Purchases and Sales Made in Q4 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.21K+ 49.37% |
$405K - $516K
|
24.8K
$1.69M
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.2K+ 68.23% |
$404K - $515K
|
20.2K
$1.38M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
8.14K+ 5.2% |
$401K - $511K
|
164K
$11.2M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.11K+ 17.99% |
$400K - $509K
|
53.2K
$3.62M
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
8.11KNew |
$400K - $509K
|
8.11K
$552K
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8.03KNew |
$396K - $504K
|
8.03K
$546K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.01KNew |
$395K - $503K
|
8.01K
$545K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
8KNew |
$395K - $502K
|
8K
$544K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.95KNew |
$392K - $499K
|
7.95K
$541K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.88KNew |
$388K - $495K
|
7.88K
$536K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.85K+ 24.05% |
$387K - $493K
|
40.5K
$2.76M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7.85KNew |
$387K - $493K
|
7.85K
$534K
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7.67KNew |
$378K - $482K
|
7.67K
$522K
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
7.62K+ 1.58% |
$376K - $478K
|
491K
$33.4M
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.61K+ 187.81% |
$376K - $478K
|
11.7K
$794K
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7.6KNew |
$375K - $477K
|
7.6K
$517K
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
7.53K+ 45.02% |
$371K - $472K
|
24.2K
$1.65M
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.47KNew |
$368K - $469K
|
7.47K
$508K
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.37K+ 34.23% |
$364K - $463K
|
28.9K
$1.97M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.25K+ 22.48% |
$357K - $455K
|
39.5K
$2.69M
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
7.23K+ 3.17% |
$357K - $454K
|
235K
$16M
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
7.15KNew |
$352K - $449K
|
7.15K
$486K
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
7.13K+ 10.01% |
$351K - $447K
|
78.3K
$5.33M
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.09K+ 20.26% |
$350K - $445K
|
42.1K
$2.86M
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7.07K+ 12.54% |
$349K - $444K
|
63.5K
$4.32M
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
7.02KNew |
$346K - $441K
|
7.02K
$478K
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6.99KNew |
$345K - $439K
|
6.99K
$476K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.98K+ 20.14% |
$344K - $438K
|
41.6K
$2.83M
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.9K+ 1.24% |
$340K - $433K
|
562K
$38.2M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.88K+ 155.99% |
$340K - $432K
|
11.3K
$769K
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
6.86K+ 68.41% |
$338K - $431K
|
16.9K
$1.15M
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.82K+ 35.79% |
$336K - $428K
|
25.9K
$1.76M
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.81K+ 45.35% |
$336K - $428K
|
21.8K
$1.49M
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
6.79K+ 16.61% |
$335K - $426K
|
47.6K
$3.24M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
6.76K+ 2.01% |
$333K - $424K
|
344K
$23.4M
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.72K+ 1.53% |
$331K - $422K
|
446K
$30.3M
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.71K+ 57.61% |
$331K - $421K
|
18.3K
$1.25M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.67K+ 8.07% |
$329K - $419K
|
89.3K
$6.08M
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
6.64K+ 188.49% |
$327K - $417K
|
10.2K
$691K
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
6.63K+ 9.97% |
$327K - $416K
|
73.2K
$4.98M
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
6.62K+ 139.04% |
$326K - $415K
|
11.4K
$774K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.62K+ 9.3% |
$326K - $415K
|
77.7K
$5.29M
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.61K+ 57.49% |
$326K - $415K
|
18.1K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.5K+ 2.09% |
$321K - $408K
|
318K
$21.6M
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6.48KNew |
$319K - $407K
|
6.48K
$441K
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
6.4KNew |
$316K - $402K
|
6.4K
$436K
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6.38KNew |
$314K - $400K
|
6.38K
$434K
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.37KNew |
$314K - $400K
|
6.37K
$434K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.37KNew |
$314K - $400K
|
6.37K
$434K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.36K+ 38.87% |
$314K - $399K
|
22.7K
$1.55M
|