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 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-201- 6.79% |
$14.2K - $17.5K
|
2.76K
$191K
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-201- 7.09% |
$14.2K - $17.5K
|
2.63K
$182K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-205- 27.7% |
$14.5K - $17.9K
|
535
$37K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-209- 4.46% |
$14.8K - $18.2K
|
4.48K
$310K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-210- 30.66% |
$14.8K - $18.3K
|
475
$32.9K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-212- 2.74% |
$15K - $18.5K
|
7.53K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-212- 0.11% |
$15K - $18.5K
|
199K
$13.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-213- 23.75% |
$15K - $18.6K
|
684
$47.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-214- 5.59% |
$15.1K - $18.7K
|
3.61K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-219- 2.31% |
$15.5K - $19.1K
|
9.27K
$642K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-222- 3.97% |
$15.7K - $19.3K
|
5.37K
$371K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-225- 0.39% |
$15.9K - $19.6K
|
56.9K
$3.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-225- 2.13% |
$15.9K - $19.6K
|
10.4K
$717K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-225- 0.29% |
$15.9K - $19.6K
|
77.6K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-227- 2.42% |
$16K - $19.8K
|
9.15K
$633K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-230- 1.71% |
$16.2K - $20K
|
13.2K
$916K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-233- 1.27% |
$16.5K - $20.3K
|
18.1K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-234- 3.84% |
$16.5K - $20.4K
|
5.86K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-235- 4.1% |
$16.6K - $20.5K
|
5.5K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-236- 1.85% |
$16.7K - $20.6K
|
12.5K
$868K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-236- 8.44% |
$16.7K - $20.6K
|
2.56K
$177K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-241- 1.56% |
$17K - $21K
|
15.2K
$1.05M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 2.36% |
$17.7K - $21.8K
|
10.3K
$715K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-250- 6.26% |
$17.7K - $21.8K
|
3.75K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-250- 9.38% |
$17.7K - $21.8K
|
2.42K
$167K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-253- 1.66% |
$17.9K - $22K
|
15K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-254- 5.34% |
$17.9K - $22.1K
|
4.51K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-255- 1.06% |
$18K - $22.2K
|
23.9K
$1.65M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-258- 5.66% |
$18.2K - $22.5K
|
4.3K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-259- 0.9% |
$18.3K - $22.6K
|
28.4K
$1.97M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-260- 1.59% |
$18.4K - $22.7K
|
16.1K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-260- 0.82% |
$18.4K - $22.7K
|
31.3K
$2.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-260- 0.47% |
$18.4K - $22.7K
|
54.8K
$3.8M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-265- 1.87% |
$18.7K - $23.1K
|
13.9K
$963K
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-265- 1.74% |
$18.7K - $23.1K
|
15K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-268- 2.14% |
$18.9K - $23.4K
|
12.2K
$847K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-268- 7.31% |
$18.9K - $23.4K
|
3.4K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-271- 2.87% |
$19.1K - $23.6K
|
9.16K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-275- 1.16% |
$19.4K - $24K
|
23.4K
$1.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-275- 2.04% |
$19.4K - $24K
|
13.2K
$914K
|
|
|
Feb 17, 2023
Q4 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-275- 0.88% |
$19.4K - $24K
|
31.1K
$2.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-280- 6.94% |
$19.8K - $24.4K
|
3.75K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-280- 4.68% |
$19.8K - $24.4K
|
5.71K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-282- 3.08% |
$19.9K - $24.6K
|
8.88K
$614K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-285- 55.23% |
$20.1K - $24.8K
|
231
$16K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-287- 0.68% |
$20.3K - $25K
|
42K
$2.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-288- 4.56% |
$20.3K - $25.1K
|
6.03K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-294- 5.85% |
$20.8K - $25.6K
|
4.73K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-294- 2.25% |
$20.8K - $25.6K
|
12.7K
$882K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-295- 63.71% |
$20.8K - $25.7K
|
168
$11.6K
|