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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
6.34K+ 85.63% |
$313K - $398K
|
13.8K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.28K+ 97.85% |
$310K - $395K
|
12.7K
$901K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
6.22K+ 48.2% |
$307K - $390K
|
19.1K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
6.21KNew |
$306K - $390K
|
6.21K
$440K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
6.17K+ 5.49% |
$304K - $388K
|
119K
$8.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
6.13K+ 0.82% |
$302K - $385K
|
756K
$53.6M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
6.13KNew |
$302K - $385K
|
6.13K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.11K+ 30.59% |
$302K - $384K
|
26.1K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.09KNew |
$300K - $382K
|
6.09K
$432K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
6.08KNew |
$300K - $382K
|
6.08K
$431K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
5.97K+ 2.35% |
$295K - $375K
|
260K
$18.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
5.95KNew |
$293K - $374K
|
5.95K
$422K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.92K+ 59.08% |
$292K - $371K
|
15.9K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.88K+ 1.86% |
$290K - $369K
|
323K
$22.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.88K+ 1538.22% |
$290K - $369K
|
6.26K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
5.87K+ 1.22% |
$290K - $369K
|
487K
$34.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5.87K+ 9.31% |
$289K - $368K
|
68.9K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.86K+ 10.18% |
$289K - $368K
|
63.4K
$4.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.85KNew |
$289K - $368K
|
5.85K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5.84KNew |
$288K - $367K
|
5.84K
$414K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.73K+ 1.62% |
$282K - $360K
|
359K
$25.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.69KNew |
$281K - $357K
|
5.69K
$404K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.67KNew |
$280K - $356K
|
5.67K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.62K+ 228.26% |
$277K - $353K
|
8.09K
$573K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.58K+ 19.35% |
$275K - $351K
|
34.4K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.57KNew |
$275K - $350K
|
5.57K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.56K+ 3.1% |
$274K - $349K
|
185K
$13.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.54KNew |
$273K - $348K
|
5.54K
$393K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.49K+ 12.35% |
$271K - $345K
|
50K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.49KNew |
$271K - $345K
|
5.49K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.47K+ 1.31% |
$270K - $343K
|
424K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
5.45KNew |
$269K - $342K
|
5.45K
$386K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
5.43KNew |
$268K - $341K
|
5.43K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.41KNew |
$267K - $340K
|
5.41K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
5.4KNew |
$267K - $339K
|
5.4K
$383K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
5.37K+ 76.19% |
$265K - $337K
|
12.4K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.37K+ 10.08% |
$265K - $337K
|
58.6K
$4.16M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5.36KNew |
$264K - $336K
|
5.36K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.33KNew |
$263K - $335K
|
5.33K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.33KNew |
$263K - $334K
|
5.33K
$378K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.3K+ 546.8% |
$262K - $333K
|
6.27K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.29K+ 1.38% |
$261K - $332K
|
389K
$27.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.24K+ 79.07% |
$258K - $329K
|
11.9K
$841K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
5.24K+ 6.39% |
$258K - $329K
|
87.1K
$6.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.21KNew |
$257K - $327K
|
5.21K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.19K+ 23.84% |
$256K - $326K
|
27K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.18K+ 3.9% |
$255K - $325K
|
138K
$9.78M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.14KNew |
$253K - $323K
|
5.14K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.13K+ 18.2% |
$253K - $322K
|
33.3K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5.12KNew |
$252K - $321K
|
5.12K
$363K
|