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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.06K- 7.13% |
$160K - $192K
|
26.8K
$1.9M
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.07K- 30.98% |
$161K - $193K
|
4.61K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-2.09K- 0.64% |
$162K - $195K
|
323K
$22.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.12K- 0.66% |
$165K - $197K
|
317K
$22.5M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.14K- 0.24% |
$166K - $199K
|
871K
$61.7M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.14K- 0.24% |
$166K - $199K
|
871K
$61.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.14K- 1.37% |
$167K - $200K
|
154K
$10.9M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.16K- 44.16% |
$168K - $202K
|
2.73K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
SELL
|
- |
-2.18K- 6.75% |
$170K - $204K
|
30.1K
$2.13M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-2.19K- 14.4% |
$170K - $204K
|
13K
$921K
|
|
|
Feb 15, 2022
Q4 2021
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.21K- 15.09% |
$172K - $206K
|
12.4K
$880K
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-2.24K- 3.45% |
$174K - $209K
|
62.6K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.26K- 1.01% |
$176K - $211K
|
222K
$15.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.28K- 19.32% |
$178K - $213K
|
9.54K
$676K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.33K- 1.53% |
$182K - $218K
|
150K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.36K- 2.62% |
$183K - $220K
|
87.5K
$6.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.4K- 6.62% |
$187K - $224K
|
33.9K
$2.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.4K- 26.02% |
$187K - $224K
|
6.84K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-2.42K- 1.58% |
$188K - $226K
|
150K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.45K- 42.97% |
$191K - $229K
|
3.25K
$230K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 5.48% |
$194K - $233K
|
43K
$3.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.53K- 0.26% |
$197K - $236K
|
973K
$69M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.55KClosed |
$198K - $238K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.57K- 1.26% |
$200K - $240K
|
201K
$14.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.58KClosed |
$201K - $241K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.6K- 5.0% |
$202K - $242K
|
49.4K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.63K- 7.72% |
$205K - $246K
|
31.5K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.67K- 21.73% |
$208K - $250K
|
9.63K
$683K
|
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
SELL
|
- |
-2.68K- 18.13% |
$209K - $250K
|
12.1K
$858K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.71K- 1.12% |
$211K - $253K
|
240K
$17M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2.78K- 16.2% |
$216K - $259K
|
14.4K
$1.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.82K- 2.03% |
$220K - $264K
|
136K
$9.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.85K- 11.3% |
$222K - $266K
|
22.3K
$1.58M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.88K- 10.65% |
$224K - $269K
|
24.1K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.89K- 15.48% |
$225K - $270K
|
15.8K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.94KClosed |
$228K - $274K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.99K- 28.02% |
$233K - $279K
|
7.68K
$544K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.05K- 2.25% |
$237K - $284K
|
132K
$9.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-3.18K- 7.33% |
$247K - $296K
|
40.1K
$2.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.19K- 5.4% |
$248K - $298K
|
55.9K
$3.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.2K- 28.25% |
$249K - $299K
|
8.13K
$576K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.23KClosed |
$251K - $301K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.27KClosed |
$255K - $306K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.27K- 3.86% |
$255K - $306K
|
81.6K
$5.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.32KClosed |
$258K - $310K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.36K- 2.66% |
$261K - $313K
|
123K
$8.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-3.4K- 21.37% |
$264K - $317K
|
12.5K
$886K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.42K- 1.33% |
$266K - $319K
|
254K
$18M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-3.44K- 3.92% |
$268K - $321K
|
84.1K
$5.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.44K- 27.41% |
$268K - $321K
|
9.11K
$646K
|