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 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.93K+ 7.38% |
$207K - $255K
|
42.6K
$2.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.92K+ 11.79% |
$206K - $255K
|
27.7K
$1.92M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.92KNew |
$206K - $255K
|
2.92K
$202K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.92K+ 0.87% |
$206K - $254K
|
339K
$23.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.91KNew |
$206K - $254K
|
2.91K
$202K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.91KNew |
$206K - $254K
|
2.91K
$201K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
2.91KNew |
$205K - $253K
|
2.91K
$201K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.86K+ 1328.84% |
$202K - $249K
|
3.07K
$213K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.85K+ 12.85% |
$201K - $248K
|
25K
$1.73M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2.85KNew |
$201K - $248K
|
2.85K
$197K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.83K+ 3.3% |
$200K - $247K
|
88.6K
$6.13M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.81K+ 2.7% |
$198K - $245K
|
107K
$7.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.81KNew |
$198K - $244K
|
2.81K
$194K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.79K+ 21.11% |
$197K - $243K
|
16K
$1.11M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.78KNew |
$196K - $242K
|
2.78K
$192K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
2.77KNew |
$195K - $241K
|
2.77K
$191K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
2.76K+ 2.69% |
$195K - $240K
|
105K
$7.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.75K+ 1.28% |
$194K - $240K
|
217K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
2.73K+ 450.66% |
$193K - $238K
|
3.34K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.73K+ 0.97% |
$193K - $238K
|
284K
$19.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
2.7KNew |
$191K - $236K
|
2.7K
$187K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.7K+ 2.15% |
$191K - $235K
|
128K
$8.89M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.7K+ 2.26% |
$190K - $235K
|
122K
$8.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.67K+ 24.57% |
$188K - $232K
|
13.5K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 25.77% |
$188K - $232K
|
13K
$899K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.66KNew |
$188K - $232K
|
2.66K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$188K - $232K
|
2.66K
$184K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.65KNew |
$187K - $231K
|
2.65K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.65K+ 0.44% |
$187K - $231K
|
609K
$42.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.65KNew |
$187K - $231K
|
2.65K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.65KNew |
$187K - $231K
|
2.65K
$183K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.63K+ 49.69% |
$186K - $229K
|
7.93K
$549K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.63K+ 13.24% |
$186K - $229K
|
22.5K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.6KNew |
$184K - $227K
|
2.6K
$180K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.59K+ 11.69% |
$183K - $226K
|
24.8K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Resolution Capital LTD
Sydney, Nsw, C3 |
BUY
|
- |
2.59KNew |
$183K - $226K
|
2.59K
$179K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
2.58KNew |
$182K - $225K
|
2.58K
$179K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.58K+ 26.46% |
$182K - $225K
|
12.3K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.57K+ 1.95% |
$182K - $224K
|
135K
$9.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.56KNew |
$181K - $223K
|
2.56K
$177K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.56K+ 153.45% |
$180K - $223K
|
4.22K
$292K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.55KNew |
$180K - $222K
|
2.55K
$177K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.55KNew |
$180K - $222K
|
2.55K
$177K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
2.55K+ 2.71% |
$180K - $222K
|
96.5K
$6.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.55K+ 12.93% |
$180K - $222K
|
22.2K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.54KNew |
$179K - $221K
|
2.54K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.53KNew |
$179K - $221K
|
2.53K
$175K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
2.51KNew |
$178K - $219K
|
2.51K
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
2.51KNew |
$177K - $219K
|
2.51K
$174K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.51KNew |
$177K - $218K
|
2.51K
$173K
|