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
|
Hills Bank & Trust CO
|
BUY
|
- |
321+ 1.24% |
$22.7K - $28K
|
26.2K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
321+ 0.27% |
$22.7K - $28K
|
117K
$8.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
319+ 2.22% |
$22.5K - $27.8K
|
14.7K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
313+ 4.82% |
$22.1K - $27.3K
|
6.81K
$484K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
312+ 1.7% |
$22K - $27.2K
|
18.7K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
312+ 13.52% |
$22K - $27.2K
|
2.62K
$186K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
309+ 0.81% |
$21.8K - $26.9K
|
38.3K
$2.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
308+ 2.52% |
$21.8K - $26.8K
|
12.5K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
308+ 6.29% |
$21.8K - $26.8K
|
5.2K
$370K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
307+ 0.93% |
$21.7K - $26.8K
|
33.3K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
307+ 6.74% |
$21.7K - $26.8K
|
4.87K
$346K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
306+ 5.7% |
$21.6K - $26.7K
|
5.68K
$404K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
304+ 1.21% |
$21.5K - $26.5K
|
25.5K
$1.82M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
304+ 7.04% |
$21.5K - $26.5K
|
4.62K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
300+ 9.84% |
$21.2K - $26.1K
|
3.35K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
300+ 11.54% |
$21.2K - $26.1K
|
2.9K
$206K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
296+ 1.89% |
$20.9K - $25.8K
|
16K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
290+ 2.65% |
$20.5K - $25.3K
|
11.2K
$799K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
288+ 3.21% |
$20.3K - $25.1K
|
9.26K
$659K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
286+ 0.7% |
$20.2K - $24.9K
|
41.2K
$2.93M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
286New |
$20.2K - $24.9K
|
286
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
284+ 9.93% |
$20.1K - $24.8K
|
3.14K
$224K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
280+ 5.15% |
$19.8K - $24.4K
|
5.72K
$407K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
279+ 8.41% |
$19.7K - $24.3K
|
3.6K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
278+ 2.38% |
$19.6K - $24.2K
|
12K
$851K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
275+ 3.79% |
$19.4K - $24K
|
7.54K
$536K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
275+ 6.33% |
$19.4K - $24K
|
4.62K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
275+ 3.5% |
$19.4K - $24K
|
8.13K
$579K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
273+ 0.48% |
$19.3K - $23.8K
|
57.4K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
267+ 5.55% |
$18.9K - $23.3K
|
5.07K
$361K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
265+ 1.18% |
$18.7K - $23.1K
|
22.8K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
263+ 3.45% |
$18.6K - $22.9K
|
7.89K
$561K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
262+ 0.7% |
$18.5K - $22.8K
|
37.6K
$2.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
260+ 2.05% |
$18.4K - $22.7K
|
12.9K
$920K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
258+ 7.65% |
$18.2K - $22.5K
|
3.63K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
257+ 1.24% |
$18.2K - $22.4K
|
21K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
256+ 1.84% |
$18.1K - $22.3K
|
14.2K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
254New |
$17.9K - $22.1K
|
254
$18.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
253+ 3.38% |
$17.9K - $22K
|
7.74K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
247+ 19.67% |
$17.4K - $21.5K
|
1.5K
$107K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
244+ 1.61% |
$17.2K - $21.3K
|
15.4K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
241+ 7.63% |
$17K - $21K
|
3.4K
$242K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
240+ 2.19% |
$17K - $20.9K
|
11.2K
$797K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
240+ 0.6% |
$17K - $20.9K
|
40K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
240+ 2.65% |
$17K - $20.9K
|
9.28K
$660K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
239+ 0.98% |
$16.9K - $20.8K
|
24.7K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
236+ 5.22% |
$16.7K - $20.6K
|
4.76K
$339K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
235+ 1.56% |
$16.6K - $20.5K
|
15.3K
$1.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
234+ 4.62% |
$16.5K - $20.4K
|
5.3K
$377K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
225+ 5.34% |
$15.9K - $19.6K
|
4.44K
$316K
|