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 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.15K+ 23.76% |
$152K - $188K
|
11.2K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.13K+ 2.15% |
$150K - $186K
|
101K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 8.76% |
$150K - $185K
|
26.4K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.13K+ 12.65% |
$150K - $185K
|
18.9K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12KNew |
$150K - $185K
|
2.12K
$150K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.06K+ 3.21% |
$145K - $179K
|
66.1K
$4.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2.06K+ 4.11% |
$145K - $179K
|
52.1K
$3.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
2.04K+ 22.35% |
$144K - $178K
|
11.2K
$793K
|
|
|
Feb 14, 2023
Q4 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.04K+ 4.2% |
$144K - $178K
|
50.6K
$3.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.03K+ 2.59% |
$144K - $177K
|
80.4K
$5.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.03K+ 2.79% |
$144K - $177K
|
74.9K
$5.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2.02K+ 34.38% |
$143K - $176K
|
7.9K
$560K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.98K+ 3.02% |
$140K - $172K
|
67.4K
$4.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.97K+ 5.77% |
$139K - $172K
|
36.1K
$2.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.92K+ 53.7% |
$136K - $168K
|
5.51K
$390K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 15.05% |
$135K - $167K
|
14.7K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.92K+ 12.21% |
$135K - $167K
|
17.6K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.9K+ 1.38% |
$134K - $165K
|
139K
$9.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.86KNew |
$131K - $162K
|
1.86K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.86K+ 1.18% |
$131K - $162K
|
159K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.82K+ 14.68% |
$129K - $159K
|
14.2K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Wedgewood Investors Inc
|
BUY
|
- |
1.82K+ 37.92% |
$129K - $159K
|
6.62K
$469K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.81K+ 44.89% |
$128K - $158K
|
5.84K
$414K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.8K+ 40.75% |
$127K - $157K
|
6.21K
$440K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.76K+ 16.63% |
$124K - $153K
|
12.3K
$875K
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.75K+ 0.8% |
$124K - $153K
|
220K
$15.6M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.75K+ 64.9% |
$124K - $153K
|
4.45K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.73K+ 4.27% |
$122K - $150K
|
42.1K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.72KNew |
$121K - $149K
|
1.72K
$122K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.7K+ 0.78% |
$120K - $148K
|
220K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.7K+ 20.72% |
$120K - $148K
|
9.9K
$702K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.69K+ 16.79% |
$119K - $147K
|
11.7K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.68K+ 2.99% |
$119K - $146K
|
57.9K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.67K+ 5.37% |
$118K - $145K
|
32.7K
$2.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.66K+ 1.07% |
$117K - $145K
|
157K
$11.1M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.66K+ 0.51% |
$117K - $145K
|
325K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.65KNew |
$117K - $144K
|
1.65K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.62K+ 2.78% |
$114K - $141K
|
59.7K
$4.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.61K+ 3.88% |
$114K - $140K
|
43.1K
$3.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.6K+ 6.1% |
$113K - $139K
|
27.8K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.6K+ 3.17% |
$113K - $139K
|
52K
$3.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.56K+ 21.7% |
$110K - $136K
|
8.73K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
1.53K+ 7.71% |
$108K - $134K
|
21.4K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.53K+ 0.7% |
$108K - $133K
|
221K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
1.49K+ 4.94% |
$105K - $130K
|
31.7K
$2.25M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.47KNew |
$104K - $128K
|
1.47K
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.45KNew |
$102K - $126K
|
1.45K
$103K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.44K+ 5.6% |
$102K - $125K
|
27.1K
$1.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1.43K+ 11.49% |
$101K - $125K
|
13.9K
$986K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.42K+ 9.36% |
$100K - $124K
|
16.6K
$1.18M
|