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
47+ 0.99% |
$3.66K - $4.39K
|
4.78K
$330K
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
BUY
|
- |
45+ 0.31% |
$3.5K - $4.2K
|
14.5K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
42+ 1.33% |
$3.27K - $3.92K
|
3.2K
$221K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
42+ 0.41% |
$3.27K - $3.92K
|
10.2K
$708K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
41New |
$3.19K - $3.83K
|
41
$2.84K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
41+ 0.46% |
$3.19K - $3.83K
|
8.98K
$622K
|