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 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-917- 3.72% |
$64.8K - $79.9K
|
23.7K
$1.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-918- 3.7% |
$64.8K - $80K
|
23.9K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-920- 0.44% |
$65K - $80.2K
|
210K
$14.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-940- 0.42% |
$66.4K - $81.9K
|
220K
$15.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-943- 0.99% |
$66.6K - $82.2K
|
94.3K
$6.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-945- 0.61% |
$66.8K - $82.4K
|
154K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-946- 1.46% |
$66.8K - $82.4K
|
64.1K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-947- 4.64% |
$66.9K - $82.5K
|
19.5K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-965- 5.2% |
$68.2K - $84.1K
|
17.6K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-980- 8.66% |
$69.2K - $85.4K
|
10.3K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-984- 12.27% |
$69.5K - $85.8K
|
7.04K
$499K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-994- 0.61% |
$70.2K - $86.6K
|
162K
$11.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-994- 0.28% |
$70.2K - $86.6K
|
352K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1K- 4.0% |
$70.6K - $87.2K
|
24K
$1.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.02K- 6.12% |
$72.2K - $89.1K
|
15.7K
$1.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.04K- 1.07% |
$73.4K - $90.5K
|
95.9K
$6.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.04K- 26.91% |
$73.7K - $91K
|
2.84K
$201K
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 0.55% |
$74.9K - $92.4K
|
191K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.06K- 1.1% |
$75.2K - $92.7K
|
95.9K
$6.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-1.07K- 1.17% |
$75.3K - $92.9K
|
90.1K
$6.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.07K- 1.55% |
$75.8K - $93.5K
|
68.2K
$4.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.08K- 15.0% |
$75.9K - $93.7K
|
6.09K
$432K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.08K- 10.51% |
$76.1K - $93.9K
|
9.17K
$650K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.08K- 3.66% |
$76.1K - $93.9K
|
28.4K
$2.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.08K- 71.98% |
$76.2K - $94K
|
420
$29.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.08K- 0.85% |
$76.3K - $94.1K
|
126K
$8.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.09K- 6.65% |
$76.9K - $94.8K
|
15.3K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.09K- 10.55% |
$77.3K - $95.3K
|
9.27K
$657K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-1.1K- 1.1% |
$77.5K - $95.6K
|
98.5K
$6.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.12K- 1.63% |
$78.8K - $97.2K
|
67.2K
$4.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.13K- 4.68% |
$79.5K - $98K
|
22.9K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.13K- 53.02% |
$79.9K - $98.6K
|
1K
$71K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 2.92% |
$80.7K - $99.5K
|
37.9K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 7.97% |
$80.7K - $99.6K
|
13.2K
$936K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.15K- 6.3% |
$81.2K - $100K
|
17.1K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-1.16K- 1.86% |
$81.7K - $101K
|
61.1K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 31.42% |
$82.6K - $102K
|
2.55K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19K- 2.62% |
$84.1K - $104K
|
44.3K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-1.22K- 4.99% |
$86.3K - $106K
|
23.3K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.22K- 12.4% |
$86.5K - $107K
|
8.65K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.23K- 2.41% |
$87.2K - $108K
|
50K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.25K- 5.68% |
$88.3K - $109K
|
20.8K
$1.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.26K- 50.32% |
$89.1K - $110K
|
1.25K
$88.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.26K- 12.71% |
$89.2K - $110K
|
8.67K
$615K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.27K- 0.54% |
$89.4K - $110K
|
235K
$16.7M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.27K- 28.38% |
$89.8K - $111K
|
3.21K
$227K
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.29K- 2.09% |
$91.2K - $113K
|
60.6K
$4.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.29K- 1.28% |
$91.4K - $113K
|
100K
$7.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.3K- 9.98% |
$91.5K - $113K
|
11.7K
$829K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.3K- 3.6% |
$91.8K - $113K
|
34.8K
$2.47M
|