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 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.6K+ 4.22% |
$902K - $1.08M
|
286K
$20.2M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
11.5K+ 4.56% |
$897K - $1.08M
|
264K
$18.6M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 5.63% |
$895K - $1.07M
|
216K
$15.2M
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
11.4K+ 24.93% |
$891K - $1.07M
|
57.3K
$4.05M
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
11.4K+ 120.06% |
$888K - $1.06M
|
20.9K
$1.47M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
11.4KNew |
$886K - $1.06M
|
11.4K
$803K
|
|
Feb 11, 2022
Q4 2021
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
11.4K+ 4.12% |
$883K - $1.06M
|
287K
$20.2M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11.1KNew |
$866K - $1.04M
|
11.1K
$785K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$862K - $1.03M
|
11.1K
$782K
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.8K+ 2.76% |
$840K - $1.01M
|
402K
$28.4M
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
10.8K+ 3.8% |
$837K - $1M
|
294K
$20.7M
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.6K+ 123.14% |
$828K - $993K
|
19.3K
$1.36M
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$827K - $992K
|
10.6K
$750K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
10.5K+ 179.55% |
$815K - $977K
|
16.3K
$1.15M
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
10.4KNew |
$809K - $971K
|
10.4K
$734K
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.4KNew |
$809K - $970K
|
10.4K
$733K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 17.67% |
$807K - $968K
|
69.1K
$4.87M
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
10.3K+ 3.16% |
$804K - $965K
|
337K
$23.8M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
10.3KNew |
$803K - $963K
|
10.3K
$728K
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.3K+ 6.26% |
$802K - $962K
|
175K
$12.3M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10.2KNew |
$791K - $948K
|
10.2K
$717K
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
10.1KNew |
$786K - $943K
|
10.1K
$713K
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
10.1K+ 18.89% |
$785K - $942K
|
63.5K
$4.48M
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
10.1K+ 365.57% |
$785K - $942K
|
12.8K
$906K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.97K+ 60.94% |
$776K - $931K
|
26.3K
$1.86M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.94K+ 13.78% |
$774K - $928K
|
82.1K
$5.79M
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
9.92KNew |
$772K - $926K
|
9.92K
$700K
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.86K+ 8.43% |
$767K - $921K
|
127K
$8.95M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.75KNew |
$759K - $910K
|
9.75K
$688K
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
9.54K+ 8.05% |
$742K - $891K
|
128K
$9.03M
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
9.39KNew |
$731K - $877K
|
9.39K
$662K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
9.32K+ 95.61% |
$725K - $870K
|
19.1K
$1.34M
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
9.27KNew |
$721K - $865K
|
9.27K
$654K
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.26K+ 3.67% |
$720K - $864K
|
261K
$18.4M
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9.25KNew |
$720K - $864K
|
9.25K
$652K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.1K+ 0.86% |
$708K - $850K
|
1.06M
$74.9M
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
9.02K+ 36.81% |
$702K - $842K
|
33.5K
$2.37M
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.9K+ 93.34% |
$692K - $831K
|
18.4K
$1.3M
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
BUY
|
- |
8.89K+ 18.56% |
$692K - $830K
|
56.8K
$4.01M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.88K+ 21.71% |
$691K - $829K
|
49.8K
$3.51M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.88K+ 21.71% |
$691K - $829K
|
49.8K
$3.51M
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
8.85K+ 3.12% |
$689K - $827K
|
292K
$20.6M
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.85KNew |
$689K - $826K
|
8.85K
$624K
|
|
Feb 04, 2022
Q4 2021
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8.62KNew |
$671K - $805K
|
8.62K
$608K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.53K+ 3.26% |
$664K - $797K
|
270K
$19.1M
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.48K+ 23.98% |
$660K - $791K
|
43.8K
$3.09M
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
8.46KNew |
$658K - $790K
|
8.46K
$597K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.35KNew |
$650K - $780K
|
8.35K
$589K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.32K+ 4.95% |
$648K - $777K
|
177K
$12.5M
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
8.3KNew |
$646K - $775K
|
8.3K
$585K
|