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 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.81K- 13.98% |
$269K - $332K
|
23.5K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.94K- 9.07% |
$279K - $344K
|
39.6K
$2.8M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4K- 8.95% |
$282K - $348K
|
40.6K
$2.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-4K- 54.69% |
$282K - $348K
|
3.31K
$235K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-4K- 4.73% |
$283K - $349K
|
80.6K
$5.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.03K- 23.85% |
$284K - $351K
|
12.9K
$911K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-4.08K- 0.66% |
$288K - $355K
|
610K
$43.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.17K- 0.94% |
$295K - $364K
|
442K
$31.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.21K- 14.13% |
$298K - $367K
|
25.6K
$1.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.28K- 1.08% |
$302K - $373K
|
391K
$27.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-4.3K- 1.73% |
$304K - $375K
|
245K
$17.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.34K- 4.26% |
$306K - $378K
|
97.5K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-4.36K- 32.43% |
$308K - $380K
|
9.08K
$643K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 8.52% |
$311K - $384K
|
47.3K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.46K- 31.93% |
$315K - $388K
|
9.5K
$673K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.55K- 4.12% |
$321K - $397K
|
106K
$7.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.59K- 4.59% |
$324K - $400K
|
95.4K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.82K- 14.83% |
$340K - $420K
|
27.7K
$1.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.88K- 11.28% |
$345K - $425K
|
38.4K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-4.91K- 11.18% |
$347K - $428K
|
39K
$2.76M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.92KClosed |
$347K - $429K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4.94K- 0.22% |
$349K - $431K
|
2.21M
$156M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.98K- 0.91% |
$352K - $434K
|
543K
$38.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.99K- 27.69% |
$353K - $435K
|
13K
$925K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-5.05K- 3.45% |
$357K - $440K
|
142K
$10M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-5.08K- 75.68% |
$359K - $443K
|
1.63K
$116K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.11K- 2.01% |
$361K - $445K
|
249K
$17.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.14K- 0.76% |
$363K - $448K
|
674K
$47.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.16K- 4.8% |
$365K - $450K
|
102K
$7.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-5.24K- 0.76% |
$370K - $457K
|
683K
$48.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.28K- 45.51% |
$373K - $460K
|
6.32K
$448K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-5.36K- 43.42% |
$379K - $467K
|
6.99K
$495K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.44K- 13.38% |
$384K - $474K
|
35.2K
$2.5M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.5K- 5.48% |
$389K - $479K
|
94.9K
$6.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
SELL
|
- |
-5.51K- 1.24% |
$389K - $480K
|
438K
$31.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-5.6K- 11.42% |
$395K - $488K
|
43.4K
$3.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-5.62K- 25.23% |
$397K - $489K
|
16.6K
$1.18M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.62K- 30.5% |
$397K - $490K
|
12.8K
$908K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-5.65K- 67.79% |
$399K - $492K
|
2.68K
$190K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.84K- 2.28% |
$413K - $509K
|
250K
$17.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.13K- 20.29% |
$433K - $534K
|
24.1K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.15K- 48.82% |
$434K - $536K
|
6.44K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6.16K- 0.9% |
$435K - $537K
|
678K
$48.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-6.25K- 4.51% |
$442K - $545K
|
132K
$9.38M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-6.31K- 49.23% |
$446K - $550K
|
6.5K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.31K- 6.68% |
$446K - $550K
|
88.2K
$6.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.36K- 4.97% |
$449K - $554K
|
122K
$8.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.39K- 13.66% |
$451K - $557K
|
40.4K
$2.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-6.49K- 7.04% |
$459K - $566K
|
85.7K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.62K- 26.85% |
$467K - $576K
|
18K
$1.28M
|