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 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.5KNew |
$177K - $218K
|
2.5K
$177K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$176K - $217K
|
2.49K
$176K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.48KNew |
$175K - $216K
|
2.48K
$176K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
2.48KNew |
$175K - $216K
|
2.48K
$176K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2.47KNew |
$174K - $215K
|
2.47K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
2.47K+ 1.03% |
$174K - $215K
|
241K
$17.1M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.46K+ 21.29% |
$174K - $214K
|
14K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.46KNew |
$173K - $214K
|
2.46K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.45K+ 7.71% |
$173K - $214K
|
34.2K
$2.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.45KNew |
$173K - $213K
|
2.45K
$174K
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
2.43KNew |
$172K - $212K
|
2.43K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.43K+ 21.59% |
$172K - $212K
|
13.7K
$969K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.43KNew |
$171K - $212K
|
2.43K
$172K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
2.42KNew |
$171K - $211K
|
2.42K
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
2.42K+ 5.58% |
$171K - $211K
|
45.8K
$3.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.42K+ 1.49% |
$171K - $211K
|
165K
$11.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.41KNew |
$171K - $210K
|
2.41K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.41KNew |
$171K - $210K
|
2.41K
$171K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
2.41KNew |
$170K - $210K
|
2.41K
$171K
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
2.4KNew |
$170K - $209K
|
2.4K
$170K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.4KNew |
$169K - $209K
|
2.4K
$170K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
2.4K+ 7.19% |
$169K - $209K
|
35.7K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
2.39K+ 7.79% |
$169K - $208K
|
33.1K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.38K+ 18.62% |
$168K - $207K
|
15.2K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 7.8% |
$167K - $206K
|
32.7K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.36KNew |
$167K - $206K
|
2.36K
$168K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.36K+ 19.76% |
$167K - $206K
|
14.3K
$1.01M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.35KNew |
$166K - $204K
|
2.35K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.32K+ 16.73% |
$164K - $203K
|
16.2K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.31K+ 17.57% |
$163K - $202K
|
15.5K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.3K+ 0.22% |
$163K - $201K
|
1.03M
$72.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29K+ 52.76% |
$162K - $200K
|
6.64K
$471K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.28K+ 7.6% |
$161K - $199K
|
32.3K
$2.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.28KNew |
$161K - $199K
|
2.28K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.27K+ 11.96% |
$160K - $198K
|
21.3K
$1.51M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.27K+ 31.08% |
$160K - $198K
|
9.57K
$679K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.27K+ 4.03% |
$160K - $197K
|
58.4K
$4.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 16.81% |
$159K - $196K
|
15.6K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.25K+ 46.41% |
$159K - $196K
|
7.1K
$503K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.24K+ 32.81% |
$158K - $195K
|
9.06K
$643K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.23KNew |
$158K - $194K
|
2.23K
$158K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.22K+ 6.7% |
$157K - $194K
|
35.4K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.21KNew |
$156K - $192K
|
2.21K
$156K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.19K+ 38.79% |
$155K - $191K
|
7.85K
$556K
|