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 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
39+ 0.13% |
$3.04K - $3.64K
|
29.2K
$2.02M
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
38+ 1.38% |
$2.96K - $3.55K
|
2.8K
$193K
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
38+ 1.63% |
$2.96K - $3.55K
|
2.37K
$164K
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
37+ 0.42% |
$2.88K - $3.45K
|
8.88K
$615K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
37+ 0.07% |
$2.88K - $3.45K
|
50.6K
$3.5M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
35+ 0.86% |
$2.72K - $3.27K
|
4.12K
$285K
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
33+ 5.19% |
$2.57K - $3.08K
|
669
$46.3K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
33+ 0.28% |
$2.57K - $3.08K
|
12K
$827K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
33New |
$2.57K - $3.08K
|
33
$2.28K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
32+ 0.04% |
$2.49K - $2.99K
|
71.9K
$4.98M
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
32+ 0.26% |
$2.49K - $2.99K
|
12.5K
$864K
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
31+ 0.93% |
$2.41K - $2.89K
|
3.37K
$233K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
30+ 0.91% |
$2.33K - $2.8K
|
3.34K
$231K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 3.9% |
$2.33K - $2.8K
|
800
$55.4K
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
29+ 0.41% |
$2.26K - $2.71K
|
7.02K
$486K
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
29+ 0.25% |
$2.26K - $2.71K
|
11.8K
$818K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 0.37% |
$2.18K - $2.61K
|
7.5K
$519K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
24+ 1.89% |
$1.87K - $2.24K
|
1.3K
$89.8K
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
24+ 0.92% |
$1.87K - $2.24K
|
2.65K
$183K
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
24New |
$1.87K - $2.24K
|
24
$1.66K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
24+ 0.16% |
$1.87K - $2.24K
|
15.3K
$1.06M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
23+ 0.79% |
$1.79K - $2.15K
|
2.93K
$203K
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
22+ 0.43% |
$1.71K - $2.05K
|
5.13K
$355K
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
22+ 0.31% |
$1.71K - $2.05K
|
7.01K
$485K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
22New |
$1.71K - $2.05K
|
22
$1.52K
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
22+ 0.29% |
$1.71K - $2.05K
|
7.52K
$521K
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
21+ 0.54% |
$1.63K - $1.96K
|
3.89K
$269K
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
21+ 0.41% |
$1.63K - $1.96K
|
5.17K
$358K
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
21+ 0.56% |
$1.63K - $1.96K
|
3.77K
$261K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 0.18% |
$1.56K - $1.87K
|
11K
$764K
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.7% |
$1.56K - $1.87K
|
2.87K
$199K
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
20+ 0.76% |
$1.56K - $1.87K
|
2.67K
$185K
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
20+ 0.15% |
$1.56K - $1.87K
|
13.1K
$906K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 6.56% |
$1.32K - $1.59K
|
276
$19.1K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 0.05% |
$1.32K - $1.59K
|
34.9K
$2.42M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.52% |
$1.17K - $1.4K
|
2.88K
$199K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.2% |
$1.17K - $1.4K
|
7.45K
$515K
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
15+ 0.49% |
$1.17K - $1.4K
|
3.06K
$212K
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
13+ 0.42% |
$1.01K - $1.21K
|
3.07K
$213K
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13+ 0.39% |
$1.01K - $1.21K
|
3.34K
$231K
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
12+ 0.4% |
$934 - $1.12K
|
2.99K
$207K
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
11+ 0.08% |
$856 - $1.03K
|
14.7K
$1.01M
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11+ 0.42% |
$856 - $1.03K
|
2.63K
$182K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 0.03% |
$856 - $1.03K
|
42.4K
$2.93M
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11+ 0.42% |
$856 - $1.03K
|
2.6K
$180K
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
10+ 0.04% |
$778 - $934
|
24.1K
$1.67M
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
10+ 0.18% |
$778 - $934
|
5.47K
$378K
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.14% |
$700 - $840
|
6.57K
$455K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
9+ 0.27% |
$700 - $840
|
3.31K
$229K
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
8+ 0.16% |
$623 - $747
|
5.11K
$354K
|