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 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.16KNew |
$205K - $261K
|
4.16K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.14KNew |
$204K - $260K
|
4.14K
$293K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.08K+ 13.44% |
$201K - $256K
|
34.4K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.07KNew |
$201K - $256K
|
4.07K
$289K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
4.07KNew |
$201K - $256K
|
4.07K
$289K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.07K+ 7.81% |
$201K - $255K
|
56.2K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.06K+ 32.45% |
$200K - $255K
|
16.6K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$200K - $255K
|
4.06K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.05KNew |
$200K - $254K
|
4.05K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
4.05K+ 9.49% |
$200K - $254K
|
46.7K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.05K+ 49.74% |
$200K - $254K
|
12.2K
$864K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
4.04K+ 2.2% |
$199K - $254K
|
188K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.03K+ 4.41% |
$199K - $253K
|
95.4K
$6.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
4.01K+ 1.14% |
$198K - $252K
|
357K
$25.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4KNew |
$197K - $251K
|
4K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.96K+ 80.37% |
$196K - $249K
|
8.9K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.96K+ 14.43% |
$195K - $249K
|
31.4K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.95K+ 11.29% |
$195K - $248K
|
39K
$2.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.95KNew |
$195K - $248K
|
3.95K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.95KNew |
$195K - $248K
|
3.95K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$193K - $246K
|
3.92K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.9KNew |
$192K - $245K
|
3.9K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.89K+ 15.92% |
$192K - $244K
|
28.3K
$2.01M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.89K+ 15.92% |
$192K - $244K
|
28.3K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.84K+ 24.36% |
$189K - $241K
|
19.6K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.82K+ 5.51% |
$188K - $240K
|
73.1K
$5.18M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.82KNew |
$188K - $240K
|
3.82K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.82K+ 27.1% |
$188K - $240K
|
17.9K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.79KNew |
$187K - $238K
|
3.79K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.78K+ 2.9% |
$186K - $237K
|
134K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.77K+ 8.83% |
$186K - $237K
|
46.4K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.75K+ 55.99% |
$185K - $236K
|
10.5K
$741K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.72KNew |
$183K - $234K
|
3.72K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.7KNew |
$182K - $232K
|
3.7K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.69K+ 2.65% |
$182K - $232K
|
143K
$10.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.68K+ 15.73% |
$181K - $231K
|
27.1K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.68K+ 12.18% |
$181K - $231K
|
33.9K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.66KNew |
$181K - $230K
|
3.66K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.65KNew |
$180K - $229K
|
3.65K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.64KNew |
$180K - $229K
|
3.64K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
3.63KNew |
$179K - $228K
|
3.63K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.62K+ 20.5% |
$179K - $227K
|
21.3K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.61KNew |
$178K - $226K
|
3.61K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
3.58K+ 2.26% |
$177K - $225K
|
162K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.58K+ 4.34% |
$177K - $225K
|
86.1K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
3.57K+ 17.41% |
$176K - $224K
|
24.1K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 59.86% |
$176K - $224K
|
9.54K
$676K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.56KNew |
$175K - $223K
|
3.56K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.55KNew |
$175K - $223K
|
3.55K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
3.55K+ 5.88% |
$175K - $223K
|
63.8K
$4.53M
|