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 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
560+ 0.66% |
$39.6K - $48.8K
|
85.6K
$5.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
559+ 17.23% |
$39.5K - $48.7K
|
3.8K
$263K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
556+ 2.45% |
$39.3K - $48.5K
|
23.2K
$1.61M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
556+ 259.81% |
$39.3K - $48.5K
|
770
$53.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
553+ 1.46% |
$39.1K - $48.2K
|
38.3K
$2.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
551+ 0.5% |
$38.9K - $48K
|
111K
$7.65M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
542New |
$38.3K - $47.2K
|
542
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
540+ 0.59% |
$38.1K - $47.1K
|
92.7K
$6.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
540+ 1.85% |
$38.1K - $47.1K
|
29.7K
$2.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
530+ 1.99% |
$37.4K - $46.2K
|
27.2K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
522+ 7.03% |
$36.9K - $45.5K
|
7.94K
$550K
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
BUY
|
- |
520+ 2.94% |
$36.7K - $45.3K
|
18.2K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
514+ 4.31% |
$36.3K - $44.8K
|
12.4K
$862K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
502+ 2.21% |
$35.5K - $43.7K
|
23.2K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
501+ 8.17% |
$35.4K - $43.7K
|
6.63K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
501+ 4.02% |
$35.4K - $43.7K
|
13K
$898K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
500+ 5.43% |
$35.3K - $43.6K
|
9.71K
$672K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
499+ 0.63% |
$35.2K - $43.5K
|
80.3K
$5.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
499+ 3.76% |
$35.2K - $43.5K
|
13.8K
$954K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
499+ 51.6% |
$35.2K - $43.5K
|
1.47K
$102K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
497+ 14.28% |
$35.1K - $43.3K
|
3.98K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
495+ 18.33% |
$35K - $43.1K
|
3.2K
$221K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
492+ 33.77% |
$34.8K - $42.9K
|
1.95K
$135K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
489New |
$34.5K - $42.6K
|
489
$33.9K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
489+ 1.07% |
$34.5K - $42.6K
|
46.3K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
489+ 2.69% |
$34.5K - $42.6K
|
18.6K
$1.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
476New |
$33.6K - $41.5K
|
476
$33K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
475New |
$33.6K - $41.4K
|
475
$32.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
471+ 6.63% |
$33.3K - $41K
|
7.58K
$525K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
471+ 0.94% |
$33.3K - $41K
|
50.3K
$3.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
464+ 7.73% |
$32.8K - $40.4K
|
6.46K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
463+ 10.12% |
$32.7K - $40.4K
|
5.04K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
461New |
$32.6K - $40.2K
|
461
$31.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
460+ 1.5% |
$32.5K - $40.1K
|
31.2K
$2.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
457+ 0.8% |
$32.3K - $39.8K
|
57.4K
$3.98M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
454+ 5.8% |
$32.1K - $39.6K
|
8.28K
$573K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
445+ 4.47% |
$31.4K - $38.8K
|
10.4K
$720K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
444+ 5.51% |
$31.4K - $38.7K
|
8.5K
$589K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
441+ 0.32% |
$31.2K - $38.4K
|
137K
$9.46M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
441+ 12.24% |
$31.2K - $38.4K
|
4.04K
$280K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
440New |
$31.1K - $38.3K
|
440
$30.5K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
438+ 8.98% |
$30.9K - $38.2K
|
5.31K
$368K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
437+ 1.03% |
$30.9K - $38.1K
|
42.8K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
434+ 17.42% |
$30.7K - $37.8K
|
2.93K
$203K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
429+ 3.68% |
$30.3K - $37.4K
|
12.1K
$838K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
427+ 2.58% |
$30.2K - $37.2K
|
17K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
424New |
$30K - $37K
|
424
$29.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
424+ 10.17% |
$30K - $37K
|
4.59K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
424+ 3.54% |
$30K - $37K
|
12.4K
$859K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
422+ 2.73% |
$29.8K - $36.8K
|
15.9K
$1.1M
|