Purchases and Sales Made in Q4 2022 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2022. 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 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
5.41K+ 2.0% |
$382K - $471K
|
276K
$19.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
5.41K+ 35.14% |
$382K - $471K
|
20.8K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.36KNew |
$379K - $467K
|
5.36K
$380K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.33K+ 191.24% |
$376K - $464K
|
8.11K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5.31KNew |
$375K - $462K
|
5.31K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.3K+ 3.05% |
$374K - $462K
|
179K
$12.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
5.27K+ 12.44% |
$372K - $459K
|
47.6K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.22K+ 0.31% |
$369K - $455K
|
1.7M
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
5.19KNew |
$367K - $452K
|
5.19K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.17KNew |
$365K - $450K
|
5.17K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
5.14K+ 163.43% |
$363K - $448K
|
8.29K
$587K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
5.12KNew |
$362K - $446K
|
5.12K
$363K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.11K+ 66.76% |
$361K - $446K
|
12.8K
$905K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.11KNew |
$361K - $445K
|
5.11K
$362K
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
5.1K+ 4.7% |
$360K - $444K
|
114K
$8.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5.08K+ 15.16% |
$359K - $443K
|
38.6K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.07K+ 4.0% |
$358K - $442K
|
132K
$9.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.07K+ 39.06% |
$358K - $442K
|
18.1K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.02K+ 174.3% |
$354K - $437K
|
7.9K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
4.92K+ 7.07% |
$348K - $429K
|
74.6K
$5.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
4.92K+ 16.23% |
$347K - $428K
|
35.2K
$2.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.88KNew |
$345K - $425K
|
4.88K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.84K+ 26.23% |
$342K - $422K
|
23.3K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.83KNew |
$341K - $421K
|
4.83K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.81K+ 9.96% |
$340K - $420K
|
53.2K
$3.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.76K+ 17.81% |
$336K - $415K
|
31.5K
$2.23M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.75K+ 12.48% |
$336K - $414K
|
42.8K
$3.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.73K+ 9.42% |
$334K - $412K
|
54.9K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.72KNew |
$334K - $412K
|
4.72K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
4.72K+ 58.74% |
$333K - $411K
|
12.8K
$904K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.69KNew |
$331K - $409K
|
4.69K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.69K+ 15.11% |
$331K - $408K
|
35.7K
$2.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.65K+ 123.43% |
$329K - $405K
|
8.42K
$597K
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.61K+ 2.02% |
$325K - $402K
|
233K
$16.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.6K+ 5.22% |
$325K - $401K
|
92.7K
$6.57M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.58K+ 8.35% |
$323K - $399K
|
59.4K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.55K+ 1.8% |
$322K - $397K
|
258K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
4.55KNew |
$321K - $396K
|
4.55K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.5K+ 3.05% |
$318K - $392K
|
152K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
4.5KNew |
$318K - $392K
|
4.5K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.45K+ 17.62% |
$314K - $387K
|
29.7K
$2.1M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.43K+ 291.45% |
$313K - $386K
|
5.95K
$422K
|
|
|
Feb 02, 2023
Q4 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
4.43KNew |
$313K - $386K
|
4.43K
$314K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.42K+ 4.15% |
$312K - $385K
|
111K
$7.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
4.4K+ 3.48% |
$311K - $383K
|
131K
$9.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.38K+ 0.28% |
$309K - $381K
|
1.55M
$110M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.36K+ 2.74% |
$308K - $380K
|
164K
$11.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.35K+ 1.12% |
$307K - $379K
|
393K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4.35KNew |
$307K - $379K
|
4.35K
$308K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
4.34K+ 2.59% |
$307K - $378K
|
172K
$12.2M
|