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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5KNew |
$740K - $913K
|
10.5K
$739K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
10.4K+ 4.02% |
$736K - $908K
|
270K
$19M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.4KNew |
$734K - $906K
|
10.4K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.4K+ 167.65% |
$734K - $906K
|
16.6K
$1.17M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.4KNew |
$732K - $903K
|
10.4K
$731K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10.3KNew |
$731K - $902K
|
10.3K
$730K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10.3KNew |
$725K - $894K
|
10.3K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
10.2K+ 2086.15% |
$724K - $893K
|
10.7K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.1K+ 18.26% |
$713K - $879K
|
65.4K
$4.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.1K+ 2.6% |
$712K - $879K
|
397K
$28M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
BUY
|
- |
10KNew |
$708K - $874K
|
10K
$707K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
10K+ 6.17% |
$708K - $873K
|
172K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.98KNew |
$705K - $870K
|
9.98K
$704K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9.97K+ 90.72% |
$704K - $869K
|
21K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
9.94KNew |
$702K - $867K
|
9.94K
$701K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
9.91K+ 1.61% |
$700K - $863K
|
625K
$44.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
9.86K+ 5.44% |
$697K - $859K
|
191K
$13.5M
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
9.75K+ 12.57% |
$689K - $850K
|
87.3K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
9.74K+ 5.49% |
$688K - $849K
|
187K
$13.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
9.72K+ 0.63% |
$686K - $847K
|
1.55M
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
9.67K+ 4.41% |
$683K - $843K
|
229K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
9.61K+ 302.23% |
$679K - $837K
|
12.8K
$902K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
9.56K+ 1.38% |
$675K - $833K
|
704K
$49.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.54K+ 8.42% |
$674K - $831K
|
123K
$8.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
9.48KNew |
$669K - $826K
|
9.48K
$669K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.48K+ 648.53% |
$669K - $826K
|
10.9K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.38KNew |
$663K - $818K
|
9.38K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.37K+ 15.92% |
$662K - $817K
|
68.3K
$4.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.34K+ 2.82% |
$660K - $814K
|
341K
$24M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.28K+ 43.72% |
$656K - $809K
|
30.5K
$2.15M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.27K+ 53.57% |
$655K - $808K
|
26.6K
$1.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.25K+ 1.98% |
$653K - $806K
|
477K
$33.6M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
9.24KNew |
$653K - $806K
|
9.24K
$652K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.19K+ 2.12% |
$649K - $801K
|
442K
$31.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
9.18K+ 155.48% |
$649K - $800K
|
15.1K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.17K+ 36.47% |
$648K - $799K
|
34.3K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9.11K+ 52.6% |
$643K - $794K
|
26.4K
$1.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.04K+ 2.64% |
$639K - $788K
|
351K
$24.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.03K+ 5.39% |
$638K - $787K
|
176K
$12.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
BUY
|
- |
9.02K+ 179.32% |
$637K - $786K
|
14.1K
$991K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.01K+ 0.1% |
$637K - $785K
|
9.47M
$668M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
8.84KNew |
$625K - $771K
|
8.84K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.81K+ 14.5% |
$623K - $768K
|
69.6K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.81K+ 84.1% |
$622K - $768K
|
19.3K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
8.76K+ 1.28% |
$619K - $764K
|
694K
$49M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.73K+ 20.41% |
$617K - $761K
|
51.5K
$3.63M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.67KNew |
$612K - $756K
|
8.67K
$612K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.61KNew |
$608K - $750K
|
8.61K
$607K
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.57KNew |
$605K - $747K
|
8.57K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
8.54KNew |
$604K - $745K
|
8.54K
$603K
|