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 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2.9K+ 8.98% |
$143K - $182K
|
35.2K
$2.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.9K+ 18.42% |
$143K - $182K
|
18.6K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.89K+ 4.66% |
$142K - $181K
|
64.9K
$4.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.88KNew |
$142K - $181K
|
2.88K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.85K+ 1.64% |
$141K - $179K
|
177K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
2.85K+ 6.57% |
$140K - $179K
|
46.1K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.84K+ 73.66% |
$140K - $179K
|
6.71K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.84K+ 31.98% |
$140K - $178K
|
11.7K
$832K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.84K+ 25.1% |
$140K - $178K
|
14.2K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.82K+ 2.03% |
$139K - $177K
|
142K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.72K+ 0.53% |
$134K - $171K
|
521K
$36.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.71K+ 9026.67% |
$134K - $170K
|
2.74K
$194K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.7K+ 2.04% |
$133K - $170K
|
135K
$9.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.7K+ 1.49% |
$133K - $169K
|
184K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$132K - $168K
|
2.67K
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.66K+ 31.15% |
$131K - $167K
|
11.2K
$794K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.66K+ 7.27% |
$131K - $167K
|
39.2K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.65K+ 7.45% |
$131K - $167K
|
38.3K
$2.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 3.51% |
$130K - $166K
|
77.8K
$5.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.61K+ 29.48% |
$129K - $164K
|
11.5K
$812K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.59KNew |
$127K - $162K
|
2.59K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.56K+ 137.19% |
$126K - $161K
|
4.43K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.54K+ 28.27% |
$125K - $159K
|
11.5K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.51K+ 10.3% |
$124K - $158K
|
26.9K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.51K+ 3.35% |
$124K - $157K
|
77.3K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$123K - $157K
|
2.5K
$177K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.49KNew |
$123K - $157K
|
2.49K
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.46K+ 5.37% |
$121K - $154K
|
48.2K
$3.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.44K+ 91.38% |
$120K - $153K
|
5.11K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.42K+ 36.97% |
$119K - $152K
|
8.96K
$635K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
2.4K+ 8.63% |
$119K - $151K
|
30.3K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.37K+ 9.78% |
$117K - $149K
|
26.6K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 33.18% |
$117K - $149K
|
9.52K
$675K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 6.35% |
$113K - $144K
|
38.3K
$2.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.28K+ 3.61% |
$112K - $143K
|
65.4K
$4.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.27K+ 44.81% |
$112K - $142K
|
7.32K
$519K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.25K+ 1.06% |
$111K - $141K
|
214K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.24K+ 22.88% |
$111K - $141K
|
12K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.24KNew |
$110K - $141K
|
2.24K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.22K+ 855.0% |
$110K - $140K
|
2.48K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.21KNew |
$109K - $138K
|
2.21K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.21K+ 3.02% |
$109K - $138K
|
75.2K
$5.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.18K+ 26.91% |
$107K - $137K
|
10.3K
$728K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
2.17K+ 13.91% |
$107K - $136K
|
17.7K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
2.16K+ 30.6% |
$107K - $136K
|
9.23K
$654K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.16K+ 10.38% |
$106K - $135K
|
22.9K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
2.15K+ 5.97% |
$106K - $135K
|
38.2K
$2.71M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 59.68% |
$106K - $135K
|
5.76K
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.15K+ 46.97% |
$106K - $135K
|
6.72K
$476K
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
2.14K+ 10.02% |
$105K - $134K
|
23.5K
$1.66M
|